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This covers Moveworks Copilot

Moveworks Copilot is the latest conversational experience

Overview

ServiceNow Approvals and Native Workflow Approvals in the Moveworks Copilot allows users to seek for, and grant approvals directly in chat. It supports all the key integrations, configurations, and features as the Approvals in Moveworks Classic, with an upgraded conversational experience.

What is the experience like?

New Approval Notifications

Approval Notification cards

Key information

• Approval ID: hyperlinked IDs that redirect user to the external Approval portal directly.
• Short Description: The short description is presented right next to the approval ID as the title of the approval notification.
• Requested by: The details of the employee who requested this approval
• Requested on: Date and time of the approval request
• Action buttons
  • Approve
  • Deny
  • Deny with comments
  • Add comments
  • And more - as you configured them for each approval types

Acting on an approval notification

You can act on an approval notification by clicking on an action button or respond to it directly.

Here is an example if you respond to an approval request directly.

List Approvals

You can ask the Moveworks Copilot for a list of your pending approvals.

To view more details of each, simply follow up with a number (e.g. 1) from the list, or say “Show me more details of the second one”.

Approval Looping

The “Approval Looping” feature allows users to loop through and act on all of their pending approvals through a “View next approval” and a “View all approvals” button.

After you’ve approved or denied an approval, the “View next approval” buttons will be attached to the confirmation message. You can click on the button to immediately jump to the next approval.

Below is an example of the steps you go through to approve requests one by one.

Step 1: ask the Moveworks Copilot for your pending approvals

Step 2: Type a number from the list to view more details, and take action.

Step 3: Click on “View next approval” to view the next open approval

Step 4: View the next approval details

What is the difference between Moveworks Classic and Moveworks Copilot?

Experience differences

1. The Moveworks Copilot is a lot more flexible and conversational than Moveworks Classic. You can query for more details about an approval record using natural language, just like how you would talk to an agent. For example, you can follow up to a list of approvals and say “Show me more details of the second one”. You can also approve or deny an approval request by directly typing it into the Moveworks Copilot (instead of clicking on the button).
2. Due to the fluidity of the LLM, there might be some variance in the content and format that the Moveworks Copilot present when looking up an approval request. We’ve provided the reasoning engine with system instructions to always show the most important information (Approval ID, Short Description, Requested for, Last updated at) in a structured format, but you might run into rare cases where the instruction was not followed. If that happens and you do not see the full details of an approval request, simply follow up and say “Show me more details”.

Feature/Configuration differences

The table below calls out the feature difference between Moveworks Classic and the Moveworks Copilot. Everything else, including integrations, configurations, and features are all supported the same way in the Moveworks Copilot as in Moveworks Classic.

FAQs

Q: Why is my list approvals show different information from time to time?

• Due to the fluidity of the LLM, there might be some variance in the content and format that the Moveworks Copilot present when looking up an approval request. We’ve provided the reasoning engine with system instructions to always show the most important information (Approval ID, Short Description, Requested for, Last updated at), but you might run into rare cases where the instruction was not followed. If that happens and you do not see the full details of an approval request, simply follow up and say “Show me more details”.