# Moxie Help Center

> Help center for Moxie

## What's new: Moxie product updates

- [Winter '25 Updates](https://help.withmoxie.com/en/articles/10317269-winter-25-updates.md): What’s New in Moxie – Feature Update
- [Fall '24 Updates](https://help.withmoxie.com/en/articles/10006719-fall-24-updates.md)
- [Moxie UI Update - 2024](https://help.withmoxie.com/en/articles/9889595-moxie-ui-update-2024.md)
- [Summer '24 Updates](https://help.withmoxie.com/en/articles/9776507-summer-24-updates.md)
- [Winter '24 Updates](https://help.withmoxie.com/en/articles/8727642-winter-24-updates.md)
- [Fall '23 Updates](https://help.withmoxie.com/en/articles/8350971-fall-23-updates.md)
- [Summer '23 \(now with Moxie!\)](https://help.withmoxie.com/en/articles/8106747-summer-23-now-with-moxie.md): Recent updates to the platform as of July 2023
- [Winter '23 Client Portal Update](https://help.withmoxie.com/en/articles/7034833-winter-23-client-portal-update.md): Updates to Client Portal for Usability and Customization
- [Hectic V3 - Fall '22 - Major Update](https://help.withmoxie.com/en/articles/6738340-hectic-v3-fall-22-major-update.md): Redesigned UI! Major CRM and Project Management upgrades
- [Summer '22 - Product Updates](https://help.withmoxie.com/en/articles/6395731-summer-22-product-updates.md): Updates to Hectic web and mobile app for July, August, and September 2022
- [Spring '22 - Major Update](https://help.withmoxie.com/en/articles/6156518-spring-22-major-update.md)
- [May '22 Product Updates](https://help.withmoxie.com/en/articles/6191422-may-22-product-updates.md): Features, improvements, and bug fixes from May 2022
- [March '22 Product Updates](https://help.withmoxie.com/en/articles/6024478-march-22-product-updates.md)
- [February '22 Product Updates](https://help.withmoxie.com/en/articles/6022718-february-22-product-updates.md)
- [January '22 Product Updates](https://help.withmoxie.com/en/articles/6022677-january-22-product-updates.md)

## Getting started

- [Which Moxie plan is right for me?](https://help.withmoxie.com/en/articles/6069689-which-moxie-plan-is-right-for-me.md): Choose from Pro or Teams plans.
- [Import your data](https://help.withmoxie.com/en/articles/6458227-import-your-data.md): Import clients, contacts, projects, deliverables, expenses, and time entries from another software.
- [How to collaborate with others in Moxie](https://help.withmoxie.com/en/articles/5886671-how-to-collaborate-with-others-in-moxie.md): On adding your accountant, virtual assistant, or team members.
- [User Types & Access](https://help.withmoxie.com/en/articles/8250259-user-types-access.md)
- [Universal Search+](https://help.withmoxie.com/en/articles/9448829-universal-search.md): Moxie's Universal Search+ allows seamless navigation and searching within your workspace
- [Moxie Versioned File System](https://help.withmoxie.com/en/articles/10989326-moxie-versioned-file-system.md)
- [Set up your account](https://help.withmoxie.com/en/articles/6047503-set-up-your-account.md): Moxie account settings
- [Add your first client](https://help.withmoxie.com/en/articles/5776772-add-your-first-client.md): All your client information in one place \(e.g., projects, invoices, timesheets, forms, and more.\)
- [How to create, edit, and manage a client](https://help.withmoxie.com/en/articles/6063871-how-to-create-edit-and-manage-a-client.md): This guide will show you how to keep track of your clients in Hectic.
- [Navigating Moxie](https://help.withmoxie.com/en/articles/6067248-navigating-moxie.md): Learn how to move quickly through Moxie to find what you need.
- [Create your first agreement](https://help.withmoxie.com/en/articles/5858031-create-your-first-agreement.md): Set expectations in writing. Learn how to create a client quote, proposal, or contract that communicates your services.
- [Create your first project](https://help.withmoxie.com/en/articles/5834597-create-your-first-project.md): Create your first client project so that you can track your time, send invoices, and keep track of project details.
- [Send your first invoice](https://help.withmoxie.com/en/articles/5815777-send-your-first-invoice.md): Need to send an invoice right away? No problem, we got you covered. Learn how to send an invoice before doing anything else in the app.
- [Moxie Template / Workflow Tokens](https://help.withmoxie.com/en/articles/9718572-moxie-template-workflow-tokens.md): Complete list of tokens available in Moxie
- [Moxie - a complete overview](https://help.withmoxie.com/en/articles/6063708-moxie-a-complete-overview.md): See how everything in Moxie works together to help you freelance smarter, not harder.
- [Onboard your first client](https://help.withmoxie.com/en/articles/4793798-onboard-your-first-client.md): Just trying Moxie to see if it works? Here's what you need to set up to onboard your first client.
- [Custom Fields](https://help.withmoxie.com/en/articles/8397153-custom-fields.md): Extend the Moxie CRM objects with custom fields

## Dashboard

- [Dashboard - Insights](https://help.withmoxie.com/en/articles/6167449-dashboard-insights.md): Homebase has 3 primary tabs - focus, calendar, and insights. This article is centered around insights.
- [To-dos, notes, schedule](https://help.withmoxie.com/en/articles/6755156-to-dos-notes-schedule.md): Make your list of things to get done not associated with a project.
- [Dashboard- Focus](https://help.withmoxie.com/en/articles/6163884-dashboard-focus.md): Homebase has 3 primary tabs - focus, calendar, and insights. This article is centered around focus.
- [Dashboard - Calendar](https://help.withmoxie.com/en/articles/5812303-dashboard-calendar.md): Dashboard has 5 sub-menus - focus, calendar, insights, bookings, and business summary. This article is centered around calendar.
- [Sharing your Moxie calendar](https://help.withmoxie.com/en/articles/7158813-sharing-your-moxie-calendar.md): Import your Moxie calendar into any other calendar app via an ICS subscription.

