Overview

This document provides calculation methods for key performance metrics using the Moveworks Data API. All calculations are based on the Beta2 version of the API and use the actual response structures from the Moveworks platform.

API Endpoints

The Moveworks Data API provides five main endpoints:

• Conversations: https://api.moveworks.ai/export/v1/records/conversations
• Interactions: https://api.moveworks.ai/export/v1/records/interactions
• Plugin Calls: https://api.moveworks.ai/export/v1/records/plugin-calls
• Plugin Resources: https://api.moveworks.ai/export/v1/records/plugin-resources
• Users: https://api.moveworks.ai/export/v1/records/users

Data Structure

The API returns data in OData JSON format:

{
  "odata.context": "...",
  "odata.nextlink": "...",
  "value": [
    { /* Record 1 */ },
    { /* Record 2 */ }
  ]
}

Data Hierarchy

• Conversations (parent) → Interactions (1-to-many)
• Interactions → Plugin Calls (1-to-many)
• Plugin Calls → Plugin Resources (1-to-many)
• Users (standalone table) → All tables contain User ID which can be used to lookup data from this table.

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Please note: The following section refers to data tables such as Conversations, Interactions, and Plugin-calls. This assumes that you have already fetched the data from the API and stored it in your data lake.

Metric Calculations

Adoption Metrics

Active Users

Active users are defined as users who perform at least one interaction within a given timeframe.

Method 1 (Interactions-based):

1. Fetch all interactions in the timeframe.
2. Count distinct values of the user_id field.

Method 2 (Users table-based):

1. Query the users table.
2. Count users where latest_interaction_time falls within the timeframe.

User Adoption Over Time

Shows the adoption trend of the AI Assistant over time.

1. Identify all unique users with interactions in the timeframe.
2. Retrieve all users with access_to_bot = true from the users table.
3. Plot the unique active users against the baseline (total users with access to the AI Assistant).

User Retention Over Time

Tracks the percentage of users who return to the AI Assistant within a defined time window.

1. Extract unique user_id values from the interactions table.
2. If the same user_id appears more than once in the timeframe, mark that user as retained.

New Users

New users are those who interact with the AI Assistant for the first time within the selected timeframe.

1. Count users from the users table where first_interaction_time falls within the timeframe from the users table.
2. To find single-interaction users, count users where first_interaction_time = latest_interaction_time.

Conversation Metrics

Total Conversations

• Count all distinct id values from the conversations API in the timeframe.

Conversations by Route

• Fetch unique conversation IDs from the conversations table.
• Group them by the route attribute.

Conversations by Domain

• Fetch unique conversation IDs from the conversations table.
• Group them by the primary_domain attribute.

Conversation Topics

Conversation topics are aggregated from interaction-level topic detection.

1. Filter interactions where type = INTERACTION_TYPE_FREE_TEXTin the interactions table.
2. Group detail.entity values by conversation ID.

Interaction Metrics

User Feedback

End users can provide feedback via thumbs clicks or feedback forms.

👍 👎 Clicks

• Captured as type = INTERACTION_TYPE_LINK_CLICK in the interactions table.
• Identified using detail.resource_id:
  • Helpful → Thumbs Up
  • Unhelpful → Thumbs Down

Feedback form submissions

• Captured as type = INTERACTION_TYPE_UIFORM_SUBMISSION.
• The label attribute indicates a feedback form.
• The feedback type (Helpful/Unhelpful) is stored in detail.detail.
• Free-text input is captured in detail.content.

Live agent transfers

The end users can escalate their issues to live agent if they find the summarized response provided the AI Assistant as not helpful or request to connect with an agent directly.

Plugin calls table

1. In either cases if the end user is connected with a live agent it will be captured in the plugin-calls table. Search for the name as "Start Live Agent Chat" plugin.
2. To find the successful cases where the end user was placed in the queue the served and used will be true.
3. Capture the conversation and interaction id. To fetch the interaction details use the interaction_id attribute and fetch the details from the interactions table.

Interactions table

The interaction table will also capture if a end user has requested to connect with the live agent. There are two methods - Either go through the handoff or requesting to connect directly

1. In either cases the end user is presented with form to be submitted when they want to connect.
2. Filter for interaction based on the type = INTERACTION_TYPE_UIFORM_SUBMISSISIONand label = handoffor mw_form
3. The detail.detail attribute will contain the form name will contain Live Agent chat request. However if you have configured a separate Rich Ticket Filing form - The form name will reflect the field called as Field Title

Create Ticket interaction

End users can file a ticket related to their issue if they do not find the AI Assistant as helpful. Similar to the above live agent request this can be tracked both via the plugin calls table and the interactions table.

