Moxo Features
Customization (5)
Document Generation
Enables users to create documents for business processes and provides a wide array of templates which are customizable.
Process Design
The ability to create custom workflows aligned with business objectives.
Process Repository
A library in which to keep previously used or designed workflows for future use or to use parts of for upcoming custom workflows.
No-Code App Development
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.
Low-Code App Development
Provides development environments to allow users to develop applications which automate workflows and business processes with minimal coding.
Collaboration (10)
Permissions for Sharing
Enable decision-makers to easily share processes with the proper employees.
Data Unification
Compile data from across all systems so that users can view relevant information easily.
Accessibility
Allow users to access workflows and processes from anywhere given that employees in different locations and roles will require.
Process Routing
Ensures the right task is being assigned to the proper employee across an entire process.
Billing and Invoicing
As reported in 71 Moxo reviews. Provides billing and invoicing within the application.
Instant Messaging
Provides internal and/or external instant messaging capability. This feature was mentioned in 97 Moxo reviews.
Project Management
As reported in 85 Moxo reviews. Offer project management features like task creation and tracking within the application.
Analytics
As reported in 71 Moxo reviews. Offer analytics concerning productivity or client engagement.
Time Tracking
As reported in 64 Moxo reviews. Allows businesses to track time spent on projects within the application.
Mobile Application
As reported in 88 Moxo reviews. Provides a mobile application.
Process Management (7)
Process Overview
Provides users a holistic view of all workflows so as to see how all processes work together.
Process Analysis
Delivers data points such as time and cost of a process on a dashboard to evaluate process efficacy.
Real-Time Process Monitoring
Allows users to view progress of a business process in real-time enabling them to view performance or manage tasks within the process.
Unstructured Processes
Provides the ability to manage unstructured processes.
API Connection
Connect with existing systems via API.
Intelligence
Gives user machine learning tools for intelligent process improvement
Document Approval
Streamline and simplify document approval processes.
Setup (4)
Activities
Provide standard activities and tasks that can be customized by users
Flows
Users can easily create flows using drag and drop features
Dependencies
Define and manage dependencies between tasks and workflows
Notifications
Include alters that can be used with workflows
Management (3)
Updates
Ability to update multiple workflows at the same time
Audit Trail
Maintain a history of all workflow changes
Integration
Integrate with ERP or project management software
Channels (2)
Multi-Channel Coverage
As reported in 63 Moxo reviews. Software incorporates multiple digital communications channels.
Open Listening
As reported in 56 Moxo reviews. Allows incorporation of inbound contacts from non-marketing channels.
Design (5)
Communications Strategy Development
Based on 62 Moxo reviews. Allows planning and deployment of an overall communications strategy.
Create Content
Includes or integrates with content creation apps. 61 reviewers of Moxo have provided feedback on this feature.
Personalization
Outbound communications are segmented and personalized. This feature was mentioned in 72 Moxo reviews.
Inbound Identification
Inbound contacts are identified and handled based on history. This feature was mentioned in 60 Moxo reviews.
Regulatory Compliance
Software verifies compliance with GDPR, CAN-SPAM, and other legal requirements. 59 reviewers of Moxo have provided feedback on this feature.
Content (5)
Document Collaboration
Based on 90 Moxo reviews. Allows users to simultaneously collaborate on a document within the application.
Versioning
Stores different versions of a document. 71 reviewers of Moxo have provided feedback on this feature.
E-Signature
As reported in 87 Moxo reviews. Allows users to provide an e-signature within the platform.
File Request
Based on 94 Moxo reviews. Allows businesses to request files from clients.
Feedback
As reported in 78 Moxo reviews. Allows businesses to solicit feedback on projects or documents from clients.
Process Development (1)
Process Routing
Ensures the right task is being assigned to the proper employee across an entire process.
Onboarding Setup (3)
Workflows
As reported in 70 Moxo reviews. Provide customizable workflows for onboarding activities and tasks.
Templates
Include templates for onboarding project plans and documents. 67 reviewers of Moxo have provided feedback on this feature.
Checklists
Generate checklists to monitor the prograss of onboarding projects. This feature was mentioned in 68 Moxo reviews.
Project Tracking (4)
Monitoring
Based on 57 Moxo reviews. Track tasks, project, and dependencies using timeline views or GANTT charts.
Content
Manage onboarding documents, training materials, and other content. This feature was mentioned in 63 Moxo reviews.
Tasks
Assign and track onboarding tasks to internal and external stakeholders. This feature was mentioned in 66 Moxo reviews.
Optimization
Identify trends and analysis that can be used to optimize onboarding. 56 reviewers of Moxo have provided feedback on this feature.
Customer Engagement (5)
Portal
As reported in 71 Moxo reviews. Provider a portal for customers and external users to collaborate and share documents.
