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Agent-readable comparison

Glean: sourced findings

Published by onAI. onAI also sells one of the products compared here. Findings about other products link to public sources so you can check them; statements about onAI are marked as stated by onAI.

Glean has sourced findings for 50 of 51 criteria, including 50 that a second agent cross-checked. "Sourced" findings passed publication validation: they are scoped, fresh and cite public resolved sources. "Agent cross-checked" findings also received a separate agent source pass, not necessarily a hands-on test. "Stated by onAI" marks the publisher's own statements about its product (evidence type vendor-statement), which cite no third-party source. Humans approve the rubric, templates and generator; they do not review every finding. No winner is declared. A missing sourced finding is not evidence that a capability is absent.

Same facts as Markdown and JSON. Methodology.

Models

MOD-01 Model catalogue and providers

Judgment rule: List each available model by provider and plan, including reasoning, fast and multimodal variants. Record whether the user picks the model, the product routes automatically, or both. A provider counts only if at least one of its current models is selectable on the scoped plan.

Glean

Agent cross-checked Support: partial

Model Hub documents multi-provider choice and Auto routing. New department Auto policies require opt-in rollout as of October 21, with GA scheduled October 29.

Availability: unknown · Delivery: native
Scope: surfaces=Glean Hosted web Assistant and Agents; version=As of 2026-10-21: established model catalog plus opt-in new Auto-policy rollout; no tenant observed; plan=Core Suite + Model Hub Usage with Universal Model Key or Customer Key; new department policies only on Glean-key deployments with rollout enabled. Enterprise Flex billing is separate.; add_ons=none stated; deployment_mode=dedicated-instance; region=Selected hosting and model-provider regions; no blanket EU or Swiss processing claim; os=not specified.

Limitations

  • This criterion combines established model choice with an opt-in policy rollout; no blanket current GA status is asserted for the new policies. Enabled tenant models and per-request routing were not observed.

Checked ; agent cross-checked 2026-10-21; check again by 2026-12-20. Sources: glean:glean:models, glean:glean:r2-core-entitlements, glean:glean:key-matrix, glean:glean:r3-october-rollout-migration, glean:glean:uploads.

MOD-02 Model freshness

Judgment rule: Measure the days from a provider's general release to availability in the product for the last three major releases from OpenAI, Anthropic and Google (and Mistral where offered). Use dated changelogs or observation. Record deprecation notice for retired models.

Glean

Agent cross-checked Support: partial

Dated release notes and model deprecation guidance are public; comparable release-lag measurements remain unknown.

Availability: generally-available · Delivery: native
Scope: surfaces=Glean Hosted web Assistant and Agents; version=Public documentation retrieved 2026-10-21; deployed version not observed; plan=Core Suite/Enterprise Flex Model Hub; Customer Key deprecation policy distinguished from Universal Model Key; add_ons=none stated; deployment_mode=dedicated-instance; region=Selected hosting and model-provider regions; no blanket EU or Swiss processing claim; os=not specified.

Limitations

  • Documented findings only; unestablished atomic questions remain explicit gaps.
  • release_lag_days What was the lag for each of the last three major releases, per provider? [unknown]: What was the lag for each of the last three major releases, per provider? The release notes were checked, but provider general-release dates and scoped product-availability dates were not paired for the last three releases per provider.
  • changelog Is there a dated public model changelog? [supported]: Public dated release notes include October 15, 2026 and model announcements. Sources: glean:glean:release, glean:glean:r2-core-entitlements.
  • deprecation_notice How much notice is given before a model is removed? [partial]: For Customer Key Assistant, email notices are described at 60 and 15 days. The page also describes automatic migration for deprecated configurations; application to each removal needs confirmation. Sources: glean:glean:deprecation, glean:glean:r2-core-entitlements.
  • version_pinning Can an admin keep an older model version? [partial]: Customer Key admins manage upgrades but deprecated models stop being usable. No indefinite version-pinning entitlement is established. Sources: glean:glean:deprecation, glean:glean:r2-core-entitlements.

Checked ; agent cross-checked 2026-10-21; check again by 2026-12-20. Sources: glean:glean:release, glean:glean:r2-core-entitlements, glean:glean:deprecation.

MOD-03 Bring-your-own keys and provider contracts

Judgment rule: Record customer-held API keys, customer cloud accounts (Azure OpenAI, Bedrock, Vertex), and aggregator routes (OpenRouter, LiteLLM) as separate routes. Record what still works without a vendor-provided model, whether prices change with BYO, and documented restrictions. API-key support does not imply support for the customer's own Azure contract.

Glean

Agent cross-checked Support: partial

Customer Key supports named provider accounts; it has documented feature and cloud restrictions.

Availability: generally-available · Delivery: native
Scope: surfaces=Glean Hosted web Assistant and Agents, Customer Hosted managed GCP or AWS tenant; version=Public documentation retrieved 2026-10-21; deployed version not observed; plan=Core Suite Customer Key + Glean-family Model Hub Usage; Enterprise Flex Customer Key/private-cloud discounts are separately contractual; add_ons=none stated; deployment_mode=not specified; region=Selected hosting and model-provider regions; no blanket EU or Swiss processing claim; os=not specified.

Limitations

  • Documented findings only; unestablished atomic questions remain explicit gaps.
  • own_api_keys Can the customer use its own provider API keys? [supported]: Customer Key supports customer provider credentials including OpenAI and direct Anthropic keys. Sources: glean:glean:models, glean:glean:r2-core-entitlements.
  • own_cloud_contract Can it use its own Azure OpenAI, Bedrock or Vertex deployment? [partial]: Customer Key supports Azure OpenAI and named provider credentials. The supported-LLMs matrix permits Vertex only on GCP and Bedrock only on AWS; Configure LLMs separately says customer AWS can use Vertex, while its Vertex setup heading says GCP-only. AWS/Vertex eligibility is therefore unknown; no cross-cloud promise is made. Sources: glean:glean:models, glean:glean:key-matrix, glean:glean:r2-auto-policy-and-cloud-conflict, glean:glean:r2-core-entitlements.
  • custom_endpoint Can an admin add any OpenAI-compatible endpoint? [unknown]: Can an admin add any OpenAI-compatible endpoint? The supported-provider configuration and key matrix were checked; arbitrary OpenAI-compatible customer endpoints are not established.
  • byo_pricing Does BYO change the licence price? [partial]: Core Suite Customer Key limits Glean Model Hub charges to Glean-family usage; customer provider use is paid directly. Enterprise Flex says seats/credits are discounted for own-key/private-cloud customers but publishes no numeric adjustment. Sources: glean:glean:r2-core-entitlements, glean:glean:r2-flex-entitlements.
  • byo_restrictions Which features stop working with BYO? [supported]: The key matrix marks Meeting Notes and podcast artifacts unsupported on Customer Key. Text defaults share one provider; image models may differ. Memory depends on deployment readiness. Sources: glean:glean:key-matrix, glean:glean:r2-core-entitlements.

Checked ; agent cross-checked 2026-10-21; check again by 2026-12-20. Sources: glean:glean:models, glean:glean:r2-core-entitlements, glean:glean:key-matrix, glean:glean:r2-auto-policy-and-cloud-conflict, glean:glean:r2-flex-entitlements.

MOD-04 Local and self-hosted models

Judgment rule: Record support for models running in the customer's environment (vLLM, Ollama, TGI or similar) and which features work with them: chat, RAG, tools, embeddings. Distinguish a documented, supported route from a generic endpoint that happens to work.

Glean

Agent cross-checked Support: partial

The documented Universal Model Key open models run in the US. Supported customer-operated chat and embedding routes remain unknown.

Availability: generally-available · Delivery: native
Scope: surfaces=Glean Hosted web Assistant and Agents; version=Public open-model guide retrieved 2026-10-26; no deployment observed; plan=Universal Model Key open-model route; current guide does not name a Core Suite/Flex entitlement for customer-operated models; add_ons=none stated; deployment_mode=dedicated-instance; region=Selected hosting and model-provider regions; no blanket EU or Swiss processing claim; os=not specified.

Limitations

  • The US inference finding is limited to the Universal Model Key open models described by the source. No absence of every conceivable private deployment is inferred.
  • self_hosted_chat Can chat use a customer-hosted model? [unknown]: Can chat use a customer-hosted model? The public Model Hub, Customer Key matrix and deployment guides describe named hosted-provider routes. They do not establish supported vLLM/Ollama/TGI chat, customer embeddings, parity or vendor-hosted open-model inference in a named EU/CH region. Creator-region model toggles do not prove inference location.
  • self_hosted_embeddings Can retrieval use customer-hosted embeddings? [unknown]: Can retrieval use customer-hosted embeddings? The public Model Hub, Customer Key matrix and deployment guides describe named hosted-provider routes. They do not establish supported vLLM/Ollama/TGI chat, customer embeddings, parity or vendor-hosted open-model inference in a named EU/CH region. Creator-region model toggles do not prove inference location.
  • feature_parity Which features fail with self-hosted models? [unknown]: Which features fail with self-hosted models? The public Model Hub, Customer Key matrix and deployment guides describe named hosted-provider routes. They do not establish supported vLLM/Ollama/TGI chat, customer embeddings, parity or vendor-hosted open-model inference in a named EU/CH region. Creator-region model toggles do not prove inference location.
  • vendor_hosted_open_models Does the vendor host open-weight models in EU/CH? [unsupported]: For Universal Model Key open models described in the region-control guide, inference is hosted in the US regardless of creator country. That documented route does not provide EU/CH-hosted open-model inference; other private contracts are unverified. Sources: glean:glean:r4-open-model-inference.

Checked ; agent cross-checked 2026-10-26; check again by 2026-12-25. Sources: glean:glean:r4-open-model-inference.

MOD-05 Model control and usage limits

Judgment rule: Record admin allow-lists per group, default models, restrictions on which models may see which data, and per-user rate or fair-use limits. Test one restriction with two users in different groups. Record limits as enforced stops, warnings or undocumented fair use.

Glean

Agent cross-checked Support: partial

Model restrictions and blocking usage limits are documented; new department Auto policies remain an opt-in rollout on October 21.

Availability: unknown · Delivery: native
Scope: surfaces=Glean Hosted web Assistant and Agents; version=As of 2026-10-21: existing controls plus opt-in Auto policies; policy GA scheduled 2026-10-29; plan=Core Suite/Enterprise Flex model governance and usage limits; new Auto policies require Glean-key deployment and Feature rollouts opt-in. Legacy Enterprise exclusions preserved.; add_ons=none stated; deployment_mode=dedicated-instance; region=Selected hosting and model-provider regions; no blanket EU or Swiss processing claim; os=not specified.

Limitations

  • Existing controls and the new policy rollout have different availability. No two-user enforcement test was run; hiding premium models alone does not prevent Auto from using them.

Checked ; agent cross-checked 2026-10-21; check again by 2026-12-20. Sources: glean:glean:model-controls, glean:glean:r2-core-entitlements, glean:glean:r2-flex-entitlements, glean:glean:restrictions, glean:glean:model-config, glean:glean:key-matrix, glean:glean:r3-october-rollout-migration, glean:glean:limits.

Company knowledge

KNOW-01 Files in chat

Judgment rule: Record supported formats, size and count limits, scanned-PDF OCR, tables and spreadsheets, images inside documents, and whether a file is read in full or retrieved in chunks. Upload the shared fixture set (long German PDF, scanned contract, Excel with formulas, PowerPoint) and record failures.

Glean

Agent cross-checked Support: partial

Chat uploads support common office formats with explicit size limits and OCR prerequisites.

Availability: generally-available · Delivery: native
Scope: surfaces=Glean Hosted web Assistant and Agents; version=Public documentation retrieved 2026-10-21; deployed version not observed; plan=Core Suite Assistant + Model Hub Usage; Enterprise Flex doc uploads follow its named Assistant mode allowances; add_ons=none stated; deployment_mode=dedicated-instance; region=Selected hosting and model-provider regions; no blanket EU or Swiss processing claim; os=not specified.

Limitations

  • Shared long-PDF, scan, spreadsheet and presentation fixture was not run.
  • formats Which formats are accepted? [supported]: Documented formats include PDF, DOC/DOCX, XLS/XLSX/XLSM, PPT/PPTX, text and image files; audio/video uploads are excluded. Sources: glean:glean:uploads, glean:glean:r2-core-entitlements.
  • limits What size and count limits apply per file and chat? [supported]: 128K models allow 5 files at 64 MB each; 32K models 4 at 32 MB; 8K models 2 at 16 MB. Minimum file size is 1 KB. Sources: glean:glean:uploads, glean:glean:r2-core-entitlements.
  • ocr Are scanned PDFs read? [supported]: Scanned PDFs require OCR enabled by an administrator or support. Sources: glean:glean:uploads, glean:glean:r2-core-entitlements.
  • spreadsheets Are Excel tables read with structure intact? [partial]: Data Analysis handles uploaded spreadsheets, but merged cells, hierarchical tables, charts and complex structures have limited support. Fixture formula and structure fidelity was not tested. Sources: glean:glean:analysis, glean:glean:r2-core-entitlements.
  • full_vs_chunked Is the whole file used or only retrieved parts, and does the user see which? [partial]: Uploaded analysis files expose full raw content within size limits; referenced indexed spreadsheets may be truncated. Archives are inspected on demand in Thinking mode. Complete visibility into selected chunks was not verified. Sources: glean:glean:analysis, glean:glean:uploads, glean:glean:r2-core-entitlements.

Checked ; agent cross-checked 2026-10-21; check again by 2026-12-20. Sources: glean:glean:uploads, glean:glean:r2-core-entitlements, glean:glean:analysis.

KNOW-02 Knowledge bases and shared collections

Judgment rule: Record curated document collections that persist across chats, who can create and share them, size limits, and how they attach to assistants. Distinguish personal, group and organisation-wide scope.

Glean

Agent cross-checked Support: partial

Core Suite includes Library Collections; the replacement Projects rollout and plan entitlement remain qualified.

Availability: unknown · Delivery: native
Scope: surfaces=Glean Hosted web Assistant and Agents; version=Public documentation retrieved 2026-10-21; deployed version not observed; plan=Core Suite Library Collections included; current Projects rollout/entitlement not separately established; add_ons=none stated; deployment_mode=dedicated-instance; region=Selected hosting and model-provider regions; no blanket EU or Swiss processing claim; os=not specified.

Limitations

  • Projects are rolling out gradually and may not be enabled for a given deployment. Chat and artifact sharing is separate from project membership.
  • Projects is documented as a gradual replacement for Collections, but its current Core Suite/Enterprise Flex entitlement and rollout were not verified.
  • persistent_collections Can users keep document collections across chats? [partial]: Core Suite includes persistent Library Collections. Projects documentation describes a replacement containing chats/documents/files/artifacts, but current Core Suite/Enterprise Flex Projects entitlement and migration rollout were not verified. Sources: glean:glean:r2-core-entitlements, glean:glean:projects.
  • sharing_scope Can collections be shared with users, groups or the whole organisation? [unknown]: The Projects guide describes private-by-default and people/group sharing, but current Projects rollout/entitlement under Core Suite or Enterprise Flex is not separately established. No current plan-scoped project-sharing guarantee is made.
  • size_limits What are the collection limits? [unknown]: What are the collection limits? The Projects guide and agent builder were checked, but a current project size cap and direct knowledge-binding contract are not specified.
  • assistant_binding Can collections be bound to an assistant? [unknown]: Projects and Agent Builder were checked; direct binding of a persistent Project or Collection to an assistant was not established.

