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Getting Started

  • Welcome to Moveworks
  • Roadmap & Release Notes
    • Release Notes 2025
    • Release Notes 2024
    • Release Notes 2023
    • Release Notes 2022
  • Moveworks Best Practices
    • Launching Moveworks
      • Moveworks Implementation Starter Guide
    • Building on Moveworks
      • Ideal Moveworks Team
      • Hiring Developers
      • Development Lifecycle
      • Developer Instances
      • Scoping with Mockups
      • Project Managing
      • Launching New Capabilties
      • Designing an AI-first Service Desk
      • Identifying Automation Opportunities
    • Driving Adoption
      • Deep Linking Moveworks AI Assistant
      • 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
    • Agent Studio v1 Labs
      • Access and Login Guide
      • Lab Setup: Salesforce and JIRA Connectors
      • 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 #5: ServiceNow - Lookup Assets for a User
      • Lab Resources
    • Salesforce Lab
      • Salesforce - Lookup Account and Update Owner
      • Access and Login Guide
      • Build a Lookup Account HTTP Action
      • Build a Get Salesforce User By Name HTTP Action
      • Build a Change Account Owner HTTP Action
      • Create an Account Data Type
      • Create a Conversational Process
      • Publish this Conversational Process as a Plugin
      • Add Another Resolver Method
    • Workday Lab
      • Give Feedback to Employee
      • Access and Login Guide
      • Get Access to Workday
      • Build a Give Feedback HTTP Action
      • Create a Conversational Process
      • Publish this Conversational Process as a Plugin
    • Agent Studio v2 Challenges
      • SAP Concur - Lookup and Create Expense Reports
      • Coupa - Lookup and Modify PO Headers
  • Professional Services
    • Moveworks Professional Services Scope
  • Support
    • Moveworks Support Scope
    • Ensuring your bot is always available
    • GovCloud After Hours and Weekend Support Process

AI Assistant

  • AI Assistant Overview
    • Migrating from Classic
  • AI Assistant on Web
    • AI Assistant on Web: Configuration
    • AI Assistant on Web: Getting Started
    • AI Assistant on Web: Features & Capabilities
    • AI Assistant on Web: Analytics
  • Capabilities
    • AI Disclaimers
    • Configure Disclaimers & Labels
    • Approvals Queue
    • Channel Resolver
      • Configure Channel Resolver
      • How To Guides for Channel Resolver
      • Channel Resolver Integration - Jira Server
      • Channel Resolver Integration - Freshservice
      • Channel Resolver Integration - Zendesk
      • Channel Resolver Troubleshooting Guide
    • Code Interpreter
    • Display Configurations
    • Domains
    • Email Composer
    • Employee Communications
      • Writing Translation-Ready Employee Comms Campaigns
      • Employee Communications Recurring Campaign Examples
      • How To Configure Employee Comms
      • Employee Communications Campaign Examples
      • Employee Communications Error Codes & Resolution Guidance
    • Notifications Settings
      • Integration Rate Limits
    • People & Places Lookups
      • Configure People Lookups
      • Conference Room Settings
      • How To Guides for People and Places Lookups
    • Self Knowledge
    • Smart Handoff
      • Smart Handoff Configuration Overview
      • How To Guides for Handoff Plugin
    • Text Translator
  • Surfaces
    • Configure Moveworks Assistant
    • 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
      • Customizing your Teams Appstore Bot
      • Microsoft Teams Secret Rotation Guide
    • Webex Teams
    • Zoom Chat
  • Analytics & Performance
    • Configure Analytics and Data
    • AI Assistant Insights
      • CSAT Analytics
      • Channel Resolver Analytics
      • User Insights
      • Knowledge Insights
      • Ticketing Insights
      • Form Insights
      • Approval Insights
      • Access Software Insights
      • Access Group Insights
      • Access Account Insights
      • Ticket Interception Analytics
      • Raw interactions
      • Triage Insights
    • Customer Satisfaction Survey (CSAT)
    • Data API
      • API Credentials : Generate and Manage Credentials
      • Data API : Integration requirements and capablities
      • Getting started: Build your integration with Data API (Hands-on)
      • Build custom analytics dashboards in BI tools
      • Data API : How to calculate top metrics
      • How to build raw interactions table using Data API
      • V1 Data API : Data Quality checks
      • Data API : Known Gaps and Future roadmap
      • Data API : SQL queries
      • API Release Management
      • API documentation
    • Submitting an Analytic Data Request
    • Analytics Support Guide

