Moveworks Labs Guide
Getting Started with Labs
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Open your preferred browser to https://labs.moveworks.com
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Sign in using your assigned credentials
Example:first.last123@moveworkslabs.com
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Setup a Security Question
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Select Your Collaboration Platform
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Message the Moveworks Labs App
Platforms & Integrations
There are multiple types of knowledge powering the experience:
- Moveworks supplied IT Knowledge
- Moveworks supplied HR Knowledge
- External Answers
- AI-Generated Responses via Quick GPT (explicit invocation or backstop option)
- Browse the internet via Perplexity AI (Creator Studio plugin)
AI Assistant Capabilities
The following will guide you through
- Knowledge Search
- Brief Me
- Ticketing Concierge
- Requests and Form Filling
- HR Actions
- Calendar Management
- People Lookup
- Password Reset and Account Unlock
- Software Provisioning
- Approvals
- Group / Distribution List Management
- Quick GPT
- Creator Studio Use Cases
- Multilingual Support
- Misc. Generative AI Capabilities
Knowledge Search
Visit the library of knowledge search queries for examples:
https://help.moveworks.com/docs/moveworks-labs-example-queries#knowledge-search
Summarization
Moveworks AI Assistant is equipped to search for knowledge across multiple sources and produce a summarized response grounded in your enterprise knowledge. Start by asking a broad question before moving to more specific queries. For example:
"What is the company expense policy?"
And as a subsequent question, you can inquire:
"If I have a meal costing $300, would it be covered?"
Reasoning & Citations
To observe the AI reasoning and sources, click the ℹ️ emoji at the bottom of the message. The details of a citation can also be reviewed by clicking on each number (colored dot) in the response.
Complex Knowledge Requests
Moveworks AI Assistant can manage multiple knowledge-seeking requests within a single question. For example:
“My computer is running slow, what can I do to speed it up? And why can’t I connect to the company VPN?”
File Search
Moveworks AI Assistant can not only read from traditional HTML Knowledge Bases, it can also ingest files such as PDFs, Word documents, and PowerPoint presentations. These files are hosted in file sharing platforms and can be utilized to provide relevant answers to common end-user questions.
The files referenced the response can also be verified as citations by clicking the ℹ️emoji at the bottom of the message
Brief Me
Brief Me is a Moveworks AI Assistant feature that unlocks document knowledge, extracts key insights, and generates new content by chatting directly with your files. It helps users quickly get relevant information without manually searching through lengthy documents. Employees simply upload their documents into chat, and we take care of the rest.
Get started with Brief Me:
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Upload up to 5 files (they don't have to be related)
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Select “Ask questions about file(s)”
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Ask your questions or generate a summary
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Leave the mode by typing “exit”
Ticketing Concierge
Moveworks AI Assistant enhances the employee experience when creating and updating support tickets by referencing the description of the issue/comment, time frame, or other details associated with a ticket, thereby providing a streamlined conversational experience.
Moveworks AI Assistant can perform common ticketing actions like:
- Create a ticket
- Close a ticket ("close my ticket”)
- Add comments to existing tickets (“I want to update my ticket”)
- Check the status of existing tickets (“What is the status of my ticket”)
- Provide ticket status updates
- Provide agent comment updates in-chat
For example, try saying something like:
“Create a ticket for my cracked computer screen.”
And click the “File ticket” button:
With follow-ups like:
“Can you update that ticket? I have resolved the issue”
“Show me all of my tickets”
“Add a comment to Ticket # that the issue is occurring again”
Alternatively, click Get Help at any point to view all help options:
Adding Comments to Tickets
Ticket Status
Requests and Form Filling
Moveworks will find existing forms within your enterprise systems, such as the ServiceNow Service Catalog or JIRA Request Items. These forms are transformed into a native experience so that the employee can quickly submit what they need without leaving the collaboration tool.
IT Forms available include:
- Get a guest wifi account
- New mobile device
- Report a system problem
- Request new hardware
- Set up VPN to the office
HR Forms available include:
- Change personal details
- Employee recognition
- Employee onboarding
- Request for leave
- Employee transfer
- People Lookup
HR Actions
Moveworks Labs provides HR capabilities that allow users to look up and update their personal information, track PTO balances, and manage time-off requests, all within the AI Assistant. These capabilities function like an integrated enterprise HR platform, enabling seamless access to key HR actions.
Lookup & Update Personal Information
Employees can view and modify their personal details without navigating a separate system. The following fields are supported:
- Address (Line 1, Line 2, City, State, Zip, Country)
- Personal Email
- Mobile Number
- Emergency Contact & Emergency Contact Phone Number
Example queries:
“What’s my personal info in Workday?”
