Ask and answer questions about all things Guru and knowledge management
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Hi y’all!I’ve been thinking about all the different ways folks go about permissioning content in Guru and wanted to share some best practices with the class : ). For a quick little recap on how permissions functions within Guru, only Admins on your team can assign user roles which determine a user’s permissions. While the Read Only role (true to its name) does not allow a user to create or verify content but does allow them to view content, both Authors and Collection Owners can create, verify, edit, and manage your Guru content. This Help Center article expands on user roles beautifully.Once permissions have been granted, it’s time to think about which groups to create in order to best serve your team and its goals. For example, say you would like to have Author access in all Collections. An easy way to accomplish this would be to create a group called “All Access” and add it to every Collection as a verifier (ie. Author or Collection Owner). We in Guru create groups based on our var
Are you in the midst of a Guru rollout? If you’re currently introducing Guru to your team, use this template to support your success and educate your coworkers on the who, what, when, where, and why of Guru! Customize the template below to fit your team. Things highlighted should be customized for your team. Make it concise, clear, and exciting! 🚀 EXAMPLE EMAIL/CHAT MESSAGE Hi Team,You’ve been selected to take part in Guru! You should have received an email invitation to join our Guru instance.Next Steps: 🗺TAKE THE TOUR: Watch this short video on Guru. it's super high level and worth your time. We promise. 💻LOG IN TO GURU: Click the link in the Guru email invite you received. This will take you to a web page where you can create a password or login via Google. 🔍INSTALL THE BROWSER EXTENSION. Click here to download for Chrome, and watch this video for an overview. 💬INTEGRATE WITH SLACK: Create a DM with @guru in Slack under Apps, type in Enable Notifications, and join the Gur
Just wanted to share something I learned this week (which is very useful for a noob like myself).I’d always been curious if I would be able to bulk-link hundreds of cards to each other based on keywords, and the answer is yes. A use case for this could be that every time the phrase "sales playbook" appears in your knowledge base, Guru will create a card link to the specific card of your choosing with more information about the "sales playbook".Doing this manually is tedious, but the short method is below.Using the find and replace Guru sheet and a quick card export, I was able to create hundreds of Guru links to other existing cards from targeted keywords in about 5 minutes using the following steps:1. Read the instructions on the find and replace sheet and run an export of the relevant collection or boards from the card manager2. Make a copy of this google sheet, and using the information from your export, copy any keywords you want to target, and their corresponding card ID’s and Car
We are in the implementation stage with our Guru platform and going to launch in early April.Looking for best practices around the "Wiki" part of our launch and engaging our team to get all their knowledge into Guru. We are planning to launch with a base foundation of knowledge 10-20% or so with clear guides and templates on how to add content. Then planning to have a call to action for the 50 paid seats to help build out this resource. Any best practice on how we can leverage the wiki part of Guru to get all the amazing knowledge out of peoples brains and into Guru? Thank you.RM
We have a few collections that are synced from Confluence. Is it possible to send KA’s on those? I don’t see the option on the card but wasn’t sure if there was a setting I had to enable somewhere. We’ve had success with getting buy-in for Guru by allowing folks to sync their Confluence space first so being able to use all the features might help with adoption.
We love creating cards in bulk using a spreadsheet. The latest collection has over 1300 individual cards that were created in bulk, with several shared tags.On the flip side, we love tags, but were curious if the ability to select (and delete) more than one tag at a time would be a feature coming? Selecting each individual tag and then deleting them, or moving them one by one is a bit cumbersome.
I’m trying to see how many views a card got per day since it was created. Is there a way to do that? I don’t need the “last 30” or “since edited” - I’m looking for a per day (or even week) of views a card received. Is there something I can export that would have it?
We are sharing cards with public links that have multi-page PDFs embedded in the card. However, on mobile, only the first page of the PDF is visible.There is no way to scroll to the the other pages Editing the card to make the iframe big enough to see all the pages does not work - only the first page is visibleAny one figure out a workaround for this? Or @Guru do you have this as a bug to fix?
