Moxie Assistant can turn a plain-language request into a structured project, invoice, or form. The generated result always opens in Moxie's normal editor, where you can review and change it before it becomes part of your workflow.
Approved Moxie implementers can use Moxie Assistant to build forms and draft template content faster during customer migrations, including in Starter workspaces. Their implementer access does not require an assigned Assistant license or use the customer's Assistant trial credits. Review generated content before saving or sharing it.
Plan a project
Select Build with Moxie Assistant.
Describe the outcome, important phases, timing, and deliverables.
Select Review project plan, then verify the generated project and tasks before saving.
For Per Item projects, name the products or services from your library and specify quantities. Assistant can attach matching library items to tasks and subtasks using the client’s currency rate. Review the Task pricing section before creating the project. A task marked Needs pricing has no billable product attached; select its product and quantity in the task’s Billing section after creation. Library access follows your workspace permissions.
Describe the engagement in normal language; Assistant organizes it into a project you can edit.
Build an invoice
Open Money → Invoices and select New invoice → Build with Moxie Assistant.
Choose the client first so the draft has the right billing context.
Describe the services, quantities, rates, discounts, or other details you want included.
Select Add to invoice, then confirm every line item, total, due term, and payment setting in the invoice editor.
Build a form
Open Sales → Forms and select New form → Build with Moxie Assistant.
Explain the purpose, audience, and information you need to collect.
Select Create form.
Review the fields, required settings, options, conditions, and presentation in the form builder before sharing it.
Nothing is sent automatically
Assistant prepares the structure, but you own the finished record. Creating an invoice does not send it, and creating a form does not publish or share it. Review generated content just as you would review a draft created by a teammate.
Continue exploring Moxie Assistant