Release Notes

July 1, 2025 Release

• Clever Columns with Private Data: Your agents just got smarter. They can now reason over your private data, including emails, meeting notes, transcripts, and contacts, alongside the web. This means better context, sharper answers, and faster decisions. Available for enterprise customers with private data integration.

• To-Dos Dashboard: Stay on top of next steps. The new To-Dos view brings together tasks from all your Opportunities and Accounts in one place. It’s a clear, focused space to manage what’s next.

• Activities Write-Back: Keep your Salesforce records up to date without extra effort. Emails sent from Rox are now automatically logged as Activities, so your history stays complete and your team stays aligned.

June 24, 2025 Release

• Spreadsheet-Style Filters: Filters just got a power-up. You can now sort and slice data right from column headers—just like your favorite spreadsheet. Fast, familiar, and made for power users who love control.

• Account-Level Write-Back: Rox can now write directly to Salesforce Account objects—including custom fields. Whether it’s firmographics or strategic notes, your data stays synced without ever leaving the page.

• Add Agents from Opportunities: Creating deals for brand new companies? You can now add agents directly from the Opportunity record. It’s smoother, faster, and cuts out the back-and-forth.

• Contact Source in Sequences: Prospecting just got more transparent. You’ll now see source info for contacts in sequences—so you know exactly where your leads came from before you reach out.

June 17, 2025 Release

• Clever Columns with Time Filters: You can now guide agents to research within specific timeframes using clever columns. Whether you're narrowing down to last quarter or zooming in on a custom window, this helps focus answers and sharpen results—perfect for time-sensitive workflows.

• Write-Back for Opportunities: Rox can now write directly back to Salesforce Opportunities—including custom fields. From deal updates to forecasting tags, your CRM stays current without switching tabs

• KSA Region: Rox now supports a dedicated region for users in the Middle East. KSA customers get local performance, data residency, and faster onboarding—all with the same Rox experience.

• Agent Actions: Enterprise org admins can now view and manage agent action limits across users. Get visibility into usage, set guardrails where needed, and keep everything running smoothly at scale.

June 10, 2025 Release

• Upload CSV: Uploading contacts to Rox is now faster and more automated. Just drop in a CSV, and we’ll enrich the data, flag any rows that need action (like assigning an agent), and instantly spin up a campaign—complete with personalized sequences for each contact. Your entire outreach workflow, from import to launch, now takes just a few clicks.

• Notes Unification: We’ve officially retired the old notes UI and fixed a handful of lingering bugs. Notes are now clean, consistent, and reliable across the platform.

• Polish & Cleanup: We’ve resolved a few bugs to keep things running smoothly. Recurring meetings now cancel properly—when the parent event is removed, all instances follow suit. On the Mac App, all-day events no longer block other meetings in Record, and previously cancelled recurring events won’t interfere with your upcoming schedule.

June 3, 2025 Release

• New Contact UI: Meet the completely refreshed contact management experience. Say goodbye to pagination issues, glitchy searches, and filtering headaches. The new UI streamlines navigation, speeds up your searches, and delivers a smoother, bug-free experience.

• Expandable Table Cells: Now your tables work even more like Excel. Expand any cell to view more content effortlessly, making it easier to review details without disrupting your workflow. More data visibility, less scrolling.

• UI Improvements + Fixes (Navigation & Tags): Maximize your workspace with the new collapsible side navigation—more screen real estate when you need it. We've also polished tag creation and filtering, ensuring a clean, frustration-free interaction every time.

May 27, 2025 Release

• Org Memory: give your team more control over what agents know, boosting quality across the board. By capturing and applying key information at the org level, agents get smarter responses, faster. Think of it as long-term memory for your entire org.

• (More) Performance Improvements: We tuned up the platform to make your everyday views feel even lighter. The Add Agent list now loads significantly faster, so you can build and scale teams without friction. Outreach performance also got a bump—less lag, more output.

• Meetings Hub (Clean): Previously, some meetings showed duplicate notes (we know, annoying). That’s fully fixed now—no more clutter, just clean, accurate recaps every time.

• Org-Wide Clever Columns: Admins can now create clever columns that show up across the entire org—standardize what matters most. Non-admins can still add org-wide columns to their own tabs for a personalized but consistent view.

• Redesigned Clever Columns: One of our most-loved features just got a thoughtful redesign. The new clever column drawer shows only what you need, when you need it—streamlined, intuitive, and visually in sync with the rest of Rox.

