G2 Leader | 200+ reviews 4.5 stars

Run partner onboarding with humans and AI agents

Not a portal and a curriculum. One guided flow per partner: agreement, tax, certification, and kickoff, with agents chasing and your team approving.

A partner onboarding flow in Moxo: the partner completing steps by magic link, AI agents coordinating legal and finance, the channel team approving

Agentic onboarding, with human control

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

Start with plain language

Describe your partner journey by tier, or hand Moxo the program guide. The AI builder turns it into a working flow.

The Moxo flow assistant turning a partner program guide into an onboarding workflow

Build your AI channel team

Agents collect agreements and tax forms, verify certifications, chase training, and prep activation, grounded in your program.

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

Humans where judgment lives

Tier decisions, terms exceptions, and activations route to named channel managers with the file assembled.

A partner onboarding flow handing off a tier decision to a channel manager

Partners act without portals

Partners and agents complete everything through secure magic links: agreement, W-9, certification, first deal registration.

A branded page where a partner completes onboarding steps

Every partner on the record

Each onboarding leaves a trace: what was signed, what was verified, who approved, and when. Consistent across tiers.

A decision trace showing a partner file verified and activated

Measure what actually matters

Ask which partners are stuck and time to first deal. Answers come from live flows, in plain language.

A reports chat answering which partner onboardings are stalled

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.