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Getting Started
Getting Started with Moveworks
Release Notes
Release Notes 2024
Release Notes 2023
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Moveworks Support Scope
Ensuring your bot is always available
Moveworks Copilot
Intro to Moveworks Copilot
Moveworks Copilot Behavior Framework
Lifecycle of an utterance
Conversational Safeguards in Moveworks Copilot
Ungrounded Responses in Moveworks Copilot
Learning Processes in Moveworks Copilot
How to Steer Moveworks Copilot Responses
Context Window Management
Moveworks Copilot - Feature Overview
Access Account
Access Groups
Access Software
Approvals
Channel Resolver
Concierge & Ticketing
Copilot Insights
CSAT in Copilot
Channel resolver analytics in copilot
User Insights
Employee Communications
File Search
Knowledge Search
Live Agent Chat / Handoff
Live Agent - Message Brokering
Multilingual Support
People & Places Lookups
Smart Handoff
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
Productivity Plugins
Multi-Plugin Response in Moveworks Copilot
Moveworks Copilot Implementation
Enable Your Moveworks Copilot in Implementation
Enable Your Moveworks Copilot
Configurable AI disclaimers in Moveworks Copilot
Creator Studio
Quickstart Guides
Developer Lab Setup
Lab #1: Look up Salesforce Account
Lab #2: Add Case to Salesforce & Jira Ticket
Lab #3: Add User to Entra Group
Lab Resources
AI Agents & Plugins
Natural Language Triggers
Slots
Slot Resolvers
Policies
Plugin Execution
Plugin Responses
Citations
Token Limits
Launch Configuration
Test Plugins
Plugin Management
Plugin Promotion
Reasoning Instructions
Actions
Built-in Actions
HTTP Actions
HTTP Action Data Bank
Script Actions
APIthon Reference
Compound Actions
Input Variables
Compound Action Reference
Compound Action Data Bank
Data Mapper Reference
DSL Reference
Compound Action Examples
Saving Compound Actions
Action Management
Connectors
Connector Management
Content Gateway
Authentication
API spec
Supported Mime Types
Integration Options
Errors
Help & Troubleshooting
Logs
Tools
API Mocker
Purple Chat Builder
Compound Action Visualizer
Roadmap & Release Plan
Plugin Library
Core Experience
Channel Resolver
Channel Resolver Integration - Freshservice
Channel Resolver Integration - Zendesk
Channel Resolver Integration - Jira Server
Employee Communications
Employee Communications Example Use Cases
Writing Translation-Ready Employee Comms Campaigns
Employee Communications Error Codes & Resolution Guidance
People & Places Lookups
Moveworks for Web
Moveworks for Web Installation - ServiceNow
Moveworks for Web Installation - SharePoint Online (Cloud)
Moveworks for Web Installation - Okta SAML SSO
Moveworks for Web Installation - Google Sites
Moveworks for Web Installation - Okta OIDC
Moveworks for Web Installation - Azure OIDC
Moveworks for Web Installation - Unily
Update Set Modules
ServiceNow Update Sets
Moveworks for Web Troubleshooting Guide
Moveworks for Web (General SAML) Code Snippet + ADFS Configuration
Web Bot Browser Compatibility
Multilingual Support (MLS)
Getting Ready for Multilingual Support
Ticket Filing & Comment Translation
Multilingual Support Answers
Multilingual Support SLA Times
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
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
Enterprise Answers
Domain Definitions
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
SErvice Management
Approvals
Approvals Product Overview
Approvals Design Patterns
Group Approvals
ServiceNow Approvals
ServiceNow Approvals - RITM / REQ Customization
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
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
Ticket interception and ticket filters
Triage
Getting ready for Triage
Provision management
Access Control
Access Control - Moveworks Managed Permissions
Access Control - Platform Permissions (ServiceNow User Criteria)
Access Control - Platform Permissions (ServiceNow User Criteria) - 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)
Group Access
Software Access
Device Actions for Software & Troubleshooting (JAMF, MECM/SCCM, Intune, Flexara, Munki)
How to Set Up Windows Executables as Deep Links
Employee Experience Insights
Employee Experience Insights (EXI)
Breaking Down the Dashboard
Understanding Industry Benchmarks
Apps & Services
Impact Module
Access Requirements for EXI
Azure OIDC SSO Setup Guide for EXI
Okta OIDC SSO Setup Guide for EXI
ServiceNow Setup Guide for EXI
EXI Common Use Cases
Moveworks Knowledge Studio
Knowledge Studio
Knowledge Studio Configuration
AI Powered Recommendations
Inspecting & Verifying Sources
Publishing your Articles
Creating Knowledge Articles
