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Moveworks Setup

Hands-on labs for configuring Moveworks foundational features.

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These labs walk you through the end-to-end configuration of a new Moveworks environment against a ServiceNow lab instance. Complete the core labs in order; each one builds on the previous one.

How to Use These Labs

  1. Set up your environments. Start with Lab #1: Moveworks Access and SSO for Moveworks portal access and optional Okta SSO, then Lab #2: ServiceNow Setup for your ServiceNow instance and integration account. Your ILT host provides the ServiceNow instance.
  2. Complete the core labs in order using the table below.
  3. Pick up any optional labs that match your focus area once the core labs are done.

Labs #4, #6, and #7 have multi-hour wait times that are separate from the active configuration time. Trigger each lab’s ingestion early so it runs in the background, and finish the configuration well before you need results.

Core Labs

LabTopicActive TimeWait Time
Lab #1Moveworks Setup access and Okta SSO (SSO is optional)45 to 60 minNone
Lab #2ServiceNow Setup: instance, personal user, and integration account20 minNone
Lab #3Connectors & API Playground30 minNone
Lab #4User Identity & Service Account Setup45 minUp to 4 hrs
Lab #5Install the Moveworks Update Sets into ServiceNow10 minNone
Lab #6Enterprise Search45 minAbout 12 hrs (first run)
Lab #7Basic Forms20 minUp to 48 hrs
Lab #8Ticketing (Core)45 minNone
Lab #9EmployeeWorks Web App45 minUp to 1 hr (app install)

Optional Labs

These labs go deeper on specific features and configuration tools. They aren’t required for the core labs; complete any of them once their required lab is done.

The optional Live Agent Handoff lab cannot be fully completed in the cohort training instances. Those ServiceNow instances do not permit outbound REST traffic, which Live Agent message brokering needs to call back into Moveworks. Read the lab to learn the configuration, then run the end-to-end test in your own ServiceNow tenant where outbound REST is permitted.

LabTopicActive TimeRequires
Optional Lab: Advanced FormsMulti-domain catalogs, fillability overrides, and exclusionsAbout 35 min + up to 48 hrs ingestionLab #7; HR Service Delivery and Agile Development plugins for Sections 1.1 and 1.3
Optional Lab: Data Syntax Language (DSL)Write and test DSL rules for access and filtering15 minLab #4
Optional Lab: Moveworks BenderBuild and test Bender data mappings15 minLab #4
Optional Lab: Live Agent HandoffBroker live agent chats to ServiceNow30 minLab #8 and the Moveworks Live Agent update sets

Tool Studio Quickstart Guides

Once you’ve completed the Moveworks Setup labs, step through the Tool Studio Quickstart series. These guides introduce building agents, from simple task automation to ambient agents that trigger on external events.

Before starting: The quickstarts use the Purple API Tool as a mock API backend. To set it up:

  1. Open the Purple API Tool
  2. Click Create New Session ID. This generates a unique ID and seeds the Feature Requests tab with sample data.
  3. Copy the Session ID and keep it in your notes. You’ll paste it into cURL commands throughout the quickstarts.

The tool has three tabs you’ll use across the quickstarts:

  • Feature Requests: pre-seeded with sample records when you create your session; used in Quickstarts #1 and #2
  • Purchase Requests: starts empty; Quickstart #3 walks you through submitting and reading requests here
  • Webhooks: used in Quickstart #5 (requires an external system, covered separately)

Quickstarts 1 to 4 require only Tool Studio and the Purple API Tool. Quickstarts 5 to 7 introduce external dependencies (webhook-capable systems, an LLM service, or an external data source) and are best attempted when those systems are available.

QuickstartTopicExternal Systems Required
Purple API ToolPrerequisite: mock API backend used across all quickstartsNone
Quickstart #1Build Your First PluginNone
Quickstart #2Slots & ResolversNone
Quickstart #3Build a Plugin That Follows a ProcessNone
Quickstart #4Structured Data AnalysisNone
Quickstart #5Webhook Trigger Ambient AgentExternal system that can send HTTP webhooks
Quickstart #6Expense Approval Ambient AgentExpense system (webhook source + PATCH target)
Quickstart #7Scheduled Trigger Ambient AgentLLM service, user directory, notification system