Setup Glean Assistant
In this section, you will configure and activate Glean Assistant: a suite of enterprise-grade Generative AI capabilities for your organization.
Heads Up!
Before proceeding with this step, you should ensure that all of your initial datasource crawls are complete, as this will improve the quality of Glean Assistant’s answers.
License required
You must have a license for Glean Assistant to continue.
About Glean Assistant
Glean Assistant is a secure, enterprise-ready digital workplace assistant that respects data access permissions and delivers personalized answers based on your organization’s data. Think of it like ChatGPT, but with secure access to your company’s information.
Glean Assistant is designed to enhance your workplace experience by providing you with the information you need, when you need it, in a secure and personalized manner. It understands your company’s content, internal language, people, and relationships, enabling Glean Assistant to deliver more relevant and accurate information than publicly available generative AI tools.
Activate Glean Assistant
Glean Assistant is currently in Early Access, and you must have a valid license for Assistant to continue. You can activate your access by navigating to Workspace Settings > Setup > Assistant and selecting Activate.
Is Assistant greyed out or disabled?
If the Assistant option under Workspace Settings > Setup is greyed out, this means that:
- Your People Data sync has not been started, OR
- Glean Assistant is not available for activation at this time.
Please contact Glean Support for further assistance.
Assign Users
Glean Assistant can be enabled for the entire organization or for a selected test group of users. Glean recommends enabling Assistant for a test group first before proceeding with the rollout to the broader organization.
In the Setup tab under the settings for Glean Assistant, click to open the Early access users dropdown and select either:
- Enabled for all teammates
- Enabled for test group only
Select Enabled for test group only and click the Add teammates button to specify the users who will have access to Glean Assistant.
Enable Glean Assistant
Once you have specified the users that Assistant should be enabled for, click the Enable Glean Assistant, button to turn on Assistant for those users.
Alternatively, you can also follow any of the applicable optional steps below to customize Assistant and its behavior.
Using Glean Assistant
Chat
Glean Chat is the dedicated entry point for the Assistant and can be accessed by clicking on the message bubble icon from the left-side menu of the Glean UI (or simply by clicking here).
More information: Glean Chat
AI Answers
AI Answers are typically used in the context of search results, providing direct answers to user queries based on the content of your documents when a user makes a relevant search query.
More information: AI Answers
AI Summaries
The AI Summarization feature of Glean Assistant provides concise summaries of documents. This feature is designed to enhance your productivity by providing a quick overview of a document’s content without having to read the entire document.
To summarize a document, hover over a search result and click the Summarize button that appears at the top-right of the result.
More information: AI Summaries
Slackbot
If your organization uses Slack, you can configure Glean Assistant as a bot within your Slack workspace to automatically answer questions as employees post them.
More information: Slackbot
FAQ
For Frequently Asked Questions regarding Glean Assistant, see here
Optional Configuration
There are a number of optional settings you can configure for Glean Assistant.
Use your own API Key
Using Glean’s API key for the Large Language Model (LLM) that powers Glean Assistant is strongly recommended, however, you may also choose to use your own API key (eg: OpenAI or Azure OpenAI).
More information: Using your own API Key
Recieve User Feedback
Users can provide feedback to Glean Assistant responses as positive (👍) or negative (👎) with accompanying comments. You can opt to have this feedback sent to a company email for review.
More information: Receive User Feedback
Set Exclusion Rules
You can exclude certain content from ever being sent to an LLM across all Glean Assistant interfaces.
For example, if you exclude a document, Glean Assistant will not use any data from that document to generate responses; even if a user is permitted to access the document content.
More information: Exclusion Rules
Provide Custom Instructions
You can optionally provide Glean Assistant with up to 5 custom instructions to better align its behavior with your enterprise requirements.
For example:
Ensure that you remind users that their answers may not be accurate.
Do not respond to any queries regarding salary.
Only respond in German.
More information: Custom Instructions