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Documentation
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Build custom analytics dashboards in BI tools
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Getting Started
Getting Started with Moveworks
Roadmap & Release Plan
Release Notes
Release Notes 2025
Release Notes 2024
Release Notes 2023
Release Notes 2022
Moveworks Best Practices
Launching Moveworks
Building on Moveworks
Ideal Moveworks Team
Hiring Developers
Development Lifecycle
Scoping with Mockups
Project Managing
Launching New Capabilties
Identifying Automation Opportunities
Driving Adoption
Okta Footer Help Link to Bot
Okta Chiclet Deep Link to Bot
ServiceNow SSP Banner Link to the Moveworks Bot
ServiceNow SSP Hovering Bot Link
How to Add an Azure AD App Link to the Bot
General Banner Links to the Moveworks Bot
Bot-First Call Wait Messages
Windows Desktop Shortcut to the Moveworks Bot Setup Guide
Agent Email Signature Link to the Moveworks Bot
Labs
AI Assistant Lab
AI Assistant Lab Guide
AI Assistant Lab: Example Queries
Creator Studio Lab
Lab Setup
Lab #1: Look up Salesforce Account
Lab #2: Add Case to Salesforce & Jira Ticket
Lab #3: Add User to Entra Group
Lab #4: SAP Concur - Lookup and Create Expense Reports
Lab Resources
Support
Moveworks Support Scope
Ensuring your bot is always available
Agentic AI
AI Agents & The Agentic Reasoning Engine
Behavior Framework
Guardrails
Grounding
Continuous Learning
Steerability
Context Window Management
Multi-Plugin Response
Multilingual Support
Configure Multilingual Support
Built-in AI Agents
Enterprise Search
Productivity Boost
Service Management
Provision Management
Build your own AI Agents
Search AI Agents
Action AI Agents
AI Assistant
AI Assistant Overview
Capabilities
AI Disclaimers
Approvals Queue
Channel Resolver
Configure Channel Resolver
Display Configurations
Domains
Employee Communications
Configure Audience Builder
Notifications Settings
Integration Rate Limits
People & Places Lookups
Configure Lookups
Lookup Settings
Conference Room Settings
How to guides for Lookups
Self Knowledge
Smart Handoff
Configure Handoff
Surfaces
Configure Assistants
Embedded AI Assistant (formerly, Moveworks for Web)
Embedded AI Assistant - Browser Compatibility
Embedded AI Assistant Installation - ServiceNow
Embedded AI Assistant Installation - SharePoint Online (Cloud)
Embedded AI Assistant Installation - Okta SAML SSO
Embedded AI Assistant - Google Sites
Embedded AI Assistant Installation - Okta OIDC
Embedded AI Assistant Installation - Azure OIDC
Embedded AI Assistant Installation - Unily
Embedded AI Assistant Troubleshooting Guide
Embedded AI Assistant (General SAML) Code Snippet + ADFS Configuration
Google Chat
Slack
Microsoft Teams
AI Assistant in Microsoft 365 (MS Teams + MS Graph) Access Requirements
AI Assistant in Microsoft Teams (Non-App Store) Setup Guide
AI Assistant in Microsoft Teams (GCCH) Setup Guide
Microsoft Teams Secret Rotation Guide
Webex Teams
Zoom Chat
Analytics & Performance
Configure Analytics and Data
AI Assistant Insights
CSAT in Copilot
Channel Resolver Analytics in AI Assistant
User Insights
Knowledge Insights
Ticketing Insights
Form Insights
Access Group Insights
Access Account Insights
Customer Satisfaction Survey (CSAT)
Data API
How to build integration with the API
API Release Management
API documentation
Submitting an Analytic Data Request
Analytics Support Guide
Creator Studio
Quickstart Guides
Agentic Automation Engine (1.0)
Agentic Automation Engine
Manifest Generator
Slot Resolvers
Policies
Action Orchestrator
Agentic Plugins
Triggers
Slots
