Concept #144Mediumextended-ai-concepts

What is Glean Agent and how does it work?

#gen-ai#agents

Answer

What is Glean Agent and How Does It Work?

Glean is an enterprise AI platform that builds a unified search and knowledge system across all of a company's internal tools and data sources. Glean Agent extends this into an autonomous AI assistant that can find information, take actions, and complete tasks across enterprise systems.

What Glean Does

text
Company's internal data:
  Confluence + Jira + Slack + GitHub + Salesforce + Google Drive + ...
              Glean indexes and understands all of it
              Employees search/ask questions → Get unified answers
              Glean Agent takes actions across these systems

Core Components

ComponentDescription
Glean SearchUnified search across all connected enterprise tools
Glean AssistantChat interface for Q&A using your company's knowledge
Glean AgentAutonomous AI that takes actions across tools
Connectors100+ integrations (Confluence, Jira, Slack, Salesforce, etc.)
PermissionsRespects existing access controls (only shows what user can see)

How Glean Agent Works

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User: "Find all open Jira tickets assigned to me, summarize them,
       and create a Slack message to my manager with status update"
1. [Search] Queries Jira: finds 8 open tickets
2. [Reason] Groups tickets by priority and status
3. [Generate] Creates summary of key blockers and progress
4. [Act] Creates Slack message draft
5. [Confirm] Shows user the message before sending
6. [Send] Posts to Slack on confirmation

Key Features of Glean Agent

FeatureDescription
Company-awareKnows your org chart, people, projects, terminology
Multi-toolActs across multiple enterprise apps in one workflow
Permission-awareNever shows or acts on data the user can't access
ContextualUnderstands company-specific context (products, processes)
Audit trailLogs all actions for compliance
Human-in-the-loopConfirms before taking irreversible actions

Technical Architecture

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User query
Glean AI (LLM backbone + company knowledge graph)
Retrieval: search across indexed enterprise data
Planning: multi-step action planning
Tool execution: call connector APIs (Jira, Confluence, Slack...)
Response: synthesized answer + action results

Glean vs General AI Assistants

ChatGPT/ClaudeGlean Agent
Knows your companyNoYes (indexed)
Respects permissionsN/AYes
Connects to internal toolsVia custom integrationBuilt-in connectors
Company terminologyNoYes
Action takingVia pluginsNative
Data privacySend data to OpenAI/AnthropicData stays in company infra

Use Cases

  • "What's the status of the Q4 product launch?" (across Jira, Confluence, Slack)
  • "Who's the best person to talk to about our payment integration?" (org knowledge)
  • "Summarize all customer feedback about the new dashboard feature" (Salesforce + Intercom)
  • "Create a PR summary for this week's engineering standup" (GitHub + calendar)
  • "Find all documentation about our GDPR compliance procedures" (Confluence + Drive)

Competitors

ToolFocus
GleanEnterprise search + agent
Microsoft 365 CopilotMicrosoft ecosystem
Notion AINotion-specific
GuruCompany knowledge base
MoveworksIT-focused enterprise AI