Workflow automation
Moxo
Human-AI workflow automation for business operations
An AI workflow automation platform that runs structured business processes with humans, AI agents, and systems across internal teams, external clients, and
Overview
A look at moxo.com
Moxo is a human-AI business process orchestration platform that runs structured processes like client onboarding, lending, claims, compliance, and vendor management across internal teams, external clients, vendors, and AI agents. The platform divides work between humans and AI: agents handle preparation, review, routing, and follow-up tasks, while humans remain accountable for approvals and decisions. Every process completes with full visibility and an auditable record.
The platform includes Agent Foundry for designing and configuring AI agents, branded portals for process participants, integrations with existing systems, and natural language flow building. Moxo provides enterprise controls including SOC 2 Type II, GDPR compliance, SAML SSO, audit trails, data encryption, and role-based access.
Feature notes
- Natural language flow builder with AI assistant
- Build and configure AI agent workforce
- Branded portals for process participants
- System integrations for automated data flow
- Complete audit trail and compliance records
- Real-time insights and live data analytics
- Multi-agent system orchestration without coding
- Support for external client and vendor participation
- Role-based access control and permissions
- Self-improving agents that learn from each process run
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FAQ
- What is a human + AI workflow?
- A process where people and AI agents work the same flow. Agents handle the running work by preparing, chasing, routing, and monitoring. People make the calls that need judgment. Moxo runs both, end to end.
- Will it work for our process?
- If your process has steps, handoffs, and decisions, yes. Moxo runs any operational process whether internal, client-facing, or across vendors and partners.
- Where do people stay in control?
- You choose when designing the flow: human steps like approvals, reviews, and sign-offs can only be closed by a person, and any agent's work can require a human reviewer before moving on. Every decision is recorded to maintain accountability.
- How do agents learn your operation?
- Every agent is configured to your operation: grounded in your playbooks and policies, equipped with skills, and bounded by guardrails you set. Each run teaches them through full flow context and human reviews as feedback. Agents are graded on outcomes, not answers.
- How does Moxo work with existing systems?
- Moxo connects to your existing systems like document management, e-signature platforms, matter management, and CRMs. Workflows trigger actions across systems and sync data automatically without replacing your stack.
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