Setup Glean
Before you proceed with this step, ensure that all of your initial data source crawls are complete and that your machine learning (ML) workflows have run. Glean will not respond correctly until these steps have completed.
About Glean
Glean 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 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 to deliver more relevant and accurate information than publicly available generative AI tools.
Set up Glean
Activate Glean
You can activate Glean by navigating to Admin Console → Platform → Assistant → Setup, then selecting Activate.
If the Glean menu option is greyed out or not visible, this means that either:
- Your People Data sync has not been completed.
- The initial crawling and indexing tasks for all data sources has not yet completed, OR
- The ML workflows for your environment have not yet completed.
Once you have completed these steps, the Glean menu option will become visible and you can activate Glean.
Activate Glean from the Admin Console once your crawling and M/L has completed
Assign users
Glean can be enabled for the entire organization or for a selected test group of users. Glean recommends enabling Glean for a test group first before proceeding with the rollout to the broader organization.
To assign users to Glean, navigate to Admin Console → Platform → Assistant → Setup, then click to open the User Access dropdown menu. Here you can select either:
- Enabled for all users
- Enabled for test group only
If you select Enabled for test group only, you can click the Add users button to specify the users who will have access.
Assign users to Glean
If your organization uses group-based permissions, you can also grant Glean access via identity provider groups. Users who belong to groups with Glean access will automatically receive access when they sign in. This is recommended for large-scale rollouts, as it keeps access synchronized with your IdP without manual user management.
Enable Glean
Once you have specified the users that Glean should be enabled for, click the Enable Glean, button to turn on Glean for those users.
Alternatively, you can also follow any of the applicable optional steps below to customize Glean and its behavior.
When you are ready, click the **Enable Glean** button to turn on Glean for your users
Customizing Glean
There are a number of optional settings you can configure for Glean.
Select your LLM
Glean supports a range of LLMs including:
- GPT
- Claude
- Gemini
In addition, Glean supports accessing your selected LLM via a variety of methods depending on the needs of your organization. For example, AWS Bedrock, GCP Vertex AI, etc.
You can select the LLM provider by navigating to Admin Console → Platform → Assistant → Setup, then expanding the LLM Provider section.
Receive user feedback
Users can provide feedback to Glean responses as positive (👍) or negative (👎) with accompanying comments. You can opt to have this feedback sent to a company email alias for review.
To configure settings related to user feedback, navigate to Admin Console → Customization → In-product help, expand the Feedback section, and click the Advanced preferences button.
For more information, see Receive User Feedback.
Set exclusion rules
You can exclude certain content from ever being sent to an LLM across all Glean interfaces.
For example, if you exclude a document, Glean will not use any data from that document to generate responses; even if a user is permitted to access the document content.
To set explicit exclusion (or inclusion) rules, navigate to Admin Console → Platform → Assistant → Advanced, then expand the Exclusion rules and Inclusion rules sections.
For more information, see Restricting LLM Access to Content.
Provide custom instructions
You can optionally provide Glean with up to five 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.
To set a custom instruction, navigate to Admin Console → Platform → Assistant → Advanced, then expand the Custom instructions section.
Custom instructions do not alter Glean’s retrieval capabilities. They control the response generated by the LLM and are sent alongside data retrieved by Glean as deemed relevant to the user’s query.
For more information, see Custom Instructions.
Set a disclaimer
You can set a disclaimer that will be displayed to users when they interact with Glean. This can be used to inform users about the limitations of Generative AI or to provide them with important information.
To set a disclaimer, navigate to Admin Console → Platform → Assistant → Advanced, then expand the Disclaimers section.
Using Glean
Chat
Glean is the dedicated entry point for Glean and can be accessed by clicking on the message bubble icon from the left-side menu of Glean UI: Chat → New Chat
For more information, see A Beginner’s Guide to 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.
For more information, see AI Answers.
AI summaries
The AI Summarization feature of Glean 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.
Slackbot
If your organization uses Slack, you can configure Glean as a bot within your Slack workspace to automatically answer questions as employees post them.
For more information, see Glean in Slack.
Teamsbot
If your organization uses Microsoft Teams, you can configure Glean as a bot within your Teams workspace to automatically answer questions as employees post them.
Glean agents
Glean Agents are AI-powered workflows that help automate tasks and streamline processes. Agents can be configured to perform complex, multi-step operations by combining multiple actions together. They can be triggered on-demand, scheduled, or integrated into Slack channels.
For more information, see Agents.