## Project management

- [Set up and view your project workflow](https://help.withmoxie.com/en/articles/6042806-set-up-and-view-your-project-workflow.md): See your projects in a table, kanban, or timeline view.
- [Create your product and service library](https://help.withmoxie.com/en/articles/6428967-create-your-product-and-service-library.md): Use your product and service library in agreements, projects, and invoices.
- [Recurring tasks](https://help.withmoxie.com/en/articles/6496466-recurring-tasks.md): Automatically create a task that repeats at a regular interval.
- [Templates - projects](https://help.withmoxie.com/en/articles/6167915-templates-projects.md): For the projects that you work on with each client, create a template for easy re-use.
- [Client project collaboration](https://help.withmoxie.com/en/articles/6566142-client-project-collaboration.md): Control how you collaborate with clients on projects in your project management and their client portal.
- [Set price per task](https://help.withmoxie.com/en/articles/6523370-set-price-per-task.md): Create a different pricing structure for each task in the same project.
- [Move or duplicate tasks](https://help.withmoxie.com/en/articles/6428949-move-or-duplicate-tasks.md): Quickly copy a task and its sub-tasks or move a task to another project.
- [Projects, tasks, and sub-tasks](https://help.withmoxie.com/en/articles/5780346-projects-tasks-and-sub-tasks.md): How Moxie thinks about clients, projects, tasks, and subtasks.

## Accounting

- [Expenses](https://help.withmoxie.com/en/articles/5886659-expenses.md): Tracking your business expenses with Moxie.
- [Vendors](https://help.withmoxie.com/en/articles/6048337-vendors.md): Add businesses, contractors, and other freelancers that you work with on a regular basis to your vendors for easy expense tracking.
- [Invoice and payment list](https://help.withmoxie.com/en/articles/6167675-invoice-and-payment-list.md): View and edit your invoices, payments, and other income in one easy place.

## Invoices

- [Moxie Invoicing: Create, Manage, and Send Invoices](https://help.withmoxie.com/en/articles/5083331-moxie-invoicing-create-manage-and-send-invoices.md): Learn how Moxie can streamline your finances so you get paid regularly and on time.
- [Templates - Invoices](https://help.withmoxie.com/en/articles/8105936-templates-invoices.md): Create fully customizable invoice templates to match your branding and compliance requirements.
- [Payment plans for invoices](https://help.withmoxie.com/en/articles/8703794-payment-plans-for-invoices.md): Split your invoice up into installments.
- [Pricing structure options](https://help.withmoxie.com/en/articles/6421927-pricing-structure-options.md): How to bill with Moxie hourly, fixed rate, recurring, or different per each task.
- [How to configure a recurring invoice](https://help.withmoxie.com/en/articles/5899347-how-to-configure-a-recurring-invoice.md): Set up automatic invoicing
- [Using automatic / subscription billing](https://help.withmoxie.com/en/articles/6010167-using-automatic-subscription-billing.md): Setup automatic recurring payments with your customers for products and services.
- [Supported payment methods](https://help.withmoxie.com/en/articles/5871661-supported-payment-methods.md): What payment methods are supported with Moxie.
- [Deposits](https://help.withmoxie.com/en/articles/6050935-deposits.md): Easily request deposits from your clients.
- [Invoices and currencies](https://help.withmoxie.com/en/articles/5871628-invoices-and-currencies.md): Invoice in different currencies as needed for your clients.
- [How to customize your invoice numbering scheme](https://help.withmoxie.com/en/articles/5743302-how-to-customize-your-invoice-numbering-scheme.md): How to setup automatic invoice numbers that include client initials, year, month, and more
- [Connect invoice item to project](https://help.withmoxie.com/en/articles/8421281-connect-invoice-item-to-project.md): Associate your invoice line item to a project even after you have sent the invoice.
- [Issue a refund to your client](https://help.withmoxie.com/en/articles/8659152-issue-a-refund-to-your-client.md): If you need to issue a refund to your client, here is how to account for it in your books.
- [Invoicing best practices](https://help.withmoxie.com/en/articles/5886651-invoicing-best-practices.md): Standard payment time frames and late fees and other general invoicing practices.
- [Peppol Compliant Invoices](https://help.withmoxie.com/en/articles/13334906-peppol-compliant-invoices.md)

## Agreements

- [Create an agreement \(v2\)](https://help.withmoxie.com/en/articles/8663707-create-an-agreement-v2.md): V2 of agreements arrived 12/1. Here are some quick points to get you started.
- [Agreements \(v2\) settings](https://help.withmoxie.com/en/articles/8675000-agreements-v2-settings.md): Configure what happens after you send an agreement
- [Agreements \(v2\) tokens](https://help.withmoxie.com/en/articles/8786467-agreements-v2-tokens.md): Using tokens in Agreements \(beta version\)
- [Write a contract](https://help.withmoxie.com/en/articles/6424828-write-a-contract.md): Create a legally binding contract to protect you and your business and set up clear expectations for your clients.
- [Write a proposal](https://help.withmoxie.com/en/articles/4750274-write-a-proposal.md): Create a proposal with legal language and projects built in.
- [Write a quote](https://help.withmoxie.com/en/articles/6424508-write-a-quote.md): Send a quick quote to your clients to accept.
- [Integrated payments in agreements](https://help.withmoxie.com/en/articles/7158847-integrated-payments-in-agreements.md): Automatically capture initial payment with your proposal, quote, or contract.
- [FAQ's about agreements](https://help.withmoxie.com/en/articles/6307977-faq-s-about-agreements.md): Use the agreements tool to create proposals, quotes, and contracts. Editable to fit your needs.
- [Automations for agreements](https://help.withmoxie.com/en/articles/7039611-automations-for-agreements.md): Have a signed agreement create a project or invoice.
- [Templates - agreements](https://help.withmoxie.com/en/articles/6167743-templates-agreements.md): Create a template out of your most-used proposals for easy access.

## Time-tracking

- [Time tracking - overview](https://help.withmoxie.com/en/articles/5886663-time-tracking-overview.md): Track what you're doing with your time in real time or manually add it later.
- [Pause and edit your timer](https://help.withmoxie.com/en/articles/6076657-pause-and-edit-your-timer.md): Start and stop the timer then quickly pick up where you left off.
- [Toggle billable and unbillable time entries](https://help.withmoxie.com/en/articles/8675012-toggle-billable-and-unbillable-time-entries.md): Keep track of your time without mucking up your billing.

