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Guide to successful Enterprise Search

Here's some things you can do to set your Enterprise Search program up for success and ways you can continuously improve your ES experience in Guru.

Step 1️⃣: Connecting Sources 🔗

Guru offers a practically limitless number of sources you can connect. Don't see a connector for a source you use? Let your Guru Account Team know or reach out to support@getguru.com to request a custom solution!

  1. Before connecting a source - Consider what content you're connecting to Guru. Is it old and out of date? Is it a folder filled with a bunch of half-completed docs and slide deck drafts? Do yourself and your organization a favor by cleaning up your source repositories to ensure that only good information is connecting to Guru. This will save your team from lots of questions like, "Is this still good to use?" and reduce the amount of time teammates need to spend waiting for an answer. If you only connect trustworthy content, users can just grab 'n go!
  2. Connect your sources using a company/admin account - Need to search across your ticketing tool to learn from recent support tickets? Need to search across your CRM for a contact? Need to remember something from a Slack thread last week? Connect them all to Guru so that anytime you search with a question mark, Guru's generative AI search, Answers, will look across all relevant sources a user has access to and deliver the best possible answer with sources cited for ease of follow up.
    Using an IT or company admin account to setup your sources will ensure that the sources are connected with all the right access and permissions that won't disrupt the end user's searching experience. If you're unsure who the source's admin is, consult with your IT team.
  3. Permission your sources* - limit who can search your sources using Guru's user group permission system. Keep sensitive content classified to only the right people

*Permissions of the connected source are inherited from the admin who set up the source. This means that Guru users who have been given access to the source via Guru's permissions will be able to receive Answers from any files within the connected source. However, if the user attempts to open the file from the source link via Answers, the user will be admitted or blocked form opening that source based on the source's own permissions.

Step 2️⃣: Search Setup 🔎

Guru allows you to leverage enterprise search in the webapp, extension, and Slack with minimal behavior changes necessary for the end user.

  1. Download the Chrome extension - search across any tool over top of any tool using Guru's chrome extension. Just type a question in the search bar and Guru will generate the best answer using Gen AI, and it will also provide the traditional search results experience, surfacing up to 50 relevant Cards.
  2. Setup auto suggested answers in Slack - save your team tons of time by setting up auto suggestions in your question-heavy Slack channels. This will automatically thread a response to a question posted in Slack without the end user needing to do anything.

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Step 3️⃣: User Education 🤓

These quick tips will help your users immediately see value in the enterprise search experience.

You can use this explainer video for an overview.

You can use this guided tour to demonstrate the Answers flow to users or have them do it themselves!

  1. Search using natural language and a question mark - think ChatGPT. Ask Guru a question in the search bar, clicking the "Ask a Question" button in the webapp, or DM the Guru app a question directly.
  2. Question asking tips - the quality of questions effects the quality of answers.
    1. Be specific - especially when the subject is complex and has a lot of nuance. Consider things like if the answer would differ based on a user's role or geographic location and include those qualifiers in the question.
      1. Example: "What is the refund process?" Well, a refund process according to whom? What is being refunded? Perhaps you have external-facing customer info about returns but the asker needs to know the internal process.
        "What is the support agent refund process for product X?" is a question more likely to give the desired answer.
    2. Think of the AI as a brand new hire - the more context you give it, the better it will be.
    3. Try asking a different way - if at first you don't succeed, try asking again with different words and phrasing
      1. Example: "Do we have off on President's Day?" may not yield a good result but, "Is President's Day a recognized company holiday?" might!
  3. Double check your sources - before acting on an answer, ensure it's as correct as possible by checking the answer's cited sources.
  4. Rate the answer - This is a very important step!! By marking an answer correct or by flagging it using the 👍/👎 buttons users will not only help the AI learn more rapidly, but they'll also help you effectively triage your team's questions, and this feedback will go to the Guru team to inform further enhancements.
    1. When flagging an answer as incorrect, the following categories of insights are most helpful to share with our Product team in the "Additional feedback" box:
      1. "Incorrect answer, incorrect source"
      2. "Correct answer, incorrect source"
      3. "Incorrect answer, correct source"
    2. Check out this video for a walkthrough.
  5. Assign to an expert - are there specific experts or expert groups you want users to route questions to that had no good answers? Is assigning unanswered questions something you'd rather have a designated person do? Let your team know what to do and what not to do.

Step 4️⃣: Training the AI 🧠

Guru gives you the ability to help the AI learn quickly and to override the AI response with human expertise.

  1. Rate the answer - As noted in Step 3, giving each a 👍/👎 is the easiest way to help the AI learn quickly! Be sure to add the additional feedback outlined in Step 3.
  2. Edit Answers - Override the robot's response! In their Tasks section, Authors will find questions that other users asked that surfaced Cards as sources that the author edited or verified. Guru Admins can also access the full list of questions asked in their Settings. From both of these dashboards, users can edit the sources that were used to answer a previously asked question.
    When editing the sources, the user can retest the AI to generate new answers until the satisfactory response is given. That answer can then be saved so that the AI will give it the next time that question (or similarly worded) is asked.
    1. Check out this video for a walkthrough
  3. Edit the content - If the answer just doesn't exist in your sources or isn't worded specifically enough, it's time to create and edit your content to give it the clarity necessary for the AI to more easily understand.
    1. Try shorter, clear sentences or bullet points
    2. Use Assist to clean up grammar, spelling, and reduce jargon
    3. Use headings to break up content areas
    4. Use consistent verbiage within sources and across sources
    5. Reduce jargon where possible
    6. Break up sources by intended audiences
  4. Create the content your team needs - by leveraging Guru's analytics and Answers dashboards, admins and authors can not only better understand what users are looking for and can't find, but they can also more effectively close knowledge gaps.
    1. In Analytics > Answers, only Guru Admins can see both Answered and Unanswered Questions panels. These will show the questions that were asked, who asked them, and when.
    2. Using the previously mentioned review dashboards in Tasks (for authors) or Settings (admins only), questions that were "flagged" (thumbs down) or "Not Answered" can be Assigned to content experts. Users who assign it to another expert can also add in a note to the expert adding context or urgency.
      These experts can then review their assigned questions in their Tasks > Questions page and answer the question with a new card or update an existing card with the right info and answer the question with the updated card. See the section "Forward a question to an expert for follow up" in this article for more on this workflow.

Have more questions or feedback? Reach out to your Guru account team or support@getguru.com for more assistance. Thank you!

You must have Author or Collection Owner permission to create Guru Cards. Contact your team's Guru admins to use this template.