Guru Essential Setup Steps
Summary
In order to get the most out of your Guru trial, we want you to think about setting your Guru team up, one Collection at a time. In order to do so, we recommend you kick off your efforts by completing our essential setup steps:
- Set up Groups and permissions
- Add knowledge to Guru
- Bring Guru to the systems your team works in
Use case breakdown
- The challenge: Communication channels like Slack and MS Teams are overwhelming, but critical for sharing company-wide updates and communicating in a remote environment.
- If you are seeking to improve this experience, you'd fall under our internal communications use case.
- The challenge: Product information is scattered across different knowledge repositories, it's rapidly changing, and often out of date and untrusted once found.
- If you are seeking to enable teams with changing product information more accurately, you’d fall under our product enablement use case.
- The challenge: There’s no standard process for onboarding and once onboarded, there is no way to reinforce learning to ensure information is retained.
- If you are seeking to get new hires onboarded faster, you’d fall under our employee onboarding use case.
Set up groups and permissions
Which group of people is struggling to find information? These are your INFORMATION SEEKERS.
- Typically we hear:
- Internal Communications: Managers, Employees on X team
- Product Enablement: Sales reps, Support agents
- Onboarding: New hires
- Action: Navigate into Settings > Users and Collections > Groups and create a group in Guru named after this specific group of information seekers; add yourself to this group for testing.
Which group of people is commonly answering questions from information seekers? These are your SUBJECT MATTER EXPERTS.
- Typically we hear:
- Internal Communications: HR leaders
- Product Enablement: Product experts, functional team leaders
- Onboarding: Department Leadership, Topical subject matter experts
- Action: Navigate into Settings > Users and Collections > Groups and create a group in Guru named after this specific group of subject matter experts; add yourself to this group for testing.
What's the overarching topic of information, or department that will be consuming this particular information? This will be your Collection that needs to have permissions.
- Typically we hear:
- Internal Communications: HR info, Company Wide info
- Product Enablement: Sales info, Support info
- Onboarding: New hire onboarding
- Action: Navigate into Settings > Users and Collections > Collections and create a Collection named after this overarching topic or department; add your information seeking group and assign them a "Read Only" role, and add your subject matter experts with "Collection Owner" role.
Add knowledge to Guru
What is a topic that will fall into the Collection you just created? This will be your Collection’s sub-folder (or Board).
- Typically we hear:
- Internal Communications: Expenses, Policies, Procedures
- Product Enablement: Product features, Engagement processes
- Onboarding: Onboarding Schedule, Tools that your team uses
- Action: Navigate to All Collections on the left side tool bar and click into the Collection you just made. Then create a Board named after a topic that would fit into the Collection.
Getting more specific, what’s a frequently asked question within the sub-folder (or Board) you see people searching for today? This will be your Card.
- Typically we hear:
- Internal Communications: How do I submit an expense report?
- Product Enablement: How does X integrate with Y?
- Onboarding: What should I do in week 1?
- Action: Click Create a Card and add specific information that would fit under the Board topic.
Bring Guru to the Systems Your Team Works In
What are the most common systems your information seekers spend time working in when they are looking for info like the Card you just created?
- Typically we hear:
- Internal Communications: HR System, Expense System, Web-based email
- Product Enablement: Salesforce, Customer engagement tools
- Onboarding: Learning Management System (LMS), Slack / MS Teams
- Action: Navigate into Settings > Apps and Integrations > Apps and install the Guru Chrome Extension and pin it to your browser (click the puzzle piece icon in your browser, then the pin symbol); navigate to the URL of the system where your information seekers might be looking for information. Click the Guru Extension and search for the Card you just created.
Next Steps
- Continue to create Boards and Cards for the Collection you started. Once ready for a new Collection, repeat questions 1 - 6 for various people, departments, and topics throughout your company. It may sound daunting, but keep it simple, always prioritizing THE most common / frequent issues first.
- After you've created 5 Cards in a Collection, test how it’s going by inviting one additional information seeker. Guide them to navigate to and use the Guru Extension to search for the Cards you created.
For suggestions on of Cards to create for your specific use case along with ideas for testing out some of Guru’s advanced features, please check out our trial guide:
Contact Us
Feel free to reach out to us at any time, even if you just need to be pointed in the right direction. Click the Help button in the top right hand side of the Guru web app, then click “Contact Guru Support” to chat.