Moxie is the assistant on this listing. It asks against the page you are on. It can propose work. It does not write until you approve.
What it is
Moxie reads the company record in front of you. The empty state names the page (Investment Profile, Financials, Data Room) and the listing (Your company). Starter prompts are real questions you can send, not decorations. The composer placeholder is Ask about this company…
Moxie
Investment Profile
Your company
What is still missing from our company record?What should I do next to get this raise ready?Summarize this company the way an investor would.
Ask about this company…
Moxie workspace. Starters, composer, and the tools rail.
Where it lives
Sidebar. Moxie opens the full thread at /agent.
Header. Ask Moxie opens the dock on the current page. The label can change to Worth a look or Needs your OK.
On a field. When Watch fields is on, a chip can appear under a value that may disagree with the rest of the record.
What it can do
Ask about gaps, the next step on this raise, or a summary an investor would recognize. Attach a file, or show this screen so Moxie can see the page. Propose a field update, a profile batch, a document draft, or a financial forecast. Search Drive and Gmail when those sources are connected. Remember an open commitment from a previous session on this company.
What it will not do
Write to the record without Approve.
Send Gmail. Gmail is search only.
Move a Drive file into Narro. Connecting a folder is search, not import.
Widen a Share Narro out grant. That stays on Integrations.
Navigate the app on its own from a nudge. You click.
Moxie
Tools
82% left
SourcesOpen Integrations. Drive and Gmail are the live sources Moxie can search.
StreamingReplies appear as they are written. Turn off if you want the full answer at once.
ActionsMoxie can propose edits. Nothing is written until you approve.
Watch fieldsWhen you edit a field, Moxie can flag related gaps on the same record.
Attach file · Show this screen
Attach a photo or document, or capture the current page so Moxie can see what you see.
Tools rail. Sources, Streaming, Actions, Watch fields. Usage shows how much of the period is left.
