User Guide / Agent Workflows
What is a custom agent?
A custom agent is how you tell Rox:
when this happens, do this, and deliver the result here.
A custom agent takes work that used to wait on a person, someone remembering, someone checking, someone following up, someone pulling the pieces together, and sets it in motion automatically.
A meeting appears on tomorrow’s calendar, and Rox starts building the brief.
A meeting ends, and the follow-up starts writing itself.
A deal changes, a signal appears, a webhook arrives, and Rox moves.
Every agent has three parts:
a trigger
a set of instructions
an output
Trigger
The moment that starts the motion.
A trigger tells Rox when it is time to run. Agents can start from a schedule, a time-based entity event, a transcript completing, a deal event, a webhook, or a Clever column cell generation event.
Examples:
an agent that runs every Friday at 4 PM
an agent that runs before or after a timed event
an agent that runs when a meeting transcript is completed
an agent that runs when a deal changes
an agent that runs when a webhook is called
an agent that runs when a Clever column cell is generated
Instructions
The work Rox does next.
Instructions are the natural language steps used by the agent to execute certain actions. Rox can pull context, analyze activity, generate content, update records, send messages, transform data, and store variables.
Examples:
retrieve account, contact, or meeting context
read transcripts and emails
generate a brief, summary, or draft
send a Slack message or email
update a record in Rox
save and reuse variables across different agent runs
Output
The result Rox creates, sends, updates, or sets into motion.
Agents can produce inbox and artifact outputs including:
text
html
email
slides
file
That might look like:
a prep brief in your inbox
a formatted HTML report
a ready-to-review email draft
a slide deck
a downloadable file
So when you hear “agent” think:
signal in, work happens, result out.
That is what an agent is.
A repeatable piece of work, turned into automatic execution.
A best practice, no longer left to chance.
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