The expert search action in Glean’s platform is designed to identify and display internal subject matter experts relevant to a specific query. This action helps users find colleagues with specialized knowledge or expertise on particular topics by searching for experts based on their contributions to documents, ticket assignments, and other relevant activities.

• The action uses document authorship scores, ticket assignments, and other contributions to rank and identify internal experts relevant to the search query.
• Unlike people profile search, which focuses on profile fields, expert search highlights expertise inferred from employees’ active participation and contributions across the organization.

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Usage Examples

1. Onboarding:

   • An agent can use the expert search action to find team members with relevant expertise to assist with onboarding new hires or project members.
   • Query: "expert in onboarding processes".

2. Troubleshooting:

   • Quickly identify subject matter experts for troubleshooting specific issues by using the expert search action.
   • Query: "expert in network security issues".

3. Knowledge Sharing:

   • Facilitate knowledge sharing across departments by finding and contacting experts on specific topics for internal seminars or documentation collaborations.
   • Query: "subject matter expert on [[technology]]".

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Configuration

1. Define Search Queries:
   • You can manually specify search queries or instruct the AI in natural language to determine the appropriate queries.
   • Example: To search for subject matter experts in a specific domain, you might use the query "expert in [[domain]]".

After configuring the action, perform thorough testing to ensure it retrieves and displays the intended expert results accurately.