Search your knowledge base using a Glean agent in Genie

Use the Glean agent in Genie to search across your organization's enterprise knowledge base without leaving Showpad. Ask questions in plain language and get answers sourced from your company's connected tools, like Google Drive, Slack, Jira, and Confluence. 

See how it looks

Key features

• Search across your organization's connected tools from within Showpad
• Use conversational language to find information across multiple sources
• Access citations and source cards to verify where answers come from

Note: Genie capabilities depend on your organization’s AI Bundle tier. 
Professional tier includes chat, vision intelligence, conversation starters, and the company content agent. 
Advanced tier includes chat, vision intelligence, voice control, conversation starters, deep research agent, and podcast agent. 
Expert tier includes chat, vision intelligence, voice control, conversation starters, company research agent, deep research agent, podcast agent, and custom agents.

You need this to succeed

• A Glean agent enabled in Genie by your admin
• An active internet connection (Genie does not work offline)

The quick way

1. Open Genie in the lower-right corner of Showpad

2. Select the Glean agent

3. Type your question and press Enter

Do this step by step

Genie provides a conversational interface for asking questions or giving instructions.

1. Click the Genie button in the lower-right corner to expand the chat interface.

2. Click the clock icon to search and select a previous conversation, or click New Chat to start fresh. You can rename or delete previous conversations by clicking the three dot menu next to each conversation and selecting the action.

3. Click the current agent under the text field and select the Glean agent.

4. Interact with Genie:

• Text: Enter your question and press Enter or click the send icon.
• Verbally: Click the microphone icon, start speaking, then press Enter or click the send icon when done. Genie will speak the response back to you. (Available with the Expert AI Bundle.)

5. Review the response. Citations are included to show where the answer came from. Click a source card to open it, or click a source link to open it in a new browser tab.

6. Below the sources, Genie may suggest follow-up prompts. Select one to continue the conversation or type your own question.

7. Use the thumbs up or thumbs down icons to rate the accuracy of the response. Feedback goes to your organization's admins.

8. To copy a response, click the copy icon. The text is copied to your clipboard.

Tips for searching with Glean

To get the most relevant answers, be specific in your questions:

• Name the source or tool: Mention where you expect the information to be (e.g., "Find the Q2 pricing deck in Google Drive" or "What did the team decide about X in Slack?").
• Include context about your role or project: Help Glean narrow the results (e.g., "Find onboarding documentation for new sales reps" or "What's the process for submitting a support escalation?").
• Specify the output format: Tell Genie what you need (e.g., "Summarize the key points from the last all-hands notes" or "Give me a list of open action items from the project Jira board").

Note: Genie does not have access to analytics insights or the ability to interact with your existing Shared Spaces and Collections.