Agentic Automation

Installing AI Agents

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Installation Help Documentation

1

Start the installation Process

  • Click the “Install Button” at the top of the marketplace listing.

  • You will prompted to log into your Moveworks tenant. Select the instance that suits your needs

  • You will now see that this plugin has 1 or more installation steps.


2

Installation Steps

  • For each installation step, please click on the “update” button
  • There are two types of installation steps: Update Connector or Update Name
Installation StepRationalePotential Actions:
Update ConnectorThere is an action that requires authentication to a third party system.1. Choose an existing connector 2. Configure a new connector
Update NameThere is an asset in your Agent Studio Tenant that already has the same name.1. Enter a new unique name for the asset.

3

Confirm Installation

  • Please review all of the components being installed.

  • After you have reviewed the components, proceed with installation by clicking the the “Install Template” button.

4

Launch your plugin!

  • After the installation is complete, you will be redirected to plugin workspace and can view or edit any of the assets that have been installed.
  • You will now have to launch your plugin and to test it’s functionality. See our guide on Launch Rules.
  • If you wish, feel free to customize any descriptions and triggering examples. However, these should work out of the box.
  • If you run into any issues:
    1. Check our troubleshooting guides
    2. Understand your issue using Logs
    3. Reach out to Support.