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Guides

Getting Started

  • Getting Started with Moveworks
  • Release Notes
    • Release Notes 2023
    • Release Notes 2022
  • Support
    • Moveworks Support Scope
    • Ensuring your bot is Always Available

Moveworks for IT

  • Access Control
    • Access Control - Moveworks Managed Permissions
    • Access Control - Platform Permissions (ServiceNow User Criteria)
    • Moveworks Platform Permissions (ServiceNow User Criteria Integration) - Update Set Module
  • Account Access
    • Account Access Integration - Okta
    • Account Access Integration - Active Directory
    • Account Access Integration - Duo (MFA)
    • Account Access Integration - Ping Identity (MFA)
  • Answers
    • Profile Boosting
    • External Answers
    • Writing AI-ready KB Articles for the Moveworks Bot
    • Moveworks Search 101
    • Moveworks Ingestion Schedule
    • Moveworks FAQ (Google Sheets Integration)
    • Answers Integration - Axero
    • Answers Integration - Brainstorm
    • Answers Integration - Confluence
    • Answers Integration - GitHub
    • Answers Integration - Google Drive
    • Answers Integration - Interact
    • Answers Integration - Lumapps
    • Answers Integration - ManageEngine
    • Answers Integration - Notion
    • Answers Integration - Salesforce
    • Answers Integration - Sharepoint
    • Moveworks-Ready Knowledge Blocks
  • Concierge
    • Rich Ticket Filing
    • Concierge Integrations
    • Concierge Integration - Sysaid
    • Concierge Integration - ManageEngine
  • Control Center
    • Users Module
    • Forms Module
    • Knowledge Module
    • Role Based Access Control
    • Getting Access to Moveworks Control Center
    • Form Fillability Error Guide
  • Forms
    • Writing AI-Ready Forms for the Moveworks Bot
    • Forms Integration - ServiceNow
    • Forms Integration - Jira Service Desk
    • Forms Integration - Freshservice
    • Forms Integration - Wolken
    • Forms Integration - ManageEngine
  • Group Access
  • Live Agent Chat / Handoff
    • Live Agent - ServiceNow AWA
    • Live Agent - BeyondTrust
  • Lookups
  • Multilingual Support (MLS)
    • Getting Ready for Multilingual Support
    • Ticket Filing & Comment Translation
    • Multilingual Support Answers
    • Multilingual Support SLA Times
  • Software Access
    • Device Management Deep Links Configuration
    • Device Actions for Software & Troubleshooting (JAMF, MECM/SCCM, Intune, Munki, Nexthink)
    • How to Set Up Windows Executables as Deep Links

Moveworks for Hr

  • Moveworks for HR

Enterprise Answers

  • Enterprise Answers
  • Domain Definitions
  • Smart Handoff

Enterprise Approvals

  • Approvals
    • Enterprise Approvals Overview
    • Moveworks Approval Workflows
    • Enterprise Approvals Integration - ServiceNow
    • Enterprise Approvals Integration - Workday
    • Enterprise Approvals Integration - Concur
    • Enterprise Approvals Integration - Ariba
    • Enterprise Approvals Integration - Sailpoint IIQ

Employee Communications

  • Employee Communications
  • Employee Communications Example Use Cases

Employee Experience Insights

  • Employee Experience Insights (EXI)
    • Breaking Down the Dashboard
    • Understanding Industry Benchmarks
    • Apps & Services
    • Impact Module
    • ServiceNow Access Requirements for EXI
    • Azure OIDC Setup Guide for EXI
    • Okta OIDC SSO Setup Guide for EXI

Routes & Platforms

  • Channel Resolver
    • Channel Resolver Integration - Freshservice
    • Channel Resolver Integration - Zendesk
    • Channel Resolver Integration - Jira Server
  • Moveworks for Web
    • Moveworks for Web Installation - ServiceNow
    • Moveworks for Web Installation - SharePoint Online (Cloud)
    • Moveworks for Web Installation - SharePoint Online (Cloud) - GovCloud
    • Moveworks for Web Installation - Okta SAML SSO
    • Moveworks for Web Installation - Okta OIDC
    • Moveworks for Web Installation - Azure OIDC
    • Update Set Modules
    • Moveworks for Web Troubleshooting Guide
  • Triage
    • Getting ready for Triage
  • Ticket Interception
  • Routes
    • Agent Email Signature Link to the Moveworks Bot
    • Bot-First Call Wait Messages
    • General Banner Links to the Moveworks Bot
    • How to Add an Azure AD App Link to the Bot
    • Okta Chiclet Deep Link to Bot
    • Okta Footer Help Link to Bot
    • ServiceNow SSP Hovering Bot Link
    • ServiceNow SSP Banner Link to the Moveworks Bot
  • Platforms
    • Windows Desktop Shortcut to the Moveworks Bot Setup Guide

