Moveworks Setup Homepage

About

The Moveworks Setup Homepage provides a comprehensive overview of all available AI Assistant capabilities in Moveworks Setup in one centralized view. It offers visibility into which capabilities are configured or not configured, their current status, and helps you understand your entire Moveworks Setup configuration at a glance.

How is it helpful?

Here’s how it helps you manage your AI Assistant capabilities more effectively and get the most value from them:

The Homepage allows you to quickly understand which AI Assistant capabilities are configured
It keeps you informed and helps you stay on top of things that matter, with everything in one place:
- Know details about your AI Assistant
- Monitor core skills including Knowledge, Ticketing, Provisioning, and others
- See which connectors are configured
- View recent system alerts that need your attention
It empowers you to understand the latest overall configuration status and utilization of Moveworks AI Assistant capabilities without having to contact Moveworks teams
It helps you quickly navigate to the right configuration areas to take prompt actions
If you are new to Moveworks, the Getting Started guide walks you through configuring your organization step by step, from setup to launch

Getting Started Guide

The Setup Homepage includes a step-by-step Getting Started guide that walks you through configuring Moveworks from initial setup to launch.

If your organization is still onboarding and has not yet gone live, a “Getting started?” banner appears at the top of the Setup Homepage.

Select View setup guide to open the guide, or dismiss the banner if you no longer need it.

Setup guide

The guide opens as an overlay on the Setup Homepage and organizes setup into five sequential sections:

Access, Identity & Connectors: Configure SSO, add system connectors, configure user identity, and set roles and permissions
Platform & Moveworks Assistant Configuration: Set up chat surfaces, the embedded assistant, multilingual support, people and places lookup, and plugin controls
Content Configuration: Configure Max Capacity to connect your content systems for search
Service Management: Set up ticketing, forms, approvals, and live-agent handoff
Rollout & Launch: Turn on the Assistant and announce it to your employees

Each step shows a short description, an estimated time to complete, a Start button that takes you directly to the relevant configuration page, and a link to its documentation.

Opening the guide anytime

The guide is always available to every organization from the Setup guide link in the top-right section of the Setup Homepage, next to Learn More. You can also share a direct link that opens the guide on load by adding ?setupGuide=true to the Setup Homepage URL.

Understanding Homepage Data Points

Bot Profile Section

Data Point	Definition	Derived from	Example
Available on	The chat platforms where the AI assistant is currently deployed and available to users	Moveworks Setup > Chat Platforms > Manage Chatbots	MS Teams, Slack, etc
Bot Name	The name of the AI assistant and its primary chat platform Note: This is generally the same across all Assistants in your organization	Moveworks Setup > Chat Platforms > Manage Chatbots > Chatbot config > `Bot Friendly Name` config	M8 (Slack)
Users with bot access	The number of enabled users who can interact with the Assistant on at least one chat platform Note: This excludes service accounts, conference rooms and other user accounts which may be present in ITSM systems but not in the chat platforms	Moveworks Setup > Core Platform > User Identity > Imported Users > `Bot Reachable Users` widget	916
Channel Resolver	The number of Slack channels where the Assistant is deployed to detect and help resolve users’ requests Note: This is only available for Slack	Moveworks Setup > Core Platform > Channel Resolver > Channel Settings	13
Embedded AI Assistant	Whether at least one Embedded AI Assistant is configured for your org	Moveworks Setup > Chat Platforms > Manage Chatbots > Embedded AI Assistant Config	Enabled or Not Configured
Multilingual Support	Whether multilingual support is configured for your org	Chat Platforms > Multilingual Support > Enable multilingual support (MLS)	Enabled or Not Configured

