Creating a conversation

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To start or create a conversation, click the new button in the top right corner. To create a conversation on mobile, click the blue plus button. Choose the type of conversation you’d like to create.

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Let's click New Group Conversation. Name the conversation and add members. Your contacts in Moxo will be available to search. External users can be added via email or phone number.

To invite a client, click add new client. They will receive a notification that they have been invited to the conversation. You can also choose to share an invite link directly by copying over your designated link.  

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To start a conversation with an internal user, click the user’s name from the timeline drop down, or select the quick chat option from the contacts menu, and a conversation will be created.

A Flow Conversation is created every time you launch a Moxo Flow. Let’s select New Flow Conversation. You’ll be directed to your available templates to start a flow. If you don’t have any templates, you can visit the Flow Template Library to create one.

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Now, let’s explore the different views available within a conversation. The chat tab is the default view in your conversation, where all messages and alerts live. The files view displays all documents, images, videos, and paperwork shared within the conversation. These files can be grouped into folders for more organization. The actions view enables conversation members to create and assign task lists- to easily manage important deadlines.