Sequences

Build outreach sequences across email, LinkedIn, and phone calls, manage follow-ups, and automate email reply handling.

Sequences organizes outreach into a series of email, LinkedIn, and phone call steps. You can use your own email content or have Rox generate messages using the research and product information you provide. Automatic email steps send according to schedules and guardrails that you define, while manual tasks appear in your task list.

You can also allow Rox to handle prospect replies as they trickle back in, at various levels of autonomy.

What you can do

Activity	How it works
Create outreach	Build a sequence, clone an existing one, or use the quick-start option.
Personalize messages	Configure agent instructions and supply research, documents, and contact context for AI-generated emails.
Send follow-ups	Enable automatic email steps or complete email tasks manually.
Coordinate other channels	Track LinkedIn and phone call tasks alongside email steps.
Handle replies	Enable the Reply Agent to respond and help arrange meetings using your instructions.
Work with teammates	Share a sequence or clone one to create an independent version.

LinkedIn actions are completed manually. See Create and Run a Sequence for the distinction between automatic email steps and tasks you complete yourself.

Before you start

Connect the Gmail or Outlook mailbox you want to send from. See Multiple Mailboxes for connection instructions and mailbox-level sending limits, and Create and Run a Sequence → Set your sending schedule for sending days, time windows, and timezone settings.

Prepare your contact list in People. For AI-generated outreach, have your messaging instructions and supporting documents ready. If you want Rox to schedule meetings directly on your calendar, connect your Google or Outlook calendar as well.

Find your work

The Sequences home page brings together your sequences and activity across them. Use Personal, Shared with Me, Shared by Me, and Outbound Agent to find the relevant sequences.

Tab	Use it to
Sequences	Open and manage individual sequences.
Tasks	Find manual tasks due across your sequences.
Replies	Review inbound email responses.
Outbox	Check sent emails and emails scheduled for sending.
Templates	Create and reuse email templates.
Reports	Review sequence performance, where enabled for your organization.

Within an individual sequence, the corresponding tabs focus on that sequence's contacts and activity.

Set up and manage sequences

Guide	What you will learn
Create and Run a Sequence	Configure steps, add prospects, review messages, and manage sending.
Reply Handling and Meeting Scheduling	Set up reply instructions, scheduling preferences, and out-of-office handling.
Share and Reuse Sequences	Work with collaborators and reuse successful sequence structures.
Multiple Mailboxes	Connect sending accounts and choose the mailbox for a sequence.
Custom Tracking Domains	Configure a tracking subdomain owned by your organization.

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.