Guru Trial Guide
In this card we'll provide actionable guidance on exactly what to do, which should save you time during the rest of your trial. Your first step to learn the basics of using Guru should be to check out the Guru Essential Setup Steps.
‣ Create Cards with Important Information
‣ Install the Chrome extension
‣ Install the Slack or MS Teams Integration
‣ Add an Additional User
‣ Create a Knowledge Trigger
‣ Send an Announcement
‣ Review Pricing
‣ Socialize Internally
Create and add Content 📝
With each Guru card created, you'll save your colleagues time. Information seekers will spend less time looking for information, and subject matter experts will spend less time answering repeat questions.
How To:
- Create a card in Guru
- Import Content
- Using a Collection Framework
Suggestions:
Examples of Card you can create:
Type of Card | Description | Resources: |
Create a How we use X Card | Fill in the X with a common tool your team uses (Slack, MS Teams, Asana, etc) and include best practices for tool usage | How we use Slack template |
Create a Weekly Newsletter or Internal Communications Update Card | Share crucial updates with your team at regular cadences each week via announcements | Team Updates template |
Create Feature Release | Share crucial information about the details of a feature release across your team | Feature Release Card template |
Create Product FAQ Card | Ensure that your team knows the answers to any frequently asked questions about your product | |
Create an OKR/Company Goals Card | Ensure that your team is aligned on your company's goals | |
Create a 30/60/90 Day Plan Card | Set new hires up for success with Cards that outline the goals for their onboarding process | 30-60-90 Day Plan template |
Install the Chrome extension 💬
With the Guru Chrome extension, you can surface Guru Cards over any browser-based tool that your team works in, without having to navigate to a different place.
How To: Install the Chrome extension
Suggestions:
Go to a tool that your team commonly needs information while working in
Search for a Guru Card and open it over the tool
Install the Slack or MS Teams Integration 🤝
With the Guru + Slack / MS Teams integrations, you can capture and add critical information to Guru, your team can ask the Guru bot for information in the same way they currently message experts, and experts can respond to questions with Guru cards to reinforce where to look!
How To: Connect Slack or Microsoft Teams
Suggestions:
- Go to a channel where product information is frequently shared
- Create a Card from with product or process information already in Slack or MS Teams
- Answer a question with a Card in Slack or MS Teams.
- Set up a Slack Activity Feed
- Trending Topics for Slack
Add an Additional User 👥
Invite a trusted colleague to help you evaluate Guru; it can be someone who's frequently wasting time looking for information, or an expert who's constantly getting asked the same questions over and over.
How To: Invite a user to your Guru team.
Suggestions:
Some example users and their first Guru action include:
CEO or Team Lead: Create a company-wide update Card
Events Manager: Create a Card with information on an upcoming event
Office Manager: Create a Card with your company's office policies
IT Manager: Create a Card with Wifi and technology setup information
Create a Knowledge Trigger ⚡️
Map knowledge to specific fields on any webpage to push the right information at the right time, so people don't even need to look for it!
How To: Set up Knowledge Triggers
Suggestions:
Create a few of the following Knowledge Triggers:
Knowledge Trigger: How to submit a PTO request
System: Payroll platform
Trigger criteria: {Request time off} exists
Trigger Card: How to submit a PTO request
- Knowledge Trigger: Troubleshooting Card
- System: Customer chat tool (Zendesk, Intercom, Kustomer, etc)
- Trigger criteria: {Feature name} exists
- Trigger Card: Troubleshooting Card for {Feature name}
Knowledge Trigger: How to provide good feedback
System: Performance review platform
Trigger criteria: {Review} exists
Trigger Card: How to provide feedback, performance review cycle information
Send An Announcement 💡
Notify your team of critical information they need to read, and certify that they've actually done so.
How To: Send an announcement to an individual or team
Suggestions:
- New feature information:
- Card: Feature Release Card
- Group: Go-to-Market team
- Message: Read about the feature details for this {feature name} going live on {insert date}
- Company Goals Update:
- Card: Company Goals for Q4
- Group: All Members
- Message: Please review our company goals for this quarter!
Pro tip: Instruct receivers to Follow Cards that will be updated periodically (ex. Product Feature Cards)
Review Pricing 💰
Whether you want to get started with just a small team or your entire company, we've got several options to ensure you'll have one single source of truth for knowledge, ASAP.
How To: Visit the Guru pricing page
Suggestions:
Before your free trial expires, determine whether:
- You'll need features only included in a paid plan, such as Groups / Permissions, Knowledge Triggers, Announcements, and Analytics
You'll want to start with just one small team, or your entire company
Socialize Internally 🗣
From the junior engineer to the CFO, any new tool requires humans to buy-in. We've got you covered with talking points and a timeline you can customize to help you make your case.
How To:
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.