Checked ; agent cross-checked 2026-10-21; check again by 2026-12-20. Sources: glean:glean:r2-core-entitlements, glean:glean:projects.

KNOW-03 Enterprise connectors

Judgment rule: List each connector separately with plan, availability and setup owner: SharePoint, OneDrive, Outlook, Teams, Google Drive, Gmail, Confluence, Jira, Notion, Box, Salesforce, ServiceNow, file shares. Record whether the vendor or a third party (or the customer via MCP) provides it, and whether it needs admin consent. A connector listed on a roadmap or partner page is `announced`. An on-prem connector or gateway proves access to local data, not a self-hosted platform (DATA-02).

Glean

Agent cross-checked Support: partial

Glean documents M365, Google and Atlassian connectors, with indexed and live patterns depending on source.

Availability: generally-available · Delivery: official-integration
Scope: surfaces=Glean Hosted web Assistant and Agents; version=Public documentation retrieved 2026-10-21; deployed version not observed; plan=Core Suite native connectors included; individual connector setup/consent still required; Enterprise Flex platform connections use applicable feature allowances; add_ons=none stated; deployment_mode=dedicated-instance; region=Selected hosting and model-provider regions; no blanket EU or Swiss processing claim; os=not specified.

Limitations

  • Documented findings only; unestablished atomic questions remain explicit gaps.

Checked ; agent cross-checked 2026-10-21; check again by 2026-12-20. Sources: glean:glean:sharepoint, glean:glean:onedrive, glean:glean:outlook, glean:glean:teams-connector, glean:glean:r2-core-entitlements, glean:glean:drive, glean:glean:gmail, glean:glean:connectors, glean:glean:deploy, glean:glean:gateway.

KNOW-04 Permission-aware retrieval

Judgment rule: Using two test users, verify that a restricted document in the fixture tenant is never cited or summarised for the user without access, including after a permission change. Record whether permissions are enforced at query time by the source system, mirrored into an index, or not enforced. Record the propagation delay of a revocation.

Glean

Agent cross-checked Support: partial

Permission-aware indexed and live retrieval is documented; the restricted-document test is outstanding.

Availability: generally-available · Delivery: native
Scope: surfaces=Glean Hosted web Assistant and Agents; version=Public documentation retrieved 2026-10-21; deployed version not observed; plan=Core Suite Protect permission enforcement and connector access; fine-grained source rules documented per connector; add_ons=Glean Protect+ and account-team enablement for O365 sensitivity-label redlisting only; deployment_mode=dedicated-instance; region=Selected hosting and model-provider regions; no blanket EU or Swiss processing claim; os=not specified.

Limitations

  • Permission claims are documented only; no leak-free outcome or measured propagation delay is claimed.
  • source_permissions_respected Are source permissions enforced per user? [supported]: SharePoint, OneDrive and Teams docs describe per-user permissions checked at query time. This is documentary evidence, not a passed two-user test. Sources: glean:glean:sharepoint, glean:glean:onedrive, glean:glean:teams-connector, glean:glean:r2-core-entitlements.
  • enforcement_point Does the source system, a mirrored index or nothing enforce them? [supported]: Indexed routes copy source ACLs into Glean and evaluate them at query time; live SharePoint/OneDrive routes avoid a stored content index. Sources: glean:glean:sharepoint, glean:glean:onedrive, glean:glean:r2-core-entitlements.
  • revocation_delay How quickly does a removed permission take effect? [partial]: For indexed Drive, activity changes are checked every 10 minutes and group membership hourly. These are crawl schedules, not a measured revocation guarantee. Sources: glean:glean:drive, glean:glean:r2-core-entitlements.
  • admin_scope_controls Can admins exclude sites, folders or labels? [supported]: Admins can include/exclude connectors, containers and documents from LLM access. Changes may take up to an hour. Sources: glean:glean:restrictions, glean:glean:r2-core-entitlements.
  • sensitivity_labels Are Microsoft Purview or similar labels respected? [partial]: Glean Protect+ can exclude SharePoint/OneDrive files by Purview label priority after account-team enablement. It requires crawling, may need days for the first full crawl, and does not cover Teams message text. This is index exclusion, not a passed live-permission test. Sources: glean:glean:r4-purview-label-redlist.

Checked ; agent cross-checked 2026-10-26; check again by 2026-12-25. Sources: glean:glean:sharepoint, glean:glean:onedrive, glean:glean:teams-connector, glean:glean:r2-core-entitlements, glean:glean:drive, glean:glean:restrictions, glean:glean:r4-purview-label-redlist.

KNOW-05 Freshness and sync model

Judgment rule: Record live (federated) search versus a copied index, sync interval, deletion propagation, and where the index is stored. Edit and delete one fixture document and record when answers change. A copied index adds storage location to DATA-01.

Glean

Agent cross-checked Support: partial

Glean combines indexed and live connector routes; refresh timing is source-specific.

Availability: generally-available · Delivery: native
Scope: surfaces=Glean Hosted web Assistant and Agents, Customer Hosted managed GCP or AWS tenant; version=Public documentation retrieved 2026-10-21; deployed version not observed; plan=Core Suite connector/index platform; Customer Hosted location/contract separately selected; add_ons=none stated; deployment_mode=not specified; region=Selected hosting and model-provider regions; no blanket EU or Swiss processing claim; os=not specified.

Limitations

  • Documented findings only; unestablished atomic questions remain explicit gaps.

Checked ; agent cross-checked 2026-10-21; check again by 2026-12-20. Sources: glean:glean:sharepoint, glean:glean:onedrive, glean:glean:r2-core-entitlements, glean:glean:drive, glean:glean:deploy.

KNOW-06 Grounding and retrieval quality

Judgment rule: Run the shared question set over the fixture corpus: factual lookups, cross-document questions, German document with an English question, a question with no answer in the corpus. Record citation presence, link accuracy, correct answers and refusals to invent. Disclose model, settings, attempt count and failures. Single runs support a case study, not a ranking.

Glean

Agent cross-checked Support: partial

Linked source citations are documented; named-plan cross-language retrieval and observed grounding quality remain unknown.

Availability: generally-available · Delivery: native
Scope: surfaces=Glean Hosted web Assistant and Agents; version=Public documentation retrieved 2026-10-21; deployed version not observed; plan=Core Suite Assistant/Deep Research with Model Hub Usage; no verified Core Suite/Enterprise Flex cross-language entitlement; add_ons=none stated; deployment_mode=dedicated-instance; region=Selected hosting and model-provider regions; no blanket EU or Swiss processing claim; os=not specified.

Limitations

  • Citation links do not establish citation accuracy. The Early Access language guide does not map cross-language retrieval to a verified named-plan entitlement.
  • citations Are answers linked to specific sources? [supported]: Assistant documentation describes grounded answers with linked citations; Deep Research produces cited company/web reports. Sources: glean:glean:research, glean:glean:sharing, glean:glean:r2-core-entitlements.
  • citation_accuracy Do the cited passages support the answer? [unknown]: Do the cited passages support the answer? No shared multilingual question set or restricted corpus was run; citation accuracy, correct-answer count and no-answer behavior remain unmeasured.
  • cross_language Does a question in one language find documents in another? [unknown]: The language guide labels answering across document/query languages Early Access, but its Core Suite/Enterprise Flex entitlement and enabled rollout were not established. Cross-language retrieval for those named plans remains unknown; no multilingual fixture was run.
  • no_answer_behaviour Does it say when the corpus has no answer? [unknown]: Does it say when the corpus has no answer? No shared multilingual question set or restricted corpus was run; citation accuracy, correct-answer count and no-answer behavior remain unmeasured.
  • observed_accuracy How many of the question set were answered correctly? [unknown]: How many of the question set were answered correctly? No shared multilingual question set or restricted corpus was run; citation accuracy, correct-answer count and no-answer behavior remain unmeasured.

Checked ; agent cross-checked 2026-10-21; check again by 2026-12-20. Sources: glean:glean:research, glean:glean:sharing, glean:glean:r2-core-entitlements, glean:glean:language.

KNOW-07 Memory and personal context

Judgment rule: Record personal custom instructions, cross-chat memory, project or workspace context, and user controls to view, edit, delete or disable memory. Record whether admins can disable memory organisation-wide.

Glean

Agent cross-checked Support: partial

Glean documents personal saved and learned memory with user controls and a limited admin off switch.

Availability: generally-available · Delivery: native
Scope: surfaces=Glean Hosted web Assistant and Agents; version=Public documentation retrieved 2026-10-21; deployed version not observed; plan=Core Suite saved memory in seat and learned memory with Model Hub Usage; Enterprise Flex learned-memory rate/temporary waiver separate; add_ons=none stated; deployment_mode=dedicated-instance; region=Selected hosting and model-provider regions; no blanket EU or Swiss processing claim; os=not specified.

Limitations

  • Documented findings only; unestablished atomic questions remain explicit gaps.

Checked ; agent cross-checked 2026-10-21; check again by 2026-12-20. Sources: glean:glean:memory, glean:glean:r2-core-entitlements, glean:glean:memory-admin.

Assistants and agents

AGT-01 Custom assistants

Judgment rule: Record creation of assistants with instructions, model, knowledge and tools; who can create; sharing scope; versioning; and an internal catalogue or directory. Build one HR policy assistant on the fixture and share it with one group. Prompt templates and a prompt library are recorded here.

Glean

Agent cross-checked Support: partial

Custom agents combine instructions, models, knowledge and tools and have an internal library.

Availability: generally-available · Delivery: native
Scope: surfaces=Glean Hosted web Assistant and Agents; version=Public documentation retrieved 2026-10-21; deployed version not observed; plan=Core Suite Agent Building/Governance/Sharing in seat; builder assistance/debugging/runtime use Model Hub as applicable; add_ons=none stated; deployment_mode=dedicated-instance; region=Selected hosting and model-provider regions; no blanket EU or Swiss processing claim; os=not specified.

Limitations

  • Documented findings only; unestablished atomic questions remain explicit gaps.

Checked ; agent cross-checked 2026-10-21; check again by 2026-12-20. Sources: glean:glean:builder, glean:glean:agents, glean:glean:r2-core-entitlements, glean:glean:roles, glean:glean:agent-sharing, glean:glean:groups, glean:glean:library, glean:glean:sunset.

AGT-02 Tools, actions and MCP

Judgment rule: Record built-in tools, custom actions (OpenAPI), MCP client support (local and remote servers), authentication model per tool (shared service account or per-user OAuth), and admin approval of tools. Verify one external-tool call and its access boundary.

Glean

Agent cross-checked Support: partial

Glean supports tools and external MCP with admin access controls; tool identities vary by route.

Availability: generally-available · Delivery: native
Scope: surfaces=Glean Hosted web Assistant and Agents; version=Public documentation retrieved 2026-10-21; deployed version not observed; plan=Core Suite native tools/MCP host and Developer Tools; LLM tool/API calls incur Model Hub Usage; add_ons=none stated; deployment_mode=dedicated-instance; region=Selected hosting and model-provider regions; no blanket EU or Swiss processing claim; os=not specified.

Limitations

  • External-tool access boundaries were not tested. Customer Key and tool-provider contracts remain separate.
  • builtin_tools Which tools are built in? [supported]: Agents can search knowledge, analyze data and read/write connected records; available tools depend on enabled connectors. Sources: glean:glean:agents, glean:glean:r2-core-entitlements.
  • custom_actions Can admins add API actions? [supported]: The MCP Gateway exposes customer-built read/write tools as well as connector tools. Sources: glean:glean:gateway, glean:glean:r2-core-entitlements.
  • mcp_client Can it use remote MCP servers, and with what admin control? [partial]: Admins register external remote MCP servers and apply role/group controls in Glean. This pass did not execute a server call. Sources: glean:glean:gateway, glean:glean:r2-core-entitlements.
  • tool_auth Do tools act as the user or as a shared account? [partial]: OAuth integrations can use Glean-managed or customer OAuth applications; agent service credentials are a distinct route. Identity must be checked per tool. Sources: glean:glean:oauth, glean:glean:r2-core-entitlements.
  • tool_approval Can admins approve or block tools, and can users confirm actions before they run? [partial]: Admins control tool exposure. The Microsoft file-creation guide instructs interactive-agent builders to disable Run without user confirmation when user approval is required. Write confirmation is configurable, not an unconditional enforced rule; a universal approval policy for unattended agents remains unknown. Sources: glean:glean:gateway, glean:glean:r3-microsoft-write-confirmation, glean:glean:r2-core-entitlements.

Checked ; agent cross-checked 2026-10-21; check again by 2026-12-20. Sources: glean:glean:agents, glean:glean:r2-core-entitlements, glean:glean:gateway, glean:glean:oauth, glean:glean:r3-microsoft-write-confirmation.

AGT-03 Web search and deep research

Judgment rule: Record web search on/off control per organisation and group, search provider, citation of web sources, deep or multi-step research, and whether queries leave the residency boundary. Admins of regulated companies often need web search off.

Glean

Agent cross-checked Support: partial

Brave is the new web-search default; OpenAI search is a legacy route under migration. Deep Research produces cited read-only reports.

Availability: generally-available · Delivery: native
Scope: surfaces=Glean Hosted web Assistant and Agents; version=2026-10-21, after the October 19 start of OpenAI-to-Brave migration; individual migration completion unobserved; plan=Core Suite Deep Research with Model Hub Usage; Brave for new web-search setups, configured Gemini route per setup guide, legacy OpenAI only until migrated; add_ons=none stated; deployment_mode=dedicated-instance; region=Selected hosting and model-provider regions; no blanket EU or Swiss processing claim; os=not specified.

Limitations

  • The dated release governs the new-versus-legacy route distinction. No per-tenant configuration, migration completion or provider-region test was performed.

Checked ; agent cross-checked 2026-10-21; check again by 2026-12-20. Sources: glean:glean:web, glean:glean:r2-core-entitlements, glean:glean:r3-october-rollout-migration, glean:glean:research.

AGT-04 Workflows and automation

Judgment rule: Record no-code or low-code workflows, scheduled prompts, triggers from email, forms or business systems, and multi-step chains. Name where they run and who can build them. A shared prompt template is not a workflow.

Glean

Agent cross-checked Support: supported

Workflow mode supports multi-step logic with schedule and content-event triggers.

Availability: generally-available · Delivery: native
Scope: surfaces=Glean Hosted web Assistant and Agents; version=Public documentation retrieved 2026-10-21; deployed version not observed; plan=Core Suite Agent Building, workflow mode and triggers in seat; LLM execution incurs Model Hub Usage; add_ons=none stated; deployment_mode=dedicated-instance; region=Selected hosting and model-provider regions; no blanket EU or Swiss processing claim; os=not specified.

Checked ; agent cross-checked 2026-10-21; check again by 2026-12-20. Sources: glean:glean:agents, glean:glean:r2-core-entitlements, glean:glean:triggers.

AGT-05 Agentic task execution

Judgment rule: Record an agent mode that plans and carries out multi-step tasks with tools (browser, files, connectors), with visible steps, user confirmation of side effects and stop control. Run one fixture task (gather three documents, draft a summary, propose an email). Record interventions and what ran. A final claim of success is not proof.

