> For clean Markdown of any page, append .md to the page URL.
> For a complete documentation index, see https://docs.moveworks.com/api-reference/agentic-automation/initiative-designer/llms.txt.
> For AI client integration (Claude Code, Cursor, etc.), connect to the MCP server at https://docs.moveworks.com/_mcp/server.

# Initiative Designer

Initiative Designer is an experience within the AI Agent Marketplace that lets you discover, customize, and visualize AI-powered business processes — and get your team aligned on the strategy before building. It presents visual representations of end-to-end business workflows that show how multiple plugins work together to automate a business process.

## What is an Initiative?

An **initiative** is a visual, end-to-end representation of a business workflow — such as expense management or talent acquisition — that maps personas, tasks, and plugins across each step of the process.

## Core Capabilities

There are a few ways to work with initiatives:

* **[Discover & Personalize existing initiatives](/api-reference/agentic-automation/initiative-designer/discovering-and-personalizing-pre-built-initiatives)** — Browse pre-built initiatives by system or domain. See the process flow, personas, and plugins at each step. Customize with natural language.
* **[Build a new initiative from scratch](/api-reference/agentic-automation/initiative-designer/building-a-new-initiative-from-scratch)** — No relevant template? Describe the process and generate a fully populated initiative on the fly.
* **[Explore hypothetical plugins](/api-reference/agentic-automation/initiative-designer/working-with-hypothetical-plugins)** — See AI-suggested plugins that don't exist yet. Prototype in Mock Agents, build in ToolSmith, save as custom plugins.
* **[Save and share](/api-reference/agentic-automation/initiative-designer/discovering-and-personalizing-pre-built-initiatives#saving-and-sharing)** — Save initiatives to your workspace and share with stakeholders or dev teams.

## Where Initiative Designer Fits

Initiative Designer is for discovering and scoping business process transformation — not for building individual plugins from scratch. If you need to build a specific plugin, use [ToolSmith](/tool-studio/toolsmith/overview) in Tool Studio, or [Mock Agents](https://marketplace.moveworks.com/purple-chat).

Initiative Designer is upstream of those tools. It helps you figure out *what* to build and *why*, then hands off to ToolSmith and Mock Agents for the *how*.

## Docs

- [Discovering and Personalizing Pre-Built Initiatives](https://docs.moveworks.com/api-reference/agentic-automation/initiative-designer/discovering-and-personalizing-pre-built-initiatives.md): Browse, customize, and share pre-built business process initiatives.
- [Building a New Initiative from Scratch](https://docs.moveworks.com/api-reference/agentic-automation/initiative-designer/building-a-new-initiative-from-scratch.md): Create a custom initiative by describing your business process in plain language.
- [Working with Hypothetical Plugins](https://docs.moveworks.com/api-reference/agentic-automation/initiative-designer/working-with-hypothetical-plugins.md): Prototype, customize, and build AI-suggested plugins that don't exist yet.