How to Win with Rox

Master Rox with training from our team

Browse by category

Getting Started

Weekly Releases

Product Demos

Introducing the Rox Mac App - Weekly Drop 119

By:

Ishan Mukherjee

Outbound Agent Upgrade - Weekly Drop 118

By:

Ishan Mukherjee

Introduction to Rox Sequences

By:

Derek Jones

How to Get Daily Automated Pre-Meeting Briefings in Rox

By:

Michael Xiao

A person holding a poster in an outdoor setting.
Automate Your Voice of Customer Reports

By:

Michael Xiao

A person holding a large poster outside.
Automate Inbound Leads

By:

Rox Editorial Team

A person with a red shirt standing in front of an old-fashioned magazine.
Automatically Find Upsell Opportunities

By:

Advaita Chandramohan

A person with a grumpy expression holding an object.
Using The Outbound Agent

By:

Michael Xiao

Person standing in front of a green background.
Agentic Org Charts

By:

Rachel Menon Gasparini

A person smiling indoors with a sign.
Running the Rox Outbound Agent

By:

Yuma Tanaka

Person posing with a screen showing the menu.
Setting Up Rox Sequences

By:

Derek Jones

A person smiling and holding a sign.
Testing and Running Agent Workflows
Person hugging a sign in an outdoor setting.
Intro to Agent Workflow Builder

By:

Taeuk Kang

Person standing in front of a poster with the word 'war' displayed.
Send Automated Follow Ups

By:

Lindsay Grace

Person with long hair standing near a poster.
Detect Risks in Your Deals

By:

Rachel Menon Gasparini

Person in a gray sweater standing next to an advertisement.
Create Personalized 2-Pagers

By:

Samson Axe

Person standing in front of a poster with words. photo gallery page 3-4 showing camera, hands raised and background blurred against black backdrop frame text behind back splash patterned handrests visible on wall ahead indoors area underline at outdoor event
Generate Pre-Meeting Briefs

By:

Lindsay Grace

A person smiling and standing against a black background.
Constructing a POV

By:

Mitchell Goble

A person smiling and holding a menu.
Meeting Follow Up
Person smiling and looking at a picture.
Start Your Day with Suggested Actions
Person in a uniform standing near the head of another person.
What is a revenue agent?

By:

Yuma Tanaka

Person standing in front of a screen showing funny photos.
Setting up Scaled Research

By:

Yuma Tanaka

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