Moxie

Use Home to see what needs attention, what is coming up, and how your business is doing.

Understand your Moxie Home

Save, organize, rename, and use personal shortcuts to the Moxie pages you visit most.

Custom Navigation / Quick Links

Create a reusable visual identity, choose your default brand, and understand how published branding reaches your portal, forms, schedulers, invoices, and agreements.

Build and apply your brand across Moxie with Brand Kits

Understand Moxie's primary areas, contextual navigation, focused workspaces, and responsive mobile layout.

Navigate Moxie on desktop and mobile

Use Universal Search to find records, open features, and run slash commands from anywhere in Moxie.

Search, navigate, and run commands

Use Moxie's global create menu and understand when contextual creation is the better shortcut.

Create records from anywhere

Keep cross-workspace updates and personal utilities close without losing the page you are working on.

Use Activity, To-Dos, Schedule, and Notes

Use contextual settings, return paths, side panels, and browser-native links to move through Moxie efficiently.

Move through Moxie without losing context

Save filters and layouts for repeatable work across Moxie lists.

Save and reuse views

Find deleted workspace records, review affected data, restore one or many items, and understand permanent cleanup.

Restore deleted items from the Trash can

Find familiar V3 features, learn the V4 organizing model, and get comfortable with the workflows that changed.

Moving from Moxie V3 to Moxie V4

Geoff Mina

Learn the navigation, search, creation, activity, and context patterns that make everyday work faster.

Moxie essentials

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Find answers and get help from Intercom Support and Community Experts

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Volume, creators and topics for your company.

Insights

Top creators

AI topics

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

Customer Portal.

Track the progress of all tickets related to your company.

Tickets portal.

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Search

Skip the search. Describe what you’re trying to do and get a grounded answer.

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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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