What to Ask Leina to Do with Moxie
Copy a prompt, add your details, and send it to Leina in your connected team chat.
Search the client and active projects to organize the relevant records.
Find Moxie client [name] and their active projects. Summarize the available client and project details in [language].
Get Started with Moxie
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Connect Your Account
Enable Custom API in Moxie and connect its API key with the workspace-specific HTTPS API base URL.
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Try a Task
Tell Leina what you need in your team chat. Include the source, destination, and expected result.
Set Up Leina in Your Chat → -
Check the Result
Review the result and any changes in the connected app.
Supported Moxie Capabilities
The integration reads client lists, searches clients, contacts, and active projects, and lists sales pipeline and project task stages.
- Workspace reference records
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Read clients, contacts, active projects, pipeline stages, and task stages.
- List Clients
- Search Clients
View All 6 Actions
- List Clients
- Search Clients
- Search Contacts
- Search Projects
- List Pipeline Stages
- List Task Stages
Frequently Asked Questions
What information helps find a client?
Use the client name or contact information. Contact search accepts first name, last name, or email.
Does project search include archived projects?
The available search reads active projects. It should not be treated as an archive search.
Can AI update Moxie records?
These operations are read-only, so summaries do not modify clients or projects.
Your AI employee for Moxie
Tell Leina what you need in your team chat. Include the source, destination, and expected result.