## Sales pipeline

- [Sales pipeline](https://help.withmoxie.com/en/articles/6093691-sales-pipeline.md): Manage all of your upcoming opportunities with forecasting and tracking built in.
- [Add an opportunity](https://help.withmoxie.com/en/articles/6871430-add-an-opportunity.md): How to add an opportunity for tracking in your sales pipeline.
- [Associate items with an opportunity](https://help.withmoxie.com/en/articles/6871464-associate-items-with-an-opportunity.md): Keep all of the details together for your upcoming work. Add it to your sales pipeline from anywhere in Moxie.
- [Workflow automation set up](https://help.withmoxie.com/en/articles/6971258-workflow-automation-set-up.md): What to create to make creating your workflow automations a breeze.
- [Workflow automation widgets](https://help.withmoxie.com/en/articles/6974850-workflow-automation-widgets.md): What each of the blocks does to automate your business.
- [Common automations](https://help.withmoxie.com/en/articles/6974417-common-automations.md): Make these things happen automatically with Moxie. Here's how and where to set it up.
- [Convert your opportunity to a client](https://help.withmoxie.com/en/articles/8425972-convert-your-opportunity-to-a-client.md): How to take a form filled on your website to an opportunity and turn them into a client in Moxie.

## Meetings and forms

- [How to use the Moxie meeting scheduler](https://help.withmoxie.com/en/articles/5886666-how-to-use-the-moxie-meeting-scheduler.md): Send a link for your clients to schedule meetings on your time.
- [Create and use forms](https://help.withmoxie.com/en/articles/4742680-create-and-use-forms.md): Moxie's versatile forms feature helps you connect with your clients from capturing a lead to setting up meetings.
- [Embedded form and scheduler redirect](https://help.withmoxie.com/en/articles/6332765-embedded-form-and-scheduler-redirect.md): Redirect to a new page after a user submits an embedded form
- [Mapping custom fields from a form](https://help.withmoxie.com/en/articles/8467087-mapping-custom-fields-from-a-form.md): Set-up your form to map to custom client fields
- [Defer loading of meeting or form iFrame](https://help.withmoxie.com/en/articles/9167656-defer-loading-of-meeting-or-form-iframe.md): This can be used in scenarios where hiding the iframe until it is completely loaded is preferable to showing the loading area.
- [Meeting Scheduler - Linked Calendar Availability Blocks](https://help.withmoxie.com/en/articles/10429892-meeting-scheduler-linked-calendar-availability-blocks.md): Control your meeting scheduler by adding availability events directly to your linked Google, Microsoft, Apple, or CalDav calendar

## Client portal

- [Set up client portal](https://help.withmoxie.com/en/articles/5855608-set-up-client-portal.md): Overview of Client Portal functionality and configuration.
- [Client portal - Customization](https://help.withmoxie.com/en/articles/5855647-client-portal-customization.md): Customize the look and feel of the client portal to match your brand.
- [Client Portal - Features](https://help.withmoxie.com/en/articles/5855650-client-portal-features.md): Set up which features are available in your client portal. See a client's view of client portal.
- [Client Portal - Permissions](https://help.withmoxie.com/en/articles/5855648-client-portal-permissions.md): Configure who can access the portal as well as preview the portal as one of your clients.
- [Client Portal - Custom Domains](https://help.withmoxie.com/en/articles/5855651-client-portal-custom-domains.md): Use your own domain to provide a fully branded experience.
- [Client requests & ticketing](https://help.withmoxie.com/en/articles/6565252-client-requests-ticketing.md): Configure integrated request and ticket management .
- [Client Portal - Client Access and Login](https://help.withmoxie.com/en/articles/8238276-client-portal-client-access-and-login.md): Reduced friction and ease of setup for client access
- [Grant access to multiple client portals](https://help.withmoxie.com/en/articles/8421334-grant-access-to-multiple-client-portals.md): For a single email address that needs access to multiple portals
- [Custom Code - Change Client Portal Nav](https://help.withmoxie.com/en/articles/9085188-custom-code-change-client-portal-nav.md): This is an unofficial solution to renaming client portal links
- [Embed Google Drive Folder in Client Portal](https://help.withmoxie.com/en/articles/10343687-embed-google-drive-folder-in-client-portal.md): Use Google Drive folders as an embedded page in Client Portal
- [Overview: Client portal](https://help.withmoxie.com/en/articles/9307835-overview-client-portal.md)

## Communicator

- [Communicator - Overview](https://help.withmoxie.com/en/articles/6369542-communicator-overview.md): What is Moxie Communicator and and why is it going to change your life?
- [Templates - email](https://help.withmoxie.com/en/articles/6370150-templates-email.md): Create email templates for use with invoices, meetings, forms, and more.
- [Email forwarding requests and ticketing for Google users](https://help.withmoxie.com/en/articles/6577104-email-forwarding-requests-and-ticketing-for-google-users.md): Setting up request and ticketing email forwarding for Google users
- [Communicator - FAQ's](https://help.withmoxie.com/en/articles/6369404-communicator-faq-s.md): Questions about your Moxie business phone line
- [Porting a number to Moxie](https://help.withmoxie.com/en/articles/6960884-porting-a-number-to-moxie.md): Move your number from an existing carrier to use with Moxie Communicator
- [Template tokens](https://help.withmoxie.com/en/articles/8514775-template-tokens.md): Using tokens in email, invoice, and agreement templates.
- [Custom Email](https://help.withmoxie.com/en/articles/5855652-custom-email.md): Send emails from your account for a fully branded experience
- [UK Number Requirements](https://help.withmoxie.com/en/articles/11081533-uk-number-requirements.md): Provide the required documentation to select a UK number for use with Moxie Communicator.
- [Porting a number away from Moxie](https://help.withmoxie.com/en/articles/14306786-porting-a-number-away-from-moxie.md): Move your number from Moxie to your new phone carrier

