Docs

User Guide

User Guide / Monitoring

Event Monitoring

Understanding Insights for Account Monitoring

▶ Watch the video on Loom

Monitor Accounts with Insights

Insights let you stay on top of what’s happening across your accounts — automatically. Rox monitors key signals like hiring activity, product changes, and executive updates, and alerts you when something important happens.

📡 What Are Insights?

Insights are live monitors that track public updates about your accounts every day.

Rox watches for:

  • New job postings

  • Blog posts and press releases

  • Changes in leadership roles or team structure

  • Public filings like 10-Ks, 10-Qs, and earnings transcripts

  • Additional high-signal changes found via deeper research

🗞️ Example

If you’re tracking MasterCard, Rox might surface:

  • A surge in cybersecurity job postings

  • A new partnership announcement on their blog

  • A quote from the CFO in an earnings call mentioning automation goals

These updates turn into sales signals you can act on — like tailoring outreach, surfacing a new pain point, or reprioritizing an account.

📬 Daily Digest

Every morning, Rox sends you a digest of account changes — so you can see what’s new across your book of business in one place.

Digest includes:

  • A list of all changed accounts (e.g. Adobe, Honeywell, MasterCard)

  • The specific signals that changed

  • Links to source material and suggested next steps

💡 Use Cases

  • Outbound targeting: See which accounts have signals worth reaching out about

  • Expansion monitoring: Track product launches or hiring spikes in existing customers

  • Churn prevention: Catch risk signals like executive turnover or downsizing

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.