G2 Leader | 200+ reviews 4.5 stars

Run customer onboarding with humans and AI agents

Every new customer through the same reliable path. AI agents chase forms, verify data, and prep each kickoff. Your team steps in where judgment matters.

A customer onboarding flow in Moxo: AI agents chasing forms and verifying data, the team handling judgment, customers acting by magic link

Agentic onboarding, with human control

Design, run, measure, and improve in the same system

Start with plain language

Describe your onboarding path, or hand Moxo the runbook. The AI builder turns it into a working flow you refine in conversation.

The Moxo flow assistant turning an onboarding runbook into a workflow

Build your AI onboarding team

Agents collect setup details, verify data on arrival, configure accounts, and prep kickoff briefs, grounded in your playbook.

An agent card showing what the setup verification agent knows and the rules it enforces

Humans where judgment lives

Escalations, custom requests, and go-live calls route to named owners with context prepped. The rest runs on its own.

An onboarding flow handing off a go-live decision to a named owner

Customers act without logins

Customers submit details, upload files, and sign through secure magic links. No new accounts before they even start.

A branded page where a new customer completes onboarding steps

Run hundreds in parallel

Every cohort runs the same flow with full visibility: who is stuck, who is waiting, and what needs a human today.

A decision trace showing an onboarding verified and cleared for kickoff

Measure what actually matters

Ask where onboardings stall and what time-to-live looks like. Answers come from live flows, in plain language.

A reports chat answering where customer onboardings stall

Leading ops teams run on Moxo

Security without compromise

Moxo is built for the trust requirements of serious operations. It includes every control enterprise teams expect: SOC 2 Type II, GDPR, SAML SSO, audit trail, data encryption, role-based access, and more.