Glean

Agent cross-checked Support: partial

Auto mode agents plan and use tools, but end-to-end execution safety was not tested.

Availability: generally-available · Delivery: native
Scope: surfaces=Glean Hosted web Assistant and Agents; version=Public documentation retrieved 2026-10-21; deployed version not observed; plan=Core Suite Agent Harness/Agent Building with Model Hub Usage for LLM execution; add_ons=none stated; deployment_mode=dedicated-instance; region=Selected hosting and model-provider regions; no blanket EU or Swiss processing claim; os=not specified.

Limitations

  • Documented findings only; unestablished atomic questions remain explicit gaps.
  • agent_mode Is there an agent mode for multi-step tasks? [supported]: Auto mode agents dynamically choose tools and delegate subtasks; Workflow mode uses explicit steps. Sources: glean:glean:agents, glean:glean:r2-core-entitlements.
  • visible_steps Are steps and tool calls shown? [partial]: Workflow steps and builder preview/debugging are documented. Complete runtime visibility for every Auto action was not verified. Sources: glean:glean:builder, glean:glean:agents, glean:glean:r2-core-entitlements.
  • side_effect_confirmation Must the user confirm actions with side effects? [partial]: Office creation tools describe a confirmation step before writing, without an editable inline preview. This does not establish confirmation for all scheduled operations. Sources: glean:glean:office-output, glean:glean:r2-core-entitlements.
  • stop_control Can the user stop a running task? [partial]: The October 15 release documents that canceling an Assistant response terminates its tool calls and background tasks. Universal cancellation across scheduled/independent agents and every client was not verified by a fixture. Sources: glean:glean:r4-cancellation-release.

Checked ; agent cross-checked 2026-10-26; check again by 2026-12-25. Sources: glean:glean:agents, glean:glean:r2-core-entitlements, glean:glean:builder, glean:glean:office-output, glean:glean:r4-cancellation-release.

AGT-06 Programmable access

Judgment rule: Record a public API for chat, assistants and knowledge, SDKs, API authentication, rate limits and whether API use counts against the same governance (audit, budgets, model restrictions). Being an MCP client is different from exposing the product over MCP.

Glean

Agent cross-checked Support: partial

Public platform APIs and a remote MCP server are documented.

Availability: generally-available · Delivery: native
Scope: surfaces=Glean APIs and remote MCP server; version=Public documentation retrieved 2026-10-21; deployed version not observed; plan=Core Suite Platform/Admin/Indexing/Tools APIs in seat and LLM Client APIs/MCP with Model Hub Usage; Enterprise Flex Client APIs consume FlexCredits; add_ons=none stated; deployment_mode=dedicated-instance; region=Selected hosting and model-provider regions; no blanket EU or Swiss processing claim; os=not specified.

Limitations

  • Documented findings only; unestablished atomic questions remain explicit gaps.

Checked ; agent cross-checked 2026-10-21; check again by 2026-12-20. Sources: glean:glean:core-price, glean:glean:r2-core-entitlements, glean:glean:r2-flex-entitlements, glean:glean:uploads, glean:glean:mcp.

Daily work

WORK-01 Clients and access points

Judgment rule: List web, desktop (Windows, macOS), iOS, Android, mobile browser and browser extension separately. For each, record login with company SSO, feature gaps against web, and MDM/Intune deployability. An installable app is different from a mobile website.

Glean

Agent cross-checked Support: partial

Glean has web, desktop, mobile and extension access, including managed mobile controls.

Availability: generally-available · Delivery: native
Scope: surfaces=Glean Hosted web Assistant and Agents, Glean for Desktop Windows and macOS, Glean iOS and Android, Glean browser extension and companion; version=Public documentation retrieved 2026-10-21; deployed version not observed; plan=Core Suite Glean surfaces included in seat; individual AI actions may incur Model Hub Usage; add_ons=none stated; deployment_mode=dedicated-instance; region=Selected hosting and model-provider regions; no blanket EU or Swiss processing claim; os=Windows, macOS, iOS, Android.

Limitations

  • Documented findings only; unestablished atomic questions remain explicit gaps.

Checked ; agent cross-checked 2026-10-21; check again by 2026-12-20. Sources: glean:glean:surfaces, glean:glean:r2-core-entitlements, glean:glean:mobile, glean:glean:research, glean:glean:voice.

WORK-02 Office suite and Teams integration

Judgment rule: Record presence inside Word, Excel, PowerPoint, Outlook and Teams (and Google Docs, Gmail), with what the assistant can do in each: read the open document, write into it, act on mail. Record extra licences and admin consent needed. A connector that searches Office files is KNOW-03, not WORK-02.

Glean

Agent cross-checked Support: partial

A Microsoft Teams app is documented; connectors and file-generation tools do not establish in-Office add-ins.

Availability: generally-available · Delivery: official-integration
Scope: surfaces=Glean in Microsoft Teams, Glean Hosted web Assistant and Agents; version=Public documentation retrieved 2026-10-21; deployed version not observed; plan=Core Suite embedded Microsoft Teams and other listed surfaces; selected Assistant actions incur Model Hub Usage; add_ons=none stated; deployment_mode=dedicated-instance; region=Selected hosting and model-provider regions; no blanket EU or Swiss processing claim; os=not specified.

Limitations

  • Documented findings only; unestablished atomic questions remain explicit gaps.
  • word_excel_powerpoint Does it work inside Word, Excel and PowerPoint? [unknown]: Does it work inside Word, Excel and PowerPoint? The Teams app, connector catalog and Office-output guides were checked. An assistant embedded inside Word/Excel/PowerPoint, Outlook, Docs/Sheets/Gmail was not established; remote content access is not counted as in-app presence.
  • outlook Does it work inside Outlook? [unknown]: Does it work inside Outlook? The Teams app, connector catalog and Office-output guides were checked. An assistant embedded inside Word/Excel/PowerPoint, Outlook, Docs/Sheets/Gmail was not established; remote content access is not counted as in-app presence.
  • teams Is there a Teams app or bot? [supported]: The Glean Teams app has an admin installation guide and tenant setup/consent requirements. Sources: glean:glean:teams-app, glean:glean:r2-core-entitlements.
  • google_workspace_apps Does it work inside Docs, Sheets or Gmail? [unknown]: Does it work inside Docs, Sheets or Gmail? The Teams app, connector catalog and Office-output guides were checked. An assistant embedded inside Word/Excel/PowerPoint, Outlook, Docs/Sheets/Gmail was not established; remote content access is not counted as in-app presence.
  • licence_prerequisites Which licences or consents are needed? [partial]: Teams requires admin deployment in a configured Glean tenant and Microsoft permissions. Extra licence charges are not numerically specified in the guide. Sources: glean:glean:teams-app, glean:glean:r2-core-entitlements.

Checked ; agent cross-checked 2026-10-21; check again by 2026-12-20. Sources: glean:glean:teams-app, glean:glean:r2-core-entitlements.

WORK-03 Translation and writing

Judgment rule: Record document translation preserving layout, the translation engine (LLM or dedicated such as DeepL), glossaries, formality control, supported languages including Swiss German conventions (no ß), and rewriting/proofreading tools. Translate the shared German contract into French and Italian and record layout and glossary results.

Glean

Agent cross-checked Support: partial

Browser companion translation and general writing are documented; layout-preserving document translation is unverified.

Availability: generally-available · Delivery: native
Scope: surfaces=Glean browser extension and companion, Glean Hosted web Assistant and Agents; version=Public documentation retrieved 2026-10-21; deployed version not observed; plan=Core Suite browser Companion/Sidebar surfaces included; LLM writing/translation uses configured model usage; add_ons=none stated; deployment_mode=dedicated-instance; region=Selected hosting and model-provider regions; no blanket EU or Swiss processing claim; os=not specified.

Limitations

  • Documented findings only; unestablished atomic questions remain explicit gaps.
  • document_translation Can whole documents be translated with formatting kept? [unknown]: Can whole documents be translated with formatting kept? The companion, file-upload and Office-generation guides were checked. No whole-document layout-preserving translation, company glossary, formality/de-CH control or DE-to-FR/IT fixture result was established.
  • translation_engine Which engine translates? [partial]: The browser companion translates selected text through Glean. A dedicated translation service or exact translation-model route is not named here. Sources: glean:glean:surfaces, glean:glean:r2-core-entitlements.
  • glossaries Are company glossaries supported? [unknown]: Are company glossaries supported? The companion, file-upload and Office-generation guides were checked. No whole-document layout-preserving translation, company glossary, formality/de-CH control or DE-to-FR/IT fixture result was established.
  • formality_and_variants Can formality and regional variants (de-CH) be set? [unknown]: Can formality and regional variants (de-CH) be set? The companion, file-upload and Office-generation guides were checked. No whole-document layout-preserving translation, company glossary, formality/de-CH control or DE-to-FR/IT fixture result was established.
  • writing_tools Are dedicated rewrite and proofreading tools available? [partial]: Configured agents support drafting; the browser companion explains, summarizes and translates selected text. Dedicated proofreading behavior was not verified. Sources: glean:glean:surfaces, glean:glean:agents, glean:glean:r2-core-entitlements.

Checked ; agent cross-checked 2026-10-21; check again by 2026-12-20. Sources: glean:glean:surfaces, glean:glean:r2-core-entitlements, glean:glean:agents.

WORK-04 Image generation and editing

Judgment rule: Record available image models, editing (inpainting, reference images), admin control and per-image cost visibility, and licence or usage terms for generated images.

Glean

Agent cross-checked Support: partial

Glean can generate and edit images using enabled image models.

Availability: generally-available · Delivery: native
Scope: surfaces=Glean Hosted web Assistant and Agents; version=Public documentation retrieved 2026-10-21; deployed version not observed; plan=Core Suite image generation/editing with Model Hub Usage; provider/key availability remains conditional; add_ons=none stated; deployment_mode=dedicated-instance; region=Selected hosting and model-provider regions; no blanket EU or Swiss processing claim; os=not specified.

Limitations

  • Documented findings only; unestablished atomic questions remain explicit gaps.

Checked ; agent cross-checked 2026-10-21; check again by 2026-12-20. Sources: glean:glean:images, glean:glean:r2-core-entitlements, glean:glean:terms, glean:glean:ai-addendum.

WORK-05 Voice and meetings

Judgment rule: Record dictation, read-aloud, live voice conversation, meeting transcription and summarisation, supported languages including Swiss German speech, and where audio is processed.

Glean

Agent cross-checked Support: partial

Real-time voice is available with provider streaming; meeting functionality depends on key mode.

Availability: generally-available · Delivery: native
Scope: surfaces=Glean Hosted web Assistant and Agents, Glean for Desktop Windows and macOS, Glean iOS and Android; version=Public documentation retrieved 2026-10-21; deployed version not observed; plan=Core Suite real-time voice/Meeting Notes with Model Hub Usage; Meeting Notes requires Universal Model Key per feature matrix; add_ons=none stated; deployment_mode=dedicated-instance; region=Selected hosting and model-provider regions; no blanket EU or Swiss processing claim; os=not specified.

Limitations

  • Raw voice audio streams to the configured model provider and is not stored according to the voice guide; transcripts follow chat retention.
  • dictation Can users dictate prompts? [unknown]: Can users dictate prompts? The voice guide and key-mode matrix were checked; separate dictation and Swiss German recognition were not established or tested.
  • read_aloud Can answers be read aloud? [partial]: Real-time voice speaks its responses; a separate read-aloud control for arbitrary text responses was not established. Sources: glean:glean:voice, glean:glean:r2-core-entitlements.
  • voice_conversation Is a live voice mode available? [supported]: Interactive voice supports web, desktop and mobile, with interruptible spoken replies and a chat transcript. It does not invoke a chosen published agent. Sources: glean:glean:voice, glean:glean:r2-core-entitlements.
  • meeting_summaries Are meetings transcribed and summarised? [partial]: The key matrix lists Meeting Notes as generally available with Universal Model Key and unsupported with Customer Key. Recording/language behavior was not tested. Sources: glean:glean:key-matrix, glean:glean:r2-core-entitlements.
  • swiss_german_speech Is Swiss German speech recognised? [unknown]: Is Swiss German speech recognised? The voice guide and key-mode matrix were checked; separate dictation and Swiss German recognition were not established or tested.

Checked ; agent cross-checked 2026-10-21; check again by 2026-12-20. Sources: glean:glean:voice, glean:glean:r2-core-entitlements, glean:glean:key-matrix.

WORK-06 Data analysis and document output

Judgment rule: Record code execution for data analysis, charts, and generation of downloadable Word, Excel, PowerPoint and PDF files. Analyse the fixture Excel and request a PowerPoint summary. Record where code runs and whether files are editable.

Glean

Agent cross-checked Support: partial

Data analysis and Office file output are documented, with spreadsheet and template limitations.

Availability: generally-available · Delivery: native
Scope: surfaces=Glean Hosted web Assistant and Agents; version=Public documentation retrieved 2026-10-21; deployed version not observed; plan=Core Suite Assistant/Canvas/document output with Model Hub Usage; provider/tool prerequisites apply; add_ons=none stated; deployment_mode=dedicated-instance; region=Selected hosting and model-provider regions; no blanket EU or Swiss processing claim; os=not specified.

Limitations

  • No fixture analysis or output-file inspection. Code-interpreter provider and retention differ by route.
  • data_analysis Can it analyse spreadsheets with executed code? [supported]: Thinking-mode uploaded spreadsheets can use a per-user/session sandbox. Indexed spreadsheets may be truncated and cross-indexed-file numeric aggregation is not supported by the documented Data Analysis route. Sources: glean:glean:analysis, glean:glean:r2-core-entitlements.
  • charts Can it produce charts? [unknown]: The Data Analysis and Office-output guides were checked, but chart generation and chart-file fidelity were not established or observed in this pass.
  • office_file_output Can it create Word, Excel or PowerPoint files? [supported]: Enabled tools create Word documents, Excel workbooks and PowerPoint decks, saved/downloaded through the documented route. Arbitrary Word/Excel template population is not supported by create tools. Sources: glean:glean:office-output, glean:glean:r2-core-entitlements.
  • canvas_editing Is there a document or canvas editor for iterating on output? [supported]: Slide generation creates decks in Canvas for refinement and export; exact themes and embedded elements are not guaranteed. Sources: glean:glean:office-output, glean:glean:r2-core-entitlements.

Checked ; agent cross-checked 2026-10-21; check again by 2026-12-20. Sources: glean:glean:analysis, glean:glean:r2-core-entitlements, glean:glean:office-output.

WORK-07 Sharing and team spaces

Judgment rule: Record chat sharing (link, user, group), shared projects or team spaces, channels or group chat with AI, and commenting. Test sharing a chat with a colleague in another group and record what the recipient sees, including knowledge they lack access to.

Glean

Agent cross-checked Support: partial

Viewer chat sharing documents recipient-source redaction; current Projects and group-chat plan entitlements remain unknown.

Availability: beta · Delivery: native
Scope: surfaces=Glean Hosted web Assistant and Agents; version=Public documentation retrieved 2026-10-21; deployed version not observed; plan=Core Suite Assistant Viewer sharing; current Projects and Team-chat Editor entitlement under Core Suite/Enterprise Flex unverified; add_ons=none stated; deployment_mode=dedicated-instance; region=Selected hosting and model-provider regions; no blanket EU or Swiss processing claim; os=not specified.

