Enabling actions for Chat vs Agents
When you add an action pack in Admin console → Platform → Actions, Glean asks you to decide where the actions are available: in Chat, in Agents, or both. These are two separate toggles, and they behave differently.
What the toggles control
| Toggle | What it enables |
|---|---|
| Chat | Users can invoke the action conversationally in Glean by typing a request like "Create a Jira ticket for this." |
| Agents | The action is available as a tool step when building or running agents. |
You can enable one without the other. For example, you might enable Jira actions for Agents only while you pilot the feature with a small group, before opening it up in Chat.
Why the Chat toggle is sometimes grayed out
Not all action packs support Chat. The Chat toggle is only available for action packs that have been validated for conversational, single-turn use. Action packs designed specifically for multi-step agent workflows may only expose the Agents toggle.
If you see the Chat toggle grayed out for an action pack, that pack is Agents-only and can't be invoked directly from the Chat interface.
Configuration
To configure where an action pack is available:
- Navigate to Glean Admin console.
- Click Platform → Actions.
- Click the action pack you want to configure and go to the Configuration tab.
- Click Edit settings under Enable actions.
- Under Where to enable, check or uncheck Chat and Agents independently.
- Click Save.
Changes take effect immediately — no re-crawl or restart is needed.
Troubleshooting
Action works in an agent but not in Chat
If a user reports that an action works when run inside an agent but isn't available in Chat, the most likely cause is that the Chat toggle is turned off for that action pack. Check Admin console → Platform → Actions → Edit settings and verify the Chat toggle is enabled.
This is separate from user-level visibility. Even if the action is enabled for Chat, individual users may not see it if their user group isn't included in the access scope. See Managing action access for details.
Action is missing from agent builder
If an agent creator can't find a specific action in the agent builder, confirm the Agents toggle is enabled for that action pack and that the creator is included in the access scope.
For any further issues or questions, reach out to the Glean support team.