Command

Features and Functionalities

Rox Command is your AI-powered system that makes the CRM invisible. It connects to your organizational data and automates workflows across research, deal management, content creation, and outreach. Below is a complete overview of what you can do via Command, with examples of how you can apply each capability in practice.

Research Capabilities

Meetings & Notes

• Features:
  • List your upcoming meetings and access their transcripts.
  • Review stored meeting notes for context before and after conversations.
• Example: The day before a client meeting, you can ask Rox Agent to generate a pre-meeting briefing that summarizes past conversations, transcripts, and the value propositions most relevant to that client.

Emails

• Features:
  • List and view emails relevant to your workflow.
  • Quickly surface communications tied to accounts or opportunities.
• Example: When re-engaging a stalled account, Rox Agent can analyze past email exchanges to explain why the deal didn’t move forward.

Deals & Opportunities

• Features:
  • List all open deals and opportunities.
  • Track deal stages and progress without manual updates.
• Example: Rox Agent can review all deal history for an account and highlight that a previous opportunity stalled because the customer wanted more workflow automation.

Contacts

• Features:
  • List all contacts for a company.
  • Search and find contacts by name.
• Example: When deploying Rox Agent on a target account, it automatically identifies the key players and decision makers involved in the deal.

Company & Organization Artifacts

• Features:
  • Access product information, pricing documents, value propositions, case studies, use cases, and technical documentation.
• Example: When preparing outreach, Rox Agent can recommend a relevant case study or product document to include in your email.

Company Insights

• Features:
  • Retrieve company details such as headcount, revenue, LinkedIn URL, website, funding rounds, and competitors.
• Example: Before outreach, Rox Agent can show that a company is rapidly expanding headcount and recently raised a new funding round, making it an ideal moment to re-engage.

News & Updates

• Features:
  • Find the latest news related to companies of interest.
  • Search the web for relevant information.
• Example: Rox Agent might surface that your target account recently made an acquisition and is hiring executives, giving you timely talking points for outreach.

Entity Management Capabilities

Deals & Opportunities Management

• Features:
  • Create new deals.
  • Update existing deals, including moving opportunities through stages.
• Example: After re-engaging a customer, Rox Agent can create a new opportunity in your CRM and advance it as meetings are scheduled.

Calendar Events

• Features:
  • Create new calendar events (e.g., meetings, follow-ups).
  • Update existing events.
• Example: Rox Agent can automatically schedule a follow-up meeting with your champion once an outreach email is sent.

Content Creation Capabilities

Dashboard & Reports

• Features:
  • Generate HTML-based dashboards, reports, charts, and interactive content.
• Example: After engaging several accounts, Rox Agent can create a dashboard of open opportunities, highlighting which are most at risk or most likely to close.

Email Writing

• Features:
  • Compose professional, context-aware emails.
• Example: When reaching out to a customer, Rox Agent drafts an email tailored to recent account developments and your product’s new features.

Workflow Agent Capabilities

Outreach Workflow

• Features:
  • List contacts relevant to an outreach campaign.
  • Browse and select from email templates, clever columns (CCs), products, and case studies.
  • Create or update outreach forms with prefilled fields to streamline personalized communication.
• Example: Rox Agent can generate a personalized outreach sequence for a campaign by pulling the right contacts, templates, and case studies automatically.

Ways to Interact with Rox Agent

You can interact with Rox Agent in natural language, asking it to:

• Research: “Show me why this deal stalled last year.”
• Reference: “Pull up our latest case study for workflow automation.”
• Manage: “Create a new deal for Eudia and set stage to Discovery.”
• Visualize: “Generate a dashboard of my open deals by stage.”
• Engage: “Draft an email to my champion about our new features.”
• Streamline: “Schedule a meeting with Eudia’s CTO next week.”

Why Use Rox Agent?

Rox Agent helps you:

• Save time by eliminating manual research.
• Improve targeting with context-aware outreach.
• Enter every meeting fully prepared with AI-generated briefings.
• Automate routine tasks like deal creation, scheduling, and reporting.
• Streamline outreach workflows so you can engage customers with precision.

Example End-to-End Workflow

1. Deploy Rox Agent on an account → surfaces key players and past deal blockers.
2. Check recent news → finds an acquisition and executive hires.
3. Draft outreach email → highlights new product features that address past blockers.
4. Schedule a meeting → automatically booked with the champion.
5. Generate pre-meeting briefing → tailored summary of value propositions and talking points.

Result: Re-engaged a dormant account and progressed it to an active opportunity in minutes.