Limitations

  • Viewer redaction must not be generalized to Team-chat Editors. Projects and Team-chat commercial/rollout entitlements remain unknown; no two-user fixture was run.
  • share_chats Can chats be shared inside the organisation? [supported]: Users can share chats with users, departments or the organization, with Viewer read-only access. Sources: glean:glean:sharing, glean:glean:r2-core-entitlements.
  • team_spaces Are shared projects or workspaces available? [unknown]: The Projects guide describes gradual enablement but does not establish a current named Core Suite/Enterprise Flex entitlement. Shared-project availability remains unknown.
  • group_chat Can several people chat together with the AI? [unknown]: The Team chat guide describes a beta enabled for selected users, but its current Core Suite/Enterprise Flex entitlement was not established. Multi-user AI chat availability for a named plan remains unknown.
  • share_permission_boundary Does sharing respect the recipient's access to sources? [partial]: For Viewer chat sharing, the guide documents redaction of inaccessible citations and content. That finding does not establish the distinct Team-chat Editor entitlement or its availability for a Core Suite/Enterprise Flex tenant. No cross-group sharing test was run. Sources: glean:glean:sharing, glean:glean:r2-core-entitlements.

Checked ; agent cross-checked 2026-10-21; check again by 2026-12-20. Sources: glean:glean:sharing, glean:glean:r2-core-entitlements, glean:glean:projects, glean:glean:team-chat.

WORK-08 Interface languages and accessibility

Judgment rule: Record UI languages, focusing on German, French, Italian and English, with translation quality observed (complete, partial, machine-translated). Record response language handling and WCAG conformance statements.

Glean

Agent cross-checked Support: partial

German, French, Italian and English end-user UIs are documented; admin setup is not localized.

Availability: generally-available · Delivery: native
Scope: surfaces=Glean Hosted web Assistant and Agents; version=Public documentation retrieved 2026-10-21; deployed version not observed; plan=Core Suite client surfaces; detailed language/localization entitlements not separately mapped by plan; add_ons=none stated; deployment_mode=dedicated-instance; region=Selected hosting and model-provider regions; no blanket EU or Swiss processing claim; os=not specified.

Limitations

  • Documented findings only; unestablished atomic questions remain explicit gaps.
  • The language/accessibility pages describe the common product, without a separate Core Suite/Enterprise Flex localization entitlement matrix.
  • ui_languages Which UI languages are offered? [supported]: The support matrix lists English, German, French and Italian UI among other locales. Sources: glean:glean:language, glean:glean:r2-core-entitlements.
  • dach_language_quality Are German, French and Italian UIs complete and natural? [unknown]: Are German, French and Italian UIs complete and natural? The locale matrix and accessibility statement were checked, but translation completeness and naturalness were not observed in a logged-in German/French/Italian UI.
  • accessibility_statement Is there a WCAG conformance statement? [partial]: Glean maintains a VPAT 2.5 ACR covering WCAG 2.0/2.1/2.2 A and AA, obtainable through the Trust Center; the report was not reviewed. Sources: glean:glean:accessibility, glean:glean:r2-core-entitlements.
  • admin_ui_languages Is the admin interface available in German? [unsupported]: The language guide explicitly says external help documentation and admin workspace setup are not yet localized. Sources: glean:glean:language, glean:glean:r2-core-entitlements.

Checked ; agent cross-checked 2026-10-21; check again by 2026-12-20. Sources: glean:glean:language, glean:glean:r2-core-entitlements, glean:glean:accessibility.

Administration and governance

ADM-01 Single sign-on and authentication

Judgment rule: Record SAML, OIDC, Microsoft Entra ID, Google, LDAP, MFA enforcement, conditional-access compatibility, domain verification and plan restrictions. Test one SSO login on a trial where possible.

Glean

Agent cross-checked Support: partial

SSO is mandatory with OIDC/SAML and identity-provider MFA and conditional access.

Availability: generally-available · Delivery: native
Scope: surfaces=Glean Hosted web Assistant and Agents; version=Public documentation retrieved 2026-10-21; deployed version not observed; plan=Core Suite Protect includes SSO and role access; detailed IdP policy setup is separately documented; add_ons=none stated; deployment_mode=dedicated-instance; region=Selected hosting and model-provider regions; no blanket EU or Swiss processing claim; os=not specified.

Limitations

  • No SSO trial login was performed.

Checked ; agent cross-checked 2026-10-21; check again by 2026-12-20. Sources: glean:glean:sso, glean:glean:r2-core-entitlements, glean:glean:mobile.

ADM-02 User provisioning and lifecycle

Judgment rule: Record SCIM, just-in-time provisioning, group sync from the identity provider, deprovisioning effects (chats, assistants, knowledge ownership transfer) and licence assignment. Deprovision a test user and record what happens to their content.

Glean

No public information found Support: not-published

We found no public information on this. A missing finding is not evidence that the product lacks the capability.

ADM-03 Roles, groups and feature permissions

Judgment rule: Record admin roles, delegated admins, groups, per-feature permissions (web search, image generation, connectors, file upload, agents), separation of subsidiaries or departments, and enforcement. Test one disabled feature for one group.

Glean

Agent cross-checked Support: partial

Glean has delegated admin roles, IdP-group permissions and feature access controls.

Availability: generally-available · Delivery: native
Scope: surfaces=Glean Hosted web Assistant and Agents; version=Public documentation retrieved 2026-10-21; deployed version not observed; plan=Core Suite Protect/Agent Governance role controls; department and IdP group policy configuration as documented; add_ons=none stated; deployment_mode=dedicated-instance; region=Selected hosting and model-provider regions; no blanket EU or Swiss processing claim; os=not specified.

Limitations

  • No two-group restriction-enforcement test.
  • admin_roles Which admin roles exist, and can admin rights be delegated? [supported]: Setup Admin, Admin, Super Admin and specialist moderators have documented scopes; only Super Admin can assign certain privileges. Sources: glean:glean:roles, glean:glean:r2-core-entitlements.
  • groups Can permissions be set per group? [supported]: Direct and IdP-group roles combine, with highest-precedence primary roles and union of secondary roles. Group permission behavior is feature-flag dependent. Sources: glean:glean:groups, glean:glean:r2-core-entitlements.
  • feature_toggles Which features can be switched on or off per group? [partial]: Member permissions include content and agent creation; model access, scheduled triggers and beta features have specific controls. Every feature/group combination was not verified. Sources: glean:glean:users, glean:glean:groups, glean:glean:r2-core-entitlements.
  • multi_entity Can subsidiaries or departments be separated within one contract? [partial]: Terms permit affiliates to use or order the service, while separate subsidiary data partitions within one contract were not established. Sources: glean:glean:terms, glean:glean:r2-core-entitlements.

Checked ; agent cross-checked 2026-10-21; check again by 2026-12-20. Sources: glean:glean:roles, glean:glean:r2-core-entitlements, glean:glean:groups, glean:glean:users, glean:glean:terms.

ADM-04 Usage and adoption analytics

Judgment rule: Record dashboards for active users, usage by feature, model, group and assistant, export, and privacy controls (aggregation, pseudonymisation, works-council-friendly settings). Distinguish aggregate adoption metrics from per-person monitoring.

Glean

Agent cross-checked Support: partial

Insights provides adoption and individual activity reporting with CSV export.

Availability: generally-available · Delivery: native
Scope: surfaces=Glean Hosted web Assistant and Agents; version=Public documentation retrieved 2026-10-21; deployed version not observed; plan=Core Suite Billing & Insights included in seat; Enterprise Flex Admin console/Insights platform separate from usage rates; add_ons=none stated; deployment_mode=dedicated-instance; region=Selected hosting and model-provider regions; no blanket EU or Swiss processing claim; os=not specified.

Limitations

  • Documented findings only; unestablished atomic questions remain explicit gaps.

Checked ; agent cross-checked 2026-10-21; check again by 2026-12-20. Sources: glean:glean:insights, glean:glean:r2-core-entitlements, glean:glean:core-price, glean:glean:events.

ADM-05 Spend controls and cost allocation

Judgment rule: Record cost visibility per user, group and cost centre, budgets and their behaviour (alert, block, downgrade model), pooled credits, and chargeback exports. Test a small budget on a trial where possible. Distinguish billed amounts, estimates and unavailable amounts.

Glean

Agent cross-checked Support: partial

Usage limits can alert or block; team limits are per-member defaults rather than pooled team budgets.

Availability: generally-available · Delivery: native
Scope: surfaces=Glean Hosted web Assistant and Agents; version=Public documentation retrieved 2026-10-21; deployed version not observed; plan=Core Suite / Enterprise Flex; legacy Enterprise exclusions stated; add_ons=none stated; deployment_mode=dedicated-instance; region=Selected hosting and model-provider regions; no blanket EU or Swiss processing claim; os=not specified.

Limitations

  • Documented findings only; unestablished atomic questions remain explicit gaps.
  • cost_visibility Can admins see cost or consumption per user and group? [supported]: Usage dashboards expose user/team/agent consumption in dollars or FlexCredits depending on plan. Sources: glean:glean:limits.
  • budgets Can budgets be set per user or group? [supported]: Organization, user, department/IdP-group and agent monthly limits are documented for Core Suite/Enterprise Flex; legacy Enterprise lacks user/agent limits. Sources: glean:glean:limits.
  • budget_enforcement Does reaching a budget alert, block or downgrade? [supported]: An optional block stops later billable requests after the running action completes. Alert-only is also available; some overage can occur. Sources: glean:glean:limits.
  • chargeback Can costs be exported per cost centre? [unknown]: Can costs be exported per cost centre? The usage-limit and pricing guides were checked; cost-center chargeback export and cost allocation outside current department/group metadata were not established.

Checked ; agent cross-checked 2026-10-21; check again by 2026-12-20. Sources: glean:glean:limits.

ADM-06 Audit logs and compliance export

Judgment rule: Record which events are logged (logins, admin changes, prompts, responses, file access, connector queries), retention, export or SIEM streaming, and eDiscovery/legal hold. Use the word audit only with a defined retention and integrity model.

Glean

Agent cross-checked Support: partial

Administrative change logs have documented CSV export and retention. Prompt/response compliance logging remains unknown because source scopes conflict.

Availability: generally-available · Delivery: native
Scope: surfaces=Glean Hosted web Assistant and Agents; version=Public documentation retrieved 2026-10-21; deployed version not observed; plan=Core Suite Protect administrative audit logs; no verified prompt/response compliance-logging finding; add_ons=none stated; deployment_mode=dedicated-instance; region=Selected hosting and model-provider regions; no blanket EU or Swiss processing claim; os=not specified.

Limitations

  • Only administrative/configuration events, their export and their stated retention are positive findings. Content logging, its compliance integrity model, eDiscovery and legal hold remain unverified.
  • admin_events Are admin and security events logged? [supported]: Admin Audit Logs record configuration changes by admins and Glean support, excluding end-user events. Default retention is 30 days. Sources: glean:glean:audit, glean:glean:r2-core-entitlements.
  • content_logging Can prompts and answers be retained for compliance, and is it configurable? [unknown]: Prompt/response retention and its configuration remain unknown. The deployment comparison says individual queries/responses are not logged, while Customer Event documentation describes CHAT response content and the history guide separates that logging from history. Their deployment/system scopes were not reconciled.
  • siem_export Can logs stream to a SIEM or be exported? [partial]: The administrative audit-log guide documents self-serve CSV export. For Glean-hosted deployments, ongoing delivery of administrative logs can be configured by the account team and is not enabled by default or self-serve. This finding makes no prompt/response or Customer Event export guarantee. Sources: glean:glean:audit, glean:glean:r2-core-entitlements.
  • ediscovery Are eDiscovery and legal hold supported? [unknown]: Are eDiscovery and legal hold supported? Administrative and Customer Event documentation was checked. eDiscovery/legal-hold behavior, integrity guarantees and per-destination content-log retention were not established.
  • log_retention How long are logs kept? [partial]: Administrative audit logs have a documented 30-day default; extended periods require arrangement. Customer Event/content-log retention is unknown and no common retention term for all logs is inferred. Sources: glean:glean:audit, glean:glean:r2-core-entitlements.

Checked ; agent cross-checked 2026-10-21; check again by 2026-12-20. Sources: glean:glean:audit, glean:glean:r2-core-entitlements, glean:glean:deploy, glean:glean:events, glean:glean:history.

ADM-07 Data loss prevention and personal data

Judgment rule: Record detection and handling of personal and confidential data before it reaches a model: redaction, masking, blocking, warning. Record integration with Purview, Netskope or similar, and whether filtering runs locally or at a third party. Send a fixture prompt with a Swiss AHV number and IBAN and record the outcome.

Glean

Agent cross-checked Support: partial

Protect+ can flag or block configured sensitive patterns in prompts; file coverage and Swiss-fixture outcomes are unknown.

Availability: generally-available · Delivery: native
Scope: surfaces=Glean Hosted web Assistant and Agents; version=Public documentation retrieved 2026-10-21; deployed version not observed; plan=Enterprise Flex + Protect+ site-wide annual add-on; basic Core Suite CSV protection is a different mechanism; add_ons=Glean Protect+ AI security; deployment_mode=dedicated-instance; region=Selected hosting and model-provider regions; no blanket EU or Swiss processing claim; os=not specified.

Limitations

  • Prompt-only pattern policy is not evidence that file contents are filtered before every model call. No personal-data fixture was run.

Checked ; agent cross-checked 2026-10-21; check again by 2026-12-20. Sources: glean:glean:pii, glean:glean:r2-core-entitlements, glean:glean:r2-flex-entitlements, glean:glean:protect, glean:glean:subprocessors.

ADM-08 AI policy and guardrails

Judgment rule: Record organisation-wide system instructions, acceptable-use notices and acknowledgement, content filters, topic restrictions, AI-output labelling, and admin visibility of policy violations. Separate enforced policy from instructions the model is expected to follow.

Glean

Agent cross-checked Support: partial

Enterprise instructions and configurable AI security policies are documented.

Availability: generally-available · Delivery: native
Scope: surfaces=Glean Hosted web Assistant and Agents; version=Public documentation retrieved 2026-10-21; deployed version not observed; plan=Enterprise Flex Assistant instructions; Protect+ site-wide annual add-on for security monitoring/blocking; add_ons=Protect+ for AI security findings; not required for basic custom instructions; deployment_mode=dedicated-instance; region=Selected hosting and model-provider regions; no blanket EU or Swiss processing claim; os=not specified.

Limitations

  • Model-followed instructions are distinct from policy enforcement.

Checked ; agent cross-checked 2026-10-21; check again by 2026-12-20. Sources: glean:glean:org-instructions, glean:glean:r2-core-entitlements, glean:glean:r2-flex-entitlements, glean:glean:pii, glean:glean:protect.

Data protection and sovereignty

DATA-01 Hosting location and data residency

Judgment rule: Record country or region separately for chat storage, files and indexes, model inference, backups, logs and telemetry, and support access. Name the cloud provider. Record whether residency is default, a paid option or plan-dependent. "EU data boundary" programmes are recorded with their documented exceptions.

Glean

Agent cross-checked Support: partial

Hosting is region-selectable, but storage, model processing and remote support must be scoped separately.

