File Ingestion

Overview

With File Search, your Moveworks bot can now answer your employees’ questions directly in-chat with information from files types such as .pdfs, .docx, and .pptx – beginning with out-of-the-box integrations with Microsoft Sharepoint Online, Google Drive, and Box!

As a result, File Search supercharges your Moveworks bot, extending the content your employees can access in Search, beyond articles in Knowledge Bases.

How does File Search work?

File Search functions similarly to the Answers capability in the Moveworks bot. However, File Search extends beyond Answers in that you can now ingest, index, and serve content from within .pdf, .docx and .pptx files in response to your employees’ search queries.

At a high level, we continuously ingest your files and file permissions, maintaining consistency with your source system, snippetize them into chunks of text, and index them in preparation for Search.

During Search time, we enforce your source system’s file permissions so that your employees can only access information from files they already have access to, and feed the most relevant, highest-ranked content back to Next-Gen Copilot to produce a highly accurate summarization grounded in your source-of-truth files (with citations).

For more on what is supported, see our FAQ of File Search capabilities File Search FAQs.

For more on how Answers works, see: How does Answers work?.

Grant access, configure your Connector, and then configure your Ingestions via Moveworks Setup

In this step, you will create an application for Moveworks within your source system, grant the necessary scopes for the application, create the connector, and set up your file ingestion configurations in Moveworks Setup.

  1. Navigate to Files under Answers in the sidebar.

  2. Click on Create.

  3. Depending on the system you wish to ingest from, please continue with one of the following integration guides for File Search:

    1. Sharepoint Online
    2. Box
    3. Google Drive