User Guide
Chat
Chat is Rox's AI-powered conversational interface: your always-on copilot that makes the CRM invisible. Formerly known as Command, Chat connects to your organizational data and lets you research, engage, manage, and create content through natural language, without switching between tools.
Chat can be kept open as a panel on the right side of any Rox view (Inbox, Accounts, Opportunities, etc.), so you can query and take action without leaving what you're working on.
Ways to Use Chat
Interact with Chat using natural language across these core workflows:
Research | "Why did this deal stall last year?" |
|---|---|
Meeting Prep | "Summarize my upcoming call with Acme Corp and highlight open risks." |
Outreach | "Draft a re-engagement email for this account based on their recent acquisition." |
Pipeline Management | "Create a new opportunity for Eudia and set the stage to Discovery." |
Content Generation | "Generate a dashboard of my open deals by stage." |
Document Reference | "@Q3 report — what were the top objections from this account?" |
Artifacts | "Create a 6-slide deck summarizing this account." |
Sequences | "Build a 3-step re-engagement sequence for these contacts." |
Enrichment | "Search for 10 sales leaders in the San Francisco Bay Area for me to reach out to via email." |
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.
Features
Artifact Generation
Chat can now generate artifacts including slide decks, Word documents, and spreadsheets directly from your account data and research. Files can be exported as .pptx, .xslx, .docx, and .pdf formats.
Enrichment
Ask Chat to fill in missing contact information (work emails, phone numbers, LinkedIn profiles). Chat can find the right people, fill in enrichment columns, and create a list for you to review, save, and use with the rest of Rox.
Saved Prompts
When you open a new Chat session, your saved prompts appear as cards below the chat bar. One click launches the prompt directly against the current account context.
Prompts can be saved at the user level, team level, or org-wide. Edit user level prompts by clicking the pencil icon to the right of "Saved Prompts". Org-wide saved prompts can be configured by administrators to standardize workflows across the team.
"@" Mentions — Reference Anything in Context
Type @ to directly reference specific emails, meeting transcripts, notes, documents, or companies. Rox pulls that context directly into the conversation so you can work with the exact information you need — no copy-pasting or switching tabs required.
Example: Type @ and select a recent meeting transcript, then ask Chat to "draft a follow-up email based on this call."
Account Selector
The chat bar includes an All accounts selector, letting you scope a conversation to one or more specific accounts. Click the dropdown to switch accounts, or use the + button to add additional accounts to the context. This ensures Chat's responses are grounded in the right account data.
File Uploads & Inline File Icons
Files can be uploaded directly in the Chat bar. Uploaded files now display inline as icons in the conversation, both for newly sent messages and when revisiting past conversation history.
Find Settings with Chat
Describe what you want to configure in Rox, and Chat can help you find the relevant settings.
For example, ask:
How do I add the Salesforce Account Owner field as a column on the Accounts page?
For supported requests, Chat displays a navigation card with a button such as Continue in Settings. Select it to open the destination and continue the setup.
Note that the card only directs you to the configuration workflow. It does not mean the requested change has already been made.