MoxiEngage integrates directly with your brokerage’s Google Workspace (formerly G Suite) 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 uses a service account as an API client 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 Google Workspace account. All integration actions are performed within the context of a single given mailbox. MoxiEngage never requires administrative access to your Google Workspace account.
Using the Google People API, MoxiEngage synchronizes a user’s contacts and contact details with Google Workspace. Contacts created in Google Workspace will appear in MoxiEngage. Contacts created in MoxiEngage are synchronized back to the user’s contacts in Google Workspace.
Using the Google Calendar API, MoxiEngage displays the user’s calendar events and appointments. Calendar events and appointments can also be added through MoxiEngage and are synchronized to the user’s calendar in Google Workspace.
Using the Gmail API, 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 Gmail directly. MoxiEngage does not synchronize or inspect incoming email messages.
See Next steps for Service Account Setup, Password Setup, and Troubleshooting on the attached