Users will receive an email with a magic link when it is their turn to act.

Portal for External Users to access Moxo workspaces. Available on mobile & web.

Portal for Internal Users to access Moxo workspaces and manage their actions. Available on mobile & web.

Portal for Admin Users to create/edit users, manage permissions, set branding, and more.

Templatize your frequent processes and save them as repeatable templates.

Break up your process into milestones.

Gather multi-party approvals, as part of a workflow.

Register acknowledgements as part of a workflow.

Collect and organize files as part of a workflow.

Create tasks with assignees, due dates, and reminders.

View availability and schedule meetings more easily. Integrations with Outlook and Google available.

Create workflow branches based on user input in previous steps

Enable parallel supporting processes alongside your main workflow.

Dynamically pass data between workflow steps and third party systems.

Create workspaces for external projects.

Send messages to interact quickly, in-context.

Action card for eSignatures. Create templates for frequently used documents.

Launch real-time meetings with video, voice, and screensharing.

Shared repository of documents and templated actions.

Share files within workspaces easily.

Bring attention to sections within files.

Record your voice and video, along with annotations, on top of file.

Create forms to gather data with Moxo's form builder.

Ability to jointly collaborate on a webpage during a meeting. Commonly used for joint form filling.

Ability for external users to submit requests to your team. Requests can be categorized by type and get routed to a shared inbox.

Ability for your customers to get routed to your internal teams in real-time to have chat engagements.

Storage is shared across all users.

Search and filter across workspaces and within documents.

Automate actions in Moxo or other platforms based on actions within Moxo.

Include actions from third-parties in Moxo workflows, such as Docusign.

Sync workspace data to third-parties such as Salesforce or Hubspot.

Create your own custom business actions to include as part of Moxo workflows.

Configure your logo and branding.

Launch your own private labeled mobile app on iOS and Android. iOS apps are launched as unlisted business apps.

Configure a custom url for your Moxo instance.

Link to external webpages from Moxo.

Dashboard for users to track their workflow and tasks.

Dashboard for managers to track productivity across users and teams.

Ability for permissioned users to search past workspace history and export data for audit purposes.

Transfer actions to a new user if a previous user leaves.

Create mappings between account managers and external users that automatically create 1:1 workspaces.

Ability to group clients together as an account.

Enable 2FA for your users.

Integrate with existing identity providers.

Complete set of APIs to push/pull data and orchestrate actions.

Embed Moxo workspaces within existing web portals or apps. iOS, Android, Javascript, Cordova, and React Native.