Plugin Process
Control Flow
Activities
Plugin Data Bank
Plugin Responses
Citations
Token Limits
Launch Configuration
Test Plugins
Plugin Management
Plugin Promotion
Reasoning Instructions
Classic Plugins (Paths, Queries, Events)
Data Types
Resolver Strategies
Actions
Built-in Actions
HTTP Actions
HTTP Action Data Bank
HTTP Action Troubleshooting
HTTP Action Data Bank (Legacy)
Script Actions
APIthon Reference
Compound Actions
Input Variables
Compound Action Reference
Citation Configuration
Compound Action Data Bank
Data Mapper Reference
DSL Reference
Compound Action Examples
Troubleshooting Compound Actions
Action Management
Connectors
Debugging your Plugins
Logs
Log Type Reference
Log Data Security
Common Errors
Developer Tools
API Mocker
Purple Chat Builder
Compound Action Visualizer
DSL & Data Mapper Playground
Architecture Reference
Connect to other AI agents & applications
End-User Access Control
Developer Roadmap
Plugin Library
Enterprise Search
Enterprise Search Overview
Agentic RAG
Indexed Search
Knowledge Search
File Search
Live Search
Permissions
Permission Mirroring
Managed Permissions
User Consent Permissions
Built-in Search Connectors
Axero
Brainstorm
Confluence
Confluence Cloud
Freshservice
GitHub
Google Calendar (GCal)
Google Drive
Interact
LumApps
ManageEngine
Notion
Salesforce
ServiceNow
ServiceNow Permission Mirroring
Permission Mirroring - Update Set Modules
Sharepoint
Slack
Staffbase
Unily
WordPress
Workday
Build your own Search Connectors
Authentication
API spec
Setup Configuration
Supported Mime Types
Integration Options
Errors
Legacy Gateways
Configure Search
Ingestion
Configure Internal Knowledge Ingestion
Configure External Knowledge
Configure FAQs
Configure Files
Ingested Knowledge
Ingested Knowledge - Internal Knowledge & FAQs
Ingested Knowledge - Files
Plugin Settings
Productivity Boost
Productivity Boost Overview
Email Composer
Text Translator
Brief Me
Brief Me: Configuration
Brief Me: Use Cases & Scenarios
Brief Me: Analytics Overview
Brief Me: Security Overview
Brief Me: Technology Overview
Brief Me: Use Cases by Team
QuickGPT
Calendar Management
Service Management
Service Management Overview
Concierge & Ticketing
Configure Ticketing
Configure Ticketing Plugin and Filters
Configure Rich Ticket Filing
Concierge and Ticket Nudge Setup
Configure Ticketing Workflows
Forms
Configure Forms
Configure Form Ingestion
Ingested Forms
Forms Advanced Settings
Live Agent Chat / Handoff
Configure Live Agent Settings
Message Brokering
Configure Message brokering
Triage
Getting ready for Triage
Configure Triage
Configure Model Configurations
Configure Field Configurations
Configure Model Retraining
Configure Field Heuristic Rule
Approval Mirroring
Configure Approval Mirroring
Approvals: Connector Settings
Approvals: Resource Settings
ServiceNow Approvals
ServiceNow Approvals - RITM / REQ Customization
Provision management
Provision Management Overview
Access Software
Configure Access Software
Configure Provisioning Systems
Configure Software Catalog
How to guides for Access Software
Access Groups
Configure Access Groups
Access Account
Configure Access Account
Azure Self Service Password Reset (SSPR) Access Requirements
Employee Experience Insights
Employee Experience Insights (EXI)
Breaking Down the Dashboard
Understanding Industry Benchmarks
Apps & Services
Impact Module
Access Requirements for EXI
ServiceNow Setup Guide for EXI
EXI Common Use Cases
Knowledge Studio
Knowledge Studio
Knowledge Studio Configuration
AI Powered Recommendations
Inspecting & Verifying Sources
Publishing your Articles
Creating Knowledge Articles
