To start a workspace within the portal, Click New+ on the top right of the web browser, or click the plus sign on the bottom center of the mobile app, and select “New Workspace” or “New Flow Workspace” from the dropdown menu.

You can either choose a contact from the contacts menu to start a 1:1 workspace, or, select “New Group Workspace”, name the workspace, and add multiple users from the contacts menu, or, to add clients that are not in your contacts list, type in their email or phone number and they will receive and invitation to join the workspace.

Thank you for joining us on this Getting Started Course! For more lessons and courses around using your Moxo-powered interaction workspace, visit the Moxo Learning Center.