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User Guide / Monitoring

Agentic Monitoring

Advanced Insights with Clever Columns 📊

▶ Watch the video on Loom

Turn Clever Columns into Insights

You can turn any Clever Column into a live Insight by setting it to track changes over time. Rox will automatically re-run the column on a regular schedule and notify you if the result changes.

🔁 How to Track Changes in a Clever Column

  1. Open any Clever Column\ • Click the column header to view options.

  2. Click “Track Changes”\ • This opens a tracking setup for that column.

  3. Set the condition to watch for\ • Example:

    • Starts with yes → to monitor for new product launches

    • Greater than 0 → to track job postings appearing\ • Rox will check this condition every 7 days.

  4. Click Save\ • Rox will now re-run the Clever Column on schedule and alert you when the result flips or changes.

📬 When Do I Get Notified?

You’ll get a notification only when the result changes.
For example:

  • If the answer goes from “No” to “Yes” for a new product launch

  • If the job posting count increases from 0 to any positive number

🧠 Example Use Cases

Column

Condition

What happens

Released a new product in past 7 days

Starts with yes

Notifies when a company launches something new

# of security job postings

> 0

Notifies when hiring for security roles begins

Mentions of AI on website

Starts with yes

Alerts you to AI messaging shift

💡 Why Use This?

This turns passive research into proactive sales signals. Instead of checking columns manually, Rox watches for change and tells you when it matters.

Perfect for:

  • Outbound triggers

  • Renewal risk

  • Expansion timing

  • Product interest shifts

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.