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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

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