What's new in Moxo: February 2025

Introducing Laguna 9.10, Moxo’s latest release, packed with updates to boost workflow efficiency, communication clarity, and user control. From the New Message Indicator ensuring real-time responsiveness to the Weekend “Out of Office” Setting for improved scheduling, these updates refine Moxo’s platform for seamless collaboration and automation. Enhanced DDR File Support, the ability to Decline Approval Actions, and improved Incoming Webhooks further optimize process management, while UI enhancements like Group By Relocation and Collapsible Timelines boost usability.

Watch the video overview or delve into the detailed breakdown of the latest enhancements below.

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New Message Indicator

Never miss a message while working in a busy workspace. Previously, if a user is inside a workspace, they wouldn’t receive notifications for new messages coming into that workspace, making it easier to miss activity taking place. Now, when a new message arrives while scrolling or typing, a New Message Indicator appears at the bottom of the chat, ensuring users stay updated without manually checking for missed messages.

Key benefits

• Ensures real-time visibility of new messages without disruption.
• Streamlines communication within client workspaces.
• Reduces the risk of overlooking critical updates.

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Enhanced DDR File Support

Managing document-driven workflows is now even more efficient with expanded Dynamic Data Reference (DDR) File Support. Files uploaded or attached in one action can now be referenced in subsequent actions, ensuring seamless automation in approval workflows, compliance processes, and document reviews. Additionally, when generating documents from form submissions, these files can now be automatically attached to later approval steps for review.

Using the autofill option, you can easily reference files from previous actions, whether they’re form responses in a PDF or CSV format or any uploaded attachments.

Key enhancements

• DocuSign Integration: Signed contracts can now be referenced and retrieved within workflows.
• Universal File Support: All files from flow actions can be accessed via DDR.
• Future Expansion: Shadow Flows will soon support DDR file referencing from the main flow.

Key benefits

• Improved workflow efficiency: Eliminates manual file uploads in subsequent steps, reducing redundancy and saving time.
• Enhanced document accessibility: Users can easily reference and retrieve files from previous actions without searching multiple records.
• Streamlined compliance and auditing: Ensures proper file tracking and maintains a clear audit trail.

Use Case: In a document approval workflow, files uploaded in an initial File Request step can be automatically attached in a later Approval action without manual uploads.

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Weekend “Out of Office” Setting

Users can now automate their Out of Office status for weekends, ensuring clear communication with clients while maintaining professional boundaries. This feature follows the device timezone, automatically adjusting based on the user’s location.

How it works

• Enable “Every Weekend” in Out of Office Settings.
• The status activates Friday midnight to Sunday midnight (device timezone-based).
• Clients are automatically notified of user unavailability.

Key benefits

• Reduces manual work by automating status updates.
• Helps manage client expectations outside business hours.
• Ensures seamless client communication during weekends.

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Decline Option for Approval Actions

Approval Actions now support a Decline option, preventing process bottlenecks and allowing greater flexibility. If an assignee declines an approval, it returns to the Flow Owner (in a flow workspace) or the Approval Action Creator (in a group workspace), who can either edit and resubmit or mark the action as completed. This structured feedback loop ensures that approvals can go through multiple revision cycles before being finalized.

How it works

• The Decline option can be enabled in Additional Options when setting up an approval.
• If declined, the action returns to the Flow Owner or Action Creator.
• The owner can either edit and resubmit or mark the action as completed.

Key benefits

• Prevents workflows from stalling due to unresolvable approvals.
• Provides process flexibility for declined approvals.
• Allows flow owners to make necessary adjustments before reprocessing.

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“Group By” Option Relocation

The “Group By” function is now positioned next to the Workspaces title in the dropdown menu for better accessibility. The Group By dropdown now includes options for Owners, Clients, Client Groups, Flow Templates, Status, and No Grouping.

The Status grouping introduces four workspace categories:

• Overdue (Future Update) – Identifies workspaces with overdue actions.
• In-Progress – Tracks ongoing workspaces.
• Completed – Organizes finished workspaces.
• Others – Groups non-flow workspaces.

Additionally, the No Grouping option will soon be renamed to All Workspaces for better clarity. This setting will auto-save, ensuring that preferences persist across sessions and devices.

Key enhancements

• Improved workspace organization for better visibility.
• Auto-save settings for seamless continuity.
• Consistent functionality across web and mobile versions.

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Collapse/Expand Timeline Title Bar

A new sidebar for workspace timelines allows users to collapse or expand the panel, improving usability for those on smaller screens.

Key benefits

• Maximizes workspace view by reducing screen clutter.
• Hover-to-expand functionality for quick access.
• Improved navigation in workspaces with service requests.

