Moveworks Assistant Launch Checklist

Use this checklist to validate your Moveworks assistant end to end before you announce it to end users. Work through each section in order: start by quieting the assistant, confirm every configured capability behaves as expected, flip the go-live date, and then re-enable proactive notifications.

Before You Begin

Confirm Proactive Notifications are off before you start running validation tests. Leaving them on risks sending test notifications to real end users.

Navigate to Chat Platforms > Notification Settings and disable all proactive notifications except for Employee Comms.

Access Account

Validate every Access Account plugin flow configured for this tenant.

Task	Notes
Password Expiration Reminder	—
Forgot Password	—
Unlock Account	—

Proactive Notifications

Task	Notes
Configured	Confirm proactive notification rules are set up for the intended scenarios.

MFA Reset

Task	Notes
Triggering	—

Access Software

Task	Notes
Provisioning (added to group)	—
Ticket creation (if applicable)	—

Answers

Internal Knowledge Base

Task	Notes
Number of articles expected	Record the count for reference.
Number of articles ingested	Compare against expected count.
Example utterance	Record a working query.
Verify KB Link	Click on a KB link provided by the assistant and verify it lands users at the correct KB/portal.

External Knowledge Base

Task	Notes
Example utterance	—

FAQs

Task	Notes
Confirm FAQs are retrievable	—

Files

Task	Notes
Number of files expected	Record the count for reference.
Number of files ingested	Compare against expected count.
Confirm files are retrievable	—

Forms

Form Ingestion

Task	Notes
Number of forms expected	Record the count for reference.
Number of forms ingested	Compare against expected count.
Confirm forms are retrievable	—
Verify Form Link	Click on a Form link provided by the assistant and verify it lands users at the correct Form/portal.

Form Triggers

Task	Notes
Form triggers fire as expected	—

Submission

Task	Notes
`Requested_for` user is set properly	—
Receipt in portal & assistant	—

Concierge

Task	Notes
INC backstop filing (Chat/Web UI)	—
RITM backstop filing (Chat/Web UI)	For non-SNOW customers, test every issue type configured.
UTC timezone check	—
Add comment via Chat (INC, RITM)	For non-SNOW customers, test every issue type configured.
Transition ticket from `WAITING_FOR_USER` → `WIP`	—
Close ticket via Chat (INC, RITM)	Resolution and Assignee fields set.
Close ticket via Chat (INC, RITM) — all states and issue types	—
Close ticket via Web UI (INC, RITM)	For non-SNOW customers, test every issue type configured.
Reopen ticket (INC, RITM)	For non-SNOW customers, test every issue type configured.
Concierge notification	—
Query all tickets via `"Check the status of my tickets"`	—
Logical response to basic queries like `"Help"` and `"What can you do"`	—

User Validations

Task	Notes
ITSM, IDAM, Chat, Timezone	—

Smart Handoff

Task	Notes
Backstop shows options configured	—

Access Groups

Task	Notes
Create DL	—
Add DL	—
Remove DL	—

Lookups

Task	Notes
User by full name	—

Moveworks for Web

Task	Notes
Widget appears	—
Assistant avatar updated	—
Branding & color scheme updated	—

Enterprise Approvals

Task	Notes
Live check — for every configured approval system	—

ACLs

Task	Notes
KB hidden/shown	—
Form hidden/shown	—

Multilingual Support (MLS)

Task	Notes
Language detection	—
External KBs translated	—
Internal KBs translated	—
Ticket file translation	—
On-the-fly translation	—

Channel Resolver

Automatic

Task	Notes
Ticket comments sync — Slack → ITSM	—
Ticket comments sync — ITSM → Slack	—
Ticket created	—
Emoji added for resolved ticket	—
Emoji added for not helpful	—
Emoji added for no resolution	—

Manual

Task	Notes
Ticket comments sync — Slack → ITSM	—
Ticket comments sync — ITSM → Slack	—
Ticket created with emoji	—
Emoji added for resolved ticket	—
Emoji added for not helpful	—
Emoji added for no resolution	—

Flip the Go-Live Switch

Task	Notes
Add the go-live date and set Onboarding Stage to Live	Navigate to Tenant Settings > General Information and update both fields before announcing launch.

After the Launch Announcement

Once the launch announcement is sent to end users, complete the final step to restore proactive notifications.

Task	Notes
Confirm proactive notifications are re-enabled	Navigate to Chat Platforms > Notification Settings and re-enable the proactive notifications you disabled earlier.

You're Launched

Once every item above is signed off and proactive notifications are back on, your Moveworks assistant is live for end users.