Availability: generally-available · Delivery: native
Scope: surfaces=Glean Hosted web Assistant and Agents, Customer Hosted managed GCP or AWS tenant; version=Public documentation retrieved 2026-10-21; deployed version not observed; plan=Core Suite Glean Hosted regional single-tenant hosting included; Customer Hosted and provider regions remain contract/key choices; add_ons=none stated; deployment_mode=not specified; region=Selected hosting and model-provider regions; no blanket EU or Swiss processing claim; os=not specified.

Limitations

  • Documented findings only; unestablished atomic questions remain explicit gaps.
  • storage_region Where are chats, files and indexes stored? [partial]: Tenant storage and index follow the selected isolated GCP/AWS deployment; the public GCP list includes Netherlands, Belgium and Frankfurt. Actual contracted country was not selected. Sources: glean:glean:deploy, glean:glean:regions, glean:glean:r2-core-entitlements.
  • inference_region Where do model calls run, per provider? [partial]: Model routes depend on cloud and key mode; GCP/AWS Customer Key has cross-cloud restrictions. The subprocessor list allows customer-selected provider locations but does not establish every model remains in EU/CH. Sources: glean:glean:models, glean:glean:subprocessors, glean:glean:r2-core-entitlements.
  • backups_logs_region Where are backups, logs and telemetry? [partial]: Deployment documentation lists backups up to seven days but no full country map for backups, telemetry and central services was established. Sources: glean:glean:deploy, glean:glean:r2-core-entitlements.
  • support_access_region From where can vendor staff access data? [supported]: The subprocessor list names the Indian affiliate for remote support/security/debugging; the SLA names California and Bangalore support locations. Sources: glean:glean:subprocessors, glean:glean:sla, glean:glean:r2-core-entitlements.
  • swiss_hosting Is Swiss hosting available? [unknown]: Is Swiss hosting available? Region and deployment pages were checked; Swiss hosting, exact backup/log/telemetry geography and all model-provider regional exceptions were not established.
  • residency_plan Which plan or option provides residency? [partial]: Both vendor-hosted and customer-cloud modes offer region selection. Prices, thresholds and per-model regional conditions remain contractual. Sources: glean:glean:deploy, glean:glean:terms, glean:glean:r2-core-entitlements.

Checked ; agent cross-checked 2026-10-21; check again by 2026-12-20. Sources: glean:glean:deploy, glean:glean:regions, glean:glean:r2-core-entitlements, glean:glean:models, glean:glean:subprocessors, glean:glean:sla, glean:glean:terms.

DATA-02 Deployment options

Judgment rule: Record multi-tenant SaaS, dedicated single-tenant instance, deployment in the customer's cloud account, on-premise and air-gapped as separate options with plan and availability. Record which features are missing in each mode, who operates it, and the documented seat or contract threshold for each mode, which can differ from the enterprise plan threshold (e.g. dedicated SaaS from 2,000 seats, own cloud from 5,000). A local-network connector or gateway that reaches on-prem data from a vendor-hosted platform is KNOW-03, not on-premise deployment.

Glean

Agent cross-checked Support: partial

Glean documents dedicated vendor hosting and Glean-operated deployment in customer cloud accounts.

Availability: generally-available · Delivery: native
Scope: surfaces=Glean Hosted web Assistant and Agents, Customer Hosted managed GCP or AWS tenant; version=Public documentation retrieved 2026-10-21; deployed version not observed; plan=Core Suite Glean Hosted single tenant; separately contracted Customer Hosted private-cloud configuration under Core Suite/Enterprise Flex; add_ons=none stated; deployment_mode=not specified; region=Selected hosting and model-provider regions; no blanket EU or Swiss processing claim; os=not specified.

Limitations

  • Documented findings only; unestablished atomic questions remain explicit gaps.
  • multi_tenant_saas Is a shared SaaS offered? [unsupported]: Deployment documentation explicitly says Glean uses single-tenant infrastructure in both supported modes. This is not a shared tenant offer. Sources: glean:glean:deploy, glean:glean:r2-core-entitlements, glean:glean:r2-flex-entitlements.
  • dedicated_instance Is a dedicated single-tenant instance offered, from what size? [supported]: Glean Hosted runs isolated customer infrastructure in Glean cloud accounts; the public guide gives no numerical seat threshold. Sources: glean:glean:deploy, glean:glean:r2-core-entitlements, glean:glean:r2-flex-entitlements.
  • customer_cloud Can it run in the customer's own cloud account, from what size? [supported]: Customer Hosted, formerly Cloud-Prem, runs a Glean-managed tenant in customer GCP or AWS. Glean handles upgrades and keeps support access; seat/contract minimum is not published. Sources: glean:glean:deploy, glean:glean:r2-core-entitlements, glean:glean:r2-flex-entitlements.
  • on_premise Can the whole platform run on customer infrastructure, from what size? [unknown]: Can the whole platform run on customer infrastructure, from what size? The deployment guide and terms describe supported cloud accounts, not a whole-platform on-premises or air-gapped entitlement. Numerical minimums for each mode were not found.
  • air_gapped Can it run without internet access? [unknown]: Can it run without internet access? The deployment guide and terms describe supported cloud accounts, not a whole-platform on-premises or air-gapped entitlement. Numerical minimums for each mode were not found.
  • mode_feature_gaps Which features are missing outside SaaS? [partial]: The guide describes the same product in both modes, but key/provider matrices document cloud and feature differences. Customer Hosted cannot be independently patched or re-architected by the customer. Sources: glean:glean:deploy, glean:glean:key-matrix, glean:glean:r2-core-entitlements, glean:glean:r2-flex-entitlements.

Checked ; agent cross-checked 2026-10-21; check again by 2026-12-20. Sources: glean:glean:deploy, glean:glean:r2-core-entitlements, glean:glean:r2-flex-entitlements, glean:glean:key-matrix.

DATA-03 Training use and provider retention

Judgment rule: Record whether customer content trains vendor or provider models, by plan and default; zero-data-retention arrangements with model providers; abuse-monitoring retention and human review; and the model provider's terms that apply. A "no training" claim on a marketing page is `vendor-claimed` until the contract or DPA says so.

Glean

Agent cross-checked Support: partial

The AI Addendum prohibits model training and scopes provider retention commitments to Glean-key use, with exceptions.

Availability: generally-available · Delivery: native
Scope: surfaces=Glean Hosted web Assistant and Agents; version=Public documentation retrieved 2026-10-21; deployed version not observed; plan=Any contracted plan incorporating the AI Addendum; Glean model key unless Customer Key explicitly discussed; add_ons=none stated; deployment_mode=dedicated-instance; region=Selected hosting and model-provider regions; no blanket EU or Swiss processing claim; os=not specified.

Limitations

  • Documented findings only; unestablished atomic questions remain explicit gaps.
  • vendor_training Does the vendor train on customer content? [supported]: AI Addendum section 3(a)(i) prohibits Glean from using Customer Data to train, retrain, improve or fine-tune AI Models. Sources: glean:glean:ai-addendum.
  • provider_training Do model providers train on it under this product's contracts? [supported]: For Glean model-key service, Glean contracts with providers to prohibit that training. Customer Key access remains the customer responsibility under section 4. Sources: glean:glean:ai-addendum.
  • provider_retention How long do model providers keep prompts, including for abuse monitoring? [partial]: Glean-key section 3(b) prohibits stored/logged inputs and outputs except legal or trust-and-safety necessity. The Data Analysis guide also describes up to 30-day retention for abuse-flagged files. Sources: glean:glean:ai-addendum, glean:glean:analysis.
  • zero_retention Is zero data retention available, and on which plan? [partial]: Zero-day retention is a contractual Glean-key commitment subject to law and trust/safety exceptions; it is not a blanket guarantee for Customer Key or every file-processing tool. Sources: glean:glean:ai-addendum, glean:glean:analysis.
  • human_review Can provider staff review content? [unknown]: Can provider staff review content? The AI Addendum and Data Analysis security text were checked; provider human-review access under each exception was not established.

Checked ; agent cross-checked 2026-10-21; check again by 2026-12-20. Sources: glean:glean:ai-addendum, glean:glean:analysis.

DATA-04 Retention and deletion

Judgment rule: Record default retention for chats, files, indexes and logs; admin-configured retention; user deletion; deletion after contract end; and deletion confirmation.

Glean

Agent cross-checked Support: partial

User-facing chat/file deletion and contract-end obligations are documented; default and effective admin retention remain unknown.

Availability: generally-available · Delivery: native
Scope: surfaces=Glean Hosted web Assistant and Agents; version=Public documentation retrieved 2026-10-21; deployed version not observed; plan=Core Suite/Enterprise Flex user history controls and applicable Terms/DPA; default/effective configured retention and shared-link lifetime unverified; add_ons=none stated; deployment_mode=dedicated-instance; region=Selected hosting and model-provider regions; no blanket EU or Swiss processing claim; os=not specified.

Limitations

  • User-facing deletion does not establish erasure from every retained copy. Default/effective configured retention, shared-link lifetime and contract-end completion timing remain unknown.
  • default_retention What is retained and for how long by default? [unknown]: Default content retention is unknown. Chat Sharing states a fixed 30-day conversation/link lifetime, while Chat History describes organization-configured periods. The relationship between shared links, stored chats, uploads and other retained copies was not reconciled; no universal default is inferred.
  • admin_retention Can admins set retention periods? [unknown]: The history guide lists Off, 30, 90, 180 and 365 days, but the sharing guide states a fixed 30-day conversation/link lifetime. The effective scope of admin settings versus shared-link/stored-chat retention remains unresolved, so a verified configurable retention entitlement is not asserted.
  • user_deletion Can users delete their chats and files permanently? [partial]: The history guide lets users remove chats from their history; the upload guide allows file removal before the first query or by deleting the chat afterward. Permanent removal from every copy, backup or event log was not established. Sources: glean:glean:history, glean:glean:uploads, glean:glean:r2-core-entitlements.
  • contract_end_deletion What is deleted at contract end, and when? [partial]: Terms section 12.3 and DPA section 7 require deletion at termination subject to legal retention. No fixed completion interval or destruction certificate was established. Sources: glean:glean:terms, glean:glean:dpa, glean:glean:r2-core-entitlements.

Checked ; agent cross-checked 2026-10-21; check again by 2026-12-20. Sources: glean:glean:history, glean:glean:uploads, glean:glean:r2-core-entitlements, glean:glean:terms, glean:glean:dpa, glean:glean:sharing.

DATA-05 Sub-processors and foreign-law exposure

Judgment rule: Record the published sub-processor list with countries, change-notification rules, the vendor's and parent company's jurisdiction, transfer mechanisms (EU-US Data Privacy Framework, Swiss-US DPF, SCCs) and the vendor's documented position on foreign government access requests (e.g. US CLOUD Act). Record facts, not a legal assessment.

Glean

Agent cross-checked Support: partial

A dated processor list includes US providers and Indian remote support, with DPA transfer and change terms.

Availability: generally-available · Delivery: native
Scope: surfaces=Glean Hosted web Assistant and Agents; version=Public documentation retrieved 2026-10-21; deployed version not observed; plan=Core Suite/Enterprise Flex under applicable public Terms, signed DPA and Order Form; no bespoke contract examined; add_ons=none stated; deployment_mode=dedicated-instance; region=Selected hosting and model-provider regions; no blanket EU or Swiss processing claim; os=not specified.

Limitations

  • Documented findings only; unestablished atomic questions remain explicit gaps.
  • subprocessor_list Is a dated sub-processor list published? [supported]: Public list last updated July 28, 2026 identifies infrastructure, model, support and search subprocessors. Sources: glean:glean:subprocessors, glean:glean:r2-core-entitlements.
  • subprocessor_countries Which countries do sub-processors operate in? [supported]: The table lists US provider entities and India for Glean Search Technologies remote support; selected cloud/provider processing locations can differ. Sources: glean:glean:subprocessors, glean:glean:r2-core-entitlements.
  • change_notification Are customers notified of sub-processor changes? [supported]: DPA section 9 specifies at least 30 days notice before a new processor and a 30-day objection period, with a scoped termination remedy if unresolved. Sources: glean:glean:dpa, glean:glean:r2-core-entitlements.
  • parent_jurisdiction Which jurisdiction governs the vendor and its parent? [partial]: The Terms identify Glean Technologies, Inc. as a Delaware corporation. A separate parent entity was not established. Sources: glean:glean:terms, glean:glean:r2-core-entitlements.
  • transfer_mechanism Which transfer mechanism applies to non-EU/CH processing? [supported]: The DPA incorporates EU SCCs, Swiss-recognized clauses and the UK Addendum for applicable transfers; SCC law/jurisdiction is Ireland. Sources: glean:glean:dpa, glean:glean:r2-core-entitlements.
  • government_access_policy Is there a published government-access or transparency policy? [unknown]: Is there a published government-access or transparency policy? DPA, processor list and privacy page were checked. A separate government-access/transparency-request policy was not established; no legal exposure verdict is made.

Checked ; agent cross-checked 2026-10-21; check again by 2026-12-20. Sources: glean:glean:subprocessors, glean:glean:r2-core-entitlements, glean:glean:dpa, glean:glean:terms.

DATA-06 Contracts and regulatory coverage

Judgment rule: Record DPA availability and form (click-through, negotiable), reference to Swiss revDSG and GDPR, governing law and court, EU AI Act documentation (provider or deployer role, transparency materials), and sector-specific materials (FINMA outsourcing, banking secrecy, public sector). No compliance verdict.

Glean

Agent cross-checked Support: partial

Public contractual and AI-law materials are available, with Swiss/EU data-law scope.

Availability: generally-available · Delivery: native
Scope: surfaces=Glean Hosted web Assistant and Agents; version=Public documentation retrieved 2026-10-21; deployed version not observed; plan=Core Suite/Enterprise Flex applicable public Terms/DPA/AI Addendum; signed Order Form controls actual coverage; add_ons=none stated; deployment_mode=dedicated-instance; region=Selected hosting and model-provider regions; no blanket EU or Swiss processing claim; os=not specified.

Limitations

  • Documented findings only; unestablished atomic questions remain explicit gaps.
  • dpa Is a DPA available, and is it negotiable? [supported]: A public DPA form takes effect when signed and can sit under a mutually accepted agreement; negotiability was not tested. Sources: glean:glean:dpa, glean:glean:r2-core-entitlements.
  • revdsg_gdpr Does the DPA cover revDSG and GDPR? [supported]: The DPA defines applicable data-protection law to include Switzerland and GDPR and describes Swiss transfer clauses. Applicability depends on the processing. Sources: glean:glean:dpa, glean:glean:r2-core-entitlements.
  • governing_law Which law and court govern the contract? [partial]: Main Terms section 13.1 specifies New York and US law; SCCs select Ireland for their own governing law/jurisdiction. A specific court for the main contract was not established. Sources: glean:glean:terms, glean:glean:dpa, glean:glean:r2-core-entitlements.
  • ai_act_materials Is EU AI Act documentation provided? [partial]: The AI Addendum includes applicable EU AI Act commitments and allocation of customer/provider responsibilities; a full procurement technical file was not retrieved. Sources: glean:glean:ai-addendum, glean:glean:r2-core-entitlements.
  • sector_materials Are FINMA or other sector materials provided? [partial]: The public legal index links HIPAA BAA forms for Glean as Business Associate and as Subcontractor; actual coverage depends on the applicable agreement. The AI Addendum describes assurance commitments. FINMA/banking-secrecy outsourcing materials were not established. Sources: glean:glean:r3-legal-index, glean:glean:ai-addendum, glean:glean:r2-core-entitlements.