## Integrations

- [Integrate Moxie with Stripe](https://help.withmoxie.com/en/articles/4793732-integrate-moxie-with-stripe.md): Connect Moxie with a Stripe account to accept payment and send invoices
- [Integrating Moxie with PayPal](https://help.withmoxie.com/en/articles/5899247-integrating-moxie-with-paypal.md): Connect your PayPal account with Moxie for secure integrated invoice payments
- [Connecting your Google calendar](https://help.withmoxie.com/en/articles/6167570-connecting-your-google-calendar.md): Why connecting your Google calendar makes Moxie work even better for you.
- [Connecting your iCloud calendar](https://help.withmoxie.com/en/articles/6167635-connecting-your-icloud-calendar.md): Why connecting your iCloud calendar helps get you organized.
- [Connecting your Microsoft calendar](https://help.withmoxie.com/en/articles/6767371-connecting-your-microsoft-calendar.md): Why connecting your Microsoft calendar makes Moxie work even better.
- [Integrating Moxie with Zoom](https://help.withmoxie.com/en/articles/5739404-integrating-moxie-with-zoom.md): Automatically add Zoom meetings to your Meeting Scheduler
- [Integrating Moxie with QuickBooks Online](https://help.withmoxie.com/en/articles/6010089-integrating-moxie-with-quickbooks-online.md): Sync clients, invoices, payments, and expenses with QB Online
- [Importing expenses with Plaid](https://help.withmoxie.com/en/articles/6169443-importing-expenses-with-plaid.md): Automate your expense importing and tracking
- [Integrating Moxie with Zapier](https://help.withmoxie.com/en/articles/5640802-integrating-moxie-with-zapier.md): All you need to know about connecting and using Zapier with Moxie.
- [Integrating Moxie with Pabbly Connect](https://help.withmoxie.com/en/articles/8282743-integrating-moxie-with-pabbly-connect.md)
- [Integrating Moxie with Zoho Calendar](https://help.withmoxie.com/en/articles/9756681-integrating-moxie-with-zoho-calendar.md): Integrate Zoho Calendar using CalDav + App Password
- [Microsoft / Office365 Email Error](https://help.withmoxie.com/en/articles/9956422-microsoft-office365-email-error.md)
- [Webhooks and Public API Overview](https://help.withmoxie.com/en/articles/8154712-webhooks-and-public-api-overview.md): Make use of webhooks and public API functionality to extend the capabilities of Moxie.
- [Webhook fundamentals](https://help.withmoxie.com/en/articles/8154731-webhook-fundamentals.md): Configure webhooks for various events, customize security settings, and view logs
- [Public API Fundamentals](https://help.withmoxie.com/en/articles/8154735-public-api-fundamentals.md): Enable your public api key, find your base workspace endpoint, send actions
- [Moxie Public IPs](https://help.withmoxie.com/en/articles/8264416-moxie-public-ips.md)
- [Client webhook events](https://help.withmoxie.com/en/articles/8154864-client-webhook-events.md): Definition of webhook events that are triggered on client objects
- [Invoice webhook events](https://help.withmoxie.com/en/articles/8154885-invoice-webhook-events.md): Definition of webhook events that are triggered on invoice objects
- [Form webhook events](https://help.withmoxie.com/en/articles/8157313-form-webhook-events.md): Definition of webhook events that are triggered when a form is submitted
- [Agreement \(V2\) webhook events](https://help.withmoxie.com/en/articles/8842439-agreement-v2-webhook-events.md): Definition of webhook events that are triggered on when \(V2\) agreements are sent, viewed, or signed
- [Scheduled meeting webhook events](https://help.withmoxie.com/en/articles/8159773-scheduled-meeting-webhook-events.md): Definition of webhook events that are triggered on when meetings are scheduled, updated, or cancelled
- [Pipeline opportunity webhook events](https://help.withmoxie.com/en/articles/8159779-pipeline-opportunity-webhook-events.md): Definition of webhook events that are triggered on when sales pipeline opportunities are created or modified
- [Project webhook events](https://help.withmoxie.com/en/articles/8159801-project-webhook-events.md): Definition of webhook events that are triggered when a project is created or modified
- [Project task webhook events](https://help.withmoxie.com/en/articles/8159808-project-task-webhook-events.md): Definition of webhook events that are triggered when a task is updated or modified
- [Time tracking webhook events](https://help.withmoxie.com/en/articles/8159820-time-tracking-webhook-events.md): Definition of webhook events that are triggered when a time entry is created or modified
- [Agreement \(V1\) webhook events](https://help.withmoxie.com/en/articles/8157314-agreement-v1-webhook-events.md): Definition of webhook events that are triggered on when legacy \(V1\) agreements are created or signed
- [Ticket webhook events](https://help.withmoxie.com/en/articles/9367705-ticket-webhook-events.md): Definition of webhook events that are triggered on ticket objects
- [List Clients](https://help.withmoxie.com/en/articles/8163927-list-clients.md): List all clients in your Moxie workspace
- [Search Clients](https://help.withmoxie.com/en/articles/8163928-search-clients.md): Search clients by name or contact information
- [Search Contacts](https://help.withmoxie.com/en/articles/8259974-search-contacts.md): Search contacts in your workspace
- [Search Projects](https://help.withmoxie.com/en/articles/8260204-search-projects.md): Search for active projects
- [Search Payable Invoices](https://help.withmoxie.com/en/articles/8260252-search-payable-invoices.md): Find invoices in the CRM that are currently in a payable state
- [List Email Templates](https://help.withmoxie.com/en/articles/8260211-list-email-templates.md): Retrieve a list of all email template names in a workspace
- [List Invoice Templates](https://help.withmoxie.com/en/articles/8260216-list-invoice-templates.md): Returns a list of all invoice template names in the workspace
- [List Vendor Names](https://help.withmoxie.com/en/articles/8260220-list-vendor-names.md): Returns a list of all vendor names
- [List Form Names](https://help.withmoxie.com/en/articles/8260225-list-form-names.md): List all form template names.
- [List Pipeline Stages](https://help.withmoxie.com/en/articles/8260232-list-pipeline-stages.md): List all stages and types in the Sales Pipeline
- [List Project Task Stages](https://help.withmoxie.com/en/articles/8260242-list-project-task-stages.md): List of task stages in the project management module
- [List Workspace Users](https://help.withmoxie.com/en/articles/8260260-list-workspace-users.md): List all users and permissions in the Moxie workspace
- [Create Client](https://help.withmoxie.com/en/articles/8160175-create-client.md): Create a new client record in your CRM
- [Create Contact](https://help.withmoxie.com/en/articles/8160213-create-contact.md): Create a contact record and optionally associate with a client
- [Create Invoice](https://help.withmoxie.com/en/articles/8174518-create-invoice.md): Create an invoice with line items which can utilize custom templates and emls
- [Create Expense](https://help.withmoxie.com/en/articles/8160223-create-expense.md): Create an expense in your Moxie accounting records
- [Create Form Submission](https://help.withmoxie.com/en/articles/8160298-create-form-submission.md): Create an automated form submission with lead information and custom answers.
- [Create Project](https://help.withmoxie.com/en/articles/8160400-create-project.md): Create a new project in your Moxie CRM
- [Create Task](https://help.withmoxie.com/en/articles/8160423-create-task.md): Create a task in your project management system.
- [Approve Deliverable](https://help.withmoxie.com/en/articles/8160466-approve-deliverable.md): External approval of a deliverable that is in Client Workflow status
- [Create Ticket](https://help.withmoxie.com/en/articles/9367715-create-ticket.md): Create a new ticket in your workspace
- [Create Comment on Ticket](https://help.withmoxie.com/en/articles/9367926-create-comment-on-ticket.md): Add a comment to an existing ticket
- [Create Opportunity](https://help.withmoxie.com/en/articles/8160471-create-opportunity.md): Create a new opportunity in your sales pipeline
- [Create Time Entry](https://help.withmoxie.com/en/articles/8160498-create-time-entry.md): Create a new time entry record in your workspace
- [Apply Payment to Invoice](https://help.withmoxie.com/en/articles/8213724-apply-payment-to-invoice.md): Apply a payment to an open invoice within Moxie
- [Attach File - Multipart File Upload](https://help.withmoxie.com/en/articles/8351058-attach-file-multipart-file-upload.md)
- [Attach File - From URL](https://help.withmoxie.com/en/articles/8351218-attach-file-from-url.md)
- [Create or Update Calendar Event](https://help.withmoxie.com/en/articles/9567848-create-or-update-calendar-event.md): Create or update a calendar event in the Moxie Homebase calendar
- [Delete Calendar Event](https://help.withmoxie.com/en/articles/9567852-delete-calendar-event.md): Delete a calendar event by External ID

