Moxo

Moxo is customer onboarding and workflow software that runs client processes through branded no-login portals, with AI agents beside people. Sold by quote.

Moxo turns the back-and-forth of a client process, from collecting paperwork to chasing replies, into one structured flow that every party can act on. Work that lived in email threads and spreadsheets becomes a sequence of steps with owners, due dates and a visible status. Moxo Inc. builds and sells it from Palo Alto, California. Its design starts from the people in a process: the client who needs clarity, the employee who needs simplicity and the partner who needs accountability. Flows are built from templates, with conditional logic, parallel and nested steps, reminders and escalation when a task stalls. Agent Foundry lets a team design its own AI agents, or bring existing ones, to handle preparation, validation and follow-up under human supervision. Portals give clients, vendors and internal teams their own front door, where they answer document requests, forms and uploads from a secure link without creating an account. Task assignments and status updates go out by email, SMS and in-app notification. Managers can ask questions about their operations in plain language, see which flows are on time or at risk, and trace each decision end to end. Operations, service and implementation teams whose work waits on people outside the company are the ones Moxo is shaped for. Procore, FIS, Savills and the solar company Palmetto run client processes on it. Legal firms use it to take matter intake and follow-ups with outside parties out of email. Implementation leads read time-to-value metrics and bottleneck reports for each customer launch. Accounts sign in to one of two workspaces, Moxo Classic or Moxo AI. Typical flows cover customer, vendor and employee onboarding, implementations, account management and order fulfillment. A flow can start from a CRM such as Salesforce, pull records from an ERP and write files back to the document stack a firm already keeps. When a step inside Moxo changes, Zapier, webhooks and the Moxo API carry the action into other applications. Every response is stored with an audit-ready history. The fit is strongest for teams that want a client to finish a whole process from one link instead of through a long email thread.