Workflow Builder

The business orchestration platform for ops teams

Moxo connects people, systems, and AI agents to drive the right action, from the right user, at the right time.

For ops teams coordinating processes across organizations and departments

Break free from endless emails and manual work. Moxo’s AI-powered business orchestration platform streamlines your workflows, automates routine tasks, and keeps every process moving forward.

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The platform for human-driven processes

Customer workflows
Manage the entire client journey, from onboarding to ongoing support, with seamless, high-trust interactions.
Business operations workflows
Automate routine processes, streamline cross-department coordination, and keep your operations running smoothly.
Embedded workflows
Integrate Moxo into your existing apps to create seamless, branded experiences for clients, partners, and teams.

Easily build templates, train AI agents, and launch workflows

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Secure messaging

Visual workflow builder with business actions

Build your workflow using a drag-and-drop interface. Use business actions such as forms, file requests, approvals, tasks, eSignatures, and more to drive your process.

Let AI handle your
repetitive work

Leverage AI agents to automatically review forms, files, and provide support throughout your workflows.

Secure messaging

Connect the systems you already use

Include actions from popular third party tools such as DocuSign, Formstack, and Jumio as part of your workflow. Trigger workflows and actions based on events in other systems & seamlessly push data to your existing tools.

Track and improve process efficiency

Track the performance of your workflows over time. Identify bottlenecks and optimize performance.

See how leading streamline their most complex processes with Moxo

Savills uses Moxo to streamline commercial property deals
Palmetto simplifies solar customer onboarding with Moxo, from inquiry to installation
Emirates Bank streamlines wealth customer engagement, delivering personalized service
Webware integrated Moxo to amplify digital marketing success
ChenMed enhanced patient engagement for senior care with Moxo
Hawaii-based Kobayashi Group uses Moxo to supercharge their real estate sales
Scotiabank delivers personalized service throughout the wealth customer journey with Moxo
Zeta Global leverages Moxo to streamline onboarding and implementation
CD Baby uses Moxo to streamline music distribution for independent artists
Parents as Teachers simplifies content delivery for affiliates and parent educators
Procore streamlines customer onboarding workflows with Moxo
FIS integrated Moxo to redefine the digital banking experience
Why choose Moxo?
The Moxo G2 leader badge for Fall 2023 highlights Moxo's expertise in client portal, client onboarding, and customer communications for the Mid-Market.
1 hr
AI agents save over an hour a day for coordinators
2x
increase in coordinator capacity
54%
reduction in cycle times
98%
reduction in error rate
Make your ops flow
with Moxo
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