## Moxie Assistant

- [Moxie Assistant - Overview](https://help.withmoxie.com/en/articles/9621142-moxie-assistant-overview.md): Your Ultimate AI-Powered Productivity Partner
- [Business Summary / Analysis](https://help.withmoxie.com/en/articles/9621233-business-summary-analysis.md): Provide a comprehensive view of your workspace dynamics through AI-driven analysis
- [Summarization Services](https://help.withmoxie.com/en/articles/9621185-summarization-services.md): Streamline your workflow by providing concise summaries of lengthy emails, tickets, and form submissions
- [Writing Assistant](https://help.withmoxie.com/en/articles/9621310-writing-assistant.md): Craft high-quality content effortlessly.
- [Conversational Configuration](https://help.withmoxie.com/en/articles/9624299-conversational-configuration.md): Leverage advanced AI technology to help you create complex items with ease
- [Prompt Engineering](https://help.withmoxie.com/en/articles/9626658-prompt-engineering.md): Prompt engineering involves crafting clear and specific instructions to guide Moxie Assistant in generating accurate and relevant responses

## Moxie V4

- [Moving from Moxie V3 to Moxie V4?](https://help.withmoxie.com/en/articles/16240983-moving-from-moxie-v3-to-moxie-v4.md): Find familiar V3 features, learn the V4 organizing model, and get comfortable with the workflows that changed.
- [Welcome to Moxie: your business, connected](https://help.withmoxie.com/en/articles/16172072-welcome-to-moxie-your-business-connected.md): Start with the big picture, learn how Moxie organizes your business, and follow a calm path from setup to automation.
- [Complete your workspace setup](https://help.withmoxie.com/en/articles/16172073-complete-your-workspace-setup.md): Use Getting Started to prepare Moxie for polished client work.
- [Add your business details and branding](https://help.withmoxie.com/en/articles/16172074-add-your-business-details-and-branding.md): Add the identity, contact details, logo, and colors Moxie uses in client-facing work.
- [Connect the email address Moxie sends from](https://help.withmoxie.com/en/articles/16172075-connect-the-email-address-moxie-sends-from.md): Connect Google, Microsoft, or SMTP for automated documents and notifications.
- [Connect your calendar](https://help.withmoxie.com/en/articles/16172076-connect-your-calendar.md): Connect Google, Microsoft, iCloud, or CalDAV and choose which calendars Moxie uses.
- [Add your first client](https://help.withmoxie.com/en/articles/16172078-add-your-first-client.md): Create the client record that connects projects, invoices, agreements, forms, meetings, and files.
- [Understand your Moxie Home](https://help.withmoxie.com/en/articles/16189036-understand-your-moxie-home.md): Use Home to see what needs attention, what is coming up, and how your business is doing.
- [Navigate Moxie on desktop and mobile](https://help.withmoxie.com/en/articles/16189037-navigate-moxie-on-desktop-and-mobile.md): Understand Moxie's primary areas, contextual navigation, focused workspaces, and responsive mobile layout.
- [Search, navigate, and run commands](https://help.withmoxie.com/en/articles/16189038-search-navigate-and-run-commands.md): Use Universal Search to find records, open features, and run slash commands from anywhere in Moxie.
- [Create records from anywhere](https://help.withmoxie.com/en/articles/16189039-create-records-from-anywhere.md): Use Moxie's global create menu and understand when contextual creation is the better shortcut.
- [Use Activity, To-Dos, Schedule, and Notes](https://help.withmoxie.com/en/articles/16189040-use-activity-to-dos-schedule-and-notes.md): Keep cross-workspace updates and personal utilities close without losing the page you are working on.
- [Move through Moxie without losing context](https://help.withmoxie.com/en/articles/16189041-move-through-moxie-without-losing-context.md): Use contextual settings, return paths, side panels, and browser-native links to move through Moxie efficiently.
- [Save and reuse views](https://help.withmoxie.com/en/articles/16195512-save-and-reuse-views.md): Save filters and layouts for repeatable work in Tasks, Pipeline, and Tickets.
- [Understand clients and contacts in Moxie](https://help.withmoxie.com/en/articles/16179846-understand-clients-and-contacts-in-moxie.md): Learn how client relationships and individual contacts fit together throughout Moxie.
- [Create, edit, archive, and reactivate clients](https://help.withmoxie.com/en/articles/16179847-create-edit-archive-and-reactivate-clients.md): Build accurate client records, maintain reusable details, and preserve inactive relationships.
- [Find and organize your clients](https://help.withmoxie.com/en/articles/16179848-find-and-organize-your-clients.md): Use search, filters, views, fields, sorting, and favorites to reach the right client quickly.
- [Use the client workspace](https://help.withmoxie.com/en/articles/16179849-use-the-client-workspace.md): Navigate client details, contacts, notes, activity, related records, and contextual creation.
- [Add and manage client contacts](https://help.withmoxie.com/en/articles/16179850-add-and-manage-client-contacts.md): Maintain the people connected to a client and identify their relationship responsibilities.
- [Communicate with a client or contact](https://help.withmoxie.com/en/articles/16179851-communicate-with-a-client-or-contact.md): Start email, calling, messaging, and meeting flows in the correct client context.
- [Keep private notes about a client](https://help.withmoxie.com/en/articles/16179854-keep-private-notes-about-a-client.md): Capture, format, review, and maintain private relationship context in the client workspace.
- [Understand recent client activity](https://help.withmoxie.com/en/articles/16179855-understand-recent-client-activity.md): Follow meaningful relationship events, open their source records, and repair incomplete history.
- [Work with a client’s related records](https://help.withmoxie.com/en/articles/16179856-work-with-a-client-s-related-records.md): Use full client-filtered module views without losing list preferences or navigation context.
- [Customize client defaults and custom fields](https://help.withmoxie.com/en/articles/16179857-customize-client-defaults-and-custom-fields.md): Set reusable defaults and capture the client information that matters to your business.
- [Understand Work in Moxie](https://help.withmoxie.com/en/articles/16179940-understand-work-in-moxie.md): Learn how projects, tasks, time tracking, and recurring tasks work together.
- [Create and configure a project](https://help.withmoxie.com/en/articles/16179941-create-and-configure-a-project.md): Set up a project with the right client, schedule, team, pricing, and portal access.
