Use the chat to get direct answers to policy and procedural questions, with citations and links to the source knowledge articles.
Before you begin
A conversational assistant — either Moveworks or Now Assist Chat — is configured on the instance.
The knowledge articles that cover the policy are published and visible to your user criteria.
Role required: Employee
About this task
The chat returns direct answers to policy and procedural questions and includes citations to the source knowledge articles. You ask follow-up questions about specific clauses without scanning the entire document.
Procedure
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In the chat, enter a policy or procedural question in plain language.
For example, enter What is the relocation policy to Texas?.
The chat returns a direct answer drawn from the relevant knowledge articles.
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Review the answer and citations in the chat response.
The response includes the full answer and links to the source articles. Select a citation to confirm that the source matches your need.
- Optional:
Select a knowledge article link to open the article alongside the chat.
The article opens in the content panel with full content, attachments, and inline feedback controls.
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Enter a follow-up question about the article content.
For example, enter Does the relocation policy cover attorney fees?.
The chat returns an answer drawn from the same article.
- Optional:
Ask additional follow-up questions about related provisions.
Follow-up answers stay grounded in the active article so that you review related provisions without re-reading the full document.
Result
The chat returns a direct answer, links to the source article, and answers to follow-up questions grounded in the article content.