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New hires land on day one with a dozen tasks spread across HR, IT, and their team — and no single place to see what's done, what's left, and where to get help. The Onboarding Hub solves that: a gamified checklist with progress tracking, milestone badges, and contextual Glean chat on every step.

This recipe builds the hub two ways so you can pick the trade-off that fits your portal — Web SDK for fastest SSO integration, Client Chat when you need full UI control.

Onboarding Hubchecklist + progress + chat
Path A: Web SDKrenderChat — Glean owns chat UI
Path B: Client ChatPOST /rest/api/v1/chat — you own the UI
Gleanpermission-aware cited answers
A Glean instance with your onboarding content indexed
For the Web SDK path: an existing Glean session in your normal browser
Node 20.19+ or 22.12+
1

Pick a path

Path A embeds Glean's chat UI with the Web SDK. Path B calls Client Chat from your backend and renders the response in your own UI.

1

Scaffold the project

npx -y tiged@2.12.8 --mode=git gleanwork/glean-cookbook/recipes/onboarding-hub/web-sdk onboarding-hub
2

Install dependencies

cd onboarding-hub && npm install
3

Configure the backend and checklist

Enter the user's work email when prompted; tenant discovery writes VITE_GLEAN_BACKEND to .env.local. Replace public/steps.json with the onboarding steps the user supplied and keep every id unique.

cd onboarding-hub && npm run configure -- --email "<work-email>" && cp public/steps.example.json public/steps.json
4

Run it

Start Vite and leave it running. Report the exact Local URL printed by Vite. Never open the URL yourself and never use browser automation. Wait for the user to open it in their normal browser where they are already signed in to Glean and tell you it is ready.

cd onboarding-hub && npm run dev
5

Verify

After the user confirms the app is open in their normal signed-in browser, ask them to confirm the configured checklist renders. Have them click Ask about this and verify a cited first-day answer. Do not open or drive their browser.

Take it further
  • Wire real HRIS completion events instead of localStorage toggles.
  • Add a manager view that shows onboarding progress across the team.
  • Scope chat to onboarding-only documents, so a first-week question cannot wander into unrelated content.

What should I do on my first day?

Returns a cited answer drawn from your own onboarding documents, and the checklist reflects steps that actually appear in them rather than a hardcoded list.

How do I set up VPN?

Returns a cited answer from your own IT documentation.

What's our PTO policy?

Returns a cited answer respecting the asker's permissions — the same question from two people with different access should not return content either of them can't see.

Ask about a step your docs don't cover

Client Chat path only: the app offers its escalation affordance rather than inventing a plausible-sounding onboarding step. The Web SDK owns its unsupported-answer experience.

Each of these was run against a live Glean instance on 2026-08-07.

View source

Runs the recipe through the Glean cookbook plugin.

At a glance
SurfacesWeb SDK, Client API
StatusShowcase
Time~45 min
Required scopes
CHAT