- [Use the project workspace](https://help.withmoxie.com/en/articles/16179942-use-the-project-workspace.md): Keep delivery context, progress, related records, notes, activity, and tasks together.
- [Find and organize your projects](https://help.withmoxie.com/en/articles/16179943-find-and-organize-your-projects.md): Use search, status, sorting, fields, and display choices to manage a growing project list.
- [Create and manage tasks](https://help.withmoxie.com/en/articles/16179944-create-and-manage-tasks.md): Plan work, maintain ownership and due dates, and move tasks through your workflow.
- [Work inside a task](https://help.withmoxie.com/en/articles/16179945-work-inside-a-task.md): Use task details, subtasks, time, comments, and files without losing your place.
- [Choose the right task view](https://help.withmoxie.com/en/articles/16179946-choose-the-right-task-view.md): Switch between table, board, and calendar views while keeping the same task context.
- [Track time with the Moxie timer](https://help.withmoxie.com/en/articles/16179947-track-time-with-the-moxie-timer.md): Start, pause, resume, connect, and save accurate time from anywhere in Moxie.
- [Review and manage time entries](https://help.withmoxie.com/en/articles/16179948-review-and-manage-time-entries.md): Understand tracked time, billing status, filters, grouping, manual entries, and exports.
- [Create recurring tasks](https://help.withmoxie.com/en/articles/16179949-create-recurring-tasks.md): Schedule repeatable work, preview future dates, and monitor each task schedule.
- [Create and use project templates](https://help.withmoxie.com/en/articles/16179951-create-and-use-project-templates.md): Turn repeatable projects into reusable plans with tasks, timelines, fees, and portal settings.
- [Configure project types and task statuses](https://help.withmoxie.com/en/articles/16179952-configure-project-types-and-task-statuses.md): Build workflows with purpose-specific fields, statuses, approval steps, and notifications.
- [Plan projects and manage capacity with confidence](https://help.withmoxie.com/en/articles/16221050-plan-projects-and-manage-capacity-with-confidence.md): Use the project dashboard, guided Plan, Team capacity, and My capacity to schedule realistic commitments and respond when plans change.
- [Understand Money in Moxie](https://help.withmoxie.com/en/articles/16180042-understand-money-in-moxie.md): Learn how invoices, payment plans, recurring schedules, income, expenses, vendors, products, and reports work together.
- [Create and edit an invoice](https://help.withmoxie.com/en/articles/16180043-create-and-edit-an-invoice.md): Build a polished invoice with client details, billable work, reusable items, terms, and payment settings.
- [Send, share, and manage an invoice](https://help.withmoxie.com/en/articles/16180044-send-share-and-manage-an-invoice.md): Deliver an invoice now or later and manage its status, online link, payments, and activity.
- [Find and understand your invoices](https://help.withmoxie.com/en/articles/16180045-find-and-understand-your-invoices.md): Use invoice analytics, date ranges, search, filters, grouping, and sorting to understand billing health.
- [Customize invoice templates](https://help.withmoxie.com/en/articles/16180046-customize-invoice-templates.md): Create branded invoice layouts with reusable blocks, styles, and a reliable default template.
- [Create and manage payment plans](https://help.withmoxie.com/en/articles/16180047-create-and-manage-payment-plans.md): Split an engagement into ordered milestone, date, percentage, or fixed-amount invoices.
- [Manage recurring schedules](https://help.withmoxie.com/en/articles/16180048-manage-recurring-schedules.md): Monitor repeating invoices, expenses, and income, including schedule health, pauses, and history.
- [Create a recurring invoice](https://help.withmoxie.com/en/articles/16180049-create-a-recurring-invoice.md): Configure a repeating invoice with fixed lines, fresh billable work, due terms, and delivery behavior.
- [Record payments and other income](https://help.withmoxie.com/en/articles/16180050-record-payments-and-other-income.md): Record invoice payments and income received outside invoices, then organize the cash received ledger.
- [Track expenses and receipts](https://help.withmoxie.com/en/articles/16180051-track-expenses-and-receipts.md): Record spending, receipts, vendors, payment status, and client reimbursement context.
- [Manage vendors](https://help.withmoxie.com/en/articles/16180052-manage-vendors.md): Maintain vendor contact and tax details, attachments, spending totals, and related expenses.
- [Build your products and services library](https://help.withmoxie.com/en/articles/16180053-build-your-products-and-services-library.md): Create reusable fixed, hourly, and deposit items and organize them with table-level folders.
- [Understand the Money In & Out report](https://help.withmoxie.com/en/articles/16180054-understand-the-money-in-out-report.md): Review received income, paid expenses, net cash, monthly detail, and accounting exports.
- [Accept online payments](https://help.withmoxie.com/en/articles/16180055-accept-online-payments.md): Connect Stripe or PayPal and make supported online payment choices available on invoices.
- [Understand Sales in Moxie](https://help.withmoxie.com/en/articles/16180365-understand-sales-in-moxie.md): Learn how opportunities, forecasts, agreements, forms, and submissions work together.
- [Manage your sales pipeline](https://help.withmoxie.com/en/articles/16180366-manage-your-sales-pipeline.md): Create, find, filter, group, and move opportunities through your sales process.
- [Work inside an opportunity](https://help.withmoxie.com/en/articles/16180367-work-inside-an-opportunity.md): Maintain deal context, activity, automations, notes, lead information, and follow-up work.
- [Use the sales forecast](https://help.withmoxie.com/en/articles/16180377-use-the-sales-forecast.md): Compare won revenue, weighted pipeline, best-case value, and projected monthly sales.
- [Configure pipeline stages and default to-dos](https://help.withmoxie.com/en/articles/16180378-configure-pipeline-stages-and-default-to-dos.md): Adapt stage behavior, order, colors, confidence, and automatic follow-up tasks to your process.
- [Create, finalize, and share an agreement](https://help.withmoxie.com/en/articles/16180380-create-finalize-and-share-an-agreement.md): Build a client agreement, add signers, review its behavior, and deliver it for signature.
- [Manage agreements and reusable templates](https://help.withmoxie.com/en/articles/16180381-manage-agreements-and-reusable-templates.md): Find agreement records and create reusable document structures for future clients.
