Chat with Assistant

⏱️ Estimated time: 5 minutes

Glean Assistant is an AI chat interface that goes beyond simple Q&A. You can have multi-turn conversations, ask follow-up questions, upload your own files, and draft content — all grounded in the real data across Coverly's connected apps.

Step 1 — Open Assistant

Click Assistant in the left sidebar (or navigate to the chat icon).

Step 2 — Ask a Question

Try typing:

Summarize the recent discussions in the Engineering team about the product roadmap.

Glean will search across Teams conversations, Confluence pages, SharePoint documents, and emails — then synthesize a response with citations from each source.

Step 3 — Ask a Follow-Up

The conversation is contextual — Glean remembers what you've already discussed. Try a follow-up like:

Who are the key people involved in those discussions?

Glean will refine its answer based on the context of the previous response.

Step 4 — Upload Your Own File

Click the 📎 attachment icon in the chat input and upload a file from your computer (e.g. a PDF, Word document, or spreadsheet).

Then ask a question about it:

What are the key takeaways from this document?

Glean will analyze the file in real-time and respond — right there in the chat.

What to Notice

• Multi-source synthesis — Glean pulls from Teams, SharePoint, Confluence, Outlook, and more in a single response
• Citations on every claim — click any citation to jump to the source. Glean never makes things up; every answer is traceable
• Conversational memory — ask follow-ups without re-explaining context
• File analysis — upload and interrogate your own documents on the spot