Moxie

Learn where Assistant appears, what it can help with, and where you remain in control.

Understand Moxie Assistant

Choose structured creation, writing, summary, or report tools that keep Assistant grounded in the work you are completing.

Choose a focused Assistant workflow

Turn a plain-language request into a structured draft, then review it in Moxie's normal editor.

Create projects, invoices, and forms with Assistant

Create and refine emails, tickets, templates, and agreement content while keeping the final edit in your hands.

Draft and rewrite content with Assistant

Condense long conversations and submissions into useful context you can review and refresh.

Generate ticket, submission, and email summaries

Review generated business reports and ask follow-up questions about the information in a report.

Use and discuss Business summaries

Purchase Assistant capacity and choose which workspace members can use it.

Manage Assistant licenses and access

Resolve common access, capacity, usage, generation, and report issues.

Troubleshoot Assistant access and results

Geoff Mina

Draft, plan, create, and understand your business with AI-assisted tools.

Moxie Assistant

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Volume, requesters and topics for your company.

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Track the progress of all tickets and conversations related to your company.

Customer Portal.

Track the progress of all tickets related to your company.

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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.

Prototype answer unavailable

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