- [Build and share a reusable form](https://help.withmoxie.com/en/articles/16180382-build-and-share-a-reusable-form.md): Create a public form, configure its design and response behavior, and share or embed it.
- [Send a client-specific form request](https://help.withmoxie.com/en/articles/16180383-send-a-client-specific-form-request.md): Create an independent, private copy of a reusable form for one client and contact.
- [Review and manage form submissions](https://help.withmoxie.com/en/articles/16180384-review-and-manage-form-submissions.md): Find responses, inspect submitted answers and files, add context, export results, and manage privacy.
- [Understand Inbox & communications](https://help.withmoxie.com/en/articles/16181668-understand-inbox-communications.md): Learn how synced email, text messages, calls, email activity, and tickets fit together.
- [Connect and manage your inbox email](https://help.withmoxie.com/en/articles/16181669-connect-and-manage-your-inbox-email.md): Prepare your CRM, connect an inbox account, and understand exactly which email Moxie synchronizes.
- [Read, organize, and reply to email](https://help.withmoxie.com/en/articles/16181670-read-organize-and-reply-to-email.md): Find client conversations, manage inbox state, and keep replies connected to the right relationship.
- [Compose, schedule, and track email](https://help.withmoxie.com/en/articles/16181671-compose-schedule-and-track-email.md): Send polished email with templates, attachments, open tracking, and Send later.
- [Review Email activity and scheduled sends](https://help.withmoxie.com/en/articles/16181672-review-email-activity-and-scheduled-sends.md): Inspect sent messages, review queued email, search by recipient or subject, and cancel future sends.
- [Send and manage bulk email](https://help.withmoxie.com/en/articles/16181673-send-and-manage-bulk-email.md): Send individualized operational messages to a defined audience and review recipient-level results.
- [Create and manage recipient lists](https://help.withmoxie.com/en/articles/16181674-create-and-manage-recipient-lists.md): Build reusable operational-email audiences from live contacts, filtered imports, and manual recipients.
- [Create and manage tickets](https://help.withmoxie.com/en/articles/16181675-create-and-manage-tickets.md): Capture client requests, organize the queue, maintain ownership, and keep conversations moving.
- [Work inside a ticket](https://help.withmoxie.com/en/articles/16181676-work-inside-a-ticket.md): Use replies, internal notes, linked tasks, time, files, answers, and summaries without losing context.
- [Set up your Communicator phone](https://help.withmoxie.com/en/articles/16181677-set-up-your-communicator-phone.md): Register a business number and configure browser ringing, routing, business hours, voicemail, and team access.
- [Make calls and send text messages](https://help.withmoxie.com/en/articles/16181678-make-calls-and-send-text-messages.md): Start calls and messages from the phone widget or directly from contact phone numbers throughout Moxie.
- [Review call and message history](https://help.withmoxie.com/en/articles/16181680-review-call-and-message-history.md): Find calls and texts in the unified Inbox, review outcomes, and return conversations to active work.
- [Understand Calendar in Moxie](https://help.withmoxie.com/en/articles/16180116-understand-calendar-in-moxie.md): Learn how the unified calendar, appointments, and scheduling links work together.
- [Navigate and filter your calendar](https://help.withmoxie.com/en/articles/16180117-navigate-and-filter-your-calendar.md): Choose the right time view and focus the calendar by type, client, owner, or connected calendar.
- [Create and manage calendar events](https://help.withmoxie.com/en/articles/16180118-create-and-manage-calendar-events.md): Reserve time with native Moxie events and open source records without losing calendar context.
- [Review and manage appointments](https://help.withmoxie.com/en/articles/16180119-review-and-manage-appointments.md): Find booked appointments, review invitee responses, and reschedule, cancel, or delete safely.
- [Create a scheduling link](https://help.withmoxie.com/en/articles/16180120-create-a-scheduling-link.md): Define a meeting's duration, owner, description, location, and public booking status.
- [Set availability and prevent conflicts](https://help.withmoxie.com/en/articles/16180121-set-availability-and-prevent-conflicts.md): Configure weekly hours, connected-calendar checks, booking windows, limits, and buffers.
- [Customize the booking form and page](https://help.withmoxie.com/en/articles/16180122-customize-the-booking-form-and-page.md): Collect the right information and apply your brand to each stage of the public booking experience.
- [Configure booking notifications and payments](https://help.withmoxie.com/en/articles/16180123-configure-booking-notifications-and-payments.md): Set confirmations, reminders, post-booking behavior, and optional Stripe payment requirements.
- [Share and organize scheduling links](https://help.withmoxie.com/en/articles/16180124-share-and-organize-scheduling-links.md): Publish public, internal, QR, and embedded booking links while keeping the library organized.
- [Connect calendar and meeting providers](https://help.withmoxie.com/en/articles/16180125-connect-calendar-and-meeting-providers.md): Connect external calendars and meeting providers for display, conflict checks, and booking locations.
- [Understand your client portal](https://help.withmoxie.com/en/articles/16181782-understand-your-client-portal.md): Learn how workspace defaults, contact access, client features, and record visibility create a secure client experience.
- [Give clients access to their portal](https://help.withmoxie.com/en/articles/16181783-give-clients-access-to-their-portal.md): Choose which contacts can sign in and when a client should use customized portal features.
- [Choose portal features and navigation](https://help.withmoxie.com/en/articles/16181784-choose-portal-features-and-navigation.md): Set the workspace-wide client experience and understand how client-specific exceptions behave.
- [Brand your client portal](https://help.withmoxie.com/en/articles/16181785-brand-your-client-portal.md): Customize portal fonts, colors, logos, background images, themes, and welcome language.
- [Create and organize portal pages](https://help.withmoxie.com/en/articles/16181786-create-and-organize-portal-pages.md): Build custom pages, external links, and embedded content, then manage audiences and folders.
- [Connect a custom portal domain](https://help.withmoxie.com/en/articles/16181787-connect-a-custom-portal-domain.md): Point a branded subdomain to Moxie, register it, and confirm DNS and certificate readiness.
