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Internal and Client User App Experience

Similar to the web portal, the Moxo mobile app also provides different experiences for internal users and client users.

The internal user view provides similar capabilities to the web portal for your internal team to create and manage their Moxo workspaces. 

The client view offers a streamlined experience for external stakeholders to take action and interact with your business in the workspaces they have been invited to.


Internal User View Inside the Mobile App




 

Home 

  • Upon logging in, the Home tab displays a list of your open workspaces. Select a workspace from the timeline to open that workspace.  Click on the dropdown icon next to Home to switch the dashboard view to Summary tab and Archive tab.



     
  • The Summary tab centralizes the monitoring of all your workspaces. Users can group workspaces by status, Flow templates, clients, client groups, or owners and filter them using subcategories like "Due Today," "In Progress," or "Overdue."



     
  • Click on the Archive to view the list of all workspaces you have archived. To bulk archive workspaces, click on the '...' ellipsis icon, and select Bulk Archive.

Filter

  • Use the filter bar to search for a specific workspace in your timeline, or click on the filter icon to view workspaces based on member and workspace types. 



 

+ Button

  • The blue ‘+’ icon in the middle is where you can create a new workspace, invite a new client, and start or schedule a new meeting. 

          
     

Calendar 

  • The Calendar tab is where you will see any scheduled meetings, along with the option to start or schedule a new meeting. 

Account 

  • The Account tab is where you will find your account settings, including the ability to set an out-of-office status, configure notification settings, and more.
  • You can view and search your contacts, track contact updates, and manage pending invites for users who haven’t yet joined the workspace. Quick links are also available for easy navigation.
  • The Help & Support section offers access to Moxo’s Knowledge Base via the Help Center, where you’ll find instructional guides on product enablement and feature usage.
  • Clicking Contact Support opens a page where you can choose a category: Report a Problem or Question or Feedback. 
  • Additionally, you can review the Terms and Privacy or Log Out from the portal.



     
  • Click on the profile icon. This will take you to a range of customization options, including updating your status, viewing contact information and internal team details, setting out of office and time booking availability, managing notification settings, changing passwords, and editing your welcome message.
     

Bell Icon

  • The 'Bell' icon opens the notification center to view all alerts and updates, related to your activity in the portal.

@ Icon

  • The '@' mention icon shows instances where you have been mentioned in comments, tasks, or discussion, ensuring you respond promptly.

Search

  • The search icon allows you to quickly search for documents, tasks, messages, or any other content within the portal using keywords.

Workspace templates can only be built from the web portal.


Client User View Inside the Mobile App


 

Workspace Home 

  • Clients will immediately see their most recent workspace when they log into the mobile app. They can find additional workspaces that they are a part of by clicking the navigation on the top left. 

Chat

  • Clients can use the Chat section to exchange messages and interact with you in the workspace. Clients will also receive a push notification for any new unread messages in their workspaces.

AI Chat Assistant

  • Clients can receive instant, contextual guidance via the AI Chat Assistant. The agent is invoked by @ mentioning it or clicking the Ask AI icon. 
    • The assistant can understand the last 15 messages in the main chat or the last 15 messages in an action thread, alongside any added the knowledge sources.

Files

  • Clients can use the Files tab to find all documents that have been shared inside the workspace.

Meetings

  • Clients can use the Meetings tab to find any scheduled meetings or start a new meeting from the workspace. 

Menu Items 

  • On the top left corner, clients will find an ellipsis '...' icon. Clicking on this icon will show them all the workspaces that they are a part of.