Resolving IT Tickets Guidance
Moveworks Analytics & Logs
Metrics
Agent Time-Saving
IT Resolution Calculation
Domain And Entity Prediction
Bot Performance Insights (BPI+)
Upgrading to BPI+
BPI+ Metrics Dictionary
Bot Performance Insights (BPI+) FAQ
Moveworks Customer Satisfaction Survey (CSAT)
Submitting an Analytic Data Request
Security Information and Event Management (SIEM) Logs Overview
Analytics Support Guide
Moveworks Agent
Moveworks Agent
Moveworks Agent Installation Guide
Moveworks Agent AWS Secrets Manager Setup Guide
Moveworks Agent Azure Key Vault Setup Guide
Moveworks Agent Troubleshooting Guide
Moveworks Setup
Accessing Moveworks Setup
Control Center
Users Module
Forms Module
Knowledge Module
Role Based Access Control
Getting Access to Moveworks Control Center
Configure Answers
Ingestion
Configure Internal Knowledge Ingestion
Configure External Knowledge
Configure FAQs
Ingested Knowledge
Ingested Knowledge - Internal Knowledge & FAQs
Ingested Knowledge - Files
Skill Settings
Configure Lookups
Lookup Settings
Conference Room Settings
How to guides for Lookups
Configure Ticketing
Configure Ticketing Plugin and Filters
Configure Rich Ticket Filing
Concierge and Ticket Nudge Setup
Configure Ticketing Workflows
Configure Forms
Configure Form Ingestion
Ingested Forms
Forms Advanced Settings
Configure Channel Resolver
Configure Handoff
Configure Live Agent Settings
Configure Message brokering
Configure Approvals
Approvals: Connector Settings
Approvals: Resource Settings
Configure Triage
Configure Model Configurations
Configure Field Configurations
Configure Model Retraining
Configure Field Heuristic Rule
Configure Access Account
Configure Access Software
Configure Provisioning Systems
Configure Software Catalog
How to guides for Access Software
Configure Access Groups
Configure Native Approvals Workflows
Configure Connectors
How to create connectors?
Configure On-Prem Agents
Configure User Identity
Ingested Users
Ingest Users
User Profile View
Configure Analytics and Data
Configure Audience Builder
Configure Chatbots
Manage Chatbots
Configure Display Configurations
Configure Multilingual Support
Configure Notifications
Monitor Alerts
Monitor Config Change Audit Logs
Role Based Access Control (RBAC) at Moveworks
Assigning roles using RBAC
Plugin Controls
Moveworks Setup Release Notes
Organization & Applications
MyMoveworks
Organization Information
Roles and Permissions
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)
Troubleshooting
Misc
Bot Adoption Techniques
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
Integrations
Native Integration Overview
Content Integrations Overview
Content Integration - Axero
Content Integration - Brainstorm
Content Integration - Confluence
Content Integration - GitHub
Content Integration - Google Drive
Content Integration - Interact
Content Integration - LumApps
Content Integration - ManageEngine
Content Integration - Notion
Content Integration - Salesforce
Content Integration - Sharepoint
Content Integration - Unily
Content Integration - Workday
Content Integration - ServiceNow
Content Integration - WordPress
Content Integration - Staffbase
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
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
Azure Self Service Password Reset (SSPR) Access Requirements
Active Directory / LDAP Access Requirements
Employee Experience Insights - Okta SAML SSO Setup
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
Multi-Factor Authentication (MFA) Systems Access
Duo Access Requirements
PingID MFA Access Requirements
Chat Systems Access
Cisco Webex Teams Access Requirements
Google Chat Bot Access Requirements
Microsoft 365 Bot (MS Teams + MS Graph) Access Requirements
Microsoft Teams Bot (GCCH) Setup Guide
Microsoft Teams Bot (Non-App Store) Setup Guide
Microsoft Teams Secret Rotation Guide
RingCentral Glip Access Requirements
Slack Bot Access Requirements & Setup Guide
Zoom 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 [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
HR Information System Access
Workday Access Requirements - Approvals
Workday Access Requirements - HR Cases
Security
Security
Hyperlink & Button Expiry Specs
Moveworks Subprocessors
PLATFORM
Platform Specifications
Moveworks Product Rate Limits (Chat Integrations, APIs, etc.)
Attachment Handling Specs
Moveworks User Identity Overview
User Attribute Reference
Moveworks Data Mapping Language Reference
Moveworks Data Mapper Common Examples
Moveworks DSL Reference
Moveworks Data Objects
Common Examples of DSL Usage
DSL defaults
Okta OIDC SSO Setup Guide for EXI
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Updated 3 months ago
