Moxo

What Moxo is

Moxo describes itself as "human-AI workflow automation for business operations." It is a process platform where each step of a flow can be run by a person, an AI agent or a connected system, and where clients, vendors and internal teams take part through their own portals. The reader it is written for is an operations or service delivery team, particularly in professional services, accounting, legal, marketing, technology, healthcare, finance, logistics, manufacturing and real estate, which are the industries named in its navigation. The legal footer names Moxo Inc. and lists the United States. The site puts it simply: "Humans decide. AI executes. Humans stay accountable for every critical decision."

What you build and how

Flows and the editor. The unit of work is a flow. The Flow Assistant lets you "plan, build, and edit flows in plain language": ask for a flow and it drafts one, ask for a change and it makes it, ask what is happening and it explains. The home page says the logic "handles whatever the process throws at it: branches, exceptions, escalations." On the pricing page, the Team plan includes a workflow builder, an AI Copilot, milestones and a flow template gallery, and the Scale plan adds subflows, business rules, branching, loops, triggers and scheduled flows. The customer onboarding page describes configuring each step with business actions such as forms, file requests, tasks, approvals, acknowledgements and third-party objects, and saving frequent processes as templates for the organization.

Human actions. The pricing page lists what a person can be asked to do inside a flow: approvals, forms, acknowledgements, decisions, questionnaires, to-dos, eSignatures, file requests, payments, checklists and time booking. The FAQ says you choose at design time which steps are "human steps, approvals, reviews, sign-offs, only a person can close," and that any agent's work can require a human reviewer before it moves on. Every decision is on the record.

AI agents (the chatbot-builder side). The pages describe agents that work inside flows, not a website chat widget, and they do let you build those agents. The home page says "Design the agents your process needs, or bring your own," under a feature called Agent Foundry. The FAQ says each agent is "grounded in your playbooks and policies, equipped with skills, bounded by guardrails you set," and that every run teaches it more. The pricing page names agent types: an Automation Agent, a Prepare Agent and an Advise Agent on the Scale plan, then Supervisor Agents, advanced agent capabilities, bring-your-own model or agent, model selection and agent self-improvement on Enterprise. The Team plan includes AI utilities for extract, write, custom prompt, transcribe, summarize and translate. A portal can also carry an AI Chat Assistant, and an insights feature lets you "ask any question about your operations in plain language."

Portals. The home page says "clients, vendors, and teams each get their own front door," and that participants can act with no logins, no setup and no email threads. Scale adds portal features: a flow catalog, resources, messages, quick links, announcements, the AI Chat Assistant and a custom domain. Team includes magic links, email notifications and SMS notifications, which is how a participant reaches a step. The customer onboarding page speaks of a branded, secure space for client communication, and a roles feature that lets you "decide who sees and does what" with personas such as service delivery manager or solutions architect.

Integrations and API. The integrations page describes 4 modes: data sync to systems of record such as CRMs, case management and archiving platforms at a configurable cadence; business actions, where third-party apps open inside Moxo Flow Workspaces; automations that act in external apps on Moxo triggers; and custom integrations through webhooks, Moxo APIs or tools like Zapier. The onboarding page names Salesforce and Jira. Scale lists SAML SSO, native CRM, webhooks, REST APIs and connect via MCP. The pages give no total connector count.

Data and reporting. The Team plan includes a reporting dashboard. Scale adds an AI Reporting Agent and an audit log, and Enterprise adds data tables and custom actions.

What the pages say about plans and proof

The pricing page shows 3 plans. Team is $5,000 a year with 100 flows a year, $100 of AI a year and unlimited seats. Scale is a custom quote with 500 flows a year, $500 of AI a year and unlimited seats. Enterprise is a custom quote with unlimited seats. All 3 offer a demo, and the header also offers a free trial request. Notice the unit: the limits are flows and AI spend, not seats, so a large team costs the same as a small one on Team, while a busy team will meet the 100-flow ceiling first. The pages do not say what counts as a flow beyond the name, nor what happens past the AI allowance.

On security, the product page says Moxo "includes every control enterprise teams expect: SOC 2 Type II, GDPR, SAML SSO, audit trail, data encryption, role-based access, and more." A customer story page lists Peninsula Visa, which "cut processing time by 93%, from days to hours," Hibernia College on student retention, Falconi embedding Moxo, BNP Paribas on onboarding and account management, and Flex Racing, which "scaled operations to handle 150% more orders." A "trusted by" list adds Savills, Palmetto, Emirates Bank, Webware, ChenMed, Kobayashi Group and Scotiabank. These are the company's own stories. The solutions menu lists client engagement, business workflows, account management, a no-code app platform and document management.

Who it suits and who it does not

Moxo suits a service or operations team that runs client-facing processes with handoffs and approvals: onboarding customers, vendors and partners, processing visa-style applications, order fulfillment, or franchise and vendor management. It is the stronger fit when you want AI agents doing the preparing and chasing under human sign-off, and when clients should act without creating accounts. Compliance-minded buyers get the named SOC 2 Type II and GDPR claims.

It is a heavy tool for a solo founder or a team with one simple approval chain, since the entry price is $5,000 a year and the AI, portal and agent features sit in higher tiers. Teams that want to publish a standalone website, store or mobile app will find nothing on these pages about that. And a team that wants a lightweight website chatbot should note that the agents described here act as workflow participants, and the pages show no visitor-facing chat widget.