Plugin calls table

1. In either cases if the end user is connected with a live agent it will be captured in the plugin-calls table. Search for the name as "Create Ticket" plugin.
2. To find the successful cases where the end user was placed in the queue the served and used will be true.
3. Capture the conversation and interaction id. To fetch the interaction details use the interaction_id attribute and fetch the details from the interactions table.

Interactions table

1. In either cases the end user is presented with form to be submitted when they want to connect.
2. Filter for interaction based on the type = INTERACTION_TYPE_UIFORM_SUBMISSISIONand label = handoffor mw_form
3. The detail.detail attribute will contain the form name will contain File IT Ticket. However if you have configured a separate Rich Ticket Filing form - The form name will reflect the value in field called as Field Title

Plugin call metrics

Plugin success rate

The success of a plugin can be measured by evaluating when it was served and used, and comparing those outcomes against user feedback. You can measure this for a specific plugin or a list of plugin based on your requirement.

1. Filter plugin calls

   • Query the plugin-calls table using the plugin’s name attribute.

2. Identify served and used cases

   • Select all scenarios where:
     • served = true
     • used = true

3. Retrieve interaction IDs

   • For each matching plugin call, capture the interaction_id attribute.

4. Attribute feedback

   • Query interactions where:
     • type = INTERACTION_TYPE_UIFORM_SUBMISSION
     • label = feedback
   • Match the parent_interaction_id against the interaction IDs from Step 3.
   • If a match exists, attribute that feedback to the plugin interaction.

5. Mark success or failure

   • If the feedback is Helpful, mark the plugin call as a success.
   • If the feedback is Unhelpful, mark it as a failure.
   • ⚠️ If feedback coverage is very low, handleno-feedback cases according to your reporting requirements (e.g., exclude, assume neutral, or distribute proportionally).

Knowledge gaps

A knowledge gap is considered when Knowledge base plugin is called but it is Unsuccessful (Served = false & Used = false)

1. Filter plugin calls
   1. name = "Knowledge Base"
   2. served = false and used = false
2. Capture the interaction ID and find those in the interaction table based on the id column.
3. The user message will be present in the detail.content attribute and the detected topic will be present under the detail.entity attribute.

*The knowledge gap referenced here is prescriptive - You can adapt this to your own definition

Approvals processed

To fetch the approvals processed via the AI Assistant search for plugin name as 'Update Approval Record' plugin and Served = true and Used = true.

1. Filter plugin calls
   1. name = "Update Approval Record"
   2. served = true and used = true
2. Capture the plugin call id from the id attribute
3. Go through the plugin resource table and find all of the approval resources processed through that specific plugin call. Filter on plugin_call_idand enter the id's fetched from the above step.

Agent studio plugin reporting

If you built custom plugin or installed plugins from marketplace - These are included in the Data API details. The custom plugin will be referred in the plugin-calls table.

1. Filter for the plugin call instance containing custom plugin name based on name attribute.

To find the custom plugin name open to the Agent studio app and go through the plugins listed there.

Value Metrics

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These are prescriptive definitions. Please feel free to modify the calculations as per your own requirements.

Deflections / Resolutions

Definition:
Deflections are interactions where no ticket was filed, no live agent connection was requested, and no negative feedback was given by the end user.

Steps

1. Fetch free-text interactions

   • Filter all interactions where type = INTERACTION_TYPE_FREE_TEXT and capture the id values.

2. Identify ticket filing cases

   • Filter for interactions where:
     • type = INTERACTION_TYPE_UIFORM_SUBMISSION
     • label = "handoff" or "mw_form"
     • detail.detail = "File IT Ticket" (adjust based on your ticketing form name).

3. Identify live agent handoffs

   • Filter for interactions where:
     • type = INTERACTION_TYPE_UIFORM_SUBMISSION
     • label = "handoff" or "mw_form"
     • detail.detail = "Live Agent chat request" (adjust based on your form name).

4. Identify negative feedback

   • Filter for interactions where:
     • type = INTERACTION_TYPE_UIFORM_SUBMISSION
     • label = "feedback"
     • detail.resource_id = "Unhelpful".

5. Match signals to free-text interactions

   • Use the parent_interaction_id from steps 2, 3, and 4.
   • If a match is found with a free-text interaction, assign the signal accordingly.

6. Count deflections

   • Remaining interactions (without a ticket, handoff, or negative feedback) are deflected interactions.

Time Savings

Definition:
Time savings are calculated based on the hours saved when specific requests are automated by the AI Assistant.

Requirements

1. Estimated hours saved for each automated request.
2. Personas for which you want to calculate hours saved.

Example: Software Requests

1. Filter plugin calls

   • Select plugin calls where name = "Grant Software Access".
   • Only include cases where served = true and used = true.

2. Count successful automations

   • Count the number of unique interaction_id values that meet the above criteria.

3. Calculate time savings

   • Multiply the count by the estimated hours saved per instance.
   • This gives the total time saved by automating software requests.