Agent Studio

  • Agent Studio Overview
  • Quickstart Guides
    • AI Agent Hackathon & Access Guide
    • Quickstart #1: Basic Task Agent
    • Quickstart #2: Slots & Resolvers
    • Quickstart #3: Basic Process Agent
    • Quickstart #4: Structured Data Analysis (SDA)
    • Quickstart #5: Notification Ambient Agent
    • Quickstart #6: Expense Approval Ambient Agent
    • Quickstart #7: Scheduled Trigger Ambient Agent
    • Purple API Tool
  • Core Concepts
    • Assistants, Agents, & Plugins
      • Reasoning Instructions
      • Plugin Responses
      • Response Sizes
      • URLs/Links In Plugin Responses
    • Agentic Automation Engine
      • Manifest Generator
      • Slot Resolvers
      • Policy Validators
      • Action Orchestrator
    • Conversational Agents
      • Conversational Triggers
      • Configuring Triggering Examples
      • When to Use Compound Actions vs. Conversational Processes
    • Ambient Agents
      • Ambient Agent FAQs
    • Connecting Ambient Agents to Conversational Agents
    • Data Types
    • Citations
    • Data Bank
  • Conversation Process
    • Slots
    • Resolver Strategies
    • Activities
    • Control Flow
    • Conversation Process Data Bank
  • Actions
    • LLM Actions
    • Built-in Actions
    • HTTP Actions
      • HTTP Action Data Bank
      • HTTP Action Troubleshooting
      • HTTP Action Data Bank (Legacy)
    • Script Actions
      • APIthon Reference
    • Compound Actions
      • Action
      • Switch
      • For Loop
      • Parallel
      • Return
      • Try Catch and Raise Error
      • Notify
      • Input Arguments
      • Compound Action Patterns
      • Compound Action Data Bank
      • Compound Action Examples
      • Troubleshooting Compound Actions
  • Connectors
    • System Connectors
    • HTTP Connectors
      • Basic Auth
      • API Key Auth
      • Bearer Token Auth
      • OAuth 2.0 - Client Credentials
      • OAuth 2.0 - Authorization Code
      • OAuth 2.0 - JWT Bearer Auth
      • OAuth 2.0 - Refresh Token
      • OAuth 2.0 - Password Credentials
      • JWKS Auth
    • Network Allowlisting
  • System Triggers
    • Webhooks Triggers
      • Listener Configuration
      • Webhook Verification Challenge
      • Webhook Signature Verification
    • Scheduled Triggers
      • Cron Expression Examples
    • System Triggers Logs & Troubleshooting Guide
  • Configuration Languages
    • DSL & Data Mapper Playground
    • DSL
      • Full DSL Reference
      • Examples: String Utils
    • Mapper
      • Full Mapper Reference
      • Examples: 2D Arrays
  • Cookbooks
    • Data Retrieval Cookbook
    • Ambient Agents Cookbook
    • Connect to other AI Agents
    • Mirroring Approvals
    • Plugin Architecture Guide
    • Agent Studio Design Philosophy
  • Development and Testing
    • Logs
      • Log Type Reference
      • Log Data Security
    • End-User Access Control
      • Launch Permissions
    • Plugin Management
      • Plugin Promotion
    • Common Errors
  • AI Agent Marketplace
    • Installing AI Agents
  • Developer Tools

