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Getting Started
Getting Started with Moveworks
Roadmap & Release Plan
Release Notes
Release Notes 2025
Release Notes 2024
Release Notes 2023
Release Notes 2022
Moveworks Best Practices
Launching Moveworks
Building on Moveworks
Ideal Moveworks Team
Hiring Developers
Development Lifecycle
Developer Instances
Scoping with Mockups
Project Managing
Launching New Capabilties
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
Agent Studio v2 Labs
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
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
Agentic AI
AI Agents & The Agentic Reasoning Engine
The Moveworks Agentic Reasoning Architecture
Reasoning Loops
Plugin Selection
Multi-Plugin Response
Memory Constructs
Conversational Context
Context Window Management
Guardrails
Grounding and Hallucinations
Continuous Learning
LLMs & SLMs
Steerability tools
Multilingual Support
Configure Multilingual Support
Built-in AI Agents
Enterprise Search
Productivity Boost
Service Management
Provision Management
Build your own AI Agents
Search AI Agents
Action AI Agents
AI Assistant
AI Assistant Overview
Capabilities
AI Disclaimers
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 Lookups
Lookup Settings
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 Group Insights
Access Account Insights
Ticket Interception Analytics
Raw interactions
Triage Insights
Customer Satisfaction Survey (CSAT)
Data API
API Credentials : Generate and Manage credentails
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
Agentic Automation Engine
Manifest Generator
Slot Resolvers
Policies
Action Orchestrator
Agent Studio Design Philosophy
Quickstart Guides
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
Purple API Tool
Core Concepts
Conversational Agents
Conversational Triggers
Conversation Process
Control Flow
Activities
Slots
Resolver Strategies
Conversation Process Data Bank
Ambient Agents
System Triggers
Connecting Ambient Agents to Conversational Agents
Shared Concepts
Plugins
Triggers
Data Types
Actions
Citations
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
Ambient Agents
Webhooks Triggers
Listener Configuration
Webhook Verification Challenge
Webhook Signature Verification
Webhook Logs & Troubleshooting Guide
Scheduled Triggers
Ambient Agent FAQs
Cookbooks
Plugin Architecture Guide
Development and Testing
Logs
Log Type Reference
Log Data Security
Plugin Management
Launch Permissions
Reasoning Instructions
Plugin Promotion
Plugin Responses
Response Sizes
Developer Tools
API Mocker
Purple Chat Builder
Compound Action Visualizer
DSL & Data Mapper Playground
Common Errors
Developer Resources
Data Mapper Reference
DSL Reference
Developer Roadmap
AI Agent Marketplace
Installing AI Agents
Architecture Reference
Connect to other AI agents & applications
End-User Access Control
Designing an AI-first Service Desk
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)
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
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
Configure Search Plugin Settings
Content / Search Troubleshooting Guide
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
ServiceNow Approvals
ServiceNow Approvals - RITM / REQ Customization
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 - Okta (COPY)
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
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
Embedded AI Assistant - Google SAML SSO
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) - Connector Setup Guide
Jira Service Desk Permission (Cloud) Access Requirements
Jira Service Desk Permission (On-Prem) Access Requirements
Moveworks Jira Application (for Jira Cloud Identity)
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] Ticket Interception
[Classic] Search
[Classic] Answers
Moveworks Ingestion Schedule
[Classic] Moveworks Search 101
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
Labs
Updated 28 days ago
What’s Next
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