Checked ; agent cross-checked 2026-10-21; check again by 2026-12-20. Sources: glean:glean:dpa, glean:glean:r2-core-entitlements, glean:glean:terms, glean:glean:ai-addendum, glean:glean:r3-legal-index.

DATA-07 Certifications and attestations

Judgment rule: Record each certificate or report separately: ISO 27001, 27017, 27018, 27701, 42001; SOC 2 Type I/II with period; BSI C5; TISAX; national schemes. Record issuer, scope (which product and entity), validity and access route. A cloud provider's certificate does not certify the product.

Glean

Agent cross-checked Support: partial

SOC 2 and ISO badges are vendor claims; issuer, report scope and validity were not independently checked.

Availability: generally-available · Delivery: native
Scope: surfaces=Glean Hosted web Assistant and Agents; version=Public documentation retrieved 2026-10-21; deployed version not observed; plan=Core Suite Protect compliance material; vendor badges only, certificate/report scope and validity unverified; add_ons=none stated; deployment_mode=dedicated-instance; region=Selected hosting and model-provider regions; no blanket EU or Swiss processing claim; os=not specified.

Limitations

  • No evidence is certificate-verified. Cloud-provider certificates are not treated as Glean certificates.
  • iso_27001 ISO 27001 with scope and validity? [partial]: Glean claims ISO 27001 on its security page. The actual certificate, issuer, service scope and validity dates were not obtained. Sources: glean:glean:security-page, glean:glean:r2-core-entitlements.
  • soc2 SOC 2 type, period and covered service? [partial]: Glean claims SOC 2 Type II, but auditor, examination period and exact covered service were not verified from a report. Sources: glean:glean:security-page, glean:glean:r2-core-entitlements.
  • c5 BSI C5 attestation? [unknown]: BSI C5 attestation? The public security page and trust.glean.com were checked; trust report content was inaccessible. BSI C5, independent pentest summaries and certificate/report validity were not established.
  • other_certifications Which other certificates (27701, 42001, TISAX)? [partial]: The security page lists ISO 42001, HIPAA and TX-RAMP Level 2. These are vendor assertions, not verified certificates in this profile. Sources: glean:glean:security-page, glean:glean:r2-core-entitlements.
  • report_access How can customers obtain reports? [partial]: Security and accessibility material direct evaluators to the public Trust Center, whose report content was not readable without further access. Sources: glean:glean:security-page, glean:glean:accessibility, glean:glean:r2-core-entitlements.
  • pentest Are independent penetration test summaries available? [unknown]: Are independent penetration test summaries available? The public security page and trust.glean.com were checked; trust report content was inaccessible. BSI C5, independent pentest summaries and certificate/report validity were not established.

Checked ; agent cross-checked 2026-10-21; check again by 2026-12-20. Sources: glean:glean:security-page, glean:glean:r2-core-entitlements, glean:glean:accessibility.

DATA-08 Encryption and key control

Judgment rule: Record encryption at rest and in transit, customer-managed keys (BYOK/HYOK), key location, and private networking (private link, IP allow-lists, VPN).

Glean

Agent cross-checked Support: partial

Encryption, isolation and network controls are documented. Customer-managed keys are supported for Customer Hosted AWS; other key-custody scopes remain unverified.

Availability: generally-available · Delivery: native
Scope: surfaces=Glean Hosted web Assistant and Agents, Customer Hosted managed GCP or AWS tenant; version=Public documentation retrieved 2026-10-21; deployed version not observed; plan=Core Suite Protect encryption and single-tenant Glean Hosted; separately contracted Customer Hosted network configuration; add_ons=none stated; deployment_mode=not specified; region=Selected hosting and model-provider regions; no blanket EU or Swiss processing claim; os=not specified.

Limitations

  • Documented findings only; unestablished atomic questions remain explicit gaps.
  • encryption_at_rest Is data encrypted at rest? [supported]: Deployment comparison documents AES-256 at rest and TLS in transit for both deployment modes. Sources: glean:glean:deploy, glean:glean:r2-core-entitlements.
  • customer_managed_keys Can the customer manage or hold the keys? [supported]: For Customer Hosted AWS, Glean supports KMS customer-managed encryption keys owned and controlled by the customer. The FAQ recommends default managed keys; Glean Hosted/GCP key custody and commercial prerequisites were not established. Sources: glean:glean:r4-aws-cmk-faq, glean:glean:r4-aws-key-control.
  • private_networking Is private connectivity or IP restriction available? [supported]: IP-based access controls and private connectivity for on-prem connectors are documented; customer AWS supports local VPC endpoints. Sources: glean:glean:deploy, glean:glean:r2-core-entitlements.
  • tenant_isolation How are customers separated in shared SaaS? [supported]: Each deployment uses isolated single-tenant infrastructure, including the Glean-managed customer-cloud option. Sources: glean:glean:deploy, glean:glean:r2-core-entitlements.

Checked ; agent cross-checked 2026-10-26; check again by 2026-12-25. Sources: glean:glean:deploy, glean:glean:r2-core-entitlements, glean:glean:r4-aws-cmk-faq, glean:glean:r4-aws-key-control.

DATA-09 Professional secrecy

Judgment rule: For professional secrecy holders (Berufsgeheimnisträger: lawyers, doctors, auditors, tax advisers) under § 203 StGB (DE) and Art. 321 StGB (CH), record whether the vendor signs a contractual secrecy undertaking or a § 203 agreement that binds its staff and its sub-processors; whether this comes as a dedicated offering or a paid add-on, and on which plan; who can access content in plain text (vendor staff, sub-processors, model providers); and the documentation provided. A DPA or a no-training clause alone is not a secrecy undertaking. Banking secrecy and FINMA outsourcing belong to DATA-06, not here. Record contract facts, not a legal assessment.

Glean

Agent cross-checked Support: partial

General DPA confidentiality and provider/support access are documented; a specific German or Swiss professional-secrecy undertaking remains unverified.

Availability: generally-available · Delivery: native
Scope: surfaces=Glean Hosted web Assistant and Agents, Customer Hosted managed GCP or AWS tenant; version=Public documentation retrieved 2026-10-21; deployed version not observed; plan=Core Suite/Enterprise Flex public Terms/DPA confidentiality; no verified professional-secrecy-specific package; add_ons=none stated; deployment_mode=not specified; region=Selected hosting/provider regions; listed India support affiliate; no DE/CH-specific undertaking verified; os=not specified.

Limitations

  • DPA confidentiality and no-training provisions alone do not establish a professional-secrecy undertaking.
  • No legal suitability or compliance conclusion.
  • secrecy_undertaking Does the vendor sign a secrecy undertaking or § 203 StGB / Art. 321 StGB agreement covering its own staff? [unknown]: Glean DPA section4 binds authorized personnel to confidentiality or statutory duties, but no signed/signon German §203 StGB or Swiss Art321 StGB professional-secrecy undertaking was retrieved. General DPA confidentiality is not treated as that undertaking.
  • subprocessor_coverage Does the undertaking extend to its sub-processors, and is that documented? [unknown]: DPA section9 requires no-less-protective written subprocessor obligations and necessary access. No flow-down of a specific §203/Art321 professional-secrecy undertaking was established.
  • secrecy_offering Is it a dedicated offering or add-on, and on which plan? [unknown]: No publicly documented professional-secrecy-specific plan, dedicated package, paid add-on, minimum or regional contract entitlement was established in legal pages, administration docs, pricing or targeted first-party search.
  • content_access Who can access content in plain text: vendor staff, sub-processors, model providers? [partial]: Contractually authorized Glean personnel and necessary subprocessors may process customer personal data; the processor list names India remote support/security/debugging and model/hosting providers. Model routes receive prompts/context for inference. Exact plaintext privileges, exceptional support approval, provider human-access rights and their differences by key/deployment mode are not fully established. Sources: glean:glean:dpa-confidentiality, glean:glean:subprocessors, glean:glean:key-matrix, glean:glean:ai-addendum, glean:glean:r2-core-entitlements.
  • secrecy_documentation Is the offering publicly documented (contract template, data-flow description, professional-body guidance)? [unknown]: A public DPA, AI Addendum, deployment docs and processor list were retrieved. No public §203/Art321 contract template, dedicated professional-secrecy data-flow statement or professional-body guidance for this offer was established.

Checked ; agent cross-checked 2026-10-21; check again by 2026-12-20. Sources: glean:glean:dpa-confidentiality, glean:glean:subprocessors, glean:glean:key-matrix, glean:glean:ai-addendum, glean:glean:r2-core-entitlements.

Commercials and vendor

VEN-01 Pricing model and list prices

Judgment rule: Record pricing unit (per seat, per active user, usage-based, platform fee, hybrid), list prices per plan in original currency with date, included usage and credits, add-on prices (connectors, agents, image generation) and overage rates. Cite public prices or dated quotes. Per-seat versus usage is a fact, not a quality judgment.

Glean

Agent cross-checked Support: partial

Glean publishes pricing mechanics and usage tables, while contracted seat fees remain quote-only.

Availability: generally-available · Delivery: native
Scope: surfaces=Glean Hosted web Assistant and Agents; version=Public documentation retrieved 2026-10-21; deployed version not observed; plan=Unspecified contracted plan unless Core Suite, Enterprise Flex, key mode or add-on is named below; add_ons=none stated; deployment_mode=dedicated-instance; region=Selected hosting and model-provider regions; no blanket EU or Swiss processing claim; os=not specified.

Limitations

  • Documented findings only; unestablished atomic questions remain explicit gaps.
  • pricing_unit What is the pricing unit? [supported]: Core Suite is per user/month plus committed Model Hub Usage. Enterprise Flex combines seats with pooled FlexCredits; legacy Enterprise terms differ. Sources: glean:glean:core-price, glean:glean:flex-price.
  • list_prices What are list prices per plan, with date and currency? [partial]: On 2026-10-21 no numerical Core Suite/Enterprise Flex seat or platform fee was established. Public model token-rate and credit-consumption tables are available; they are not a complete subscription quote. Sources: glean:glean:core-price, glean:glean:flex-price.
  • included_usage What usage is included? [partial]: Core Suite includes platform/search and human-scale APIs in seats; LLM APIs and advanced work consume model usage. Flex uses plan-specific included capabilities and shared credits. Sources: glean:glean:core-price, glean:glean:flex-price.
  • add_ons Which features cost extra? [partial]: Protect+ is an add-on and Premium Support is paid; Model Hub usage is separate. Public add-on seat/contract fees were not established. Sources: glean:glean:protect, glean:glean:sla.
  • overage What do usage beyond limits and premium models cost? [partial]: Core Suite usage follows provider/model API rates with an upfront commitment; machine-scale API use may cost extra. Flex uses credit rate cards. Currency price per contracted FlexCredit is unverified. Sources: glean:glean:core-price, glean:glean:flex-price.

Checked ; agent cross-checked 2026-10-21; check again by 2026-12-20. Sources: glean:glean:core-price, glean:glean:flex-price, glean:glean:protect, glean:glean:sla.

VEN-02 Scenario cost

Judgment rule: Price three workloads for 12 months: 200, 1,000 and 5,000 users with a disclosed light/regular/power usage mix, in CHF and EUR excluding VAT. Include licences, platform fees, add-ons, model usage and, for self-hosted options, a stated operating assumption. Separate fixed, variable, included and unknown costs. No invented discounts.

Glean

Agent cross-checked Support: partial

Core Suite publishes model tariffs, but no public unique routine Auto model or fixed fee; a separate direct-provider Customer Key component is calculable.

Availability: generally-available · Delivery: native
Scope: surfaces=Glean Hosted web Assistant and Agents, Customer Hosted managed GCP or AWS tenant; version=Public documentation retrieved 2026-10-21; deployed version not observed; plan=Core Suite Universal Model Key usage unpriced without a fixed/recommended routine model; separate Customer Key direct-API proxy; Enterprise Flex quote/pool unknown; add_ons=none stated; deployment_mode=not specified; region=Selected hosting and model-provider regions; no blanket EU or Swiss processing claim; os=not specified.

Limitations

  • The priced Customer Key component is an assumption for direct provider payment, not a complete Glean price or a forecast of Auto routing.
  • No signed order, fixed fee, actual tenant defaults or task usage fixture.

Checked ; agent cross-checked 2026-10-21; check again by 2026-12-20. Sources: glean:glean:r2-core-entitlements, glean:glean:r2-auto-policy-and-cloud-conflict, glean:glean:r2-customer-default-example, glean:glean:r2-direct-provider-proxy, glean:glean:r2-proxy-lowest-effort, glean:glean:fx-ecb, glean:glean:r2-flex-entitlements, glean:glean:deploy.

VEN-03 Evaluation access

Judgment rule: Distinguish free tier, self-serve trial, sales-led pilot, paid proof of concept and open-source self-install. Record card requirement, duration, seat limit, and which features (SSO, connectors, admin) the trial includes. Map which shared scenarios can be run without sales approval.

Glean

Agent cross-checked Support: partial

Public material supports product evaluation, but no unassisted business trial was established.

Availability: generally-available · Delivery: native
Scope: surfaces=Glean Hosted web Assistant and Agents; version=Public documentation retrieved 2026-10-21; deployed version not observed; plan=Core Suite/Enterprise Flex prospective customer evaluation; public demo path, no verified self-serve trial entitlement; add_ons=none stated; deployment_mode=dedicated-instance; region=Selected hosting and model-provider regions; no blanket EU or Swiss processing claim; os=not specified.

Limitations

  • Documented findings only; unestablished atomic questions remain explicit gaps.
  • Core Suite/Enterprise Flex trial and evaluation entitlements were not publicly verified; a demo CTA is not proof of a mandatory sales gate.
  • free_tier Is there a free tier for business use? [unknown]: Is there a free tier for business use? The live product/security site, documentation setup and pricing guides were checked. No public business free-tier entitlement, self-serve trial terms, card/duration/seat limits or SSO/connector trial scope was established. No sales contact or account registration was attempted.
  • self_serve_trial Is a self-serve business trial available? [unknown]: Is a self-serve business trial available? The live product/security site, documentation setup and pricing guides were checked. No public business free-tier entitlement, self-serve trial terms, card/duration/seat limits or SSO/connector trial scope was established. No sales contact or account registration was attempted.
  • trial_scope Do trials include SSO, connectors and admin features? [unknown]: Do trials include SSO, connectors and admin features? The live product/security site, documentation setup and pricing guides were checked. No public business free-tier entitlement, self-serve trial terms, card/duration/seat limits or SSO/connector trial scope was established. No sales contact or account registration was attempted.
  • sales_gate Does meaningful evaluation require sales contact? [partial]: Public Glean pages route prospective customers to Get a demo; meaningful tenant provisioning may require commercial access. This is not proof that every trial is sales-only. Sources: glean:glean:security-page, glean:glean:r2-core-entitlements.

Checked ; agent cross-checked 2026-10-21; check again by 2026-12-20. Sources: glean:glean:security-page, glean:glean:r2-core-entitlements.

