User Guide / Agent Workflows
Agent suggestions (RSI for Revenue)
Rox can suggest agents based on recurring requests in your chats. Review a suggestion, then create the workflow or save it for later.
Rox learns from how you work, identifies recurring tasks, and suggests workflows to handle them. These suggestions turn work you repeatedly request in chat into an agent you can review and activate.
When Rox identifies a recurring pattern, it presents an Agent idea for you. Each suggestion includes the task (what the proposed agent will do), trigger (when it should run), the instructions, and the source chats with examples of requests behind the suggestion.
Review the instructions and source chats to check that the suggestion captures what you want to automate. Use the arrows to browse additional ideas.
Create an agent from a suggestion
Open an Agent idea for you suggestion.
Review the proposed task, trigger, instructions, and source chats.
Select Create this agent. Rox builds a workflow from the suggestion.
Review the generated workflow’s instructions and trigger. Make any changes needed.
Activate the workflow when it is ready.
Creating an agent from a suggestion gives you a starting point. You review the workflow before activating it.
You can also select Save to tasks to keep an idea for later or Not useful to provide feedback on a suggestion.
Example: Customer call coaching
If you repeatedly ask Rox to review customer calls and identify coaching opportunities, Rox may suggest an agent that runs after calls.
The suggested workflow could:
Review completed transcripts for discovery quality, execution strengths and gaps, deal risks, and next steps.
Generate a concise scorecard with timestamped evidence.
Prioritize coaching actions.
Post the results to your Home feed.
The suggestion shows the chats behind these instructions so you can see how Rox arrived at the idea.
Other recurring requests, such as post-meeting deal recaps, weekly outbound reports, and executive reports, can also become starting points for suggested workflows.