Enterprise Search

  • Enterprise Search Overview
    • Agentic RAG Overview
  • Content Ingestion Platform
  • Profile Boosting
  • Retrieval
    • Live Search
    • Knowledge Indexed Search
    • File Indexed Search
    • External Answers (Legacy)
    • Moveworks Ingestion Schedule
  • Permissions Platform
    • Configure ServiceNow Mirrored Permissions
  • Built-in Content Connectors
    • Axero
    • Brainstorm QuickHelp
    • Atlassian Confluence
    • Freshservice
    • GitHub
    • Google Drive
    • Interact
    • LumApps
    • ManageEngine
    • Notion
    • Salesforce
    • ServiceNow
      • ServiceNow Permission Mirroring
      • Permission Mirroring - Update Set Modules
      • Moveworks-Ready Knowledge Blocks
    • Microsoft Sharepoint
    • Slack
    • Staffbase
    • Unily
    • WordPress
    • Workday
  • Build your own Content Connectors
    • Gateway Specification
    • Setup Configuration
    • Architecture Recommendations
  • Configure Search
    • File Ingestion
      • How to Configure ServiceNow File Ingestion
    • Internal Knowledge Ingestion
      • Configure Internal Knowledge Ingestion
      • How to Configure Confluence Knowledge Ingestion
      • How to Configure Fresh Desk Knowledge Ingestion
      • How to Configure Fresh Service Knowledge Ingestion
      • How to Configure Github Knowledge Ingestion
      • How to Configure Notion Knowledge Ingestion
      • How to Configure ServiceNow Knowledge Ingestion
      • How to Configure Simpplr One Knowledge Ingestion
      • How to Configure Sharepoint Knowledge Ingestion
      • How to Configure Zendesk Knowledge Ingestion
      • Configure External Knowledge (Legacy)
    • Moveworks FAQ (Google Sheets Integration)
      • Configure FAQs
    • Ingested Knowledge
      • Ingested Knowledge - Internal Knowledge & FAQs
      • Ingested Knowledge - Files
      • Ingested Files (New)
      • Ingested Knowledge (New)
    • Configure Search Plugin Settings
    • Content / Search Troubleshooting Guide

Agentic AI

  • The Agentic Reasoning Engine
  • Reasoning Loops
    • Plugin Selection
    • Multi-Plugin Response
  • Memory Constructs
  • Conversational Context
    • Context Window Management
  • Guardrails
    • Configure Moveworks Toxcity Filter
  • Grounding and Hallucinations
  • Continuous Learning
  • LLMs & SLMs
  • Steerability tools
  • Multilingual Support
    • Configure Multilingual Support

Productivity Boost

  • Productivity Boost Overview
  • Brief Me
    • Brief Me: Enabling on Chat Platforms
    • Brief Me: Use Cases & Scenarios
    • Brief Me: Analytics Overview
    • Brief Me: Security Overview
    • Brief Me: Technology Overview
    • Brief Me: Use Cases by Team
  • Quick GPT
  • Calendar Management
  • Configure Productivity Boost

Service Management

  • Service Management Overview
  • Concierge & Ticketing Capabilities Overview
    • Ticketing and Concierge Configuration Overview
      • Configure Ticketing for ServiceNow
      • Configure Ticketing for Jira Service Desk
      • Configure Ticketing for Fresh Desk
      • Configure Ticketing for Fresh Service
      • Configure Ticketing for Ivanti
      • Configure Ticketing Workflows
      • Configure Ticket Nudge
      • Best Practices for Configuring Rich Ticket Filing
      • Configure Rich Ticket Filing
      • How to Guides for Ticketing Plugin
      • How to Guide for Concierge Notifications
      • Configure Ticketing for Zendesk
    • Ticket Filters
      • Configure Ticket Filters
    • Concierge Integrations
      • ServiceNow Ticketing Integration Overview
      • ManageEngine Ticketing Integration Overview
      • Salesforce ServiceCloud Ticketing Integration Overview
      • Sysaid Ticketing Integration Overview
  • Forms
    • Configure Forms
      • Configure Form Ingestion
      • Ingested Forms
      • Writing AI-Ready Forms for the Moveworks Assistant
      • How To Guides for Forms Plugin
  • Forms - Integration Specific Guides
    • Forms Integration - ServiceNow
      • Form Fillability ServiceNow Error Guide
    • Forms Integration - Jira Service Desk
    • Forms Integration - Freshservice
    • Forms Integration - Wolken
    • Forms Integration - ManageEngine
  • Live Agent Chat / Handoff
    • Live Agent Message Brokering
      • Configure ServiceNow Live Agent Message Brokering
    • Live Agent Handoff - Channel Handoff
    • Live Agent - ServiceNow AWA
    • Live Agent - BeyondTrust
  • Triage
    • Triage 2.0: Technology Overview
    • Configure Triage
      • Configure Model Configurations
      • Configure Field Configurations
      • Configure Model Retraining
      • Configure Field Heuristic Rule
  • Approval Mirroring
    • Configure Approval Mirroring
    • How To Guide for Approvals Configurations
    • ServiceNow Approvals
      • ServiceNow Approvals - RITM / REQ Customization
    • Approvals : Configuration Examples
  • Ticket Interception
    • How to Configure Ticket Interception
  • Generic ticketing integration : Ticket gateway
    • Ticket gateway : Configuration Guide
    • Discovery Guide : Ticketing system
    • Input context for ticket gateway actions

