Moxie

Learn how synced email, text messages, calls, email activity, and tickets fit together.

Understand Inbox & communications

Prepare your CRM, connect an inbox account, and understand exactly which email Moxie synchronizes.

Connect and manage your inbox email

Find client conversations, manage inbox state, and keep replies connected to the right relationship.

Read, organize, and reply to email

Send polished email with templates, attachments, open tracking, and Send later.

Compose, schedule, and track email

Inspect sent messages, review queued email, search by recipient or subject, and cancel future sends.

Review Email activity and scheduled sends

Send individualized operational messages to a defined audience and review recipient-level results.

Send and manage bulk email

Build reusable operational-email audiences from live contacts, filtered imports, and manual recipients.

Create and manage recipient lists

Capture client requests, organize the queue, maintain ownership, and keep conversations moving.

Create and manage tickets

Use replies, internal notes, linked tasks, time, files, answers, and summaries without losing context.

Work inside a ticket

Register a business number and configure browser ringing, routing, business hours, voicemail, and team access.

Set up your Communicator phone

Start calls and messages from the phone widget or directly from contact phone numbers throughout Moxie.

Make calls and send text messages

Find calls and texts in the unified Inbox, review outcomes, and return conversations to active work.

Review call and message history

Geoff Mina

Work with email, tickets, bulk sends, calls, and text messages.

Inbox & communications

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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