Moxo

About Moxo

Moxo is an AI orchestration platform for operations teams that transforms complex, multi-party processes into guided workflows combining human actions and AI agents. Teams define a process once and then run it repeatedly through repeatable flows that integrate approvals, forms, eSignatures, and AI agents for preparation, validation, and routing. Portals and magic links provide clients, vendors, and internal teams with streamlined access without requiring logins, reducing long email threads and manual coordination. The platform emphasizes governance with plain-language insights, dashboards, audit logs, SAML SSO, and role-based access controls, making it suitable for regulated industries. Moxo’s Agent Foundry allows configuration of specialized agents—such as Review, Prepare, Advise, and Supervisor agents—that handle tasks like validation, routing, and reminders while keeping final decisions with people. The tool is designed for operations leaders, onboarding managers, financial services teams, and healthcare coordinators who need to standardize high-value workflows across distributed teams. It supports document-heavy processes and is particularly effective in security-conscious environments where compliance and audit trails are critical. Moxo’s combination of AI agents, human actions, and client portals on a single governed canvas helps teams improve operational efficiency without relying on multiple disjointed tools.

Key features

• ✓Visual Flow Builder with branching and templates
• ✓Approval steps, forms, and eSignatures
• ✓Agent Foundry with Review, Prepare, Advise, and Supervisor agents
• ✓Client, vendor, and internal portals via magic links or SMS
• ✓Plain-language insights, dashboards, and AI Reporting Agent
• ✓Audit logs, SAML SSO, and role-based access controls
• ✓SOC 2 Type II and GDPR compliance support
• ✓Webhooks, REST APIs, and MCP integration
• ✓Custom domain portals and embedded apps
• ✓AI Copilot for guided workflow creation

Use cases

• ✓Standardizing client onboarding and document collection
• ✓Orchestrating order fulfillment and exception handling
• ✓Running wealth onboarding and account servicing with audit trails

Frequently asked questions about Moxo