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This covers Moveworks Copilot

Moveworks Copilot is the latest conversational experience

Overview

Moveworks Lookups enables the Moveworks Copilot to answer questions from users regarding coworkers, org charts, conference rooms, and other topics related to the workplace.

An example of some questions users can have answered by the Lookups skill include:

• “Who is Alex?”
• “Who is Drew’s manager?”
• “Who are my direct reports?”
• “Where does Chris sit?”
• “Where’s the main conference room?”
• “How many employees are based in New York?”

The Moveworks Copilot can answer these kind of queries by extracting information from the Moveworks Knowledge Graph.

People Lookup

The Moveworks People Lookup answers common questions employees have about their org charts. You can ask questions like:

• Look up a colleague by their name

  • e.g. “Who is Chris Brown?”
  • e.g. “Where does Lucas sit?”
  • e.g. “What is Anna’s email?”

  

  
  

• Look up manager or direct reports

  • e.g. “Who is Andrew Yong’s manager?”
  • e.g. “How many direct reports does my manager have?”
  • e.g. “What is the reporting chain from me to the CEO?”

  

  
  

• Look up a person by their attributes

  • e.g. “Who is Alex from the Sales Ops department?”
  • e.g. “Is there an product manager called Lucas?”

  

  
  

• Ask aggregation questions

  • e.g. “How many people are in the Product Management department?”
  • e.g. “How many people are based in Mountain View?”
  • e.g. “How many Engineers do we have?”

  

  
  

Configuration Options

You can configure the People Lookup card with the employee details that you would like to expose. By default, the people card shows Name, Title, Department, Role, Manager, Email, Location, Seat Location (if available). Other available fields include phone number, start date, direct reports, division, preferred name, and more. Please contact your Customer Success Manager to customize the People Lookup card.

Supported lookup fields

1. Name
   1. Fuzzy match enabled. No character mistake is allowed for names less than 5 characters, 1 character mistake is allowed for names between 5-7 characters. 2 character mistake is allowed for names more than 7 characters.
   2. Synonyms search enabled (e.g. Mike→Michael).
2. Email
   1. Exact match enabled. No character mistakes is allowed.
3. Phone number
   1. Exact match enabled. No character mistakes is allowed.
4. Location
   1. Fuzzy match enabled. No character mistake is allowed for names less than 5 characters, 1 character mistake is allowed for names between 5-8 characters. 2 character mistake is allowed for names more than 8 characters.
   2. Entity match enabled.
5. Department
   1. Fuzzy match enabled. No character mistake is allowed for names less than 5 characters, 1 character mistake is allowed for names between 5-8 characters. 2 character mistake is allowed for names more than 8 characters.
   2. Entity match enabled.
   3. Synonym matches enabled (e.g. IT → Information Technology).
6. Role (title)
   1. Fuzzy match enabled. No character mistake is allowed for names less than 5 characters, 1 character mistake is allowed for names between 5-8 characters. 2 character mistake is allowed for names more than 8 characters.
   2. Entity match enabled.
   3. Synonym matches enabled (e.g. CIO → Chief Information Officer).
7. Manager name
   1. Fuzzy match enabled. No character mistake is allowed for names less than 5 characters, 1 character mistake is allowed for names between 5-7 characters. 2 character mistake is allowed for names more than 7 characters.
   2. Synonyms search enabled (e.g. Mike→Michael).
8. Manager email
   1. Exact match enabled. No character mistake is allowed.
9. Employment status
   1. Exact match enabled.

FAQs

1. Can the People Lookup plugin find information on celebrities?

   1. The People Lookup plugin can only lookup people within your organization. It is not designed to have world knowledge about people outside your company (e.g. celebrities).

2. What if there are multiple people with the same name?

   1. If the People Lookup plugin found multiple records that matches your query, it will ask you for more details to narrow down the search results.

3. How do verify the lookup results?

   1. The People Lookup plugin provides a citation for each employee record it finds. You can find the citation by clicking on the ℹ️ emoji at the bottom of the message, or the superscripts next to the person’s name.

4. My query didn’t work but I know the person exists. Why can’t the Copilot find him?

   1. The result and performance of the People Lookup varies depends on the user’s input query, the Copilot’s conversation context, as well as the available information stored in the roster. For example, if you ask “Is there an engineer named Lucas?” and Lucas’s title is “Manager, Engineering”, the Copilot might not be able to connect the dots. We are working to continuously improve the Copilot’s ability to fuzzy match.

5. Is there citations available for the aggregation questions?

   1. Citations are not supported for the aggregation queries yet. We are working on adding them so you can verify the Copilot’s responses.

6. The People Lookup response shows employee’s phone number (or any other attributes) which I do not want my end users to see. What do I do?

   1. Copilot presents the Lookup results in 2 parts:

      1. A summarization of key information that answers the user’s question directly.
      2. A structured card that shows the customized employee details.

      In all circumstances, the Copilot only shows key information proactively (name, email, manager, department, seat, location). However, additional employee attributes in the People Lookup metadata are accessible to the LLM and may be displayed if explicitly requested by the user. To ensure certain fields are never shown, the most reliable solution is to remove those fields from the user roster ingestion.

Room Lookup

When users ask the Moveworks Copilot a question about a location, such as a conference room, in their workplace, the Moveworks Copilot can respond with a card in chat that displays a map and provides information about the location, such as the room’s number and maximum number of occupants.

To view all integrations related to Room Lookups, please view our native integrations.

How does Lookups work?

Lookups integrates with your business systems of record using REST APIs. This integration allows the data from your systems of record to be ingested into Moveworks. Once this data has been ingested, Moveworks uses deep learning to construct a knowledge graph from this data.

This knowledge graph encodes relationships and context between different people or rooms, and allows users to ask a variety of questions about this data. With this knowledge graph in place, you can easily understand people, places, and the relationships between these different entities using the chat interface provided by Moveworks. This allows you to quickly and easily access important information about your business, without having to search through multiple systems of record.

How Moveworks understands your organization

To get personnel data, Moveworks connects to your identity and access management system, such as an Active Directory or Okta, and retrieves the latest personnel data daily. Data collected includes employee name, contact information, and organizational reporting structure. To get conference room and facilities information, Moveworks typically ingests conference room data from your workplace management system such as SpaceIQ, or OfficeSpace. Your employee and facilities data is isolated from all other customer data managed by Moveworks.

How the Moveworks service finds the right answer to an employee's question

Users can submit multiple types of IT and facilities questions to the Moveworks Copilot, and Moveworks natural language processing allows the Moveworks Copilot to discern which questions are likely to be questions about people or rooms. Because the Moveworks service knows the names on your employee roster and facilities list, it can quickly determine when a question is about a person or place.

Once the Moveworks people and places logic has discerned the employee's question, it queries its knowledge graph for the answer. If the Moveworks Copilot find multiple people or rooms who match the employee's question, it asks the user for more details, such as a last name.