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DocumentationAPI Reference

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 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
  • Support
    • Moveworks Support Scope
    • Ensuring your bot is always available

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
    • Display Configurations
    • Domains
    • Email Composer
    • Employee Communications
      • Employee Communications Campaign Examples
      • Employee Communications Recurring Campaign Examples
      • How To Configure Employee Comms
    • 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
      • 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
    • Customer Satisfaction Survey (CSAT)
    • Data API
      • How to build integration with the API
      • Build custom analytics dashboards in BI tools
      • 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
    • Purple API Tool
  • Agentic Plugins
    • Triggers
    • Slots
    • Plugin Process
      • Control Flow
      • Activities
      • Plugin Data Bank
    • Plugin Responses
      • Citations
      • Token Limits
    • Launch Permissions
    • Plugin Management
      • Plugin Promotion
    • Reasoning Instructions
  • Classic Plugins (Paths, Queries, Events)
  • Data Types
  • Resolver Strategies
  • Actions
    • Built-in Actions
    • HTTP Actions
      • HTTP Action Data Bank
      • HTTP Action Troubleshooting
      • HTTP Action Data Bank (Legacy)
    • Script Actions
      • APIthon Reference
    • Compound Actions
      • Input Arguments
      • Compound Action Reference
      • Citation Configuration
      • Compound Action Data Bank
      • Data Mapper Reference
      • DSL Reference
      • Compound Action Examples
      • Troubleshooting Compound Actions
    • Action Management
  • Connectors
  • Testing & Debugging
    • Logs
      • Log Type Reference
      • Log Data Security
    • Common Errors
  • Developer Tools
    • API Mocker
    • Purple Chat Builder
    • Compound Action Visualizer
    • DSL & Data Mapper Playground
  • Architecture Reference
    • Connect to other AI agents & applications
    • End-User Access Control
  • Developer Roadmap
  • AI Agent Marketplace
  • Installing AI Agents

Enterprise Search

  • Enterprise Search Overview
    • Agentic RAG Overview
  • Content Ingestion Platform
  • Retrieval
    • Live Search
    • Knowledge Indexed Search
    • File Indexed Search
  • Permissions Platform
  • 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
    • Microsoft Sharepoint
    • Slack
    • Staffbase
    • Unily
    • WordPress
    • Workday
  • Build your own Content Connectors
    • Gateway Specification
    • Setup Configuration
    • Architecture Recommendations
  • Configure Search
    • Ingestion
      • Configure Internal Knowledge Ingestion
      • Configure External Knowledge
      • Configure FAQs
      • Configure Files
    • Ingested Knowledge
      • Ingested Knowledge - Internal Knowledge & FAQs
      • Ingested Knowledge - Files
    • Plugin Settings
    • How to Guides for Answers Plugin

Productivity Boost

  • Productivity Boost Overview
  • Brief Me
    • Brief Me: Configuration
    • 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

Service Management

  • Service Management Overview
  • Concierge & Ticketing Overview
    • Ticketing and Concierge Submodules
      • Ticketing & Filters Configuration Blueprint
      • Concierge and Ticket Nudge Setup
    • Configure Ticketing Workflows
    • How To Guides for Ticketing Plugin
      • Configure Ticketing for ServiceNow
      • Configure Ticketing for Jira Service Desk
      • Configure Ticketing for Fresh Desk
  • Forms
    • Configure Forms
      • Configure Form Ingestion
      • Ingested Forms
      • Forms Advanced Settings
      • How To Guides for Forms Plugin
  • Live Agent Chat / Handoff
    • Configure Live Agent Settings
    • Message Brokering
      • Configure Message brokering
  • Triage
    • Getting ready for Triage
    • Configure Triage
      • Configure Model Configurations
      • Configure Field Configurations
      • Configure Model Retraining
      • Configure Field Heuristic Rule
  • Approval Mirroring
    • Configure Approval Mirroring
      • Approvals: Plugin Settings
      • Approvals: Approval Settings
      • Approvals: Advanced Settings
    • How To Guide for Approvals
    • ServiceNow Approvals
      • ServiceNow Approvals - RITM / REQ Customization

Provision management

  • Provision Management Overview
  • Access Software
    • Configure Access Software
      • Configure Provisioning Systems
      • Configure Software Catalog
      • How To Guides for Access Software Plugin
  • Access Groups
    • Configure Access Groups
  • Access Account
    • Configure Access Account
    • How To Guide for Access Account Plugin
    • Azure Self Service Password Reset (SSPR) Access Requirements