- [Control what clients can see](https://help.withmoxie.com/en/articles/16181788-control-what-clients-can-see.md): Combine contact access, client features, and record-level visibility without exposing unintended work.
- [Preview and troubleshoot the client portal](https://help.withmoxie.com/en/articles/16181789-preview-and-troubleshoot-the-client-portal.md): Test workspace and client views and diagnose missing access, records, branding, or pages.
- [Add custom portal code safely](https://help.withmoxie.com/en/articles/16181790-add-custom-portal-code-safely.md): Review, publish, and test trusted client-facing scripts without disrupting portal access.
- [Find and navigate Settings](https://help.withmoxie.com/en/articles/16189226-find-and-navigate-settings.md): Use search, recently viewed shortcuts, and the Work, Workspace, and Account groups to reach the right configuration.
- [Manage business details and branding](https://help.withmoxie.com/en/articles/16189228-manage-business-details-and-branding.md): Set the workspace identity, logo, locale, and contact information used throughout Moxie.
- [Invite and manage team access](https://help.withmoxie.com/en/articles/16189229-invite-and-manage-team-access.md): Manage members, invitations, workspace roles, project collaboration, and paid product assignments.
- [Create and organize reusable templates](https://help.withmoxie.com/en/articles/16189230-create-and-organize-reusable-templates.md): Choose and maintain reusable email, agreement, project, and invoice template libraries.
- [Build and test workflow automations](https://help.withmoxie.com/en/articles/16189231-build-and-test-workflow-automations.md): Create a pipeline-triggered workflow, configure its graph, test it safely, and publish deliberately.
- [Configure project, pipeline, and custom-field rules](https://help.withmoxie.com/en/articles/16189233-configure-project-pipeline-and-custom-field-rules.md): Shape project workflows, sales stages, default to-dos, and business-specific record fields.
- [Set app and workspace preferences](https://help.withmoxie.com/en/articles/16189234-set-app-and-workspace-preferences.md): Control appearance and shared defaults for clients, invoices, agreements, and brand fonts.
- [Manage profile, security, notifications, and workspaces](https://help.withmoxie.com/en/articles/16189235-manage-profile-security-notifications-and-workspaces.md): Maintain your personal identity, sign-in methods, notification channels, and workspace memberships.
- [Manage billing, plans, and add-ons](https://help.withmoxie.com/en/articles/16189237-manage-billing-plans-and-add-ons.md): Compare plans, manage the workspace subscription and payment method, and understand add-ons.
- [Import, roll back, and export workspace data](https://help.withmoxie.com/en/articles/16189238-import-roll-back-and-export-workspace-data.md): Map and review CSV imports, inspect durable history, roll back carefully, and export the workspace.
- [Protect your account with MFA and passkeys](https://help.withmoxie.com/en/articles/16251542-protect-your-account-with-mfa-and-passkeys.md): Set up an authenticator app or passkey, understand when verification is required, and preserve account access.
- [Understand Apps & integrations](https://help.withmoxie.com/en/articles/16189295-understand-apps-integrations.md): Find providers, understand connection patterns, and know which settings area owns each integration.
- [Manage calendar and meeting integrations](https://help.withmoxie.com/en/articles/16189296-manage-calendar-and-meeting-integrations.md): Connect and manage Google, Microsoft, iCloud, CalDAV, Zoom, calendar visibility, and conflict checks.
- [Connect bank and accounting data](https://help.withmoxie.com/en/articles/16189297-connect-bank-and-accounting-data.md): Use Plaid for expense transactions and connect QuickBooks Online or Xero for accounting synchronization.
- [Connect Zapier, Make, and Pabbly](https://help.withmoxie.com/en/articles/16189298-connect-zapier-make-and-pabbly.md): Enable no-code automation platforms and manage their API credentials safely.
- [Use Custom API and event webhooks](https://help.withmoxie.com/en/articles/16189299-use-custom-api-and-event-webhooks.md): Create dedicated API credentials and deliver selected Moxie events to secure HTTPS endpoints.
- [Connect Stripe or PayPal for client payments](https://help.withmoxie.com/en/articles/16189301-connect-stripe-or-paypal-for-client-payments.md): Connect payment providers and choose the online payment methods offered on eligible invoices.
- [Manage legacy Stripe subscriptions](https://help.withmoxie.com/en/articles/16189302-manage-legacy-stripe-subscriptions.md): Maintain backwards-compatible Stripe subscriptions while using Moxie recurring invoices for new billing.
- [Understand Moxie Assistant](https://help.withmoxie.com/en/articles/16180243-understand-moxie-assistant.md): Learn where Assistant appears, what it can help with, and where you remain in control.
- [Choose a focused Assistant workflow](https://help.withmoxie.com/en/articles/16180245-choose-a-focused-assistant-workflow.md): Choose structured creation, writing, summary, or report tools that keep Assistant grounded in the work you are completing.
- [Create projects, invoices, and forms with Assistant](https://help.withmoxie.com/en/articles/16180246-create-projects-invoices-and-forms-with-assistant.md): Turn a plain-language request into a structured draft, then review it in Moxie's normal editor.
- [Draft and rewrite content with Assistant](https://help.withmoxie.com/en/articles/16180247-draft-and-rewrite-content-with-assistant.md): Create and refine emails, tickets, templates, and agreement content while keeping the final edit in your hands.
- [Generate ticket, submission, and email summaries](https://help.withmoxie.com/en/articles/16180248-generate-ticket-submission-and-email-summaries.md): Condense long conversations and submissions into useful context you can review and refresh.
- [Use and discuss Business summaries](https://help.withmoxie.com/en/articles/16180249-use-and-discuss-business-summaries.md): Review generated business reports and ask follow-up questions about the information in a report.
- [Manage Assistant licenses and access](https://help.withmoxie.com/en/articles/16180250-manage-assistant-licenses-and-access.md): Purchase Assistant capacity and choose which workspace members can use it.
- [Troubleshoot Assistant access and results](https://help.withmoxie.com/en/articles/16180251-troubleshoot-assistant-access-and-results.md): Resolve common access, capacity, usage, generation, and report issues.