What's new at Moxo: December 2025

Where human judgment meets AI execution

Most operational bottlenecks don’t come from decisions themselves. They come from everything that surrounds those decisions.

Teams spend time answering the same questions repeatedly. Submissions arrive incomplete. Information needs to be organized before anyone can review it. Steps have to be prepared so a process can even move forward. This is the invisible work that slows operations down — and it’s where inconsistency creeps in.

Moxo 10 brings AI to this layer of work. Not to replace people, and not to automate decisions, but to take on the repetitive execution that surrounds every process. With this release, AI Agents handle the answering, reviewing, and preparing that stall progress, while people stay accountable for judgment, oversight, and outcomes.

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AI agents embedded in business processes

Every complex process contains two types of work. There are the judgment calls only humans can make, and there is the operational execution required to move those decisions forward. Most automation focuses on the latter in isolation. Moxo 10 is designed to connect the two.

AI Agents in Moxo operate inside live business processes, with full awareness of context, rules, and participants. They don’t run ahead of people or act independently. They prepare, validate, and guide work so that when humans step in, they’re making decisions with everything they need already in place.

This is not generic AI layered on top of operations. It’s intelligence embedded directly into how work moves across people, teams, and external stakeholders.

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The Chat Assistant

Clarity at the moment it’s needed. The AI Chat Agent provides real-time guidance within an active process. When a client, partner, or internal user needs clarification — about a requirement, a document, or what happens next — they don’t need to pause progress or wait for support. The agent responds immediately, grounded in approved documents, policies, and process rules.

Because the agent understands context, its answers stay tied to the specific process and step at hand. Responses follow organizational guardrails for tone and scope, and when a question requires judgment or interpretation, the agent escalates to a human. The result is fewer interruptions, faster completion, and a more responsive experience for everyone involved.

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The Review Agent

Consistency without slowdowns. The AI Review Agent removes friction from one of the most failure-prone moments in any process: review. As soon as materials are submitted, the agent evaluates them against the criteria defined for that step.

Instead of letting errors surface later, the agent flags issues immediately, asks for corrections, and prevents incomplete or incorrect submissions from blocking progress. When inputs meet expectations, the process moves forward automatically. When exceptions arise, the agent escalates to a human reviewer.

This creates consistent quality control across every submission without forcing teams to manually inspect everything that comes through.

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The Prepare Agent

Execution before people step in. The AI Prepare Agent handles the setup work that typically delays execution. Before a step reaches a person, the agent organizes inputs, extracts key information, and prepares the action so it’s ready to complete.

People no longer receive vague or half-formed tasks. They receive work that is structured, contextualized, and aligned with how the process is meant to run. This is especially powerful in processes like onboarding, intake, and multi-party approvals, where preparation work is repetitive but essential.

By handling this work automatically, the agent ensures processes move faster while remaining consistent and auditable.

Note: Moxo AI Agents are offered as a premium add-on. Reach out to your Moxo team for details on pricing and enablement.

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Parallel and sequential review paths for file requests

File requests now support both parallel and sequential review paths. This allows teams to design review stages that match the needs of each process, rather than forcing every review to follow the same pattern. Multiple reviewers can evaluate submissions at the same time when speed matters, or reviews can move step by step when tighter control is required. By supporting both models, Moxo 10 makes it easier to balance turnaround time and governance without adding manual coordination.

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New admin reporting for process activity

Moxo 10 introduces a new Admin Usage Report that provides visibility into how processes are being used over time. Teams can analyze workspace creation trends across any date range to understand adoption, monitor volume, and evaluate how templates are performing. This gives operations leaders clearer insight into where processes are scaling, where engagement is slowing, and how capacity planning should evolve.

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Autosave for eSign tasks

E-sign actions now auto-save progress, allowing users to complete longer signing tasks over multiple sessions. Saved entries remain private to the individual until the action is finished, increasing completion rates and reducing the risk of lost work.

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Template-level chat settings

Flow templates now include the ability to disable chat entirely. When chat is turned off, the experience shifts to a structured activity view that keeps participants focused on required actions rather than open conversation. This is especially useful for processes that require strict communication governance, reduced noise, or clearer auditability. Teams can now decide when conversation supports the process — and when it doesn’t.

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Self-service flow initiation

Client-initiated processes are now standard in the Flow package. This allows clients to start approved processes directly from their portal, such as submitting requests or providing information, without manual setup from internal teams. Organizations retain full control over which templates are available, while reducing delays caused by email handoffs and manual coordination at the start of a process.

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Unified notification and reminder controls

Moxo 10 introduces a unified notification system that centralizes reminder behavior across processes. Workspace-level reminder settings have been removed to ensure consistent behavior, while administrators maintain control over action and workspace reminders. Users can still personalize how they receive notifications from their profile, while critical alerts such as assignments, invitations, and due dates remain permanently enabled. Updated SMS settings improve clarity and delivery for users who rely on email-based access.

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Built for faster, more reliable process execution

Together, these enhancements complement the AI Agents introduced in Moxo 10 by removing friction across the lifecycle of a process. Preparation, review, communication, and follow-through are more predictable, easier to govern, and less manual. The result is faster execution without sacrificing oversight — and a foundation designed to scale complex processes with confidence.