Automate your revenue

and consolidate SaaS tools

From pipeline generation to deal management and expansion

Learn more

Agent Workflows

Agentic workflows that power your end-to-end sales cycle.

Prospecting

448

Total leads found

Enriching

446

Leads enriched and scored

Engaging

393

Leads where an email has been sent

Replying

98

Leads where an email has been sent

Learn more

Sales Intelligence

Prospecting & enrichment - so your agent acts on the right leads with the best data.

Enriching

Add leads

Name

Role

Added date

ICP?

Add column

1

Markus Chen

CIO

1.3.2026.

Yes

2

Sara Mitchell

CRO

1.3.2026.

Yes

3

Devon Williams

Leader and CIO

28.2.2026.

Yes

4

Rachel Torres

CMO

28.2.2026.

Yes

5

James Kowalski

Fractional CTO

28.2.2026.

Yes

6

Olivia Grant

Regional Manager

27.2.2026.

Yes

7

Tyler Nakamura

CEO

27.12.2026.

Yes

8

Tyler Nakamura

CEO

27.12.2026.

Yes

9

Tyler Nakamura

CEO

27.12.2026.

Yes

Import or connect

Learn more

Sales Engagement

Multi-channel sequencing & outreach - so your agent can generate pipeline on autopilot.

448 leads found

Stage

Last
Activity

Jordan Dyne - Axis HQ

Replying

Engaging

Enriching

Prospecting

Mar 27

Romain Goble - Planet

Replying

Engaging

Enriching

Prospecting

Mar 27

Ben Issen - Rox

Replying

Engaging

Enriching

Prospecting

Mar 27

Emily Chen - Airbus

Replying

Engaging

Enriching

Prospecting

Mar 27

Learn more

Conversation Intelligence

Meeting prep, insights, and follow ups - so your agent knows what happened and what to do next.

Acme Meeting Summary

Can you write a post-meeting summary I can send to my team & a follow up email?

Plan

5 of 5 completed

Locating notes and transcripts from today's meeting with Acme Corp.

Searching through your notes for Acme Corp.

Retrieving transcripts from past conversations with Acme Corp

Preparing the meeting summary using the Summary skill

Activating Meeting Summary skill

Call Summary: Finished a call with the exec buyer at Acme Corp. Strong alignment on the RFP automation use case. Next step: Joey will connect us with their head of RevOps to validate...

Meeting Summary for Acme

Preview

Ask a question, type @ to add context

A

Acme

Learn more

Revenue Intelligence

Pipeline visibility, deal risk alerts, and automatic CRM write-back - so nothing falls through the cracks.

Opportunities

West Coast

New Opportunity

Sort

Filter

Stage 0

Semrush

2 Risks found

Ran 1 day ago

View

Nike

$280K

Coinbase

$480K

Stripe

$340K

Stage 1

Shopify

$560K

MongoDB

$140

New Relic

$300K

Amazon

$240K

Stage 2

Mailchimp

$280K

Semrush

$340K

Airbnb

$340K

Meta

$340K

Stage 3

Airtable

$800K

Learn more

Account Intelligence

Account details, history, and key context – so your agent always knows the account and can recommend actions.

Content

Ramp Account Intelligence Report

Create a webpage-style account intelligence report for Ramp with an executive summary, recent news, key contacts, relationship history, open deals, risks, opportunities, and recommended next steps.

Plan

5 of 5 completed

Research internal relationship history and recent activity for Ramp

Gather recent public news and account context for Ramp

Find key contacts and or structure for Ramp

Review Open deals and account risks/opportunities for Ramp

Create the webpage style report using the Static Website skill

Activating Static Website skill

Static Website

Preview

Expansion Slide Deck

Done I created the webpage-style account intelligence report for Ramp.

Product Architecture

App

Native

Web App

Mobile App

Desktop

Chrome Extension

Partner

Microsoft 365

Google Workspace

Slack

Custom

MCP

API

Agent Swarm

Capabilities

Enrichment & Prospecting

Sales Engagement

Conversation Intelligence

Revenue Intelligence

Account Intelligence

Agent Orchestration

Autopilot Workflows

Recommended Actions

Command

Context

Data Lineage & Provenance

User authentication & Access Control

Unified Permissioning

Governance

AI Governance & Policy Control

Audit logging

Entity resolution & deduplication

Warehourse Native Knowledge Graph

Data Sources

Private Data

Warehouse Data

Public Data

Web

Blogs

$

Proprietary APIs

@

Social

App

Native

Web App

Mobile App

Desktop

Chrome Extension

Partner

Microsoft 365

Google Workspace

Slack

Custom

MCP

API

Agent Swarm

Capabilities

Enrichment & Prospecting

Sales Engagement

Conversation Intelligence

Revenue Intelligence

Account Intelligence

Agent Orchestration

Autopilot Workflows

Recommended Actions

Command

Context

Data Lineage & Provenance

User authentication & Access Control

Unified Permissioning

Governance

AI Governance & Policy Control

Audit logging

Entity resolution & deduplication

Warehourse Native Knowledge Graph

Data Sources

Private Data

Warehouse Data

Public Data

Web

Blogs

$

Proprietary APIs

@

Social

Get started today

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.

Copyright © 2026 Rox. All rights reserved. 251 Rhode Island St, Suite 205, San Francisco, CA 94103

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.

Copyright © 2026 Rox. All rights reserved. 251 Rhode Island St, Suite 205, San Francisco, CA 94103

Copyright © 2026 Rox. All rights reserved. 251 Rhode Island St, Suite 205, San Francisco, CA 94103

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.

Copyright © 2026 Rox. All rights reserved. 251 Rhode Island St, Suite 205, San Francisco, CA 94103

Copyright © 2026 Rox. All rights reserved. 251 Rhode Island St, Suite 205, San Francisco, CA 94103