In a recent Deep Dive, we had the chance to learn from @Lindsey Hart , Coach Project Manager at Noom. She shared Noom’s journey optimizing and maintaining they way they structure content in Guru for their end users—no small feat considering their Guru instance has 3,500+ users and over 10,000+ Guru Cards! How Noom uses Guru: Guru supported Noom through rapid growth and the hiring of 1,000+ Health Coaches Noom’s coaches use Slack for internal communication and leverage the Guru bot to save answers to repeat questions. Guru stores all of their onboarding, process, and product information Read more about Noom’s journey with Guru in this case studyQuestions covered with Lindsey: Tell us about your specific challenges at Noom around structuring content (findability and uniformity) How did you learn about the individual users you were working with to inform your strategy? What did you do to make content easier to find in Guru? How do you package those learnings to guide content creation mo
How Wealthsimple mapped their Guru knowledge 🗺️ In a recent Deep Dive, we had the chance to learn from @Jag Gill , Senior Specialist, Training & QA at Wealthsimple. He shared how he navigated mapping knowledge into Guru during implementation. Dive into Jag’s journey, and ask him questions below! How Wealthsimple uses Guru: Guru is the first resource new Customer Experience Associates use at Wealthsimple use when looking for a solution to a client’s problem Guru is integrated into Wealthsimple’s LMS (Lessonly) and complements our training process It helps reduce noise in Slack channels dedicated to onboarding new Customer Experience Associates Questions covered with Jag: What were your challenges structuring content in Guru? What did you tackle first? Once you audited the content, how did you approach getting the content into Guru? What were the wins after this process for Wealthsimple? What advice would you give someone who is at the implementation stage, looking to st
Curious if any folks have leveraged or are thinking about leveraging Guru Analytics data in their team or employee performance reviews? 🤔As a people manager at Guru I’ve used the following metrics as discussion points for my teams’ reviews ands its been really cool to see these numbers evolve and change over time. They are also great metrics to track for individual goal setting. # of New Cards created -- are they actively contributing to the KB? (I use the Author filter and date filter in the Card Manager to see this in a specified time frame) Trust Score of Cards they Verify - are they keeping things up to date? (I use Verifier filter in Card manager to get Card Count and then filter for Verification state to get # trusted vs. # unverified) Top Cards Viewed - what is their go-to knowledge? Do they need more training on X topic? (I use the User Drilldown in Analytics and the “Most Viewed” Card list and adjust the date filters)
I’m having a little trouble understanding how I should structure my content so that it makes sense to the end users.I need to create help docs for applications usage like email, leave management, database tools, etc. The problem is some of these applications are used company-wide while others are specific to an individual department.If I structure my collections by department, where do the common applications belong? It seems it might be confusing for users to have their application docs spread across multiple collections.How are others handling this? Do you just put all your app usage docs in a single collection, spread them across multiple collections or do you create duplicate boards/cards for each department?
I’m looking for a way to see who has viewed which card and when in a ‘report’ or chart of some kind. I know I can see the User Drilldowns that will show me what Card Titles individual users have viewed - however I seem to need to look at each user individually to get this data.Is there a way to see something similar like a Card Drilldown - where I can click the Card Title and see who exactly viewed this card and when?
Hi everyone,I‘m looking for some ideas on how some organizations managed to promote and make a use of the ask an expert function in Guru? We’re trying to promote it to make sure that the creation of knowledge is trackable and easier for our teams. But we often hear a valid point that when you’re asking in Guru, you can either ask a specific person or the entire collection which may be tens of people. It’s intimidating to ask one person if you’re not sure who to ask and there’s lack of accountability if you ask 20 people.Does anyone have any use story of how to motivate people to use the Ask an Expert function? For example more granular user groups? But with that comes the question of sustainability and maintenance. Thanks for nay idea. Will be SUPER appreciated!
Hi guys!! Whenever I change a card’s verifier into myself, the card gets verified automaticaly (even if it was unverified originally). We ran into problems because we changed the verifier for 30++ cards in Card Manager, and I reassigned some unverified cards to me so I can be the one to review. but then they got automatically verified. Since it was 30++ cards it’s hard to track which cards should be tagged as unverified. Is there a way to maintain the verification state when I assign a card to myself?
Hi All- new to Guru. I created a card and didn’t realize that I had to change the verifier from myself to someone else. I created the card and published it. How can I go back in and Change the verifier without have to re-create the card? It doesn’t seem to give the the option to do that, but I am sure I am just missing a step somewhere. ThanksTracy
Hi everyone!I'm curious to hear how does your Guru team use Knowledge Triggers? What questions do you have about our Knowledge Trigger feature?Knowledge Triggers can be used to surface information using the Guru extension over specific webpages. On the Support team, we use Knowledge Triggers in a few different ways:Logging Bugs: We have a Guru Card that outlines how to assign a bug based on our internal engineering system When we are over app.shortcut.com, we surface that Card automatically in the extension for easy access, no search required! Customer Conversations: When using Intercom, our chat platform, we use Knowledge Triggers to surface information about the tags that we use to keep track of customer conversations I'd love to hear how your team uses Knowledge Triggers or answer any questions you might have about the feature!You can also watch this Deep Dive session on Knowledge Triggers for some more examples. 😄
Hi Everyone Molly from Guru’s Sales Engineering team here! Can you believe SPRING is almost here?! With spring comes warm weather, mid-day walks, and …. CONFERENCES! Companies who host their own conferences have to keep their employees informed with information like:Location and time details of the event - Where do I need to be and when? Schedule of events - Who are our speakers and what will they be talking about? Talking points - What are some conversations I can spark up with attendees? FAQs - Are there questions you’re guaranteed to be asked?We’ve brainstormed a few ideas on how putting this information in Guru can ensure your team is knowledgable when the very first Welcome Event begins:Knowledge Alert - Send a knowledge alert the day before the event to ensure your team has all the details regarding where they need to be and when and TRACK that they’ve read it! Slack / MS Teams Integration - Quickly answer questions before and during the event by replying to messages with Gur
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