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Moxo

Moxo is a human-AI business process orchestration platform. It runs structured processes such as client onboarding, lending, claims, and compliance across internal teams, external clients and vendors, and AI agents, with full visibility and an auditable record.

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Moxo screenshot

Moxo is an AI workflow automation platform for business operations. It runs structured processes, including client onboarding, lending, claims, compliance, HR, and vendor management, across internal teams, external clients and vendors, and AI agents. Agents participate the way people do: assigned to roles and steps, working within defined permissions, and supervised, while humans stay accountable for approvals and decisions.

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Processes can be created through natural conversation, diagrams, or voice, then built out in a flow designer with 36 step types spanning human actions, controls, and AI and system automations. Human action steps cover approvals, e-signatures, reviews, form fills, data collection, and decisions, while AI steps extract, summarize, translate, transcribe, and generate content. The Agent Foundry lets teams build, test, and supervise AI agents with knowledge bases and skills, and supervisor agents can review other agents' work and escalate to humans.

External participants act through branded portals with magic-link access, with no accounts or downloads required. Moxo adds flow monitoring with AI status summaries, due dates with automated escalation, reporting and SLA dashboards, and an audit log with decision tracing. It integrates natively with Slack, Microsoft Teams, Salesforce, HubSpot, DocuSign, Stripe, QuickBooks, and Zapier, and offers a REST API, webhooks, an MCP server, and SDKs, plus enterprise security such as SAML SSO, RBAC, and encrypted storage.

  • CategoryWorkflow Automation
  • Pricing ModelFreemium
  • DeploymentCloud
  • PlatformsWeb

  • AI flow builder using natural conversation, diagrams, or voice

  • Flow designer with 36 step types for human, control, and AI actions

  • Agent Foundry to build, test, and supervise AI agents

  • Supervisor agents that review other agents and escalate to humans

  • Branded portals with magic-link access for external participants

  • Flow monitoring, due dates, and automated escalation

  • Reporting, SLA dashboards, and an audit log with decision tracing

  • Native integrations plus REST API, webhooks, MCP server, and SDKs

  1. Describe your process: Build a workflow through conversation, a diagram, or voice.

  2. Design the flow: Add human actions, controls, and AI automation steps.

  3. Add agents: Use the Agent Foundry to create or bring your own supervised AI agents.

  4. Invite participants: Give clients and vendors branded portals with magic-link access.

  5. Run and monitor: Track status, escalate late steps, and review the full audit trail.

  • Client onboarding
  • Lending and claims
  • Compliance workflows
  • Vendor management

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