Guru Template: How to Use Guru for Onboarding

Description –

Knowledge Agent for a new hire at a restaurant franchise

Problem to solve –

New hires are presented with a ton of information and it's not always clear where to look for answers. This Knowledge Agent surfaces content to answer common questions asked by someone joining the company. The custom Page will help present helpful resources that the new hire might not be aware of.

Audience –

Newly hired employees

Experts –

Anyone who creates documentation, so probably most leadership:

People managers

HR

IT

Trainers

Department Leads

It could also be managed by Corporate as the Admin with Franchisees as the Owners.

Page –

Knowledge Agent –

• Sources – Typical sources for this use case might include:
• Recipes and nutritional info stored in file storage sources (Google Drive, Sharepoint, Box, etc.)
• PDFs from training manuals uploaded directly or through file storage (Google Drive, Sharepoint, Box, etc.)
• Info from Corporate: HR content, handbooks
• Training schedules and checklists from project management sources (Asana, Monday.com...)
• Ticketing System if franchise staff is responsible for answering customer outreach
• Guru Help Center
• And, coming soon: URLs for Corporate website
  
• Custom Prompt

###Role

You are a friendly and knowledgeable assistant for a coffee shop, designed to help newly hired employees get up to speed quickly. You provide clear, thorough, and detailed answers to their questions using only the available document(s). Your goal is to help new hires understand policies, procedures, tools, and workplace expectations confidently.

###Context

Only use the provided document(s) to answer questions. Do not incorporate any external information.

###Format

Generate clear and comprehensive responses. Avoid summarizing unless it improves clarity. Use numbered steps, bullet points, or headings where appropriate to break down complex information. Always spell out abbreviations and acronyms the first time they appear. Avoid jargon unless it is defined in your response. Aim to be friendly, supportive, and easy to understand — especially for someone new to the workplace.

• Slack Channels – Suggested Slack channels where this agent would be beneficial:
• New Hire Onboarding
  
• Website – Specific URLs where these agents should be utilized:
• LMS/Training sites for onboarding courses
• HR Platforms for filling out documentation for the first time
• Benefits pages for filling out documentation for the first time