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User Guide

User Guide / Getting Started

Introduction to Agents

Intro to Agents

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Agents in Rox are powerful tool-equipped LLMs with the ability to leverage public and private data, purpose-built to track and analyze individual accounts. Each agent is scoped to a specific company and your own domain, enabling them to generate highly personalized and context-aware outputs.

Add Agents via Search

  1. Click on the "+ Add Agent" button in the top right-hand corner of the page

  2. Begin typing for the account in the search bar

  3. Select an account from one of the results

  4. The agent will be deployed to your list, marked with a status of "initializing"

  5. Once the agent is ready, it will have a status of "available"

  6. Now the agent will track your account 24/7

Add Agents via Domain

  1. Click on the "+ Add Agent" button in the top right-hand corner of the page

  2. Begin typing for the account in the search bar

  3. If the right result is not there, click on the option to manually add an agent

  4. In the new view, type the company's website

  5. The agent will be deployed to your list, marked with a status of "initializing"

  6. Once the agent is ready, it will have a status of "available"

  7. Now the agent will track your account 24/7

Remove Agents

  1. Hover over the agent you want to remove

  2. A checkbox should appear next to the name

  3. Check the agent(s) you want to remove

  4. Click on the "Bulk Actions" button in the top right-hand corner

  5. Select "Remove Agents"

  6. The selected agents should be removed immediately

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.