VEN-04 Contract terms and pricing transparency

Judgment rule: Record minimum seats or commitment, contract length, monthly versus annual billing, price-change rules, cancellation and downgrade terms, and invoicing in CHF/EUR. Classify pricing as transparent, partially specified, quote-only or unknown, naming the missing fields. Quote-only pricing is a disclosed constraint.

Glean

Agent cross-checked Support: partial

Contract periods and fees depend on orders, with cancellation restricted during the subscription term.

Availability: generally-available · Delivery: native
Scope: surfaces=Glean Hosted web Assistant and Agents; version=Public documentation retrieved 2026-10-21; deployed version not observed; plan=Core Suite/Enterprise Flex under Order Form and public Terms; seat commitments/prices and selected currency contractual; add_ons=none stated; deployment_mode=dedicated-instance; region=Selected hosting and model-provider regions; no blanket EU or Swiss processing claim; os=not specified.

Limitations

  • Documented findings only; unestablished atomic questions remain explicit gaps.
  • minimum_commitment What seat or spend minimum applies? [unknown]: What seat or spend minimum applies? Terms and pricing guides were checked; minimum seat/spend commitment and plan-specific currency invoicing remain unpriced.
  • contract_length What contract lengths are offered? [partial]: Terms define Subscription Term through the Order Form. No universal monthly or annual term is specified. Sources: glean:glean:terms, glean:glean:r2-core-entitlements.
  • cancellation How can the contract be cancelled or reduced? [supported]: Except contractual causes and remedies, customers cannot cancel during the subscription term; each order ends at expiry unless otherwise stated. Sources: glean:glean:terms, glean:glean:r2-core-entitlements.
  • local_invoicing Can it be invoiced in CHF or EUR from a European entity? [partial]: Terms default to USD or the currency in the order and allow Glean affiliates/resellers. CHF/EUR invoicing by a European entity was not confirmed. Sources: glean:glean:terms, glean:glean:r2-core-entitlements.
  • transparency_class Is pricing transparent, partial, quote-only or unknown? [supported]: Partially specified: public pricing units and consumption tables, but subscription fees, minimum commitments and purchased-credit prices need an order/quote. Sources: glean:glean:core-price, glean:glean:flex-price, glean:glean:terms, glean:glean:r2-core-entitlements.

Checked ; agent cross-checked 2026-10-21; check again by 2026-12-20. Sources: glean:glean:terms, glean:glean:r2-core-entitlements, glean:glean:core-price, glean:glean:flex-price.

VEN-05 Source licence

Judgment rule: Record licence per component (client, server, connectors, hosted extensions) and revision. Distinguish OSI open source, source-available with restrictions (branding clauses, user caps), and closed. Repository visibility is not a licence classification. Licences change between releases: record the current terms, and never carry a fork's historical licence over to the upstream product or the reverse.

Glean

Agent cross-checked Support: partial

The hosted platform is provided under restricted commercial terms; public SDK licences are separate.

Availability: generally-available · Delivery: native
Scope: surfaces=Glean Hosted web Assistant and Agents; version=Public documentation retrieved 2026-10-21; deployed version not observed; plan=Core Suite/Enterprise Flex proprietary hosted/managed Service under Terms; no public core-source licence inferred; add_ons=none stated; deployment_mode=dedicated-instance; region=Selected hosting and model-provider regions; no blanket EU or Swiss processing claim; os=not specified.

Limitations

  • Documented findings only; unestablished atomic questions remain explicit gaps.
  • licence_type Which licence applies to each component? [supported]: Terms grant subscription access and prohibit deriving source code, modifying or redistributing the Service. This establishes a proprietary service contract, not an OSI licence for the platform. Sources: glean:glean:terms, glean:glean:r2-core-entitlements.
  • branding_restrictions Do licence terms restrict branding or user counts? [supported]: Terms prohibit removing proprietary notices and limit use to licensed users/orders; no numerical standard user cap is given. Sources: glean:glean:terms, glean:glean:r2-core-entitlements.
  • enterprise_features_closed Are enterprise features in a separate closed edition? [unknown]: Are enterprise features in a separate closed edition? Platform terms and the public gleanwork organization were checked; a complete component licence inventory or separate open/closed enterprise edition split was not established.

Checked ; agent cross-checked 2026-10-21; check again by 2026-12-20. Sources: glean:glean:terms, glean:glean:r2-core-entitlements.

VEN-06 Data export and exit

Judgment rule: Record admin export of chats, assistants, knowledge bases, prompts and audit logs, formats, export completeness, user self-export, and what survives contract end. Run an admin export on a trial. Exported chats alone do not make assistants and knowledge portable.

Glean

Agent cross-checked Support: partial

Workflow agent configurations are portable as JSON; full tenant chat/knowledge export remains unverified.

Availability: generally-available · Delivery: native
Scope: surfaces=Glean Hosted web Assistant and Agents; version=Public documentation retrieved 2026-10-21; deployed version not observed; plan=Core Suite Agent Governance import/export in seat; limited Auto ZIP export and complete organization exit separately unverified; add_ons=none stated; deployment_mode=dedicated-instance; region=Selected hosting and model-provider regions; no blanket EU or Swiss processing claim; os=not specified.

Limitations

  • Documented findings only; unestablished atomic questions remain explicit gaps.
  • Core Suite includes agent import/export, but limited Auto ZIP rollout and complete tenant-export entitlements remain unverified.
  • chat_export Can admins export all chats? [unknown]: Can admins export all chats? Agent export and contractual termination pages were checked. No trial admin export was run; all-chat export, knowledge/source completeness and a post-termination retrieval window were not established.
  • assistant_export Can assistants and prompts be exported in a reusable format? [supported]: Workflow-mode agent configuration exports to JSON and imports into another deployment; missing target tools must be reconfigured. Auto-mode ZIP export is limited availability for admins. Sources: glean:glean:builder, glean:glean:r2-core-entitlements.
  • knowledge_export Can knowledge bases and their sources be exported? [unknown]: Can knowledge bases and their sources be exported? Agent export and contractual termination pages were checked. No trial admin export was run; all-chat export, knowledge/source completeness and a post-termination retrieval window were not established.
  • export_format Are formats documented and machine-readable? [supported]: Workflow exports use JSON; limited Auto exports contain spec.yaml and instructions.md in ZIP. Admin logs have CSV export. Sources: glean:glean:builder, glean:glean:audit, glean:glean:r2-core-entitlements.
  • post_termination_window How long can data be retrieved after termination? [unknown]: How long can data be retrieved after termination? Agent export and contractual termination pages were checked. No trial admin export was run; all-chat export, knowledge/source completeness and a post-termination retrieval window were not established.

Checked ; agent cross-checked 2026-10-21; check again by 2026-12-20. Sources: glean:glean:builder, glean:glean:r2-core-entitlements, glean:glean:audit.

VEN-07 Support and service levels

Judgment rule: Record support channels, languages (German, French, Italian), hours and time zone, local or regional presence, documented response times, uptime SLA and credits, public status page and incident history. Popularity is not a reliability score.

Glean

Agent cross-checked Support: partial

Support tiers are documented; a credited 99.9% SLA applies only to paid Premium Support.

Availability: generally-available · Delivery: native
Scope: surfaces=Glean Hosted web Assistant and Agents; version=Public documentation retrieved 2026-10-21; deployed version not observed; plan=Unspecified contracted plan unless Core Suite, Enterprise Flex, key mode or add-on is named below; add_ons=none stated; deployment_mode=dedicated-instance; region=Selected hosting and model-provider regions; no blanket EU or Swiss processing claim; os=not specified.

Limitations

  • Documented findings only; unestablished atomic questions remain explicit gaps.
  • support_channels Which support channels are available on each plan? [supported]: The support portal is the channel eligible for response targets; Standard Support is included and Premium paid. Other channels do not have trackable SLA response times. Sources: glean:glean:sla.
  • support_languages Is support available in German, French or Italian? [partial]: The SLA explicitly provides a Japanese support option for Japan and names California/Bangalore operations; German/French/Italian language commitments were not established. Sources: glean:glean:sla.
  • regional_presence Is there a DACH or Swiss entity, team or partner? [unknown]: Is there a DACH or Swiss entity, team or partner? The SLA, site and status.glean.com were checked. The status URL returned HTTP 403, so incident history was not verified; DACH/Swiss support presence was not established.
  • uptime_sla Is there an uptime SLA with credits? [supported]: Paid Premium Support has 99.9% monthly uptime. Credits are 10% below 99.9% down to 99.0%, and 20% below 99.0%, subject to exclusions and claim deadlines. Sources: glean:glean:sla.
  • status_page Is there a public status page with history? [unknown]: Is there a public status page with history? The SLA, site and status.glean.com were checked. The status URL returned HTTP 403, so incident history was not verified; DACH/Swiss support presence was not established.

Checked ; agent cross-checked 2026-10-21; check again by 2026-12-20. Sources: glean:glean:sla.

VEN-08 Onboarding, training and adoption

Judgment rule: Record vendor-led onboarding, admin training, end-user training (live, e-learning, languages), use-case libraries, champion programmes, change-management materials and their cost. Distinguish included services from paid professional services and partner offerings.

Glean

Agent cross-checked Support: partial

Public training and templates exist; exact onboarding-service entitlements and prices remain open.

Availability: generally-available · Delivery: native
Scope: surfaces=Glean Hosted web Assistant and Agents; version=Public documentation retrieved 2026-10-21; deployed version not observed; plan=Core Suite Agent Library/templates and public Academy links; contracted onboarding and Premium Support separately scoped; add_ons=none stated; deployment_mode=dedicated-instance; region=Selected hosting and model-provider regions; no blanket EU or Swiss processing claim; os=not specified.

Limitations

  • Documented findings only; unestablished atomic questions remain explicit gaps.
  • Exact Academy access, included onboarding, language coverage and support/professional-services entitlement under the customer Order Form remain unknown.
  • onboarding_service Is guided onboarding included? [unknown]: Is guided onboarding included? Academy, agent library, SLA and legal service links were checked; included vendor-led onboarding, champion/adoption programme terms and localized end-user training were not established.
  • user_training Is end-user training offered, in which languages? [partial]: Glean documentation links self-paced Agent Builder training through Glean Academy; German/French/Italian course availability was not established. Sources: glean:glean:agents, glean:glean:r2-core-entitlements.
  • use_case_library Are role-based use cases and templates provided? [supported]: The internal Agent library and documented templates support reusable role/task examples. Sources: glean:glean:library, glean:glean:r2-core-entitlements.
  • adoption_programme Is there a champion or adoption programme? [unknown]: Is there a champion or adoption programme? Academy, agent library, SLA and legal service links were checked; included vendor-led onboarding, champion/adoption programme terms and localized end-user training were not established.
  • service_cost Which services cost extra? [partial]: Premium Support is priced separately under the SLA. The legal index directly lists the Technical Services Addendum and named Outcomes Packages. Those listings do not establish included onboarding or complete professional-services fees. Sources: glean:glean:sla, glean:glean:r3-legal-index, glean:glean:r2-core-entitlements.

Checked ; agent cross-checked 2026-10-21; check again by 2026-12-20. Sources: glean:glean:agents, glean:glean:r2-core-entitlements, glean:glean:library, glean:glean:sla, glean:glean:r3-legal-index.

Sources

  1. Supported LLMs glean:glean:models

    The Model Hub lists text and image models, manual choice and Auto routing, with provider availability dependent on key and cloud.

    Supported models; availability by hosting environment and provider · documented · Source date not stated · Retrieved 2026-10-21

  2. Feature availability by LLM key, provider, and cloud glean:glean:key-matrix

    Customer Key restricts cloud-provider routes and excludes Meeting Notes and podcast artifacts; some defaults must use the same provider.

    Provider and feature matrices · documented · Source date not stated · Retrieved 2026-10-21

  3. Upload files in Assistant glean:glean:uploads

    Uploads support Office documents, PDFs, images and text, with context-dependent file caps and OCR prerequisite.

    Formats; upload limits; security; limitations · documented · Source date not stated · Retrieved 2026-10-21

  4. Glean Core Suite entitlements and Model Hub rates glean:glean:r2-core-entitlements

    Core Suite separates included platform seats from Model Hub usage, names client/API surfaces, and publishes token rates.

    Seat capabilities, surfaces, APIs, Model Hub Usage and rate table updated10/20/2026 · documented · Source date 2026-10-20 · Retrieved 2026-10-21

  5. October 15, 2026 release, version 563 glean:glean:r3-october-rollout-migration

    Auto policies require rollout opt-in from October 15 with GA scheduled October 29; Brave is the new search default and existing OpenAI search migrates from October 19.

    AI & Model Updates, Auto mode policies; Deprecations & Sunsets, OpenAI Web Search · documented · Source date 2026-10-15 · Retrieved 2026-10-21

  6. Model deprecation glean:glean:deprecation

    Customer Key deprecation emails are specified at 60 and 15 days, with removal and replacement behavior.

    Customer Key notice schedule; deprecated models · documented · Source date not stated · Retrieved 2026-10-21

  7. October 15, 2026 release notes glean:glean:release

    Glean publishes dated release notes covering product and model changes.

    Release entry · documented · Source date 2026-10-15 · Retrieved 2026-10-21

  8. Glean Enterprise Flex entitlements glean:glean:r2-flex-entitlements

    Enterprise Flex separates seat allowances, metered client APIs/agent runs, included platform governance and annual Protect+/support add-ons.

    Seats, Developer Tools, Platform, Protect+ and Premium Support · documented · Source date not stated · Retrieved 2026-10-21

  9. Configure LLMs in the Model Hub glean:glean:r2-auto-policy-and-cloud-conflict

    Balanced is the default Auto policy with per-request model choice; the AWS Vertex note conflicts with the supported-provider matrix and GCP-only Vertex setup heading.

    Auto policies; AWS Vertex note; provider setup headings · documented · Source date not stated · Retrieved 2026-10-21

  10. Glean open models by region glean:glean:r4-open-model-inference

    Universal Model Key open models are served through LLM providers under zero-retention agreements. Creator-region grouping is not inference location; the page states these models are hosted in the US.

    Creator-region controls; Operational details · documented · Source date not stated · Retrieved 2026-10-26

  11. Exclude or restrict models glean:glean:model-controls

    Admins can restrict eligible models by department or IdP group, but default models cannot be restricted and hiding premium pickers does not block Auto.

    Department and team allow-lists; premium-model toggle · documented · Source date not stated · Retrieved 2026-10-21

  12. Configure LLMs in the Model Hub glean:glean:model-config

    Admins configure default models and department Auto policies.

    Default models and Auto mode policies · documented · Source date not stated · Retrieved 2026-10-21

  13. Restrict LLM access to content glean:glean:restrictions

    Admins can exclude connectors, containers and documents from LLM use; changes may take up to one hour.

    Exclusion and inclusion rules · documented · Source date not stated · Retrieved 2026-10-21

  14. Set usage limits and alerts glean:glean:limits

    Core Suite and Enterprise Flex limits can alert or block later billable usage after the current run finishes; team defaults are not pooled budgets.

    Enforcement; organization, user, team and agent limits · documented · Source date not stated · Retrieved 2026-10-21

  15. Data analysis overview glean:glean:analysis

    Uploaded spreadsheets can be analyzed in per-session sandboxes; indexed files can be truncated, and abuse-flagged files may be retained up to 30 days.