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Incoming Webhook - Phase 2

Moxo’s Incoming Webhook feature has been significantly enhanced to simplify integrations with third-party apps like HubSpot and Salesforce. Previously, external systems had to send data in a specific format, making configuration complex. Now, Moxo supports mapping payloads from any external system, allowing seamless integration with platforms like JotForm that send data in their native format. Additionally, basic authentication is now supported for secure connections.

Key enhancements:

• Easier setup – Step-by-step UI simplifies webhook configuration.
• Payload mapping – Select, rename, and map third-party data before importing.
• Preview feature – Test webhook configurations before activating workflows.
• Optimized integrations – Automatically map third-party attributes to Moxo workspace fields.

Enhanced user experience

Previously, setting up an Incoming Webhook involved manually providing a Webhook URL, selecting an authentication type, and configuring a pre-defined payload format.

With Phase 2, the process is now more intuitive and flexible:

• Users no longer need to worry about external payload formatting.
• Moxo automatically recognizes incoming data structures and allows users to map fields to their corresponding workspace attributes.
• A real-time preview enables users to test the webhook before finalizing configurations.

Setup process

1. Select Variables – Choose relevant data fields from the third-party application (e.g., HubSpot, Salesforce).
2. Rename (Optional) – Adjust variable names for clarity (ex. dealId → Deal ID).
3. Map to Moxo Fields – Assign third-party data to corresponding Moxo workspace fields (ex. dealAmount → Workspace Budget).
4. Save & Automate – Finalize the mapping, generate the Webhook URL, and apply authentication settings.

Use case

A HubSpot deal record containing hundreds of variables can now be filtered to import only essential data, such as Deal Name, Amount, and Owner, directly into a Moxo workspace.

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Client Resources: A Centralized Repository for Clients

Moxo introduces Client Resources, an optional module within the Client Portal that enables businesses to store, manage, and share standard documents with clients. This feature provides a structured repository where commonly used resources—such as policy documents, training materials, and brand assets—can be easily accessed. Unlike client-specific files, these documents are centrally managed by an admin, ensuring standardized access across all clients.

With flexible permissions and a user-friendly interface, clients can browse, search, and download files, or even copy documents directly into their workspaces using the “Use” button, facilitating seamless collaboration.

Key features and benefits

• Centralized document management – Businesses can organize and share frequently requested documents, ensuring easy access to standardized content.
• Admin-controlled access – Files are uploaded and managed via the Admin Portal, with permissions that allow sharing with all clients or specific distribution lists.
• Seamlessresource access – Clients can search, download, or copy files into their workspace for discussion without needing to request individual document access.
• Flexible content organization – Admins can create folders and categories to structure documents effectively.
• Consistent branding and compliance – Ensures that all clients and partners have access to the most up-to-date materials without needing to send files individually.

Use cases

• Franchise operations – Distribute operational manuals, compliance guidelines, and policy documents across franchise locations.
• Coaching and training firms – Share training modules, course materials, and educational content with all clients in one place.
• Partnership and affiliate programs – Provide marketing assets, brand guidelines, and promotional materials to partners while maintaining version control.
• Legal and financial services – Store frequently used contract templates, compliance policies, and financial guidelines for easy access by clients.

Client Resources setup in Admin Portal

Admins can configure Client Resources from the Admin Portal by following these steps:

1. Navigate to the Admin Portal → Modules → Client Resources.
2. Create a folder or upload files – Organize content into folders or upload individual documents for structured management.
3. Set permissions – Choose between:
   • All Clients – Make the resource visible to all users on the Client Portal.
   • Specific Distribution Lists – Restrict access to selected client groups for more controlled sharing.‍
4. Save and publish – Once configured, files will appear in the Client Resources section of the Client Portal.

The Client Resources module eliminates redundant requests for common documents, improving operational efficiency.

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Additional Eenhancements and fixes

• Email Notification Suppression: Reduce email clutter by disabling unnecessary alerts.
• Time Booking DDR Support: Titles for booked time slots now support Dynamic Data Reference.
• Broadcast Notification Refinement: Internal users in 1:1 workspaces will no longer receive duplicate push notifications and unread feed messages for broadcasts intended for clients, reducing notification overload.

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Laguna 9.10: Smarter workflows, better collaboration

Moxo’s Laguna 9.10 release delivers meaningful enhancements to workflow automation, communication, document management, and integrations. From streamlining approvals to simplifying webhook setup and improving client resource accessibility, these updates provide businesses with greater efficiency and flexibility.

By refining UI navigation, expanding document handling capabilities, and automating key processes, this release ensures a more seamless user experience. Whether improving real-time collaboration or enhancing operational control, Laguna 9.10 helps teams work smarter and more effectively.