Glean Core Workflow A

Glean Core Workflow A: Search & Chat

Overview

Build search and chat experiences using the Glean Client API. Covers full-text search with filters, AI-powered chat answers, and autocomplete suggestions.

Prerequisites

• A scoped search identity, approved datasource filter, and synthetic terms that cannot retrieve company-sensitive material.
• User-consent and retention policy for any analytics, chat history, or feedback capture.
• A rollback path that disables the client or filter without changing source documents or connector ACLs.

Instructions

Step 1: Search with Filters and Facets

const results = await fetch(`${GLEAN}/client/v1/search`, {
  method: 'POST', headers: searchHeaders,
  body: JSON.stringify({
    query: 'kubernetes deployment best practices',
    pageSize: 20,
    requestOptions: {
      datasourceFilter: 'confluence,github',
      facetFilters: [{ fieldName: 'author', values: ['engineering-team'] }],
    },
  }),
}).then(r => r.json());

results.results?.forEach((r: any) => {
  console.log(`[${r.datasource}] ${r.title}`);
  console.log(`  ${r.snippets?.[0]?.snippet ?? ''}`);
});

Step 2: AI Chat (Glean Assistant)

const chatResponse = await fetch(`${GLEAN}/client/v1/chat`, {
  method: 'POST', headers: searchHeaders,
  body: JSON.stringify({
    messages: [{ role: 'USER', content: 'What is our deployment process for production?' }],
    applicationId: 'my-app',
  }),
}).then(r => r.json());

console.log('Answer:', chatResponse.messages?.[0]?.content);
console.log('Sources:', chatResponse.citations?.map((c: any) => c.title).join(', '));

Step 3: Autocomplete / Suggestions

const suggestions = await fetch(`${GLEAN}/client/v1/autocomplete`, {
  method: 'POST', headers: searchHeaders,
  body: JSON.stringify({ query: 'deploy', datasourceFilter: 'confluence' }),
}).then(r => r.json());

suggestions.results?.forEach((s: any) => console.log(`  ${s.text}`));

Error Handling

Output

Return a redacted workflow receipt containing datasource scope, correlation ID, result-count band, allow/deny outcomes, and fallback used. Never record query text, titles, snippets, transcripts, or credentials.

Examples

Run a fictional query against sandbox-handbook, verify one authorized identity sees the sample while a denied identity sees none, and record scope=sandbox-handbook; allow=1; deny=0; fallback=none.

Resources

• Search API
• Chat API

Next Steps

For bulk indexing workflow, see glean-core-workflow-b.