Ask and answer questions about all things Guru and knowledge management
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Hi folks 👋Looking to get some insight into how people generate Guru content when the same workflow can be performed through multiple platforms (i.e. mobile apps vs the website). Wondering if people generate two cards (one for each workflow) or anchor the card on the workflow and then present the two ways of doing it (i.e. on the mobile app at the top of the card and then the website workflow underneath) on the same card. In my mind it’s six of twelve and half dozen of the other but I am leaning toward the second option as it’d increase discoverability.Thanks, folks!
Hope that this finds you all well. We are a product manufacturer of clean energy solutions (solar+storage) and sell to distributors and installers. We have a challenge to reduce our Technical Support hold times for installer who call in to ask a question or troubleshoot their system. I was looking for specific case studies or best practices about using Guru to surface knowledge quickly to chip away at these hold times. Trying to build a case for further adoption of Guru along these lines. Thanks in advance for your time with this.
Hi. Is there a way to route cards to a specific section automatically? I create daily meeting notes and want them to go to the respective section on a board without moving them manually. For example, I categorize these notes by the month, so I have a section on a board that has the month. I hope that makes sense. Thank you!
Hi! I have a goal to automate creation of cards that include info about our competitors so we don't need a human author. We explored some softwares such as Crayon and Klue who can do that, but it's quite expensive and I want house the info on Guru. Caroline from Guru suggested using 1. Guru knowledge clipper or 2. Zapier integration to trigger card creation based on a certain action Curious to know how other users add competitor intelligence cards to their collection without having to manually scrape the internet for info about their competitors! Thanks all!
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.
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?
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?
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