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Moxo

4.3
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Moxo helps teams run complex business processes in one place. AI agents handle routine steps, while people stay in control of important decisions, exceptions, and approvals.

FeaturedFree Option

About Moxo

Who It's For

Moxo is for operations teams that manage detailed processes involving employees, clients, vendors, or other outside participants. It can support work where tasks branch, issues need escalation, or people must review key decisions.

What You Get

You get workflow tools, supervised AI agents, and separate portals for clients, vendors, and teams. Participants can take action without creating accounts or managing email chains. Plain-language insights show what is on time, what is at risk, and how decisions were made.

How It Works

You set the process rules and permissions. AI agents complete assigned work, while people approve or handle important choices. Moxo records actions, manages exceptions, and helps teams improve processes over time. It also includes security features such as audit trails, encryption, role-based access, SOC 2 Type II, GDPR, and SAML SSO.

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Features & Capabilities

โš™๏ธ Agentic Workflow Automation

Complex Workflow Orchestration

Runs business processes involving branching logic, exceptions, and escalations.

Human-in-the-Loop Control

Keeps people accountable for critical decisions while AI agents execute routine work.

Process Learning

Uses completed workflows to identify bottlenecks and improve future operations.

๐Ÿค– AI Workforce

Agent Foundry

Enables teams to design custom AI agents for specific operational processes.

Bring Your Own Agents

Supports integrating existing AI agents into workflows.

Supervised Agent Execution

Allows AI agents to work alongside employees within defined permissions and oversight.

๐Ÿšช Participant Portals

Dedicated Front Doors

Provides tailored portals for clients, vendors, and internal teams.

No-Login Participation

Lets workflow participants take action without creating accounts or configuring software.

Centralized Collaboration

Replaces fragmented email threads with structured workflow interactions.

๐Ÿ“Š Operations Insights

Natural-Language Operations Queries

Answers questions about operational activity using plain language.

Risk and Timeliness Tracking

Shows which workflows are on schedule and which are at risk.

Live Flow Management

Allows teams to adjust workflows while they are running.

End-to-End Decision Tracing

Provides a complete record of actions and decisions across each process.

๐Ÿ”’ Enterprise Security and Governance

Permission-Based Controls

Restricts agent actions and operational access according to configured permissions.

Comprehensive Audit Trails

Records workflow actions and decisions for accountability and review.

Enterprise Identity and Compliance

Supports SOC 2 Type II, GDPR, SAML SSO, role-based access, and data encryption.

Screenshots

See Moxo in action

Use Cases

Automating Complex Operational Workflows

Operations teams often struggle to manage processes involving branching paths, exceptions, and escalations across people and systems. Moxo runs agentic workflows that handle routine execution while routing exceptions and critical decisions to the right human owners, keeping operations moving without constant manual follow-up.

Business OperationsFor: Operations Leaders

Building a Supervised AI Workforce

Organizations want to increase operational capacity without giving AI uncontrolled access to sensitive processes. Moxo enables teams to design or bring their own AI agents, define permissions and oversight, and let agents perform operational work alongside employees while humans remain accountable for key decisions.

Enterprise TechnologyFor: Operations and Automation Leaders

Streamlining Client and Vendor Collaboration

External participants can create delays when they must navigate portals, manage logins, or rely on fragmented email threads to complete tasks. Moxo provides dedicated portals for clients, vendors, and internal teams so each participant can take action easily within the relevant workflow, improving coordination and reducing administrative friction.

Professional ServicesFor: Client Operations Teams

Monitoring Operational Performance and Risk

Leaders need a clear view of which processes are on schedule, which are at risk, and why work is stalled. Moxo Insights lets users ask operational questions in plain language, adjust running workflows, and trace decisions end to end so they can intervene earlier and improve execution.

Business OperationsFor: Operations Managers

Scaling Regulated Service Delivery

Service businesses can struggle to expand their offerings while maintaining consistent processing and enterprise-grade controls. Moxo combines workflow automation with audit trails, role-based access, encryption, SSO, and compliance support, helping teams reduce processing time, scale services, and preserve accountability.

Regulated Professional ServicesFor: Service Operations Leaders

Specifications

Deployment
Browser
Cloud
Target Audience
Business
Enterprise
Complexity
Low-code

Pricing

Free

Per monthly

Free
  • 2 flows/mo
  • 500 AI credits/mo
  • Workflow builder
  • AI Copilot
  • Branching
  • Loops
  • Triggers
  • Milestones
  • Flow template gallery
  • Approvals
  • Forms
  • Acknowledgements
  • Decisions
  • Questionnaires
  • To-dos
  • eSignatures
  • File requests
  • Agent Foundry
  • Review Agent
  • Prepare Agent
  • Advise Agent
  • Agent capabilities (basic)
  • Instructions, knowledge, skills (basic)
  • Extract
  • Write
  • Custom prompt
  • Transcribe (basic)
  • Magic links
  • Email notifications
  • Third party integrations
  • In-app support

Business

Per monthly

$99
  • 10 flows/mo
  • 1000 AI credits/mo
  • Includes all features from the Free plan
  • Reporting dashboard
  • AI Reporting Agent

Pro

Per monthly

$499
  • 500 flows/yr
  • 50,000 AI credits/yr
  • Includes all features from the Business plan
  • Subflows
  • Business rules
  • Scheduled flows
  • Payments
  • Checklists
  • Supervisor Agents
  • Agent capabilities (advanced)
  • Instructions, knowledge, skills (advanced)
  • Summarize
  • Translate
  • Transcribe (advanced)
  • Portals
  • SMS notifications
  • Custom domain
  • Flow catalog
  • Resources
  • Messages
  • Quick links
  • Announcements
  • Webhooks
  • REST APIs
  • Connect via MCP
  • SAML SSO
  • Audit log
  • Customer success manager

Enterprise

Per monthly

Free
  • Custom flows ยท Custom AI credits
  • Includes all features from the Pro plan
  • Data tables
  • Custom actions
  • Bring your own model / agent
  • Agent self-improvement
  • Custom pages
  • Data cards
  • Embedded apps
  • Custom code
  • Forward deployed engineer

โœ“ Free trial โ€ข โœ“ Free plan โ€ข โœ“ Plans from $99 / monthly โ€ข โœ“ Enterprise options

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