“Update my address to 832 Main Street, New York NY 10002 and my emergency contact to Joseph Mitchell at 212-987-1234”
Get PTO Balance
Check remaining Paid Time Off (PTO) balance before submitting requests.
“How much PTO do I have left?”
Create PTO Request
Employees can request time off while ensuring they do not exceed their available balance.
“Book PTO from March 10 to March 14.”
“I want to take Friday off.”
List PTO Requests
Retrieve a history of past and upcoming PTO requests.
“Show my PTO requests.”
Calendar Management
Moveworks AI Assistant now integrates with Outlook Calendar, allowing users to efficiently manage their schedules and meetings. With seamless calendar management, users can schedule meetings and retrieve upcoming events within the AI Assistant experience.
Create a Meeting Event
Users can quickly schedule meetings with or without additional attendees.
“Schedule a Focus Time for me on Tuesday at 2 PM.”
“Book a meeting with Andrew Connor for 11 AM tomorrow.”
Get Calendar Events
Retrieve upcoming meetings and appointments directly within chat.
“What’s on my calendar tomorrow?”
“Show me my meetings next week.”
People Lookup
Moveworks AI Assistant enhances organizational transparency with its People Lookup feature, enabling users to search for colleagues' details such as manager, department, and contact info. This tool fosters easier collaboration and connectivity by providing instant access to essential personnel information.
“Who is my manager’s manager?”
“Who is on Ian Rahn's team?”
Password Reset and Account Unlock
Moveworks AI Assistant automates account unlock and password reset, enabling swift self-service for employees without direct IT help. By integrating secure, automated workflows for identity verification and reset execution, Moveworks reduces downtime and boosts productivity.
“I need to reset my password”
“Can you unlock my account?”
Software Provisioning
Moveworks AI Assistant lets employees request software and applications. Some application setups require manager approvals prior to provisioning. This environment illustrates how Moveworks can autoflow business processes that involve multiple teams and systems, which can drastically reduce fulfillment times.
For example, simply ask:
"Can I get access to Salesforce?"
Or even request several at once:
“Can I also get Trello and Zoom?”
Software applications provisionable in this environment include:
- Salesforce
- Zoom
- Lucidchart
- Trello
- Oracle (*see approvals)
- Github (*see approvals)
- Asana (*see approvals)
Approvals
Moveworks Approvals streamlines the decision-making process, enabling swift, automated approval workflows directly within the platform. This feature allows for efficient handling of requests, ensuring that necessary approvals don't delay projects or tasks.
Manager approval flows have been enabled in the Labs environment for requesting access to Oracle, Github, and Asana.
“I’d like to request access to Github”
Group / Distribution List Management
Moveworks AI Assistant simplifies group and distribution list management, allowing users to easily add themselves or others to lists. This feature streamlines communication workflows, ensuring that the right people receive the right information quickly and efficiently.
“Please add myself and Andrew Connor to the HR announcements email group”
“Can you add me to the Tech Updates DL?”
Groups available in this environment include:
- Sales Team
- Marketing
- Tech Updates
- HR Announcements
- Remote Workers
- Health & Safety
Quick GPT
Moveworks Quick GPT enhances employee productivity by integrating generative AI directly into the AI assistant. It ensures that enterprise-verified knowledge is always prioritized while allowing users to leverage AI-powered insights when needed.
Note: Quick GPT does not perform live internet searches, and its responses are generated from a large language model, which may change over time. Since these responses are AI-generated, they do not include citations.
Quick GPT is available in two ways:
- As a Backstop – If no enterprise knowledge is found, users can opt-in to receive a GPT response.
- As a Plugin – Users can explicitly invoke Quick GPT (
quickgpt <query>) to get AI-generated content.
Quick GPT as a Backstop
Moveworks first searches enterprise sources such as IT, HR, and other business systems. If no relevant enterprise data is found, users are given the option to invoke Quick GPT. This ensures that AI-generated responses are never provided automatically, maintaining trust in enterprise-curated answers.
“Explain the rules of chess in a simple way”
“What are some fun facts about deep-sea creatures?”
Quick GPT as a Plugin (Direct Invocation)
In this mode, users can explicitly request a GPT-generated response without consulting enterprise sources. This is useful for general knowledge, brainstorming, or content creation.
“quickgpt, can you suggest a unique weekend road trip itinerary?”
“quickgpt, can you give me tips for improving my email writing skills?”
Creator Studio Use Cases
Creator Studio by Moveworks empowers developers to expand the capabilities of Moveworks AI Assistant, enabling the creation of custom AI use cases with a natural language interface. This focus on extensibility enriches the AI Assistant platform, facilitating tailored enhancements that streamline and elevate organizational workflows.