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

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
    • Ingest Users
    • 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 Reference
      • Moveworks Data Mapper Common Examples
    • Moveworks Custom Attributes
  • Moveworks Data Objects
  • 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
    • Network Allowlisting
  • Moveworks On-Prem Agent
    • Moveworks Setup: On-Prem Agents
    • Moveworks Agent Installation Guide
    • Moveworks Agent AWS Secrets Manager Setup Guide
    • Moveworks Agent Azure Key Vault Setup Guide
    • Moveworks Agent Troubleshooting 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

Security

  • Security
  • Hyperlink & Button Expiry Specs
  • Attachment Handling Specs
  • Moveworks Subprocessors

Moveworks Setup

  • Accessing Moveworks Setup
  • Moveworks Setup Modules
  • Plugin Management
  • Monitor Alerts
    • In-Bot Alerts (In Limited Preview)
  • Audit Logs
    • Config Change Logs
    • Permissions Change Logs
  • DSL Fields Defaults

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 [NEW!]
    • SharePoint Online Access Requirements [Legacy]
    • SharePoint (On-Prem) Access Requirements
    • Simpplr Access Requirements
    • Slite Access Requirements
    • Squiz KB Access Requirements
    • Unily Access Setup Guide
    • WordPress Access Requirements
    • Workday Access Requirements (Knowledge)
    • StaffBase 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
  • Metrics
    • Agent Time-Saving
    • IT Resolution Calculation
    • Domain And Entity Prediction
  • Software Access
    • Device Actions for Software & Troubleshooting (JAMF, MECM/SCCM, Intune, Flexara, Munki,Kandji)
    • How to Set Up Windows Executables as Deep Links
  • Group Access
  • Account Access
    • Account Access Integration - Okta
    • Account Access Integration - Active Directory
    • Account Access Integration - Duo (MFA)
    • Account Access Integration - Ping Identity (MFA)
  • Ticket Interception
  • Forms
    • Writing AI-Ready Forms for the Moveworks Bot
    • Forms Integration - ServiceNow
      • Form Fillability ServiceNow Error Guide
    • Forms Integration - Jira Service Desk
    • Forms Integration - Freshservice
    • Forms Integration - Wolken
    • Forms Integration - ManageEngine
  • Concierge
    • Rich Ticket Filing
      • Setting Custom Fields Based on Users with Rich Ticket Filing
    • Concierge Integrations
    • Concierge Integration - Sysaid
    • Concierge Integration - ManageEngine
    • Moveworks - ServiceNow Universal Request Support
    • Concierge Integration - Salesforce ServiceCloud
  • Approvals
  • Smart Handoff
    • Live Agent Chat / Handoff
      • Live Agent Handoff - Vayusphere
      • Live Agent - Message Brokering
      • Live Agent Handoff - Channel Handoff
      • Live Agent - ServiceNow AWA
      • Live Agent - BeyondTrust
  • Multilingual Support (MLS)
    • Getting Ready for Multilingual Support
    • Ticket Filing & Comment Translation
    • Multilingual Support Answers
    • Multilingual Support SLA Times
  • People & Places Lookups
  • Employee Communications
    • Writing Translation-Ready Employee Comms Campaigns
    • Employee Communications Error Codes & Resolution Guidance
  • Channel Resolver
    • Channel Resolver Integration - Freshservice
    • Channel Resolver Integration - Zendesk
    • Channel Resolver Integration - Jira Server
    • Channel Resolver Troubleshooting Guide
  • Search
    • Answers
      • Moveworks Written Knowledge
      • Moveworks-Ready Knowledge Blocks
      • FAQ Knowledge Article Formatting
      • Moveworks FAQ (Google Sheets Integration)
      • Moveworks Ingestion Schedule
      • Moveworks Search 101
      • Writing AI-ready KB Articles for Moveworks
      • External Answers
      • Profile Boosting
    • File Search
      • File Search FAQ
      • File Search Moveworks Setup (Self-Serve) Configuration
        • File Search Box Configuration
        • File Search Sharepoint Online Configuration using Azure AD App-Only Authentication (New!)
        • File Search Sharepoint Online Configuration (Legacy)
      • 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
  • Enterprise Answers
  • Access Control

Multi-Factor Authentication (MFA) Systems Access

Suggest Edits
  • Duo Access Requirements
  • PingID MFA Access Requirements

Updated over 1 year ago