Provision management

  • Provision Management Overview
  • Access Software
    • Configure Access Software
      • Configure Provisioning Systems
      • Configure Software Catalog
      • How To Guides for Access Software Plugin
      • Device Actions for Software & Troubleshooting (JAMF, MECM/SCCM, Intune, Flexera, Munki,Kandji)
  • Access Groups
    • Configure Access Groups
    • How To Guide for Access Groups Plugin
  • Access Account
    • Configure Access Account
    • How To Guide for Access Account Plugin
    • Azure Self Service Password Reset (SSPR) Access Requirements
    • Account Access Integration Specific Overview
      • Account Access Integration - Okta
      • Account Access Integration - Active Directory
      • Account Access Integration - Duo (MFA)
      • Account Access Integration - Ping Identity (MFA)

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
  • Configure Employee Experience Insights

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
    • Ingested Users
    • User Profile View
    • How to Guides for User Identity Plugin
    • User Attribute Reference
    • Identity/ Bot access Issues Troubleshooting Guide
  • Configuration Languages
    • DSL Builder and Evaluator
    • DSL Reference
      • DSL Examples
      • DSL Rule Scenarios for Plugins
    • Data Mapper / JSON Bender Reference
      • Moveworks Data Mapper Common Examples
    • Moveworks Custom Attributes
  • Moveworks Data Objects
  • Moveworks On-Prem Agent
    • Moveworks Agent Installation Guide
    • Moveworks Agent Configuration Guides
      • Configuration File Reference
      • Configuration Examples
      • Secrets Management
      • Reconfiguring an Existing Agent
      • Upgrading an Existing Agent Version
    • Moveworks Agent Troubleshooting Guide
    • Moveworks Agent Operations and Health Guide
    • Container Image Management (Advanced)
    • Moveworks Agent AWS Secrets Manager Setup Guide
    • Moveworks Agent Azure Key Vault Setup Guide
  • Security Information and Event Management (SIEM) Logs Overview
  • Entity Catalog
    • Configuring Custom Entities
    • How To Guide for Entity Catalog

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
    • Google SSO Setup

Security

  • Security
  • Hyperlink & Button Expiry Specs
  • Attachment Handling Specs
  • Moveworks Subprocessors

Moveworks Setup

  • Accessing Moveworks Setup
  • Moveworks Setup Modules
  • Moveworks Setup: Module How To Guides
  • Plugin Management
  • Monitor Alerts
    • In-Bot Alerts (In Limited Preview)
  • Audit Logs
    • Config Change Logs
    • Permissions Change Logs
  • DSL Fields Defaults
  • Data Ingestion View
  • API Playground
  • Moveworks Setup Homepage

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) - Access Requirements
    • Jira Service Desk Permission (On-Prem) Access Requirements
    • Moveworks Jira Application (for Jira Cloud)
    • 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 (KBs & Files) [NEW]
    • SharePoint Online Access Requirements [Legacy]
    • SharePoint (On-Prem) Access Requirements
    • Simpplr Access Requirements [NEW]
    • Slite Access Requirements
    • Squiz KB Access Requirements
    • Unily Access Setup Guide
    • WordPress Access Requirements
    • Workday Access Requirements (Knowledge)
    • StaffBase Access Requirements
    • Dropbox Content 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

Moveworks Classic

  • Bot Performance Insights (BPI+)
    • Upgrading to BPI+
    • BPI+ Metrics Dictionary
    • Bot Performance Insights (BPI+) FAQ
  • [Classic] Metrics
    • [Classic] Agent Time-Saving
    • [Classic] IT Resolution Calculation
  • [Classic] Search
    • [Classic] Answers
      • Writing AI-ready KB Articles for Moveworks
    • [Classic] File Search
      • File Search FAQ
      • 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
      • Troubleshooting File Ingestion From Google Drive
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Concierge Integrations

Overview

This section provides system specific overviews that describes how Moveworks integrates with ticketing systems.

Updated 11 days ago


Configure Ticket Filters
ServiceNow Ticketing Integration Overview
  • Table of Contents
    • Overview