Description of services

Version 2026.10 | Effective October 15, 2026

This Description of Services describes, at a functional level, the Moxo cloud service (the "Service") made available to customers under an Order Form and the Moxo Terms of Service or a master subscription agreement between Moxo and the customer (the "Agreement"). It is incorporated into the Agreement by reference.

The features available to a customer depend on the plan, edition, and add-ons identified in the applicable Order Form. Usage limits and entitlements are set out in the Order Form. If this document conflicts with the Agreement or an Order Form, the Agreement or Order Form controls.

Moxo also publishes product documentation describing how to configure and use the Service (the "Documentation"). The Documentation is provided for reference and may be updated from time to time.

Capitalized terms not defined here have the meanings given in the Agreement.
Organization:A customer's tenant within the Service. Customer Data is logically separated by Organization.

Authorized User:An individual the customer permits to access the Service to design, run, or administer processes.

Participant:Any person, internal or external to the customer, who is invited to complete a task within a process, including the customer's clients, vendors, and partners.

Process:A structured, repeatable sequence of tasks, decisions, and automated actions configured in the Service. A configured design is a Template; each running instance is a Flow.

AI Features:Functionality of the Service that uses machine learning or generative AI models, including AI agents.

Third-Party Services:Applications, platforms, or services not provided by Moxo that a customer connects to or uses with the Service.

Customer Data:Data, content, and files submitted to or generated within the Service by or on behalf of a customer and its Participants.

The Service is an AI-native business process orchestration platform. It enables organizations to design, run, and manage business processes that combine people, AI agents, and connected systems, within the organization and with external parties. The Service consists of the following components.
Process design:Tools to create, configure, version, and publish Templates, including an AI-assisted builder that generates process designs from natural-language descriptions or documents, a visual editor, form building, and a template library.
Customer responsibilities: Reviewing and approving process designs before use, including any AI-generated design.

Process execution:Running Flows from Templates, including assigning tasks to people and agents, conditional logic, parallel and nested processes, due dates, reminders, and escalation.
Customer responsibilities: Configuring roles, assignments, and timelines appropriate to its business.

AI Features:AI agents and AI-powered actions that can prepare, recommend, review, or perform designated tasks within a process, and in-product assistants that help users build and operate processes. See Section 4.
Customer responsibilities: Determining which tasks use AI Features and reviewing AI output as described in Section 4.

Participant experience:Branded, white-labeled interfaces through which Participants complete tasks, communicate with the customer's team, and track progress, accessible through secure links or portal sign-in on desktop and mobile web browsers.
Customer responsibilities: Inviting Participants and managing who receives access.

Notifications:Delivery of task assignments, reminders, and status updates through email, SMS, in-app notifications, and supported collaboration tools, with configurable branding and preferences.
Customer responsibilities: Maintaining accurate contact information and any required consents for messaging Participants.

Integrations and developer access:Connections to Third-Party Services as process triggers and actions, an application programming interface, webhooks, and support for AI tool protocols, where enabled.
Customer responsibilities: Supplying credentials or licenses required by Third-Party Services and securing API keys and tokens.

Administration, reporting, and audit:User and permission management, authentication settings, branding and domain configuration, process performance reporting and analytics, an audit log of significant activity, and export of process records.
Customer responsibilities: Assigning permissions appropriately and reviewing activity relevant to its compliance obligations.

The Service can connect to Third-Party Services. Moxo does not provide, control, or warrant Third-Party Services, and their use is governed by the customer's agreements with their providers. The availability of a particular integration depends on the provider's continued support for it, and Moxo may modify or discontinue integrations where a provider changes or withdraws its interface. The current list of available integrations is published in the Documentation.

Moxo maintains administrative, technical, and physical safeguards designed to protect the security, confidentiality, and integrity of Customer Data. These include logical separation of Organizations, role-based access controls, encryption of Customer Data in transit and at rest, support for single sign-on and multi-factor authentication, malware scanning of uploaded files, and audit logging.

The Service is hosted by third-party cloud infrastructure providers listed on Moxo's subprocessor list. Moxo undergoes an annual SOC 2 Type II audit, and a copy of the current report is available to customers under confidentiality obligations. Moxo's processing of personal data is governed by its Data Processing Addendum, and specific security measures are described in that addendum.

The customer may configure data retention and deletion settings within the Service and may export its Customer Data. The customer must not submit protected health information to the Service unless the parties have executed a business associate agreement.

Unless expressly included in an Order Form, the Service does not include:
(a) Professional services.Implementation, process consulting, custom configuration, forward-deployed engineering, and training, which are provided under a separate statement of work.

(b) Preview features.Features identified as beta, preview, early access, or similar, which are provided as is and may be changed or withdrawn at any time.

(c) Third-Party Services.Any product or service provided by a party other than Moxo, including its fees and licenses.

(d) Customer content.The design, legality, and accuracy of the customer's processes, forms, documents, and communications.

Support and any service level commitments are provided as described in Moxo's support policy and, where purchased, the service level agreement referenced in the Order Form.

Moxo continuously develops the Service and may add, modify, or remove features from time to time. Moxo will not materially reduce the overall functionality of the Service subscribed to by the customer during the customer's then-current subscription term. Moxo may update this document to reflect changes to the Service; the current version is published at https://www.moxo.com/legal/description-of-services.