Enterprise Search Section

Section	Data Point	Definition	Derived from	Example
Internal Knowledge	Systems	The knowledge management systems configured to ingest knowledge articles	Moveworks Setup > Enterprise Search > Configure Search > Classic Ingestion > Internal Knowledge	ServiceNow, Google Drive, etc
	Serving Articles	The total number of articles currently served by the AI Assistant	Moveworks Setup > Enterprise Search > Search > Indexed Content > Internal Knowledge > `Total Enabled Knowledge` widget	50966
Files	Systems	The knowledge management systems configured to ingest files	Moveworks Setup > Enterprise Search > Search > Configure Search > Classic Ingestion > Files	Google Drive, Box, MS Graph, etc
	Serving Files	The total number of files currently served by the AI Assistant	Moveworks Setup > Enterprise Search > Search > Indexed Content > Files > `Total Files Serving` widget	11512
FAQs	Systems	FAQs imported via Google Sheets	Moveworks Setup > Enterprise Search > Search > Configure Search > FAQs	Google Sheets or Not Configured
	Serving FAQs	The total number of FAQs currently served by the AI Assistant	Moveworks Setup > Enterprise Search > Search > Indexed Content > FAQs > `Total Enabled FAQs` widget	260

Service Management Section

Section	Data Point	Definition	Derived from	Example
Ticketing	Systems	The ticketing platforms configured for creating, updating, and quering information about tickets	Moveworks Setup > Ticketing Automation > Ticketing Settings > Ticket Mapping	ServiceNow, Jira, etc
	Concierge Notifications	Whether the Assistant is configured to send notifications for ticket state updates and comments	Moveworks Setup > Ticketing Automation > Ticketing > Concierge Settings > Notification Settings > `Enable concierge notifications` config	Enabled or Not Configured
	Nudge Notifications	Whether the Assistant is configured to send notifications to agents when their tickets do not have any user facing comments in a period of time	Moveworks Setup > Ticketing Automation > Ticketing > Ticket Nudge Setup > `Enable Nudge Reminders` config	Enabled or Not Configured
	Triage Prediction	Whether a triage model is trained and deployed in your org	Moveworks Setup > Ticketing Automation > Triage > Model Configuration	Enabled or Not Configured
Forms	Systems	The ticketing platforms configured to ingest forms	Moveworks Setup > Ticketing Automation > Forms > Import > Import Settings	ServiceNow, Jira, etc
	Imported Forms	The total number of imported forms	Moveworks Setup > Ticketing Automation > Forms > Imported Forms	24
Handoff	Handoff Status	Whether the handoff is configured to route users to the correct destination when no resolution is provided	Moveworks Setup > Ticketing Automation > Handoff > Handoff Settings > `Setup handoff categories` config	Enabled or Not Configured
	Destinations Configured	The total number of handoff items configured	Moveworks Setup > Ticketing Automation > Handoff > Handoff Settings > `Setup items for categories` config	6
	Live Agent Handoff	Whether at least one Live Agent Handoff config is created for your org Note: This also requires at least one Handoff type to be AGENT_HANDOFF in Moveworks Setup > Ticketing Automation > Handoff > Handoff Settings	Moveworks Setup > Ticketing Automation > Handoff > Live Agent Handoff	Enabled or Not Configured

👉🏻 Note

When you hover over a system in the Ticketing Section’s > Systems, it displays all the ticket types and actions configured for the respective system.

