Scenarios
An Accounting firm wants to be able to attach the final Tax Statement for “Approval” after all other steps on the flow are complete. How can they accomplish this?
Edit Step -> Edit Content
A law firm wants to cancel a flow if the client does not onboard within 30 days? How can this be accomplished?
Bonus Question 100 points -> D vs C
Archive the flow option
First external eSign integration we are working on?
DocuSign
How many steps are possible in a Flow Today?
What is G2?
G2 is a software review platform.
A wealth firm wants their clients auto logged out after a certain time period. How can this be enabled?
An IP Law firm wants to ensure only people on their platform can join a meeting. How do they accomplish this?
Bonus Question -> 100
What is the default meeting security setting?
Private Meeting -> Security Setting
Our buyer wants to capture their client's information such as Address, Date of birth & Service Preferences. What's the most efficient way to do this on Moxo today?
Forms.
How does the Magic Link get triggered? What happens after?
Bonus - What happens if you send a message when they are not yet signed up?
Just initiate the Flow.
Name at least two other terms we support for an Internal Employee other than "Internal"
Staff, Faculty, Colleague, Member, Supllier
What happens when an Approval is denied mid way through the Flow?
Wealth Management firm wants to trigger the portfolio construction flow automatically once the client onboarding is complete, how can this be done?
Zapier today. We will have the ability to automate soon.
Client wants to book a meeting via Calendly how can this be achieved?
Zapier
In a parallel step flow, how does one edit a completed step?
Completed steps cannot be edited.
What is the difference Role, User ID and Job Title?
You get 500 points for getting this one
Role - Capability Permissions
User ID - Identifier
Job Title - Info Only
A brokerage firm also wants their third party external partners to access their platform. However they would like to know specifically how many Partners are on the platform at any given point in time. How can they easily identify this?
USER ID Field
Accounting firm wants to automatically send an invoice to a client on Moxo from Stripe, how can achieve this? They don’t want spend more money.
Binder Email Address
A Wealth firm wants their clients to be able to raise Service related issues on the Moxo platform. These would be handled by a separate team.
What's the most efficient way to handle this on Moxo?
Service Requests would be ideal.
APIs.
What features do not work on the mobile Web Magic Link? (Name three)
Annotation
Screen Share
Spotlight
A prospect trialing the platform does not want their client to receive all parallel flow step related notifications at once. How can this be accomplished?
Cant be done today
A firm using a parallel Flow today does not want their client to be able to edit a flow step. How can this be accomplished?
Client's can't edit steps today
A wealth Management firm uses an internal dashboard. They login to the same via OKTA. They want this to be accessible within their M1 app. How can a smooth experience be accomplished?
JWT
Can the completion of one Flow initiate another one?
Not in it's current shape and form. Only through Zapier.
How do we create a Flow template that can be accessed / used by a certain "Role" of users only?
We are unable to do this today