MoxiEngage integrates directly with your brokerage’s Microsoft 365 (formerly Office
365) account to provide your agents and support staff with consistent and convenient
access to their information, while eliminating any need to enter the same information
multiple times.

MoxiEngage relies upon Exchange application impersonation access to synchronize
data and perform actions on behalf of individual users. Each MoxiEngage user account
has an email address that corresponds to a mailbox on your Microsoft 365 account. All
integration actions are performed within the context of a single given mailbox.
MoxiEngage never requires administrative access to your Microsoft 365 account.

Contacts
MoxiEngage continually synchronizes a user’s contacts and contact details with the
Microsoft 365 Exchange mailbox. Contacts created in Microsoft 365 will appear in
MoxiEngage. Contacts created in MoxiEngage are synchronized back to the Microsoft
365 mailbox.

Calendar
MoxiEngage displays the user’s calendar events and appointments. Calendar events
and appointments can also be added through MoxiEngage and are synchronized to the
Microsoft 365 mailbox.

Email
MoxiEngage sends certain email messages through user’s mailbox. These email
messages will appear in the Sent mail folder and will be delivered to the recipient from
the mailbox just as if the user had sent the email from Microsoft 365 directly.
MoxiEngage does not synchronize or inspect incoming email messages.

See Next steps for Service Account Setup, Password Setup, and Troubleshooting on the attached