Set up Moveworks for Employee Slate by connecting the Moveworks AI Assistant and configuring the portal in the Product Configuration console.
Before you begin
- The Employee Slate for Moveworks foundational plugin is installed from the Product Hub page.
- The Employee Slate Advanced plugin is installed if the deployment requires the advanced experience.
- You have the Moveworks entitlement for the organization.
Role required: System administrator.
About this task
Setup combines two streams of work. The first stream configures the Moveworks chatbot through Moveworks Setup. The second stream configures the Employee Slate experience in the Product Configuration console. Complete the streams in order so that identity, connectors, and branding apply before employees use the
portal.
Procedure
-
Configure the Moveworks chatbot for Employee Slate.
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Configure Employee Slate for Moveworks in the Product Configuration console.
Result
Employee Slate for Moveworks is set up. Employees sign in, interact with the Moveworks AI Assistant, and receive notifications in the inbox tray.