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Our company is rolling out Glean soon, and I’d love ideas from others in Client Success Operations roles on how to get the most out of it.

I’m a Client Success Operations Manager supporting our Client Success teams (Support, Implementation Consultants, Client Success Managers, Technical Account Managers, and Admin Support). I have basic familiarity with Glean and AI agents, but I’d really appreciate guidance on:

What questions you’ve found most valuable to ask Glean in your role

How you’ve set Glean up to help your CS teams find answers faster

Any workflows, dashboards, or automations you’ve built that your teams now rely on

My goal is to use Glean in a way that makes our CS teams’ jobs easier and, in turn, helps our clients feel more supported. Any concrete examples or “we couldn’t live without this now” use cases would be super helpful. Thank you!

Ideas for Client Success Operations & Enablement

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