Every process in Moxo runs through people and every person plays a distinct role in how work moves forward. Moxo’s assignee framework defines how individuals experience, manage, and orchestrate workflows, creating clarity and accountability at every stage.
Each process in Moxo involves four key roles: Builder, Initializer, Coordinator, and Assignee. Together, assignees form the foundation that connects intent to execution, empowering every participant to drive progress through focused action.
Builders: designing intelligent workflows
Builders design the processes that guide how work functions in Moxo. Bridging vision and execution, they translate real-world operations into structured, adaptive workflows that scale intelligently across teams and use cases. From assigning actions and defining assignee experiences to configuring how data moves between systems and steps, Builders ensure every process reflects intent and aligns with business objectives.
Initializers: bringing processes to life
Initializers set processes in motion with intent. They start workflows directly or via inputs that automatically trigger processes in real time. Depending on configuration, workflows can be launched from a portal, through a Start Link, on a schedule, or via connected systems. Initializers mark the moment a planned workflow moves into execution, transforming structure into movement.
Coordinators: maintaining visibility and accountability
Coordinators oversee process progress, ensuring actions stay on track and stakeholders remain informed. With full visibility into stages and dependencies, they balance transparency with control. AI agents and automations assist by surfacing insights and supporting timely completion, enabling Coordinators to maintain precision and momentum without disrupting work.
Assignees: completing actions with focus and clarity
Assignees are the participants responsible for completing defined tasks within a process. Moxo delivers three tailored experiences, allowing assignees to stay focused on tasks through the view that fits their workflow. Whether team members, clients, or partners, each assignee’s experience adapts based on their role and permissions, surfacing only what’s relevant to act confidently. Magic links and permissions ensure secure participation, while contextual chat and AI assistance help assignees complete actions efficiently without losing context.
Clarity, control, and collaboration through defined roles
Builders design, Initializers trigger, Coordinators oversee, and Assignees complete, together forming Moxo’s foundation for intelligent orchestration. By aligning roles with the right portals, permissions, and AI insights, Moxo ensures clarity, accountability, and collaboration across teams, clients, and partners. Defined assignees keep workflows adaptive and transparent, ensuring precision from design to completion.