Provision Management Section

Section	Data Point	Definition	Derived from	Example
Software Provisioning	Software provisioning status	Whether the software provisioning skill is configured	Moveworks Setup > Access Management > Software Access > Software Catalog	Enabled or Not Configured
	Configured software/apps	The total number of software applications configured for provisioning	Moveworks Setup > Access Management > Software Access > Software Catalog	149
	Provisioning systems	The IDAM systems configured to provision software applications	Moveworks Setup > Access Management > Software Access > Connector Settings > Setup provisioning systems	Okta, Gsuite, etc
Access Groups	Create distribution lists	Whether users can create new email distribution lists directly through chat	Moveworks Setup > Access Management > Group Access > Plugin Settings > Group Creation Settings > `Enable group creation` config	Enabled or Not Configured
	Add to distribution lists	Whether users can add themselves or others to email distribution lists (groups) directly through chat	Moveworks Setup > Access Management > Group Access > Plugin Settings > Group Member Addition Settings > `Enable group addition` config	Enabled or Not Configured
	Remove from distribution lists	Whether users can remove themselves or others from email distribution lists (groups) directly through chat	Moveworks Setup > Access Management > Group Access > Plugin Settings > Group Member Removal Settings > `Enable group removal` config	Enabled or Not Configured
	Provisioning systems	The IDAM systems configured to create, add, and remove users from email distribution lists	Moveworks Setup > Access Management > Group Access > Ingestion > Setup systems for group ingestion	Okta, Gsuite, etc
Access Account	Unlock Account	Whether the Assistant can notify users when they’re locked out of accounts and help them regain access	Moveworks Setup > Access Management > Account Access > Plugin Settings > Unlock Account > `Enable account unlock` config	Enabled or Not Configured
	Reset Password	Whether the Assistant can help users with self-service password resets	Moveworks Setup > Access Management > Account Access > Plugin Settings > Reset Password > `Enable password reset` config	Enabled or Not Configured
	Expiring password reminder	Whether the Assistant can remind users that their password is expiring soon	Moveworks Setup > Access Management > Account Access > Plugin Settings > Change Password > `Enable password expiry notifications` config	Enabled or Not Configured
	Expired password reminder	Whether the Assistant can remind users that their password has expired	Moveworks Setup > Access Management > Account Access > Plugin Settings > Expired Password > `Enable password expired notifications` config	Enabled or Not Configured
	Reset MFA	Whether the Assistant can help users initiate MFA resets	Moveworks Setup > Access Management > Account Access > Plugin Settings > Reset MFA > `Enable MFA reset` config	Enabled or Not Configured

Add-Ons Section

Data Point	Definition	Example
AI Assistant Analytics	Whether AI Assistant Analytics is enabled for your org Note: It’s enabled by default for all orgs as it’s a standard offering	Enabled
Employee Comms	Whether Employee Comms is enabled for your org, with the count of total campaigns Note: It’s enabled by default for all orgs as it’s a standard offering	Enabled
Agent Studio	Whether Agent Studio is enabled for your org, with the count of published plugins	Enabled or Not Configured
Agent Studio (Classic)	Whether Agent Studio (Classic) is enabled for your org, with the count of published plugins	Enabled or Not Configured
Employee Experience Insights	Whether Employee Experience Insights is enabled for your org	Enabled or Not Configured
Knowledge Studio	Whether Knowledge Studio is enabled for your org	Enabled or Not Configured

Connected Systems Section

Definition: The total number of built-in connectors configured in your org
Derived from: Moveworks Setup > Core Platform > Connectors > Built-in Connectors

Active Alerts Section

Definition: Recently triggered system alerts with their names and total count
Derived from: Moveworks Setup > Organization Details > Alerts > Active Alerts Page

FAQs

How can I quickly learn about configurations in detail?
- Hover over the item and click the redirect button to navigate to the configuration details

How can I view skills that I haven’t configured yet?
- Use the ‘Show Not Configured’ toggle button in the top-right section to filter and display skills that are not yet configured
Why aren’t my skills working even though some configurations are enabled?
- The homepage only shows whether a skill is configured, not the operational status or health of the skills
How can I enable skills that are marked as not configured?
- The homepage displays all AI Assistant capabilities, whether licensed or not. Please contact the Customer Success team for the next steps in configuring these skills
How can I enable Add-ons SKUs?
- Please contact the Customer Success (CS) team to have additional SKUs enabled
I don’t see the ‘Getting started?’ banner anymore. How do I reopen the setup guide?
- The banner appears while your organization is onboarding. The guide itself is always available from the ‘Setup guide’ link in the top-right section of the Setup Homepage, or via a direct link ending in ?setupGuide=true
How can I refresh and access the latest information?
- Use the ‘Refresh Page’ toggle button in the top-right section to access the latest information