- Enterprises & Large Organizations: Simplify and scale operational workflows across multiple departments.
- Financial Services & Banks: Streamline onboarding, account management, and customer engagement.
- Healthcare Providers: Improve patient workflows and engagement in senior care or clinical settings.
- Legal & Consulting Firms: Manage document collection, approvals, and client interactions seamlessly.
- Marketing & Technology Teams: Orchestrate campaigns, implementations, and cross-team processes.
- SMBs & Entrepreneurs: Automate operational tasks without losing human oversight.
How to Use Moxo?
- Sign Up & Access the Platform: Start using Moxo via web app or embed it into your existing apps.
- Design Your Workflows: Use Moxo’s process designer to create templates for repeatable business operations.
- Activate AI Assistance: AI agents prepare, route, validate, and nudge tasks to keep workflows moving.
- Human Decision-Making: Step in only for critical decisions where judgment is required.
- Track & Optimize: Monitor progress, gain visibility, and ensure accountability across workflows.
- AI-Driven Orchestration: Automates repetitive tasks while humans focus on critical decisions.
- Client & Operations Workflows: Manage end-to-end processes from onboarding to ongoing support.
- Embeddable Experience: Integrate Moxo into your apps for seamless branded interactions.
- Visibility & Accountability: Track every step of the process with real-time updates.
- Cross-Industry Applications: Supports financial, healthcare, legal, marketing, real estate, and more.
- Human + AI Collaboration: Balances automation with human judgment for reliable results.
- Highly Customizable Workflows: Build templates to standardize operations.
- AI Agents for Task Management: Automates work preparation, routing, and reminders.
- End-to-End Visibility: Clear insights into workflow progress and bottlenecks.
- Seamless Integration Options: Embeddable in apps for client and partner experiences.
- Advanced Features Require Paid Plans: Some capabilities are limited on free or trial plans.
- Learning Curve: Building complex workflows may require initial setup effort.
- May Not Replace All Human Roles: Human decisions are still required for critical steps.
Business
Custom
Includes:
Workflows
Moxo AI
Workflow builder + templates
Approvals
Acknowledgements
File requests
eSignatures
Forms
Tasks
Milestones
Meeting scheduler
Third party apps
Automations
User interfaces
Internal Portal
Magic Links
Logo + Branding
Management
Personal productivity dashboard
Admin Portal
Unlimited workspace history
Business Pro
Custom
Includes everything
in Business, plus:
Workflows
Conditional logic
Shadow flows
Decision branch
Wait step
Incoming + outgoing webhooks
CRM Connectors
Workspace tags
Workspace variables
Custom URL
SMTP configuration
Advanced third party apps
Advanced automations
Management + Advanced
Management reporting dashboard
Audit (7 years)
Support
Dedicated Customer Success Manager
Custom onboarding
Enterprise
Custom
Includes everything
in Business Pro, plus:
Workflows
Custom business actions
Management + Advanced
Enterprise REST API
Option for SDK add-on (iOS, Android, JavaScript, React Native, Cordova)
Option for private cloud add-on
Option for on premises add-on
Incoming and outgoing webhooks
SAML SSO
Support
Dedicated technical account manager
Enterprise account management team
Enterprise support
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Editorial Note
This page was researched and written by the ATB Editorial Team. Our team researches each AI tool by reviewing its official website, testing features, exploring real use cases, and considering user feedback. Every page is fact-checked and regularly updated to ensure the information stays accurate, neutral, and useful for our readers.
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