    Known limitations; code interpreter security · documented · Source date not stated · Retrieved 2026-10-21

  16. Organize content with Projects glean:glean:projects

    Projects persist chats and documents, are private by default and replace Collections through a gradual rollout.

    Create; sharing; access; migration · documented · Source date not stated · Retrieved 2026-10-21

  17. Glean deployment models glean:glean:deploy

    Both modes use single-tenant infrastructure operated by Glean; Customer Hosted runs in customer GCP or AWS accounts with Glean support access.

    Glean Hosted; Customer Hosted; comparison table · documented · Source date not stated · Retrieved 2026-10-21

  18. Connectors hub glean:glean:connectors

    The official catalog lists M365, Google, Atlassian and other business-system connectors.

    Native connector catalog · documented · Source date not stated · Retrieved 2026-10-21

  19. SharePoint overview glean:glean:sharepoint

    SharePoint supports indexed and live retrieval; indexing uses certificate-based application permissions and admin consent.

    Access patterns; permissions and security · documented · Source date not stated · Retrieved 2026-10-21

  20. OneDrive overview glean:glean:onedrive

    OneDrive offers indexed and live search under the Microsoft 365 parent connector, with certificate-based application permissions.

    Access patterns; permissions and security · documented · Source date not stated · Retrieved 2026-10-21

  21. Outlook overview glean:glean:outlook

    The Outlook connector supports access to Outlook content through Glean.

    Connector overview · documented · Source date not stated · Retrieved 2026-10-21

  22. Teams overview glean:glean:teams-connector

    Teams indexes channels and optionally private and meeting chats, with mirrored membership checked at query time.

    Supported content; permissions and security · documented · Source date not stated · Retrieved 2026-10-21

  23. Google Drive overview glean:glean:drive

    Drive content and permissions are indexed with directory delegation; documented activity and group-sync schedules are distinct.

    Permissions; crawling and updates · documented · Source date not stated · Retrieved 2026-10-21

  24. Gmail overview glean:glean:gmail

    Gmail has indexed search with source-specific crawl scope and controls.

    Indexed content and scope · documented · Source date not stated · Retrieved 2026-10-21

  25. Set up external tools with MCP Gateway glean:glean:gateway

    Admins proxy external MCP servers and custom tools with role and group controls and OAuth 2.1.

    Prerequisites; external servers; access control · documented · Source date not stated · Retrieved 2026-10-21

  26. Glean O365 sensitivity-label restrictions glean:glean:r4-purview-label-redlist

    Protect+ can exclude SharePoint/OneDrive items by Purview label priority. Glean configures the redlist after account-team enablement; initial full crawl and later recrawls govern propagation. Teams message text is excluded.

    Glean Protect+; setup; label-processing FAQ · documented · Source date not stated · Retrieved 2026-10-26

  27. Glean language support glean:glean:language

    German, French, Italian and English end-user UIs are listed; cross-language retrieval is early access and admin setup is not localized.

    Language support matrix; cross-language warning · documented · Source date not stated · Retrieved 2026-10-21

  28. Use Deep Research glean:glean:research

    Deep Research creates cited read-only reports from company sources and Brave web search; key modes differ.

    Key modes; citations; limitations · documented · Source date not stated · Retrieved 2026-10-21

  29. Share chats glean:glean:sharing

    Viewer chat sharing describes citation redaction and states a fixed 30-day duration.

    Viewer controls; uploaded files; retention note · documented · Source date not stated · Retrieved 2026-10-21

  30. Memory and personalization glean:glean:memory

    Users can manage saved and learned memory in settings and chat.

    Saved and learned memories; user controls · documented · Source date not stated · Retrieved 2026-10-21

  31. Configure memory settings glean:glean:memory-admin

    Admins can disable learned memory but not user-controlled saved memory; pricing differs for legacy customers.

    Configure memory; billing · documented · Source date not stated · Retrieved 2026-10-21

  32. Agent Builder glean:glean:builder

    Agents combine configured steps and models; Workflow JSON export is generally available while Auto ZIP export has limited availability.

    Instructions, tools and models; import and export · documented · Source date not stated · Retrieved 2026-10-21

  33. Sharing and permissions glean:glean:agent-sharing

    Agents have controlled sharing and edit access.

    Agent sharing permissions · documented · Source date not stated · Retrieved 2026-10-21

  34. Agent library glean:glean:library

    Users discover and run accessible agents through the internal library.

    Browse and discover agents · documented · Source date not stated · Retrieved 2026-10-21

  35. How agents work glean:glean:agents

    Agents support dynamic tool use and structured steps, loops and branches.

    Auto and Workflow modes; tools; steps · documented · Source date not stated · Retrieved 2026-10-21

  36. Group-based permissions glean:glean:groups

    Glean syncs Entra, Google and Okta group membership with integration-dependent timing; feature flag controls group-derived roles.

    Supported providers; sync behavior; limitations · documented · Source date not stated · Retrieved 2026-10-21

  37. Administrator Roles glean:glean:roles

    Setup Admin, Admin, Super Admin and specialized moderators have distinct permissions.

    Role matrix · documented · Source date not stated · Retrieved 2026-10-21

  38. Product and feature retirements glean:glean:sunset

    The retirement page records November 13, 2026 end of Glean Assist embedded integrations, past Prompt Library migration and legacy billing-dashboard removal.

    Embedded support integrations; Prompt Library; legacy billing dashboard · documented · Source date not stated · Retrieved 2026-10-21

  39. OAuth options for tools glean:glean:oauth

    Connector tools support Glean-managed or customer OAuth applications.

    Central and custom OAuth · documented · Source date not stated · Retrieved 2026-10-21

  40. Create Microsoft 365 files glean:glean:r3-microsoft-write-confirmation

    Interactive-agent builders can require write confirmation by disabling Run without user confirmation; confirmation is configurable.

    Recommended agent instructions, Human approval · documented · Source date not stated · Retrieved 2026-10-21

  41. Web Search tools setup glean:glean:web

    Admins configure OpenAI, Brave or Google search tools and publish them to selected Glean interfaces.

    Providers; surface enablement; data sent · documented · Source date not stated · Retrieved 2026-10-21

  42. Types of agent triggers glean:glean:triggers

    Agents can start from messages, forms, connected-system content changes and schedules, subject to admin access.

    Content and schedule triggers · documented · Source date not stated · Retrieved 2026-10-21

  43. Create Microsoft 365 files with agents glean:glean:office-output

    Enabled tools create Office files, with limitations on arbitrary templates and output fidelity.

    Word, Excel and PowerPoint; template limitations · documented · Source date not stated · Retrieved 2026-10-21

  44. Glean October 15 release notes glean:glean:r4-cancellation-release

    Canceling or interrupting an Assistant response also stops tool calls and background tasks started by that response. This is a documented Assistant run behavior, not a tested universal stop guarantee.

    Canceled Assistant responses now stop cleanly · documented · Source date 2026-10-15 · Retrieved 2026-10-26

  45. About Glean MCP server glean:glean:mcp

    Glean exposes enterprise search, chat, documents and agents to external hosts through MCP.

    Server capabilities; authentication · documented · Source date not stated · Retrieved 2026-10-21

  46. Glean Core Suite glean:glean:core-price

    Core Suite combines per-user monthly licensing with committed Model Hub consumption; the seat amount is not given.

    Seat fee; Model Hub Usage; provider rate table · documented · Source date not stated · Retrieved 2026-10-21

  47. iOS and Android glean:glean:mobile

    Mobile clients use enterprise SSO and integrate with Intune App Protection.

    SSO prerequisites; Intune MAM · documented · Source date not stated · Retrieved 2026-10-21

  48. Choose where to use Glean glean:glean:surfaces

    Glean has web, desktop, extension and embedded access points.

    Surface table; browser; desktop; extension · documented · Source date 2026-10-19 · Retrieved 2026-10-21

  49. Use real-time voice glean:glean:voice

    Real-time voice works on web, desktop and mobile; raw audio streams to the configured model provider while transcripts follow chat retention.

    Where to access; privacy; limitations · documented · Source date not stated · Retrieved 2026-10-21

  50. Glean in Microsoft Teams: Admin guide glean:glean:teams-app

    The Microsoft Teams app requires tenant admin setup and consent.

    Installation prerequisites and deployment · documented · Source date not stated · Retrieved 2026-10-21

  51. Image Generation in Glean glean:glean:images

    Glean generates and edits images using enabled image models, independently of the text model.

    Model choice; editing; admin controls · documented · Source date not stated · Retrieved 2026-10-21

  52. Glean Terms of Service v5Jun2026 glean:glean:terms

    The contract defines customer-cloud hosting, restricted proprietary access, order-specific fees, termination deletion and New York governing law.

    Sections 1, 2, 5, 12 and 13 · documented · Source date 2026-06-05 · Retrieved 2026-10-21

  53. Glean AI Addendum v5Jun2026 glean:glean:ai-addendum

    No-training commitments and Glean-key zero-day retention have legal and trust-and-safety exceptions; Customer Key responsibilities remain with the customer.

    Sections 3 and 4 · documented · Source date 2026-06-05 · Retrieved 2026-10-21

  54. Team chat glean:glean:team-chat

    Beta shared Editor chats run each request as its author but expose already-generated answers to all participants.

    How permissions work; behavior and limits · documented · Source date not stated · Retrieved 2026-10-21

  55. Accessibility Statement glean:glean:accessibility

    Glean says a VPAT 2.5 ACR covering WCAG 2.0, 2.1 and 2.2 A/AA is available through its trust center.

    Conformance status · documented · Source date 2026-09-25 · Retrieved 2026-10-21

  56. About Glean SSO glean:glean:sso

    SSO is mandatory through OIDC or SAML; identity-provider policies enforce authentication conditions.

    Mandatory SSO; identity providers; access controls · documented · Source date not stated · Retrieved 2026-10-21

  57. Managing Users glean:glean:users

    Admins assign roles and feature permissions and can revoke user sessions.

    Member permissions; sign out all sessions · documented · Source date not stated · Retrieved 2026-10-21

  58. Insights overview glean:glean:insights

    Adoption metrics and per-person activity are available; small departments are grouped and CSV export is documented.

    Metrics; department filters; CSV; privacy · documented · Source date not stated · Retrieved 2026-10-21

  59. Glean Customer Event log overview glean:glean:events

    Customer Event logs include chats and responses separately from administrative logs and export as an unfiltered stream.

    CHAT events; unified export stream · documented · Source date not stated · Retrieved 2026-10-21

  60. Audit Logs glean:glean:audit

    Admin configuration logs have CSV export and 30-day default retention; ongoing delivery needs account-team configuration.

    Coverage; export; default retention · documented · Source date not stated · Retrieved 2026-10-21

  61. Chat History glean:glean:history

    Admins choose Off or 30/90/180/365-day conversation retention, independently of Customer Event logging.

    Retention choices; Customer Event logs · documented · Source date not stated · Retrieved 2026-10-21

  62. Sensitive content in user prompt glean:glean:pii

    Configured prompt-only regex policies can flag or block credentials, PII, IBANs and government IDs; built-in patterns start disabled.

    Prerequisites; regex templates; enforcement · documented · Source date not stated · Retrieved 2026-10-21

  63. About Glean Protect and Protect+ glean:glean:protect

    Protect+ adds recurring sensitive-content scanning and AI security guardrails to baseline Protect.

    Capability comparison; AI security add-on · documented · Source date not stated · Retrieved 2026-10-21

  64. Glean Subprocessors glean:glean:subprocessors

    The list names US providers and an Indian affiliate for remote support, security and debugging.

    Provider table; affiliate remote support · documented · Source date 2026-07-28 · Retrieved 2026-10-21

  65. Configure custom instructions glean:glean:org-instructions

    Admins can configure up to five enterprise instructions for Assistant.

    Five custom instructions · documented · Source date not stated · Retrieved 2026-10-21

  66. Supported GCP regions glean:glean:regions

    The GCP region list includes Netherlands, Belgium, Frankfurt and other regions, subject to required services.

    Preferred regions; EMEA · documented · Source date not stated · Retrieved 2026-10-21

  67. Glean Customer Support SLA v6Mar2026 glean:glean:sla

    Standard and paid Premium support differ; only Premium includes 99.9% monthly uptime and 10% or 20% service credits.

    Sections 2, 4, 7 and 8 · documented · Source date 2026-03-06 · Retrieved 2026-10-21

  68. Glean Data Processing Addendum v6Mar2026 glean:glean:dpa

    The DPA covers applicable Swiss and EU law, termination erasure, SCCs and 30-day subprocessor notice.

    Sections 1, 7, 9 and 10; SCC annexes · documented · Source date 2026-03-06 · Retrieved 2026-10-21

  69. Glean Protect security page glean:glean:security-page

    Glean claims SOC 2 Type II, ISO 27001 and ISO 42001; no issuer-scoped certificate was retrieved.

    Enterprise security and compliance badges · vendor-claimed · Source date not stated · Retrieved 2026-10-21

  70. Glean customer-hosted AWS FAQ glean:glean:r4-aws-cmk-faq

    Customer-managed CMKs are supported for AWS, although the FAQ recommends default AWS-managed KMS keys and documents SCP-based emergency controls.

    Are customer managed keys supported? · documented · Source date not stated · Retrieved 2026-10-26

  71. Glean AWS account access and deployment model glean:glean:r4-aws-key-control

    The customer-hosted AWS deployment guide says customers own and control KMS customer-managed keys used for data at rest. This does not establish key control for Glean Hosted or GCP.

    Customer controls · documented · Source date not stated · Retrieved 2026-10-26

  72. Glean DPA glean:glean:dpa-confidentiality

    General DPA confidentiality binds authorized personnel and no-less-protective subprocessor agreements; no specific §203/Art321 undertaking was retrieved.

    Section4 authorized personnel confidentiality; section9 subprocessor written agreement and necessary access · documented · Source date 2026-03-06 · Retrieved 2026-10-21

  73. Glean Enterprise Flex glean:glean:flex-price

    Enterprise Flex pools credits and separately meters advanced features and premium models; learned-memory billing starts November 7, 2026 for the stated scope.

    Enterprise Flex seats; FlexCredits; rate card · documented · Source date not stated · Retrieved 2026-10-21

  74. ECB historical euro reference rates glean:glean:fx-ecb

    The 2026-10-20 reference is EUR 1 = USD 1.1215 = CHF 0.9237.

    Cube time=2026-10-20, USD and CHF · documented · Source date 2026-10-20 · Retrieved 2026-10-21

  75. Change your default model on Customer Key glean:glean:r2-customer-default-example

    Customer Key admins choose defaults; GPT5.6 Luna is expressly an example, not a fixed or recommended routine model.

    Opening note and prerequisites · documented · Source date 2026-10-19 · Retrieved 2026-10-21

  76. OpenAI direct API pricing glean:glean:r2-direct-provider-proxy

    The shared direct-provider comparison uses USD0.10 input andUSD0.50 output per1M tokens; vendor usage is not replaced by this proxy.

    Standard short-context gpt-6-luna · documented · Source date not stated · Retrieved 2026-10-21

  77. GPT6 Luna model documentation glean:glean:r2-proxy-lowest-effort

    Lowest effort none is used only for the direct-provider comparison assumption.

    Reasoning effort · documented · Source date not stated · Retrieved 2026-10-21