Creator Studio

  • Creator Studio
    • Paths
    • Queries
    • Events
    • Idea Library
    • Journey
    • Design Patterns
    • Analytics
    • Purple Chat Builder
    • Help

Moveworks Bot Performance Insights

  • Analytics
    • Employee Time-Saving
    • Agent Time-Saving
    • Analytics Troubleshooting
    • IT Resolution Calculation
    • Domain And Entity Prediction
    • Moveworks Analytics Upgrade FAQ
  • Dashboards
    • Executive Insights
    • Bot Performance Insights
    • Answers Insights
    • Triage Insights
  • Tableau and SFTP Setup
    • SFTP Data Dictionary
    • SFTP Access Troubleshooting Guide
  • Moveworks Customer Satisfaction Survey (CSAT)

Moveworks Agent

  • Moveworks Agent
    • Moveworks Agent Installation Guide
    • Moveworks Agent AWS Secrets Manager Setup Guide
    • Moveworks Agent Azure Key Vault Setup Guide

Integrations

  • Native Integration Overview

Access Requirements

  • Access Requirements
  • Ticketing Systems & ITSMs Access
    • BMC Remedy/Helix Access Requirements
    • Cherwell Access Requirements
    • Freshdesk Access Requirements
    • Freshservice Access Requirements
    • Ivanti Service Manager Access Requirements
    • Ivanti Neurons ITSM Access Requirement
    • Jira Service Desk Permission (Cloud) Access Requirements
    • Jira Service Desk Permission (On-Prem) Access Requirements
    • Jira Cloud Identity Application Access Requirements
    • 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
    • Azure Self Service Password Reset (SSPR) Access Requirements
    • Active Directory / LDAP Access Requirements
    • Control Center Azure SAML-based SSO Access Requirements
    • Control Center Okta SAML-based SSO Access Requirements
    • Microsoft Graph Permissions (Office 365) Access Requirements
    • Okta (Standard Level) Access Requirements
    • Okta (MFA, Unlock, Identity) Access Requirements
    • Okta (Read Only) Access Requirements
    • OneLogin Access Requirements
    • Sailpoint Access Requirements
    • Employee Experience Insights - Okta SAML SSO Setup
  • Multi-Factor Authentication (MFA) Systems Access
    • PingID MFA Access Requirements
    • Duo Access Requirements
  • Chat Systems Access
    • Slack Bot Access Requirements & Setup Guide
    • Microsoft 365 Bot (MS Teams + MS Graph) Access Requirements
    • Microsoft Teams Bot (GCCH) Setup Guide
    • Microsoft Teams Bot (Non-App Store) Setup Guide
    • Google Chat Bot Access Requirements
    • RingCentral Glip Access Requirements
    • Cisco Webex Teams Access Requirements
    • Zoom Chat Access Requirements
    • Microsoft Teams Secret Rotation Guide
  • Knowledge Base Systems Access
    • Confluence (On-Prem) Access Requirements
    • Confluence Cloud Access Requirements
    • SharePoint Online Access Requirements
    • SharePoint (On-Prem) Access Requirements
    • Simpplr Access Requirements
    • Right Answers Access Requirements
    • Comaround Access Requirements
    • Jive Access Requirements
    • Guru Access Requirements
    • Igloo Access Requirements
    • Google Drive Access Requirements
    • Axero Access Requirements
    • Interact Access Requirements
    • GitHub Knowledge Access Requirements
    • Notion Access Requirements
    • SAP Work Zone Access Requirements
    • LumApps Access Requirements
    • Salesforce Knowledge Access Requirements
    • Squiz KB Access Requirements
    • ServiceNow (KB Only) Access Requirements
  • Email Distribution List Systems Access
    • GSuite (Group Access) Access Requirements
    • Microsoft Exchange Online Access Requirements
    • Microsoft 365 & Azure AD Groups Access Requirements
    • Creating a Microsoft App Registration for Moveworks
  • Expense Management Access
    • Ariba Access Requirements
    • Concur Approvals Access Requirements
  • Facilities Management Access
    • SpaceIQ Access Requirements
    • OfficeSpace Access Requirements
  • Live Agent Chat Access
    • Vayusphere Access Requirements
  • HR Information System Access
    • Workday Access Requirements

Security

  • Security
  • Moveworks Subprocessors

Facilities Management Access

Suggest Edits

Conference Room Systems

  • SpaceIQ Access Requirements
  • OfficeSpace Access Requirements

Updated 5 months ago


  • Table of Contents
    • Conference Room Systems