JIRA Project Statuses
Available fields: Project ID, Name, Description, Status, Manager
“What are the statuses of my projects?”
“Just the ones that are in the red”
ServiceNow Assets
Available fields: Asset ID/Tag, Issue Date, Model, Serial Number, Status, Type
“What assets are assigned to me?”
“What’s the serial number of my laptop?”
Salesforce Accounts & Opportunities
Account fields: Account ID, Name, Industry, Account Owner, Tech Stack, Notes, Meeting Notes
Opportunity fields: Opportunity ID, Name, Account, Amount, Status
“Can you list the accounts from Salesforce?”
“What are the details of the Oscorp account?”
“Are there any opportunities with that account?”
Ariba Purchase Orders
Available fields: PO Number, Vendor, Purchase Date, Item, Quantity, Unit Price, Item Total, Total Amount, Status
Available POs: PO20001, PO20002, PO20003, PO20004, PO20005
“What’s the status of PO20003”
“Are there any POs for office supplies?”
Coupa Inventory
Available fields: Item ID, Description, Category, Quantity in Stock, Reorder Level, Supplier
Available items: INV1001, INV1002, INV1003, INV1004, INV1005, INV1006, INV1007, INV1008, INV1009, INV1010
“How many headphones do we have in stock?”
“Details of INV1001 and INV1009”
Concur Expense Reports
Available fields: Report ID, Name, Total Amount, Expense Details, Status
“Pull up a list of my expense reports”
“Do any of them have airfare?”
Perplexity AI: Search the Internet
The Perplexity AI use case broadens Moveworks AI Assistant's capabilities, providing a diverse knowledge base for inquiries beyond enterprise support. It aims to deliver accurate, up-to-date information on a range of topics, acting as an intelligent extension that enhances user interactions with information beyond the scope of organizational support.
Here are a few examples of queries you can use to trigger the Perplexity plugin:
- Ask Perplexity who won the superbowl this year?
- Browse the internet for a list of the top 25 companies in the F500
- Search the internet for the latest advancements in renewable energy
- Perplexity, which countries have made it to space?
- Check the internet for the weather in Montenegro in April
- Browse the internet for a classic lasagna recipe
- Perplexity, what are some tips for growing tomatoes in a home garden?
If your query doesn’t trigger Perplexity, just try following up with:
“Use Perplexity to find an answer”
Multilingual Support
Moveworks AI Assistant can understand, respond, and translate in over 100 languages, optimized for NLU, search, and a coherent bot voice.
For this Lab experience, the following languages have been enabled:
French (fr_FR), French Canadian (fr_CA), Italian (it_IT), German (de_DE),
Mexican Spanish (es_MX), European Spanish (es_ES), Brazilian Portuguese (pt_BR), European Portuguese (pt_PT), Chinese Simplified (zh_CN), Chinese Traditional (zh_TW), Japanese (ja_JP), Korean (ko_KR), Russian (ru_RU), Romanian (ro_RO), Bulgarian (bg_BG)
“Switch my language to French”
“Switch my language to Italian”
Misc. Generative AI Capabilities
Draft an Email
Moveworks AI Assistant simplifies email writing, helping users craft clear and professional emails quickly, improving communication and productivity.
Generate an Image
Moveworks AI Assistant streamlines image creation, enabling users to easily generate visual content that aligns with their needs, boosting creativity and efficiency.
“Generate me an image of my sales team visualizing success in a Picasso style”
Additional Generative AI Capabilities
When interacting with a generative AI model, users might request a variety of formatting styles or specific tones to suit different contexts or preferences.
Some common requests include:
- Bullet Points
"Summarize the key benefits of using renewable energy in bullet points." - Corporate Tone
"Draft an email in a corporate tone announcing our new sustainability initiative to stakeholders." - More or Less Elaborate
"Explain the concept of blockchain technology with detailed examples and applications."
"Give me a brief explanation of blockchain technology." - Generating Code Snippets
"Generate a Python code snippet that sorts a list of numbers in ascending order." - Write a Poem
"Write a poem about the tranquility and beauty of autumn." - Song Lyrics
"Create song lyrics that capture the feeling of falling in love for the first time." - Talk Like a Pirate
"Rewrite the instructions for a game as if you were a pirate giving commands to your crew." - Persuasive Writing
"Write a persuasive paragraph on why recycling is important for the environment." - Explanatory/Instructive
“Explain how to perform a clean installation of Windows 10, step by step." - Creative Writing
"Tell me a short story about a time-traveling detective."
Updated 2 days ago