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Exploring Agentic AI with Moveworks: A New Frontier in Enterprise Automation

By Martyn Mason

On October 11th, 2024, a select group of Nymblings had the exciting opportunity to participate in an exclusive hackathon with Moveworks, a pioneer in Agentic AI solutions for enterprises. Our team members gained firsthand access to a limited preview of Moveworks' cutting-edge Agentic AI capabilities, including exciting features planned for the 2025 roadmap. This immersive experience allowed them to collaborate on shaping the future of AI-powered agents, exploring how these innovations can transform workflows and supercharge efficiency within organizations. It was a unique, hands-on opportunity to push the boundaries of AI and automation!

Here are some key insights and thoughts from the hackathon:

What is Agentic AI?

At its core, Agentic AI refers to AI Agents designed to interface with Large Language Models (LLMs) and trigger actions through APIs within an organization. Simply put, an AI Agent is the combination of:

1. An interface, typically a chatbot.

2. An LLM, which provides natural language understanding and generation.

3. API connections, enabling the agent to perform actions like create, read, update, or delete (CRUD) operations.

Example: A Conversational Bot in Action

Imagine a chatbot integrated into Slack or Microsoft Teams, capable of answering questions like:

What are our top 5 sales opportunities?

How many PTO days do I have left?

Can you reset my password to Office365?

Can you request budget approval for this PO?

Which office is free from 3:00 PM to 5:00 PM on Tuesday?

These examples showcase how human-triggered inputs initiate automated workflows. However, AI Agents can also act proactively, prompting human input when specific organizational events occur.

Event-Triggered Automation Examples

Here are a few examples of how event-based automation works:

A customer left a 1-star review on the website, and you’re the assigned account executive. Would you like to issue a refund, allow the customer to return the item, or take no action?

An invoice has been entered that exceeds the budget for this PO. You are the budget owner for this PO. Would you like to reject the invoice or request an increase in the PO amount?

You just completed a sales call with a prospect. Would you like to update the CRM with AI-generated meeting notes? If so, confirm the opportunity to log this under. Would you also like to schedule a follow up call with the prospect contact?

These examples illustrate how AI Agents enable frictionless automation within enterprises, enhancing workflows by eliminating manual interventions.

Advanced AI Capabilities Driving Agentic AI

AI Agents go beyond simple task automation. Leveraging advanced technologies such as:

• Advanced reasoning to interpret context and make decisions.

• Intelligent OCR (Optical Character Recognition) to extract insights from scanned documents.

• Retrieval-Augmented Generation (RAG) to provide accurate, contextual responses using internal data.

• Machine learning models to continuously improve outcomes based on feedback.

These capabilities make Agentic AI a next-generation solution for streamlining business processes and driving operational excellence.

Identifying Opportunities for AI Agents

How can an organization identify where AI Agents would be most useful? A great place to start is with your service desk system. Look at the top recurring tickets by topic—these are prime candidates for automation. By building AI Agents to handle such requests, you can significantly reduce ticket volumes and improve response times.

Why Moveworks is the Right Platform for Agentic AI

After engaging with Moveworks' Agentic AI at their hackathon, it became clear why this platform is a game-changer for enterprise environments. From the moment we started exploring its capabilities, we saw firsthand how Moveworks delivers a unique blend of seamless integration, natural language understanding, and proactive automation that sets it apart. The hands-on experience allowed us to witness the power of Moveworks' AI solutions, specifically tailored to meet the dynamic needs of large organizations. Here's a look at some of the key benefits that stood out to us:

1. Enterprise Integration – Works with platforms like ServiceNow, Jira, Slack, Salesforce, and Workday, automating end-to-end workflows without disruptions.

2. LLM-Powered Conversations – Offers intuitive chat interfaces that employees use naturally, enabling multi-turn conversations and actionable insights through tools like Microsoft Teams.

3. Proactive, Context-Aware Automation – Not just reactive; it engages based on triggers (e.g., budget alerts, customer reviews) to recommend actions with human-in-the-loop validation.

4. Enterprise-Grade Security – Ensures data protection with encrypted communication, RBAC, and compliance with GDPR and other regulations.

5. Continuous Learning – AI Agents improve through machine learning, adapting to evolving workflows and expanding automation use cases.

6. Rapid Deployment & Scalability – Pre-built templates and low-code tools deliver value quickly, with the flexibility to scale as the organization grows.

In addition to offering essential enterprise capabilities, Moveworks demonstrated a deep appreciation for the insights of technology professionals and developers, recognizing our role in driving the successful implementation of Agentic AI. They acknowledged us as a critical bridge between business needs and their advanced technology. Throughout the hackathon, we felt truly heard and understood, and we saw a roadmap that aligned seamlessly with both our objectives and those of our business counterparts.

Why Nymbl is Diving into Agentic AI

For Nymbl, Moveworks aligns perfectly with our focus on data integration and technology advisory. The platform allows us to leverage our expertise in enterprise app development and deliver practical AI-powered solutions that reduce manual effort, enhance efficiency, and unlock new value.

Agentic AI is a natural extension of our expertise in enterprise app development. At Nymbl, we are already proficient in deploying AI-powered solutions like:

• RAG (Retrieval-Augmented Generation) for accurate responses.

• Intelligent OCR to digitize and process unstructured data.

• Enhanced speech-to-text capabilities to streamline communication.

By partnering with Moveworks, we gained access to best-in-class AI technology, allowing us to focus on securely integrating enterprise data and identifying high-value use cases for our clients. Let’s explore how Agentic AI can transform your business. Contact us today to start the conversation.

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