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User Guide / Getting Started

Add/Remove Filters

Filters in Rox allow you to refine your agent list, making it easier to focus on specific criteria. This guide will show you how to add, remove, and save filters for efficient list management.

How to Add Filters

  1. Access the Filter Menu:

    • Click on the Filter icon at the top of your agent list.

  1. Select a Column to Filter:

    • A dropdown menu will appear, listing all available columns in the system.

    • Search for or select the column you want to filter (e.g., "Synapse Job Postings").

  1. Apply a Filter Based on Data Type:

    • If the column contains numeric data:

      • Select a condition (e.g., "greater than") and input a value (e.g., 1).

      • The list will automatically update to show only entries matching the condition.

    • If the column contains text data:

      • Click Add Filter and choose a text-based condition (e.g., "contains," "does not contain," or "starts with").

      • Enter the relevant text (e.g., "GenAI Initiatives").

      • The list will update based on the selected condition.

How to Remove Filters

  1. Clear Individual Filters:

    • Click the X icon next to an active filter to remove it.

    • The list will revert to showing unfiltered data.

  1. Clear All Filters:

    • Repeat the process for all active filters or reset the filters in the Filter menu.

By using filters effectively in Rox, you can quickly narrow your focus to specific agents or criteria, saving time and improving productivity.

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.