Agent Workflows

Automate your sales cycle. Choose from pre-built workflows or build your own.

Every Monday at 9am, generate a weekly sales forecast and send it via Slack.

Ask

Impact & Capabilities

Outbound + Inbound Agents

Finds decision-makers matching your ICP and sends personalized outreach. "Rox, find me CTOs of AI startups in NYC and send personalized outreach.”

Deal Management Agents

Builds sales artifacts and keeps them updated as deals progress. "Rox, build a deck and meeting brief 24 hours before an upcoming call, then update the org chart."

Renewal Agents

Flags upcoming renewals and surfaces upsell opportunities. "Rox, flag renewals in the next 90 days with upsell potential and draft a proposal.”

Custom Agents

Automate anything you can imagine - just tell Rox. "Rox, every Friday pull last week's closed-won deals, summarize the use case, and post a summary to #sales."

How it works

1

Describe the task in plain English

2

Answer a few clarifying questions

3

Preview and test the workflow

4

Let it run

1

Describe the task in plain English

2

Answer a few clarifying questions

3

Preview and test the workflow

4

Let it run

Stats & Results

140M

annualized pipeline added at global engineering company

18%

increase in first meetings at a database enterprise

$78M

increase in cross-sell at a Fortune 500 health technology leader

Get started today

See how the Rox agent can put your pipeline generation, deal management, and account expansion on autopilot.

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.