
Account Plans
Build plans from the research, meetings, and emails already in Rox. Ask an agent to add content or maintain sections over time, with every proposed edit ready for your team to review.
Build from what you already know
Open the Account Plan tab or ask chat to build a plan.
Create plans for one account or a batch at once.
Bring account research, meetings, and emails into the plan.
Turn account context into a plan of action
Update a section with the latest account information.
Build a coordinated sequence across email and LinkedIn.
Refine the instructions behind a message and apply the change across the sequence.
Give an agent the upkeep
Select a section and tell the agent what to maintain.
Set when it runs, such as refreshing account risks every Friday.
See which sections an agent maintains and accept or reject each proposed edit.
Give every account a plan your team can work from
Bring your account context together and let agents help maintain it, with your team in control of what changes.


