Efficient Task Management with Glean Agents

This document provides a comprehensive overview of how to effectively utilize the Plan and Execute step within Glean Agents. The process involves strategic planning, execution, evaluation, and adaptation to fulfill user objectives. By leveraging natural language instructions and predefined actions, users can guide the system to achieve specific goals.

Step 1

The Plan and Execute step is a fundamental reasoning block of Glean Agents. It enables planning, tool selection, execution, progress evaluation, and adaptation to achieve the user's objectives. This step involves deliberate thinking and acts based on user guidance to determine the appropriate actions and responses. Users provide natural language instructions and a whitelist of actions to orchestrate and achieve their goals.

Step 2

Let's explore the Plan and Execute step further. In the accompanying screenshot, opening the step reveals a set of underlying instructions that guide its operation.

Step 3

In this instance, natural language is used within an onboarding guide agent, assisting an account executive in adapting to a new organization. The instructions provided help the Plan and Execute step guide its responses and actions towards the agent's user.

Step 4

A predefined subset of actions and whitelists are provided. For instance, company search functionalities and onboarding collections are available for interaction with the user. Several modes can be selected for this purpose.

Step 5

The system offers a choice between fast and thinking modes, similar to the existing Glean system. Fast mode focuses on straightforward responses with lower complexity, while thinking mode is suitable for complex reasoning, planning, and multi-turn strategizing. Users can also select the preferred large language model for various steps.

Step 6

For the Plan and Execute step, which typically involves interactive exchanges, conversational large language models like ChatGPT-5 or Claude are commonly chosen. Excellent examples of agents utilizing this step include Q&A chatbots, HR support automations, and sales preparation agents.

Step 7

Essentially, any scenario requiring ongoing conversation with the agent benefits from the Plan and Execute step. It serves as the brain of the Glean Agent, performing planning, execution, evaluation, and adaptation with approved actions to deliver grounded outcomes. Users can switch between faster and more in-depth thinking modes as needed.