Guru can be configured to suggest specific knowledge to your team based on specified content or fields on the webpage they are viewing. This feature is called Knowledge Triggers. The setup process is so easy that any user can do it. For managers, Knowledge Triggers allow you to easily coach your users with information pertinent to their job. No more searching. Guru surfaces knowledge when and where your team needs it.
How teams use Knowledge Triggers
Knowledge Triggers can be set up for various use cases to help guide users to the information that need to do their job. Learn how to set up Knowledge Triggers here.
Support Teams generally utilize Knowledge Triggers (KT) to surface answers and workflows for their team based on the tags and fields on a ticket. You can also set it up with your external help center so that as your reps review a ticket, the applicable internal and external information is suggested to them.
Common webpages where Knowledge Triggers are useful: Intercom, Zendesk, or any external Help Center or ticketing system.Sales Teams primarily utilize Knowledge Triggers to suggest next steps and sales assets for teams, so that they can leverage appropriate content depending on the status, industry, or other factors of the deal.
Common webpages where Knowledge Triggers are useful: Salesforce, LinkedIn, Gmail, or any CRM or prospecting tool.Marketing Teams utilize Knowledge Triggers to encourage Sales reps to leverage compelling assets dependent on the nature of the deal.
Common webpages where Knowledge Triggers are useful: Hubspot, Salesforce, LinkedIn, Gmail, Google Analytics, or any place assets live.
💡Tip
Looking to easily create new triggers or update existing triggers in bulk? Check out this Google Sheet for Managing Knowledge Triggers.
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