Moxo Features

Enables users to create documents for business processes and provides a wide array of templates which are customizable.

The ability to create custom workflows aligned with business objectives.

A library in which to keep previously used or designed workflows for future use or to use parts of for upcoming custom workflows.

Provides drag and drop tools usable by admins with little to no coding experience in order to build applications which automate workflows and business processes.

Provides development environments to allow users to develop applications which automate workflows and business processes with minimal coding.

Enable decision-makers to easily share processes with the proper employees.

Compile data from across all systems so that users can view relevant information easily.

Allow users to access workflows and processes from anywhere given that employees in different locations and roles will require.

Ensures the right task is being assigned to the proper employee across an entire process.

As reported in 71 Moxo reviews. Provides billing and invoicing within the application.

Provides internal and/or external instant messaging capability. This feature was mentioned in 97 Moxo reviews.

As reported in 85 Moxo reviews. Offer project management features like task creation and tracking within the application.

As reported in 71 Moxo reviews. Offer analytics concerning productivity or client engagement.

As reported in 64 Moxo reviews. Allows businesses to track time spent on projects within the application.

As reported in 88 Moxo reviews. Provides a mobile application.

Provides users a holistic view of all workflows so as to see how all processes work together.

Delivers data points such as time and cost of a process on a dashboard to evaluate process efficacy.

Allows users to view progress of a business process in real-time enabling them to view performance or manage tasks within the process.

Provides the ability to manage unstructured processes.

Connect with existing systems via API.

Gives user machine learning tools for intelligent process improvement

Streamline and simplify document approval processes.

Provide standard activities and tasks that can be customized by users

Users can easily create flows using drag and drop features

Define and manage dependencies between tasks and workflows

Include alters that can be used with workflows

Ability to update multiple workflows at the same time

Maintain a history of all workflow changes

Integrate with ERP or project management software

As reported in 63 Moxo reviews. Software incorporates multiple digital communications channels.

As reported in 56 Moxo reviews. Allows incorporation of inbound contacts from non-marketing channels.

Based on 62 Moxo reviews. Allows planning and deployment of an overall communications strategy.

Includes or integrates with content creation apps. 61 reviewers of Moxo have provided feedback on this feature.

Outbound communications are segmented and personalized. This feature was mentioned in 72 Moxo reviews.

Inbound contacts are identified and handled based on history. This feature was mentioned in 60 Moxo reviews.

Software verifies compliance with GDPR, CAN-SPAM, and other legal requirements. 59 reviewers of Moxo have provided feedback on this feature.

Based on 90 Moxo reviews. Allows users to simultaneously collaborate on a document within the application.

Stores different versions of a document. 71 reviewers of Moxo have provided feedback on this feature.

As reported in 87 Moxo reviews. Allows users to provide an e-signature within the platform.

Based on 94 Moxo reviews. Allows businesses to request files from clients.

As reported in 78 Moxo reviews. Allows businesses to solicit feedback on projects or documents from clients.

Ensures the right task is being assigned to the proper employee across an entire process.

As reported in 70 Moxo reviews. Provide customizable workflows for onboarding activities and tasks.

Include templates for onboarding project plans and documents. 67 reviewers of Moxo have provided feedback on this feature.

Generate checklists to monitor the prograss of onboarding projects. This feature was mentioned in 68 Moxo reviews.

Based on 57 Moxo reviews. Track tasks, project, and dependencies using timeline views or GANTT charts.

Manage onboarding documents, training materials, and other content. This feature was mentioned in 63 Moxo reviews.

Assign and track onboarding tasks to internal and external stakeholders. This feature was mentioned in 66 Moxo reviews.

Identify trends and analysis that can be used to optimize onboarding. 56 reviewers of Moxo have provided feedback on this feature.

As reported in 71 Moxo reviews. Provider a portal for customers and external users to collaborate and share documents.

Based on 69 Moxo reviews. Include features to keep customers engaged such as internal communications.

Based on 69 Moxo reviews. Create white-label portals by customer, product, or project.

Based on 64 Moxo reviews. Provide multiple levels of visibility accrosss all onboarding stages.

Based on 69 Moxo reviews. Allow internal and external users to collaborate without loging into the system.

Allows users to generate text based on a text prompt.

Condenses long documents or text into a brief summary.

Allows users to generate text based on a text prompt.

Supports scaling to handle peak demand scenarios in processes

Allows customization of processes to fit specific business requirements

Allows users to automate complex business processes efficiently

Enables the management and optimization of workflow tasks

Automates critical, high-stakes business processes effectively

Enables seamless integration with a wide range of third-party software tools

Provides the ability to integrate various endpoints like APIs, microservices, and human tasks

Offers an intuitive interface for designing and visualizing processes

Offers real-time monitoring capabilities for ongoing processes

Facilitates adaptation of processes to meet changing business needs

Manages customer-facing processes

Supports execution across multiple types of endpoints

Ensures processes comply with relevant regulations and standards

Ability to break down and plan multi-step processes

Capability to perform complex tasks without constant human input

Works across multiple software systems or databases

Improves performance based on feedback and experience

Engages in human-like conversation for task delegation

Anticipates needs and offers suggestions without prompting

Makes informed choices based on available data and objectives

Lets teams configure execution order and dependencies among AI components, ensuring workflows run smoothly and logically.

Streamlines the management of multiple AI models and agents by bringing them together into cohesive, automated workflows for complex business tasks.

Connects with a wide array of AI model APIs and external services, regardless of provider, within a single orchestration platform.

Enables the construction of sophisticated, multi-step AI workflows that combine specialized models for end-to-end process automation.

Integrates seamlessly with enterprise platforms such as CRMs, databases, and business applications for unified data and process flow.

Supports the setup of live data pipelines that move information instantly between AI components and enterprise systems.

Offers comprehensive dashboards to visualize KPIs and performance metrics for all orchestrated AI workflows.

Generates in-depth reports on workflow performance, resource consumption, and the overall business impact of AI orchestration.

Tracks and displays resource usage across all AI components, enabling proactive performance tuning and troubleshooting.

Dynamically manages and allocates computational resources, including GPU clusters, to maximize efficiency based on current workflow needs.

Scales AI workloads up or down automatically, adapting to fluctuations in processing demands and user traffic.

Provides insights into data flow, processing times, and success rates for each individual AI component within a workflow.

Ensures all AI workflows adhere to relevant regulatory standards and industry requirements.

Empowers organizations to enforce governance policies and compliance controls across orchestrated AI operations.

Facilitates the setup of role-based permissions and approval workflows for sensitive AI operations and deployments.

Maintains comprehensive logs and audit trails of workflow executions to support compliance and troubleshooting efforts.

Applies robust security protocols and policies to protect sensitive AI deployments and data flows.

Capability to perform complex tasks without constant human input

Ability to break down and plan multi-step processes

Works across multiple software systems or databases

Improves performance based on feedback and experience

Engages in human-like conversation for task delegation

Anticipates needs and offers suggestions without prompting

Makes informed choices based on available data and objectives