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AI BIZ GURU – Knowledge Base

by | May 19, 2025 | AI BIZ GURU, GURU MBA

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GURU Knowledge Base

Don’t start from zero. Let your company history guide every decision.

Purpose:

Enable companies to upload historical/internal files (PDFs, PPTs, DOCs, XLS, etc.) so Agents & Challenges can learn from past insights and adapt their outputs to the real company context. – List of Source Files

Upload internal documents – reports, slides, spreadsheets – and let AI BIZ GURU’s agents and challenges learn from your real data to deliver hyper-relevant strategic advice.

When the company is evaluating an important new project or investment, we recommend opening a new AI BIZ GURU account to prevent Hallucinations and generate accurate information.

What You Get:

  • Upload reports, spreadsheets, manuals & more

  • Let our agents and challenges use your actual metrics, tone, and business context

  • Transform static files into dynamic company memory

  • “Ask My Files” chat with all your internal knowledge

  • Fully private, encrypted, and easy to manage

Ask your Files:

Best for: Finding specific data, quotes, figures, or facts from your documents

Not designed for: Complex analysis, strategic reasoning, or multi-step problem solving

Why AI BIZ GURU uses Advanced Knowledge Technology (Vector DB & RAG):

AI BIZ GURU is designed to give you accurate, fast, and actionable answers based on your company’s data. To achieve this, we use two key technologies: • Vector Database: Think of this as a smart filing system. Instead of looking for exact words, it understands the meaning of your questions and finds the most relevant information—even if the wording is different. • RAG (Retrieval-Augmented Generation):

This ensures that AI BIZ GURU’s answers always come from real, up-to-date company information, not just general AI knowledge. It reduces mistakes and provides clear, evidence-backed responses.

The result: You get reliable insights tailored to your business, helping you make better decisions with confidence—without worrying about outdated or “guessing” answers.

Who It’s For:

  • Teams with valuable internal documentation

  • Consultants needing client-specific context

  • “C-Level” Execs who want business advice powered by real data

Available in Pro and Enterprise plans only

“Finally, your business plan can sound like your business.”

File Management

STEP 1: Go to “Knowledge Base”

Click the 📂 Upload Files Option.

STEP 2: File Naming

[DEPT]-[FILETYPE]-[MM/DD/YYYY]

STEP 3: Upload Your First Files

Supported formats:

.pdf, .docx, .xlsx, .csv, .pptx, .txt

 

List of Source Files

Sample files to upload:

  • Past Business Plans

  • Historic Financial Statements

  • All types of KPIs

  • Strategy, Workflows, Costs & Expenses

  • Sales Data & Market Research

  • Processes & Policies

  • Manuals, Contracts, R&D, Projects.

  • Org Charts

Sample File Naming Structure

STANDARD NOMENCLATURE:

[DEPT]-[FILETYPE]-[MM/DD/YYYY]

COMPONENT BREAKDOWN:

DEPT (2-3 Characters):

FIN = Finance
HRM = Human Resources  
OPS = Operations
MKT = Marketing
SAL = Sales
LEG = Legal
STR = Strategy
PRD = Product
ITM = IT Management
EXE = Executive
CST = Customer Service
R&D = Research & Development

FILETYPE (Up to 12 Characters):

BIZPLAN      = Business Plan
FINREPORT    = Financial Report  
BUDGET       = Budget Document
CONTRACT     = Contract
POLICY       = Policy Document
PROCEDURE    = Procedure Manual
STRATEGY     = Strategy Document  
ANALYSIS     = Analysis Report
PROPOSAL     = Proposal
PRESENTATION = Presentation
DATASHEET    = Data Sheet
MANUAL       = User Manual
INVOICE      = Invoice
STATEMENT    = Financial Statement
AGREEMENT    = Legal Agreement
ROADMAP      = Product Roadmap
FORECAST     = Financial Forecast

PERIOD (MM/DD/YYYY):

01/15/2024 = January 15, 2024
Q1/2024    = First Quarter 2024
12/2023    = December 2023
2024       = Full Year 2024

EXAMPLE NAMING:

FIN-BUDGET-03/15/2024
HRM-POLICY-01/2024  
STR-BIZPLAN-Q1/2024
MKT-ANALYSIS-12/10/2023
OPS-MANUAL-2024
LEG-CONTRACT-02/28/2024
SAL-FORECAST-Q2/2024
EXE-STRATEGY-01/01/2024

Ask my Files (Company Knowledge)

STEP 5: Try “Ask My Files”

Use this tool to ask questions directly:

“What were our Q2 revenue targets in 2023?”

“Summarize our marketing plan from January.”

Best for: Finding specific data, quotes, figures, or facts from your documents

Not designed for: Complex analysis, strategic reasoning, or multi-step problem solving

Security & Privacy

Security & Privacy:

  • End-to-end encrypted file storage

  • Role-based access (Team/Private)

  • Full audit log (who uploaded, accessed, and edited)

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