Moxo
Moxo is an AI workflow platform for client-facing operations. Teams coordinate people, agents, and systems in one governed flow.
About Moxo
Moxo is an AI workflow orchestration platform for operations teams that need to coordinate clients, employees, AI agents, and business systems across repeatable processes. Its Flow Workspaces bring tasks, approvals, forms, file requests, eSignatures, messages, and decisions into one process instead of splitting work across email threads and disconnected tools.
Teams can describe a process in plain language and turn it into a running flow, then assign each step to a human, AI agent, or system. Moxo's AI layer includes Chat Assistant, Review Agent, Prepare Agent, Advise Agent, Agent Foundry, and AI utilities such as extraction, writing, transcription, summarization, translation, and custom prompts. Agents can work from organisational knowledge and configured instructions; review workflows can approve, reopen, or escalate file submissions to humans based on confidence thresholds.
Moxo supports human-in-the-loop coordination through approvals, branching, loops, triggers, milestones, questionnaires, payments, checklists, and scheduled flows. It provides branded portals and Magic Links for clients or other external stakeholders, while integrations connect workflow events and data to CRMs, case-management systems, file repositories, spreadsheets, payment and KYC tools, and other applications through third-party actions, Zapier, webhooks, REST APIs, MCP, and mobile and web SDKs.
The platform is positioned for client onboarding, professional services, financial services, healthcare, real estate, insurance, and other operations where traceability and external participation matter. Moxo lists SOC 2 Type II, GDPR, SAML SSO, audit trails, encryption, and role-based access among its controls. Pricing has a free tier, Business at $99/month, Pro at $499/month with annual commitment, and Enterprise by custom quote.
Discover Moxo on Beyond the AI to compare its workflow orchestration capabilities with other AI tools.
Who is using Moxo?
Key Features
- Describe business processes in plain language and turn them into running flows with a visual no-code builder.
- Coordinate branching, loops, triggers, milestones, subflows, business rules, scheduled flows, and flow templates.
- Assign workflow steps to humans, AI agents, or connected systems with approvals, forms, decisions, questionnaires, to-dos, eSignatures, file requests, payments, and checklists.
- Use AI Chat Assistant, Review Agent, Prepare Agent, Advise Agent, Agent Foundry, extraction, writing, transcription, summarization, translation, and custom prompts.
- Apply connected knowledge, instructions, skills, prompts, confidence thresholds, and escalation rules to agent behaviour.
- Give clients, vendors, and other stakeholders branded portals, Flow Workspaces, and Magic Links for external participation.
- Sync data and trigger actions across CRMs, case-management tools, repositories, spreadsheets, payment and KYC tools, Zapier, webhooks, REST APIs, MCP, and SDKs.
- Use reporting, AI Reporting Agent, live-data questions, audit trails, SAML SSO, encryption, and role-based access to manage governed processes.
Use Cases
- Automate client onboarding and document collection from intake through approval.
- Run professional-services delivery with questionnaires, approvals, files, messages, and eSignatures in one client journey.
- Coordinate financial-services, insurance, healthcare, or real-estate processes that require evidence, review, and audit trails.
- Deploy AI agents to prepare work, validate submissions, answer contextual questions, and escalate uncertain cases to humans.
- Connect workflow events to CRM, payment, KYC, storage, spreadsheet, and case-management systems.
- Create branded external portals and passwordless Magic Link experiences for clients, vendors, and other stakeholders.
Other Features
- API access through REST APIs
- webhooks
- MCP
- and SDKs.