Engagement
Based on 69 Moxo reviews. Include features to keep customers engaged such as internal communications.
Branding
Based on 69 Moxo reviews. Create white-label portals by customer, product, or project.
Visibility
Based on 64 Moxo reviews. Provide multiple levels of visibility accrosss all onboarding stages.
Collaboration
Based on 69 Moxo reviews. Allow internal and external users to collaborate without loging into the system.
Generative AI (3)
AI Text Generation
Allows users to generate text based on a text prompt.
AI Text Summarization
Condenses long documents or text into a brief summary.
AI Text Generation
Allows users to generate text based on a text prompt.
Functionality - Process Orchestration (5)
Peak Demand Handling
Supports scaling to handle peak demand scenarios in processes
Process Customization
Allows customization of processes to fit specific business requirements
Process Automation
Allows users to automate complex business processes efficiently
Workflow Management
Enables the management and optimization of workflow tasks
High-Stakes Process Automation
Automates critical, high-stakes business processes effectively
Integration & Adaptability - Process Orchestration (8)
Third-Party Software Integration
Enables seamless integration with a wide range of third-party software tools
Endpoint Integration
Provides the ability to integrate various endpoints like APIs, microservices, and human tasks
Intuitive Process Design
Offers an intuitive interface for designing and visualizing processes
Real-Time Process Monitoring
Offers real-time monitoring capabilities for ongoing processes
Business Process Adaptation
Facilitates adaptation of processes to meet changing business needs
Customer-Facing Process Management
Manages customer-facing processes
Multi-Endpoint Execution
Supports execution across multiple types of endpoints
Regulatory Compliance Management
Ensures processes comply with relevant regulations and standards
Agentic AI - Business Process Management (7)
Multi-step Planning
Ability to break down and plan multi-step processes
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Cross-system Integration
Works across multiple software systems or databases
Adaptive Learning
Improves performance based on feedback and experience
Natural Language Interaction
Engages in human-like conversation for task delegation
Proactive Assistance
Anticipates needs and offers suggestions without prompting
Decision Making
Makes informed choices based on available data and objectives
Workflow Design & Integration - AI Orchestration (6)
Dependency Management
Lets teams configure execution order and dependencies among AI components, ensuring workflows run smoothly and logically.
Workflow Coordination
Streamlines the management of multiple AI models and agents by bringing them together into cohesive, automated workflows for complex business tasks.
Multi-Provider API Connectivity
Connects with a wide array of AI model APIs and external services, regardless of provider, within a single orchestration platform.
Multi-Step Workflow Creation
Enables the construction of sophisticated, multi-step AI workflows that combine specialized models for end-to-end process automation.
Enterprise System Integration
Integrates seamlessly with enterprise platforms such as CRMs, databases, and business applications for unified data and process flow.
Real-Time Data Pipelines
Supports the setup of live data pipelines that move information instantly between AI components and enterprise systems.
Performance Optimization & Analytics - AI Orchestration (6)
Workflow Performance Dashboards
Offers comprehensive dashboards to visualize KPIs and performance metrics for all orchestrated AI workflows.
Workflow Reporting
Generates in-depth reports on workflow performance, resource consumption, and the overall business impact of AI orchestration.
Resource Utilization Monitoring
Tracks and displays resource usage across all AI components, enabling proactive performance tuning and troubleshooting.
Computational Resource Management
Dynamically manages and allocates computational resources, including GPU clusters, to maximize efficiency based on current workflow needs.
Dynamic Scaling
Scales AI workloads up or down automatically, adapting to fluctuations in processing demands and user traffic.
Component Monitoring
Provides insights into data flow, processing times, and success rates for each individual AI component within a workflow.
Governance & Compliance Controls - AI Orchestration (5)
Regulatory Compliance
Ensures all AI workflows adhere to relevant regulatory standards and industry requirements.
Governance Policy Enforcement
Empowers organizations to enforce governance policies and compliance controls across orchestrated AI operations.
Role-Based Access Control
Facilitates the setup of role-based permissions and approval workflows for sensitive AI operations and deployments.
Audit Trail Management
Maintains comprehensive logs and audit trails of workflow executions to support compliance and troubleshooting efforts.
Security Protocols
Applies robust security protocols and policies to protect sensitive AI deployments and data flows.
Agentic AI - Workflow Management (7)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Multi-step Planning
Ability to break down and plan multi-step processes
Cross-system Integration
Works across multiple software systems or databases
Adaptive Learning
Improves performance based on feedback and experience
Natural Language Interaction
Engages in human-like conversation for task delegation
Proactive Assistance
Anticipates needs and offers suggestions without prompting
Decision Making
Makes informed choices based on available data and objectives





