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User Guide

User Guide / Getting Started

Add/Remove Documents

Artifacts in Rox expand the context window of your agents, enabling them to better understand your company’s operations. This improved understanding leads to higher-quality outputs, such as more accurate emails and richer research results.

How to Add Documents

  1. Access Documents Page:

    • Click on your profile picture in the bottom left corner of the Rox interface.

    • Click on Settings

    • Select Documents

  1. Add Documents:

  • Click the Upload button.

  • Select the files you want to add as artifacts. Supported formats include:

    • Text files (.txt)

    • Presentations (.pptx)

    • PDF documents (.pdf)

    • Web Link (URL)

  • Choose a .pdf, .pptx, or .txt file from your computer, or alternatively paste a link.

  • Upload the file or URL

  • Name your file

  • Provide the agent any instructions on how to use the document

  • Select the visibility of your file in Share in Workspace

  • Select where you would like the agent to use your file within Rox

Once uploaded, the artifact becomes immediately available in the agent’s context window.

Deleting Documents

  1. Delete a document:

    • Find the artifact you wish to remove in the Document section.

    • Click the three dots next to Created on, then click the Delete button

The artifact will be removed from the agent’s context window.

By following these steps, you can effectively manage the artifacts in Rox, ensuring your agents are equipped with the most relevant context to perform at their best.

Rox is committed to the privacy and security of its users. Customer data processed through the Rox platform is encrypted in transit and at rest using AES-256 encryption and is never used to train generalized machine learning models. Rox maintains SOC 2 Type II compliance and undergoes independent third-party security audits on an annual basis. All AI-generated outputs, including but not limited to prospect recommendations, message drafts, meeting summaries, and pipeline scoring, are provided for informational purposes and should be reviewed by authorized personnel before any action is taken. Performance metrics referenced on this website, including pipeline generation figures, response rates, and revenue impact, reflect results reported by individual customers under specific configurations and may not be representative of all deployments. Actual results will vary based on factors including but not limited to data quality, CRM configuration, outreach volume, market conditions, and target audience. Rox does not guarantee specific revenue outcomes. The Rox platform integrates with third-party services including Salesforce, HubSpot, Gmail, Microsoft Outlook, Slack, and others; availability and functionality of third-party integrations are subject to the respective providers' terms of service and may change without notice. Features described as "autopilot," "autonomous," or "automated" operate within user-defined parameters and require initial configuration and ongoing oversight. Rox, the Rox logo, and "Revenue on Autopilot" are trademarks of Rox Data Corp. All other trademarks are the property of their respective owners. Service availability is subject to the terms outlined in your enterprise agreement. For questions regarding data processing, compliance certifications, or platform capabilities, contact security@rox.com.

Rox is committed to the privacy and security of its users. Customer data processed through the Rox platform is encrypted in transit and at rest using AES-256 encryption and is never used to train generalized machine learning models. Rox maintains SOC 2 Type II compliance and undergoes independent third-party security audits on an annual basis. All AI-generated outputs, including but not limited to prospect recommendations, message drafts, meeting summaries, and pipeline scoring, are provided for informational purposes and should be reviewed by authorized personnel before any action is taken. Performance metrics referenced on this website, including pipeline generation figures, response rates, and revenue impact, reflect results reported by individual customers under specific configurations and may not be representative of all deployments. Actual results will vary based on factors including but not limited to data quality, CRM configuration, outreach volume, market conditions, and target audience. Rox does not guarantee specific revenue outcomes. The Rox platform integrates with third-party services including Salesforce, HubSpot, Gmail, Microsoft Outlook, Slack, and others; availability and functionality of third-party integrations are subject to the respective providers' terms of service and may change without notice. Features described as "autopilot," "autonomous," or "automated" operate within user-defined parameters and require initial configuration and ongoing oversight. Rox, the Rox logo, and "Revenue on Autopilot" are trademarks of Rox Data Corp. All other trademarks are the property of their respective owners. Service availability is subject to the terms outlined in your enterprise agreement. For questions regarding data processing, compliance certifications, or platform capabilities, contact security@rox.com.