Moxo
Human-AI workflow orchestration agent for client-facing business operations
Pricing
Paid
Platforms
Web, iOS, Android...
Developer
Moxo, Inc.
Rating
4.4 / 5.0
Last Updated
August 23, 2026
Overview
Moxo is a human-AI workflow orchestration platform for business operations, and it occupies a different lane from most marketing agents: instead of generating content or running campaigns, it automates the operational layer around client-facing work — onboarding, account management, service delivery, order fulfillment, and vendor management — by routing every step between AI agents and people.
The Agent Foundry lets teams design, train, and deploy agents that execute under supervision with predefined permissions, or bring their own models and agents on the Enterprise tier.
Use Cases
Automating client onboarding and account management workflows that mix AI steps with human approvals
Running vendor management and procurement processes with portals, questionnaires, and eSignatures
Collecting payments, forms, and file requests from clients without logins via magic links, email, and SMS
Getting plain-language operational answers — status, decisions, bottlenecks — without building reports
Keeping audit-ready traceability on every workflow branch, exception, and escalation for compliance
Who Is This For
Marketing ops and client services teams drowning in email-thread coordination
Professional services, agency, and consulting teams running onboarding and delivery workflows
Account management teams that need client-facing portals with approvals and eSignatures
Enterprise RevOps leaders evaluating supervised agentic workflows with SSO and audit requirements
Teams already on Salesforce or HubSpot looking for a workflow layer that spans humans and agents
Key Features
Agent Foundry
Design and deploy supervised AI agents for your processes — or bring your own — with predefined permissions and human oversight built in.
Workflow Orchestration
Branching, loops, triggers, milestones, exceptions, and escalations with end-to-end traceability and time tracking on every flow.
Client & Vendor Portals
No-login front doors for clients, vendors, and teams: forms, approvals, eSignatures, payments, and file requests via magic links, email, or SMS.
Plain-Language Insights
Ask questions about operations in plain English — the AI Reporting Agent surfaces status, decision history, and bottlenecks without custom reports.
Enterprise Security & Compliance
SOC 2 Type II controls, SAML SSO, audit trails, encryption, and role-based access for regulated industries.
Pros & Cons
Pros
- Genuinely supervised autonomy: agents execute real workflow steps while humans stay in control via approvals and permissions
- Portal layer removes client friction — no logins or email threads for approvals, eSignatures, and payments
- Full traceability: every branch, exception, and escalation is logged with time tracking for audits
- Enterprise-ready out of the box: SOC 2 Type II, SAML SSO, audit logs, and unlimited seats on the Team plan
- Proven at scale with customers including FIS, Savills, and Palmetto across professional services, legal, and real estate
Cons
- Expensive for small teams: Team starts at $500/month even though seats are unlimited
- Agentic features are supervised rather than fully autonomous — you still design flows and review agent actions
- Steeper learning curve than chat-based assistants; value depends on how much process you formalize into flows
- Some flagship features (portals, native CRM, supervisor agents) require Scale or Enterprise
Pricing Plans
Team
For teams standardizing client-facing operations ($5,000/year billing option).
- 250 flows/year
- 25,000 AI credits/year
- Unlimited seats
- Workflow builder + AI Copilot
- Agent Foundry with template gallery
- Approvals, forms, eSignatures, payments
- Webhooks, REST APIs, MCP
Scale
For organizations with heavier process volume and portal needs.
- 1,000 flows/year
- 100,000 AI credits/year
- Subflows + business rules
- Client portals with AI Chat Assistant
- SAML SSO and native CRM
- AI Reporting Agent and audit log
Enterprise
For large enterprises with custom agent and compliance requirements.
- Data tables and custom actions
- Supervisor agents
- Bring your own model / agent
- Moxo SDK (embed)
- Forward-deployed engineer
Frequently Asked Questions
Editorial Review
Editorial Team
August 23, 2026
Moxo is the rare "agentic" product aimed at the operational layer marketers actually feel: client onboarding, approvals, account management. The Agent Foundry runs real steps under human supervision, and the no-login client portal genuinely removes friction from deal and delivery workflows. If your team lives in email threads chasing signatures and status updates, this is worth a serious look — at a serious price.
Editorial Team
August 23, 2026
We rate Moxo highly for traceability and enterprise readiness — SOC 2, SSO, audit logs, and unlimited seats on the Team plan — but it is not a plug-and-play marketing agent. You invest in designing flows before the agents pay off, and the most interesting capabilities sit on Scale and Enterprise. Best for mid-market and enterprise operations teams rather than small marketing departments.
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