Docs

User Guide

User Guide / People

Outbound Prospecting

People Search is Rox’s built-in discovery engine for outbound prospecting. It lets you find contacts by name, title, company, and other attributes - powered by best-in-class data providers.

Accessing People Search

You can access People Search in two ways:

  • From the People landing page, click People Search under “Get Started.”

  • From inside any list, click Add Leads and select People Search.

Data Sources

People Search draws from multiple data providers to give you the broadest and most accurate coverage. You can select your preferred data source from the Contact Data Source dropdown at the top of the filter panel. Available providers include Mixrank and RocketReach, with each offering different strengths in coverage and data freshness.

Search Filters

The filter panel on the left side of People Search include contact-level or account-level filters, for example:

Contact-Level Filters

These filters narrow results based on the individual contact’s attributes:

Filter

Description

Contact Name

Search by the contact’s full name

Job Title

Filter by current job title (e.g., VP of Sales, CTO)

Seniority Level

Target specific levels like C-Suite, VP, Director, Manager

Job Function

Filter by function such as Sales, Engineering, Marketing, Finance

Account-Level Filters

These filters narrow results based on the company the contact works at:

Filter

Description

Company Name

Search by the name of the company

Company Domain

Search by the company’s website domain (e.g., rox.com)

Employee Counts

Filter by company size (e.g., 1–50, 51–200, 201–1000)

Industry

Target specific industries (SaaS, Healthcare, Finance, etc.)

City

Filter by city location

Country

Filter by country. You can type to search for any country beyond the default suggestions.

Search Results

Results display as a table with columns for Name, Company, Title, and Location. The LinkedIn icon badge is clickable and will take you to the person’s LinkedIn profile. .

Adding Leads to a List

  1. Select individual contacts using the checkboxes, or use “Select all” to select the full result set.

  2. Click Add to List and choose an existing list or create a new one.

  3. Selected contacts are added to your list with their core data fields populated.

  4. Enrichment columns on the list will automatically begin processing the new contacts.

Automatically Push to a Sequence

1. Select "Add to enrichment" on the top right.

  1. Click "Automation".

  2. Click "Add matching leads to a sequence as they enrich."

  3. Select your sequence from the dropdown.

  4. Add columns as needed (ex: phone number, title) and match them with the columns present in your People List.

  5. Click "Save & Run".

  6. Click "Run all".

When you add leads from People Search to a list that already has enrichment columns configured, those enrichments will automatically run on the newly added contacts.

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.