Resolving IT Tickets Guidance
Core PLATFORM
Approvals Engine
Configure Approvals Engine
User Identity
Configure User Identity
Ingest Users
Ingested Users
User Profile View
Identity/ Bot access Issues Troubleshooting Guide
User Attribute Reference
Configuration Languages
DSL Reference
DSL Examples
Data Mapper Reference
Moveworks Data Mapper Common Examples
Moveworks Data Objects
Connectors
Built-in Connectors
HTTP Connectors
API Key Auth
OAuth 2.0 - JWT Bearer Auth
OAuth 2.0 - Authorization Code
Network Allowlisting
Connector Management
Moveworks On-Prem Agent
Configure On-Prem Agents
Moveworks Agent Installation Guide
Moveworks Agent AWS Secrets Manager Setup Guide
Moveworks Agent Azure Key Vault Setup Guide
Moveworks Agent Troubleshooting Guide
Security Information and Event Management (SIEM) Logs Overview
Administration
MyMoveworks
Organization Information
Roles and Permissions
How to Assign Roles using RBAC
Role Based Access Control (RBAC) at Moveworks
SSO
Okta SSO Setup
Okta Installation Guide (OIDC)
Okta SSO Configuration Guide for Non-US Commercial Regions (OIDC)
Okta Installation Guide (SAML)
Microsoft Entra Setup
Microsoft Entra Installation Guide (OIDC)
Microsoft Entra Installation Guide (SAML)
OneLogin Setup (OIDC)
OIDC Setup (General)
SAML Setup (General)
SSO Troubleshooting
Security
Security
Hyperlink & Button Expiry Specs
Attachment Handling Specs
Moveworks Subprocessors
Moveworks Setup
Accessing Moveworks Setup
Moveworks Setup Modules
Plugin Controls
Monitor Alerts
Audit Logs
Config Change Logs
Permissions Change Logs
DSL Defaults
Access Requirements
Access Requirements
Update Set Modules
ServiceNow Update Sets
Ticketing Systems & ITSMs Access
BMC Remedy/Helix Access Requirements
BMC Remedyforce Access Requirements
Cherwell Access Requirements
Freshdesk Access Requirements
Freshservice Access Requirements
Ivanti Service Manager Access Requirements
Jira Service Management (Cloud) - Connector Setup Guide
Jira Service Desk Permission (Cloud) Access Requirements
Jira Service Desk Permission (On-Prem) Access Requirements
Moveworks Jira Application (for Jira Cloud Identity)
ManageEngine (Cloud) Access Requirements
ManageEngine (On-Prem) Access Requirements
Salesforce Access Requirements
ServiceNow Access Requirements
ServiceNow for HR Access Requirements
SolarWinds Samange Access Requirements
Sysaid Access Requirements
Zendesk Access Requirements
Identity and Access Management Systems Access
Active Directory / LDAP Access Requirements
Microsoft Graph Permissions (Office 365) Access Requirements
OneLogin Access Requirements
Okta Access Requirements
Multi-Factor Authentication (MFA) Systems Access
Duo Access Requirements
PingID MFA Access Requirements
Chat Access Requirements
Knowledge Access Requirements
Axero Access Requirements
Comaround Access Requirements
Confluence Data Center Access Requirements
Confluence Cloud Access Requirements
Contentful Access Requirements
GitHub Knowledge Access Requirements
Google Drive Access Requirements
Guru Access Requirements
Haystack Access Requirements
Igloo Access Requirements
Interact Access Requirements
Jive Access Requirements
LumApps Access Requirements
Notion Access Requirements
Quip Access Requirements
RightAnswers Access Requirements
Salesforce Knowledge Access Requirements
SAP Build Work Zone Access Requirements
ServiceNow (KB Only) Access Requirements
SharePoint Online Access Requirements [Legacy]
SharePoint (On-Prem) Access Requirements
Simpplr Access Requirements
Slite Access Requirements
Squiz KB Access Requirements
Unily Access Setup Guide
WordPress Access Requirements
Workday Access Requirements (Knowledge)
