Overview

Your Moveworks AI Assistant brings the same amazing AI experience you've witnessed with applications like ChatGPT & Google Gemini to your workspace. It's designed to help you find information & automate work with the power of Agentic AI.

• The Moveworks AI Assistant lets employees chat with AI agents.
• Conversational experiences are powered by our Agentic Reasoning Engine
• It is available on a variety of surfaces & applications (Teams, Slack, Web, and more!)
• It gives admins clear control & analytics to create a secure enterprise experience.

Ready to learn more? Watch our introductory video here.

AI agents & plugins

An AI agent is an LLM-powered intelligence that uses tools to accomplish a goal. The AI agent's tools are capabilities that allow it to understand and act in its environment.

There are thousands of repetitive tasks & business processes which can be automated by AI agents (see our AI Agent Marketplace for inspiration).

How Assistant works

The three operating principles below guide Assistant's conversational nature.

1. Engaging experiences: We set out to make every interaction more engaging and intuitive than ever before. This high engagement leads to more questions asked, more tasks completed, and more problems solved.
2. Faster outcomes: Employees turn to our Assistant when they need to quickly get unstuck and back to work. By using AI to streamline dialogues and reduce steps, we can dramatically accelerate task completion, meaning every interaction should be as frictionless as possible.
3. Limitless possibilities: Our goal is to remove any artificial constraints on what our Assistant can do so that we can support nearly any use cases across systems and teams. And with generative AI at the core, it will continuously expand its knowledge and skills.

In order to achieve these, it’s important to understand the Assistant's core competencies:

• Reasoning stems from Assistant's foundational intelligence, enabling it to tackle complex issues by mimicking human cognition. This allows Assistant to understand the context of inquiries, engage in clarifying dialogues, and strategize solutions across various systems.
• Planning is the process of mapping out specific steps to resolve requests, based on the reasoning phase. It ensures a structured and logical progression towards the solution, eliminating guesswork and enhancing efficiency.
• Plugins are specialized tools for executing the action plan. Custom-built for specific tasks and system integrations, they automate processes seamlessly without the need for reconfiguration, acting as the operational arms of the Assistant.
• Clarifications are crucial for enhancing vague or incomplete requests. Through natural language conversations or system data analysis, the Assistant fills in information gaps, ensuring a comprehensive understanding of the problem.
• Summaries are the Assistant's final responses, utilizing generative AI to provide personalized, succinct, and understandable explanations of the actions taken and information gathered.
• Citations complement summaries by providing sources for the information used, establishing trust and transparency, and allowing for further exploration if desired.

What to Remember About Assistant

Remember, the Assistant is a fundamentally different way of knowledge and resolution seeking. It’s not a “binary” yes/no type of service paradigm but one designed to mimic human decision making leveraging the entirety of your available information ecosystem. So remember:

• The Assistant's decision-making is dynamic Assistant offers a dynamic conversational experience and is therefore not programmed to follow a sequence of steps. Instead, it looks at the user’s request, the prior context, and the available plugins and resources to determine what to do. For many requests, there isn’t necessarily a single way to solve the problem - which means that you can expect greater variation in the ways that the Assistant addresses requests
• The Assistant's responses are more dynamic, too For every request, the Assistant adapts its response to the context, which means that it always takes the available information and summarizes it into a response, dynamically deciding which sources to use and how to best address the user. As a result, you will see greater variation in the response verbiage as well.
• The Assistant takes a bit longer to create a response The generative nature of Assistant means it performs significantly more computationally intensive tasks in order to: gather context, plan and execute an approach, evaluate the response quality, and tailor a summarized response. As such, responses may take longer to come back, but the answers are indexed for comprehension usefulness. We anticipate latency will reduce as technologies continue improving.
• The Assistant calls plugins sequentially and provides the first response that it deems helpful The Assistant is aware of all the available plugins (think of them as specific tools or operations that are available for it to choose from) and it does a first pass to shortlist the ones it believes are mostly likely to be helpful. Then, it creates its plan and runs through that list sequentially, stopping when it receives a response that it estimates to be helpful.
• If multiple plugins have useful responses, the Assistant does not return responses with information from all of them This is a current limitation, a consequence of the above, but we are looking to eliminate it in the near future.
• The Assistant leverages the reference pane for all handoff options Our vision is to keep the chat window as the dedicated place for conversations with the Assistant, and use the reference pane or popup as the hub for supporting non-conversational tasks such as: filing tickets, connecting to live agents, reviewing sources, providing feedback, and more

Key Assistant Concepts

To better understand how and why Assistant operates the way it does, we’ve shared some foundational concepts below.

• **Grounding ** makes sure AI Assistant provides truthful responses to questions.
• Context helps the LLM understand what the user is asking about.

Customizing your Moveworks AI Assistant

Customizing your Moveworks AI Assistant ensures it integrates seamlessly into your company's existing tech stack and workflows. Moveworks offers a variety of tools and methods to tailor the AI assistant to your enterprise environment.

1. Moveworks Agent Studio - Allows you to build Custom Plugins that integrate with your organization's systems.
2. Moveworks Setup - You can customize the behavior of the AI Assistant's built-in plugins by leveraging the configurations Available in Moveworks Setup. These configurations will allow you to do things like: add specific types of content to a deny-list for a set of users, or set rules for which plugins are available to different user groups.
3. Steerability Tools - Moveworks offers tools that allow administrators to "steer" the AI's behavior, ensuring it adheres to specific company policies and provides consistent, on-brand responses. This can include prompts that define how the Assistant handles
4. User Interface & Branding - To make the AI assistant feel like a native part of your company, you can customize its appearance & theming. This includes changing its display name and icon to align with your brand identity, but also the themes and colors leveraged when the Assistant is integrated directly into your web portals.

Security Guidance

As you prepare for launch it’s helpful to ensure your Security team is fully onboard. Kickstart the conversation by sharing this blog post that breaks down how we secure the Moveworks Assistant. If your team has further questions, reach out to your Moveworks CSM for more resources.

Additional Resources

Still interested in learning more? We’ve pulled together some handy Assistant resources that you can access at any time!

Assistant Community

• Limited Preview Product Overview
• Assistant Quick Start Guide
• Supported and Unsupported Capabilities
• FAQs

Website Resources

• What is an AI Assistant?
• You need an AI Assistant strategy
• AI security for our Assistant
• How the Moveworks Reasoning Engine supercharges productivity with agentic AI