> For clean Markdown of any page, append .md to the page URL. > For a complete documentation index, see https://docs.moveworks.com/llms.txt. > For AI client integration (Claude Code, Cursor, etc.), connect to the MCP server at https://docs.moveworks.com/_mcp/server. # Moveworks Setup These labs walk you through the end-to-end configuration of a new Moveworks environment. Complete them in order — each lab builds on the previous one. ## How to Use These Labs The Moveworks Setup labs run in order. Lab #0 has a common Moveworks + Okta section, then branches into a track-specific ServiceNow setup page. Labs 1–7 are identical regardless of track. ### Step 1 — Set Up Your Moveworks Environment Start with **[Lab #0: Environment Setup](/ai-assistant/getting-started/labs/moveworks-setup/lab-0-setup-lab-environments-c7504a812c093d1e)** — Moveworks portal access plus optional Okta SSO. \~45–60 minutes. ### Step 2 — Set Up Your ServiceNow Instance (Pick Your Track) After Lab #0, complete the ServiceNow setup page that matches how you're taking the labs: You're attending a live instructor-led session. Your instructor will provide a **ServiceNow Cloud Labs reservation code**. Follow this page to claim your Cloud Labs instance. You're working through the labs on your own time using your own **ServiceNow Personal Developer Instance** from `developer.servicenow.com`. Follow this page to request and configure your PDI. ### Step 3 — Complete Labs #1 Through #7 Continue through the remaining labs in order using the table below. Labs marked **(Optional)** can be skipped depending on your focus area. **Labs #2 and #3 have multi-hour wait times** that are separate from the active configuration time. Plan your session accordingly — trigger Lab #2's user ingestion early so it runs in the background, and complete Lab #3's configuration well before you need search results available. **Lab #4b update — 2026-04-28.** The rewritten **Advanced Forms** lab is now available. It includes the multi-domain HR catalog setup, a fillability error cheat sheet, and hands-on override/exclusion demos using forms that exist in your training instance. For questions, feedback, or issues, please reply on the [community thread](https://community.moveworks.com/moveworks%2Daccelerate%2Dpartner%2Dimplementation%2Dtraining%2Dgroup%2D122/update%2Dlab%2D4b%2Drepublishing%2Dimprovements%2D3441). | **Lab** | **Topic** | **Active Time** | **Wait Time** | | --------------------------------------------------------------------------------------------------------------------------------------- | --------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | --------------- | -------------------- | | [Pre-Req: Update Sets](/ai-assistant/getting-started/labs/moveworks-setup/lab-prereq-installing-moveworks-update-sets-dd2f30af516547c9) | Install the Moveworks Update Sets into ServiceNow (required before Lab #3) | 15 min | — | | [Lab #0](/ai-assistant/getting-started/labs/moveworks-setup/lab-0-setup-lab-environments-c7504a812c093d1e) | Environment Setup: Moveworks portal access + Okta SSO *(SSO is optional for On-Demand)* | 45–60 min | — | | **Lab #0 — ServiceNow Setup** *(track-specific)* | **Pick one** based on the track cards above: [Cloud Labs (ILT)](/ai-assistant/getting-started/labs/moveworks-setup/lab-0-servicenow-cloud-labs) **or** [PDI (On-Demand)](/ai-assistant/getting-started/labs/moveworks-setup/lab-0-servicenow-pdi) | 10–15 min | 5–10 min (PDI only) | | [Lab #1](/ai-assistant/getting-started/labs/moveworks-setup/lab-1-connectors-api-playground-4229833d14141f6f) | Connectors & API Playground | 30 min | — | | [Lab #2](/ai-assistant/getting-started/labs/moveworks-setup/lab-2-user-identity-service-account-300eacfcba9e6007) | User Identity & Service Account Setup | 45 min | Up to 4 hrs | | [Lab #3](/ai-assistant/getting-started/labs/moveworks-setup/lab-3-configuring-enterprise-search-de072ea4565053c4) | Enterprise Search | 45 min | \~12 hrs (first run) | | [Lab #4a](/ai-assistant/getting-started/labs/moveworks-setup/lab-4a-basic-forms-aa4e44cd685da10c) | Basic Forms | 20 min | Up to 48 hrs | | [Lab #4b](/ai-assistant/getting-started/labs/moveworks-setup/lab-4b-advanced-forms-2366b248a64a162d) *(Optional)* | Advanced Forms — *revised lab now available, share feedback on the [community thread](https://community.moveworks.com/moveworks%2Daccelerate%2Dpartner%2Dimplementation%2Dtraining%2Dgroup%2D122/update%2Dlab%2D4b%2Drepublishing%2Dimprovements%2D3441)* | \~35 min | Up to 48 hrs | | [Lab #5](/ai-assistant/getting-started/labs/moveworks-setup/lab-5-ticketing-core-fd612bf27c8a9dfd) | Ticketing (Core) | 45 min | — | | [Lab #6a](/ai-assistant/getting-started/labs/moveworks-setup/lab-6a-data-syntax-language-dsl-a50190447f3d06ad) *(Optional)* | Data Syntax Language (DSL) | 15 min | — | | [Lab #6b](/ai-assistant/getting-started/labs/moveworks-setup/lab-6b-moveworks-bender-6cf73d4fb7bfb091) *(Optional)* | Moveworks Bender | 15 min | — | | Lab #7 *(Optional)* | Handoff — Live Agent | 30 min | — | *** ## Agent Studio Quickstart Guides Once you've completed the Moveworks Setup labs, we recommend stepping through the Agent Studio Quickstart series. These guides introduce you to building agents — from simple task automation to ambient agents that trigger on external events. **Before starting:** The quickstarts use the [Purple API Tool](/agent-studio/quickstart-guide/purple-api-tool) as a mock API backend. Here's how to set it up: 1. Open the [Purple API Tool](/agent-studio/quickstart-guide/purple-api-tool) 2. Click **Create New Session ID** — this generates a unique ID and automatically seeds the **Feature Requests** tab with sample data 3. Copy the Session ID and keep it somewhere handy (Notes doc or spreadsheet) — you'll paste it into cURL commands throughout the quickstarts The tool has three tabs you'll encounter 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 1–4 require only Agent Studio and the Purple API Tool** — no external systems needed. Quickstarts 5–7 introduce external dependencies (webhook-capable systems, an LLM service, or an external data source) and are best attempted when those systems are available. | **Quickstart** | **Topic** | **External Systems Required** | | ------------------------------------------------------------------------------------------------ | ----------------------------------------------------------- | ------------------------------------------------ | | [Purple API Tool](/agent-studio/quickstart-guide/purple-api-tool) | Pre-requisite: mock API backend used across all quickstarts | None | | [Quickstart #1](/agent-studio/quickstart-guide/quickstart-build-your-first-plugin) | Build Your First Plugin | None | | [Quickstart #2](/agent-studio/quickstart-guide/quickstart-2-slots-resolvers-copy) | Slots & Resolvers | None | | [Quickstart #3](/agent-studio/quickstart-guide/quickstart-build-a-plugin-that-follows-a-process) | Build a Plugin That Follows a Process | None | | [Quickstart #4](/agent-studio/quickstart-guide/quickstart-4-structured-data-analysis-sda) | Structured Data Analysis | None | | [Quickstart #5](/agent-studio/quickstart-guide/webhook-triggers-quickstart-guide) | Webhook Trigger Ambient Agent | External system that can send HTTP webhooks | | [Quickstart #6](/agent-studio/quickstart-guide/quickstart-6-expense-approval-ambient-agent) | Expense Approval Ambient Agent | Expense system (webhook source + PATCH target) | | [Quickstart #7](/agent-studio/quickstart-guide/quickstart-7-scheduled-trigger-ambient-agent) | Scheduled Trigger Ambient Agent | LLM service, user directory, notification system |