Moxo

What Moxo does

Moxo is a Human + AI process orchestration platform that transforms complex business operations and service delivery. It places human actions and decisions at the center of workflows, while AI agents and automation handle manual tasks. The platform allows users to build and run workflows with human actions, AI agents, and complex logic, offering an "agentic OS" for business operations teams. Moxo aims to make complex processes feel effortless, clearing away grunt work so people can focus on critical decisions. It provides enterprise controls for AI deployment, ensuring consistency, security, and auditability, and processes learn and get smarter over time.

Products

• Moxo PlatformThe agentic OS for operations teams, driving business processes with humans, AI agents, and systems across departments and organizations. It allows users to build, experience, run, and manage workflows.
• Agent FoundryA platform to build and supervise an agentic workforce. It enables the creation of agents that work inside operations, are trained on institutional knowledge, and learn from real processes. It supports multi-agent systems and allows bringing custom agents.
• AI CopilotAn AI assistant for building workflows, from first draft to running processes.
• Review AgentAn AI agent for reviewing tasks within workflows.
• Prepare AgentAn AI agent for preparing tasks within workflows.
• Advise AgentAn AI agent for providing advice within workflows.
• AI Reporting AgentAn AI agent for generating reports and insights.
• Supervisor AgentsAgents configured to provide a second layer of intelligence and check work at critical steps.

Key capabilities

• Workflow builder
• Branching workflows
• Loops in workflows
• Triggers
• Milestones
• Flow template gallery
• Human actions (Approvals, Forms, Acknowledgements, Decisions, Questionnaires, To-dos, eSignatures, File requests)
• Agent Foundry
• Agent capabilities (basic and advanced instructions, knowledge, skills)
• AI utilities (Extract, Write, Custom prompt, Transcribe, Summarize, Translate)
• Magic links
• Email notifications
• Third party integrations
• Reporting dashboard
• Subflows
• Business rules
• Scheduled flows
• Payments
• Checklists
• Portals
• SMS notifications
• Custom domain
• Flow catalog
• Resources
• Messages
• Quick links
• Announcements
• Webhooks
• REST APIs
• Connect via MCP
• SAML SSO
• Audit log
• Data tables
• Custom actions
• Bring your own model / agent
• Agent self-improvement
• Custom pages
• Data cards
• Embedded apps
• Custom code
• Stakeholder experience (personalized front doors)
• Plain language insights and operational questions
• AI efficiency with enterprise controls
• Processes get smarter over time
• Security (SOC 2 Type II, GDPR, SAML SSO, audit trail, data encryption, role-based access)
• Data sync with external systems
• Business actions within Moxo workflows
• Automations based on Moxo triggers
• Custom integrations via webhooks, APIs, Zapier
• Deployment flexibility (private cloud, multi-tenant, on-premises)
• Granular role-based access controls

Use cases

• Onboarding (general)
• Commercial property deals streamlining
• Solar customer onboarding
• Wealth customer engagement
• Digital marketing amplification
• Patient engagement for senior care
• Real estate sales supercharging
• Music distribution for independent artists
• Content delivery for affiliates and parent educators
• Customer onboarding workflows
• Digital banking experience redefinition
• SaaS onboarding
• SOC 2 evidence collection
• Guided product trials
• PO processing
• Prior authorization
• Patient intake
• KYC verification
• Loan application
• Employee offboarding
• Employee onboarding
• Client onboarding
• Project implementation
• Security assessment
• External audit
• Renewal processes
• Contract review
• Due diligence
• Deliverable approval
• Scope change management
• Tax return preparation
• Campaign launch
• Creative approval
• Referral coordination
• Care transitions across departments and external providers
• Student retention improvement
• Consulting excellence
• Account management
• Order handling
• Visa processing
• Service delivery orchestration

AI approach

Moxo is a Human + AI process orchestration platform that allows users to describe business processes, and Moxo builds and runs them. It features an "Agent Foundry" to build an AI workforce, where AI agents work alongside human teams, handling manual tasks while humans make critical decisions. The platform uses a constellation of models that learn from every flow and improve over time. Users can design their own agents, bring agents from other platforms (OpenAI, Anthropic), or use Moxo's pre-built agents. The AI is grounded in institutional knowledge and skills, and agents can work together in sophisticated multi-agent systems. Supervisory agents can be configured for critical steps. The platform also offers AI utilities like Extract, Write, Custom prompt, Summarize, Translate, and Transcribe.

Tech named: AI agents, automation, constellation of models, Agent Foundry, multi-agent systems, OpenAI, Anthropic

Industries served

• Software Development
• Real Estate
• Solar Energy
• Banking
• Digital Marketing
• Healthcare
• Wealth Management
• Music Industry
• Education
• Construction
• Financial Services
• Technology
• Professional Services
• Accounting
• Marketing
• Government
• Consulting
• Creative

What it says sets it apart

• Human + AI process orchestration platform
• Humans decide, AI executes
• AI agents handle heavy lifting while humans stay accountable for critical decisions
• AI efficiency with enterprise controls (consistent, secure, auditable AI deployment)
• Processes learn and get smarter from every flow
• Every persona gets its own front door for easy action without logins or setup
• Plain language insights for operations tracking and adjustments
• Built for how operations actually work
• Security without compromise (SOC 2 Type II, GDPR, SAML SSO, audit trail, data encryption, role-based access)
• Agentic OS for business operations teams
• Flow Assistant acts as an AI colleague from first draft to running
• Agents grounded in institutional knowledge and skills
• Sophisticated multi-agent systems without writing code
• Agents sharpen against real processes, refining themselves
• Ability to bring your own agents from other platforms (OpenAI, Anthropic)
• Institutional intelligence: every run writes to a living context graph, not pooled or used for external training
• Connects to existing tools (CRM, support platforms, CS tools, communication systems) without replacing them
• Handles coordination automatically, allowing teams to focus on judgment-requiring work
• External participants (customers, partners, vendors) can act without creating an account via secure links
• Bank-grade security for client interactions, secure document exchange, compliant e-signatures, and detailed audit trails