Moxie

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Find and navigate Settings

Set the workspace identity, logo, locale, and contact information used throughout Moxie.

Manage business details and branding

Manage members, invitations, workspace roles, project collaboration, and paid product assignments.

Invite and manage team access

Choose and maintain reusable email, agreement, project, and invoice template libraries.

Create and organize reusable templates

Create a pipeline-triggered workflow, configure its graph, test it safely, and publish deliberately.

Build and test workflow automations

Shape project workflows, sales stages, default to-dos, and business-specific record fields.

Configure project, pipeline, and custom-field rules

Control appearance and shared defaults for clients, invoices, agreements, and brand fonts.

Set app and workspace preferences

Maintain your personal identity, sign-in methods, notification channels, and workspace memberships.

Manage profile, security, notifications, and workspaces

Compare plans, manage the workspace subscription and payment method, and understand add-ons.

Manage billing, plans, and add-ons

Map and review CSV imports, inspect durable history, roll back carefully, and export the workspace.

Import, roll back, and export workspace data

Geoff Mina

Configure templates, workflows, preferences, team access, billing, and workspace data.

Settings & administration

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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.

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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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