Connecting and managing Sources for AI Answers

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Best practices

See Best Practices: Deciding which Sources to Connect

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Linking a Source

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Note

For instructions specific to each source see List of Available Sources.

1. Go to Manage > Sources.
2. Select a Source and complete the authentication steps.
   • For Slack, select a channel to sync and type /invite @guru in that channel to invite the Guru Slackbot.
   • Some integrations support Selective Sync—choose specific content to reduce sync time and focus results.
3. Choose the content to sync into Guru.
4. Assign Guru Groups that can access the content.
   • Optionally, inherit permissions from the Source system.
   • Assign a Source Owner now or later via access settings.
5. Guru will email a confirmation once the sync completes. In the web app, the sync status changes from Initializing to Synced.

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Managing Source permissions

Two layers of access control determine who can use content from connected Sources:

Source-level permissions

The person connecting the Source must have permission to access the desired content in the Source app. The content Guru can sync depends on what this connecting user can access.

Guru-level access

After connecting a Source, you control who can search and use that content in Guru by choosing one of two permission models.

Guru Groups You manually assign which Guru Groups can access the Source's content. Guru connects as a single user and indexes only what that user can access. Access is controlled entirely within Guru, independent of Source app permissions.

• How it works: Admins assign Groups who can use this Source to answer questions.
• Best for: Exposing content outside that tool's access or seat availability or when Source admin rights aren't available.

Inherited permissions (this is supported for some sources, for more information see here).

Guru automatically respects the native access controls from your Source app. Users will only see content in Guru that they already have permission to access in the Source app. When permissions change in the Source app, they automatically update in Guru.

• How it works: Requires an admin from the Source system (like a Slack Admin or Google Admin) to connect the Source.
• Best for: Maintaining consistent access controls across systems and reducing manual permission management.

Updating Source permissions after setup

1. Go to Manage > Sources.
2. Select View next to the Source you want to manage.
3. Select the three-dot menu in the top right corner.
4. Select Manage Access.
5. Use the search bar to find and select people or Groups.
6. Choose a permission level from the dropdown menu.
7. Select Add to apply the changes.

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Viewing Source details

1. Go to Manage > Sources.
2. Click View next to the source you want to manage.
3. Click the three-dot menu (More Options) in the top right corner.
4. Select show details.

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Deleting a Source

1. Go to Manage > Sources.
2. Click View next to the Source
3. Click the three-dot menu (More Options) in the top right corner.
4. Select Delete Source.
5. Confirm the change.

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Renaming a Source

1. Go to Manage > Sources.
2. Click View next to the Source you want to rename.
3. Click the three-dot menu (More Options) in the top right corner.
4. Select Rename Source.
5. Enter the new source name.
6. Click Save to confirm the change.

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Re-authorizing a Source connection

1. Go to Manage > Sources.
2. Click View next to the source you want to manage.
3. Click the three-dot menu (More Options) in the top right corner.
4. Click re-authorize.
5. Follow the prompts to reconnect the Source.

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Frequently asked questions about Sources

What types of tools can I connect as Sources?

Guru supports many integration options. Don't see your tool listed? Navigate to Manage > Sources and click the tile at the bottom right to **Request a Source. **

What happens to my Source connection if the person who set it up leaves the Guru workspace?

We recommend using a system user / service account to connect Sources.

• If a personal account was used to set up the Source: The Source connection risks breaking if the user's credentials are revoked.
• If a system/service account was used to set up the Source: The Source will continue to work as long as the service account exists.

How often does Guru sync with Sources?

• Initial sync begins as soon as a Source is connected.
• The connecting person receives an email when the first sync completes.
• Guru checks for changes multiple times per day.
• Sync speed varies by Source type and content volume.

Does Guru prioritize certain Sources?

No. Guru evaluates content from all connected Sources equally and uses the most relevant information to generate Answers.

What happens when you delete a source?

If you delete a source entirely from Guru and re-add it, the training of that source (any action taken in the AI Agent Center) will be reset. If you simply delete a source from a Knowledge Agent (not entirely from Guru), the training will not be impacted.

Can users in another Guru workspace access my Source content?

Only if both of the following are true:

• Their workspace is connected to the same Source.
• They have proper access in the original Source system.

Guru does not share content across workspaces unless explicitly connected and permitted.

Will I be notified if there is an issue with my source?

The source creator and owners of a source will now be notified when there's been 2 successive failures of a source sync, or when a source becomes invalid due to authentication issues. Additionally, source owners can track any sync failures under Manage > Sources and clicking into the details of that source.

What does "% Indexed" mean under the Source details.

Guru will show the % of files or objects indexed by Guru that are available to search. Generally it can take up to a few days to see your source fully indexed, as first the objects need to be synced, then they need to be indexed for search.

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