StaffBase Access Requirements
Email Distribution List Systems Access
Google Group (GSuite) Access Requirements
Microsoft Exchange Online Access Requirements
Microsoft 365 & Azure AD Groups Access Requirements
Creating a Microsoft App Registration for Moveworks
Facilities Management Access
OfficeSpace Access Requirements
SpaceIQ Access Requirements
Live Agent Chat Access
Vayusphere Access Requirements
Glia Access Requirements
BeyondTrust Access Requirements
HR Information System Access
Workday Access Requirements - Approvals
Workday Access Requirements - HR Cases
Calendar Management Access
Outlook Access Requirements
Moveworks Classic
Okta OIDC SSO Setup Guide for EXI
Azure OIDC SSO Setup Guide for EXI
Bot Performance Insights (BPI+)
Upgrading to BPI+
BPI+ Metrics Dictionary
Bot Performance Insights (BPI+) FAQ
Metrics
Agent Time-Saving
IT Resolution Calculation
Domain And Entity Prediction
Software Access
Device Actions for Software & Troubleshooting (JAMF, MECM/SCCM, Intune, Flexara, Munki,Kandji)
How to Set Up Windows Executables as Deep Links
Group Access
Account Access
Account Access Integration - Okta
Account Access Integration - Active Directory
Account Access Integration - Duo (MFA)
Account Access Integration - Ping Identity (MFA)
Ticket Interception
Forms
Writing AI-Ready Forms for the Moveworks Bot
Forms Integration - ServiceNow
Form Fillability ServiceNow Error Guide
Forms Integration - Jira Service Desk
Forms Integration - Freshservice
Forms Integration - Wolken
Forms Integration - ManageEngine
Concierge
Rich Ticket Filing
Setting Custom Fields Based on Users with Rich Ticket Filing
Concierge Integrations
Concierge Integration - Sysaid
Concierge Integration - ManageEngine
Moveworks - ServiceNow Universal Request Support
Concierge Integration - Salesforce ServiceCloud
Approvals
Smart Handoff
Live Agent Chat / Handoff
Live Agent Handoff - Vayusphere
Live Agent - Message Brokering
Live Agent Handoff - Channel Handoff
Live Agent - ServiceNow AWA
Live Agent - BeyondTrust
Multilingual Support (MLS)
Getting Ready for Multilingual Support
Ticket Filing & Comment Translation
Multilingual Support Answers
Multilingual Support SLA Times
People & Places Lookups
Employee Communications
Employee Communications Campaign Examples
Employee Communications Recurring Campaign Examples
Writing Translation-Ready Employee Comms Campaigns
Employee Communications Error Codes & Resolution Guidance
Channel Resolver
Channel Resolver Integration - Freshservice
Channel Resolver Integration - Zendesk
Channel Resolver Integration - Jira Server
Channel Resolver Troubleshooting Guide
Search
Answers
Moveworks Written Knowledge
Moveworks-Ready Knowledge Blocks
FAQ Knowledge Article Formatting
Moveworks FAQ (Google Sheets Integration)
Moveworks Ingestion Schedule
Moveworks Search 101
Writing AI-ready KB Articles for Moveworks
External Answers
Profile Boosting
File Search
File Search FAQ
File Search Moveworks Setup (Self-Serve) Configuration
File Search Box Configuration
File Search Sharepoint Online Configuration using Azure AD App-Only Authentication (New!)
File Search Sharepoint Online Configuration (Legacy)
File Search - Respecting File Permissions
File Search Google Drive Configuration
File Search Google Drive Setup Guide: Service Account with Custom Admin Role
File Search Google Drive Setup Guide: Service Account with Domain-Wide Delegation
File Search Google Drive Setup Guide: Google Workspace User with Custom Admin Role
Enterprise Answers
Access Control
Build custom analytics dashboards in BI tools
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