Here are some tips when deciding what content should be authored directly in Guru vs. included in a file.
Content to include directly in a Card:
- On the phone questions - For questions like competitive positioning, your team can have one Card for each competitor with the points of differentiation between your solution and theirs. Content like this which a user may access when on a call should be captured in Guru because it is the fastest way for the user to answer the question and eliminates the need to access a file in a separate location.
- Frequently asked questions - Capturing individual questions and their corresponding answers is most scalable in Guru. As these FAQs accumulate over time, you can easily assign owners to verify them in Guru and ensure the answers stay accurate.
- Canned responses - When working in email, users often need quick access to information that they want to paste into an email or chat reply. Keeping these canned responses in Guru ensures that you can access and use these answers without having to open new windows or alter your workflow.
Content to link or embed in a Card:
- Sales Assets - Guru cards should contain the approved versions of customer facing case studies, presentations, etc. This way they can easily be found without having to search through multiple versions, and your team can be confident that they have the correct file.
- Blog Posts - Because blog posts can be lengthy, we recommend creating a Guru card for each blog post or topical collection that you will send to customers over time, with a brief description of the posts.
- Analyst Research - Reports like this are often licensed and must not be altered. We recommend creating Guru cards that contain key quotes from the report, along with a link to the report itself.
- You can embed web-based files into Cards. This way, any changes you make in the original file will be reflected in the Card.
- Guru-hosted files earn a higher rank in search. Upload your files in your Guru Cards to improve search results. Learn how to upload your files using the file uploader in Card Editor.
- Google-hosted files found in synced Cards help surface relevant search results. Find more information on how to sync Google Drive content into Guru through Google Drive Knowledge Sync.