Guru

What a member can do

• Ask a Guru Knowledge Agent a question, search cards and sources, and read a card's full content.
• List the collections, folders and cards the signed-in person can see, and review comments on cards.
• Create cards, draft edits to existing ones, move cards and folders between collections, and archive cards.
• Run reporting queries on card and usage data.

Each task names the Guru tools it may call. guru on a task means every tool the Guru server offers; a name such as guru.<tool> means that tool alone. A tool the task does not name is refused, whatever the connection allows.

Who connects it

A Guru connection acts as the Guru account that signed in when it was connected. It can do what that account can do, and no more.

Anyone who may change tools in your enterprise can connect Guru for a member or a team. Connecting it for the whole enterprise is for the owner, and the people the owner allows.

A connection can sit on the enterprise, a team, a member, a role or a task, and the one further down replaces the one above: task, then role, then member, then team, then enterprise. A connection on anything but a task also reaches the chat of every member it covers.

What waits for you

In a run, nothing on Guru waits for you unless the task declares a gate on it. To approve each change before it happens, gate the tools that change something on the task. See Gates and tool scopes.

In a chat, a Guru tool that its server does not mark as read-only asks you before it runs, unless you chose Always allow for that member and tool.

Setup

Connect it

Guru is an Express tool, so there is no server address, key or app to set up. Work in one browser window throughout: the sign-in returns to the portal in the window you started from.

1. In the portal, open the member's page → Tools. To connect it for a team or the whole enterprise, open Tools in the sidebar.
2. Under Express, find Guru and choose Connect. On the Tools page you are asked who uses it: one member, a team or the whole enterprise.
3. Guru's sign-in opens. Sign in with the account the member should work as, and approve what it asks for.
4. You are back on Tools, and Guru shows as connected.
5. Name the tools on the task, guru for all of them or each by name.
6. Check it. Run a task that reads something from Guru. The run page shows the call and what came back.

You can take the access back at any time: delete the connection on Tools, or remove Zero Human OS from the connected apps in your Guru account.

A first task to try

With Guru connected, give a member a task that uses it. For example:

When someone asks a policy question, answer it from our Guru cards and cite the card you used.

Start this task in the portal. It opens a conversation with your COO with the request written out. Read it, change what you like and send it. The COO asks what it still needs to know, then proposes the task for you to approve: its name, who owns it, its guardrails, the Guru tools it may use and its instructions. Nothing is created until you approve it.