May 20, 2025 Release

• Outreach Call Scripts: Bring the same precision to your calls. Rox now delivers contact-specific, research-backed talking points and scripts—so you’re never winging it, no matter the channel.

• Outreach Research Tab: Want to know why a message was sent? The new Research tab shows the data-backed logic behind every Rox Agent sequence. Total transparency, smarter selling.

• (More) UI Updates: We gave the left nav a glow-up: it now shows labels for easier navigation, and your profile photo’s right there where you expect it. Small thing, big flow boost.

May 13, 2025 Release

• (More) Performance Improvements: Your Rox experience keeps getting faster. The Meetings page now loads up to ~90% faster—from 3s down to under ~1sec. We also gave the All Agents page a tune-up, cutting load times by 50%. Faster insights, smoother flow.

• Outreach Replies: You can now see outreach replies directly in Rox, so it's easier to adjust your response and stop campaigns where you got a hit.

• Outreach Improvements: Campaign creation is now smoother and more flexible. You can add extra context in the final step of campaign generation to help agents craft better messages. Selecting all visible contacts is now one click, and account selection has its own dedicated step—no more being locked into a single tab. Plus, the outreach panel is now resizable, so you can adjust the layout to fit your flow.

May 6, 2025 Release

• New Campaign Gen Flow: so you can take control of your campaigns! You now have a guided flow to select the people, the templates, the research, and the artifacts that go into your emails. Rox will then assemble the pieces in a highly personalized way ✉️

• Email quality Improvements: driven by new eval methods that pushed email quality to ~80%. The definition of "quality" are emails where not a single word on the subject or body required changes — make sure to give it a try today!

• Avoma integration: is now available in Rox in our Enterprise edition.

April 29, 2025 Release

• Clever Column Insights: create your own insights! You can now set custom alerts on the outputs of agent research and job postings metrics to get notified whenever they change. Notifications get included in your Rox Weekly Digest. This feature is particularly helpful for changes that don't make the news cycle and can only be found with searches (e.g. SLED public info).

• Performance improvements: your Rox meetings page just got snappier! We sped up list load time and are now doing progressive loads for all meetings' information.

• Outreach hover lock: working on messaging for a specific person? You can keep the Outreach view focused by clicking on the respective row and locking hover behavior.

April 22, 2025 Release

• HubSpot Integration: Rox now integrates seamlessly with HubSpot! Keep your CRM data in sync, manage contacts, deals, and activities, all within a single, powerful workspace 🌐🔄

• Updated Outreach View: Your outreach page got simpler! Quickly manage Rox campaigns and follow-ups with a streamlined, campaign-focused view. Easily track email performance and stay organized with a cleaner workspace 📈🎯

• Clever Columns Source Updates: Clever Columns just got smarter! Now, sources shown are limited to those directly added as inline citations, reducing clutter. Plus, inline citations are now clickable for instant access 🔗✨

April 15, 2025 Release

• Outreach Follow-ups & Tracking: email follow-ups for Rox campaigns are now live! All emails sent through Rox have tracking metrics so you can easily see which emails are gaining traction 📈 You can also use the Focus Mode view to quickly see all emails that need your attention 🎯

• Champion Tracking: our agents can now track your Champions (or key people) for role changes. Promotions, team changes, new jobs these are now included in your Daily Digest and available in the Rox UI!

• UX Improvements: fixed filtering behavior for the "equals" condition and improved the stability of adding tags to agents.

Apr 8, 2025 Release

• Outreach Improvements: you segmented your business with Clever Columns and now it's time to get targeted messaging! Rox Outreach now supports passing Clever Columns content so the emails generated are hyper-specific with that content. We also support bulk deletion of sequences, contact swap and customizing the number of contacts that you want in each campaign!

• Opportunity Activities: Rox now tracks email and calendar activities and automatically associates them with your deals. You also have a new activity log + heat map view, so you can quickly spot where deals are heating up (or cooling down).

• User impersonation: Rox admins can now impersonate users to see exactly what they are seeing. If you are an admin on a Rox Enterprise plan, head over to Settings → Impersonation to check it out!

• Multilingual Agents: before you could only deploy Rox agents on companies that had an English web presence — but no more! If your prospects' or customers' websites are exclusively in Spanish, French, German, and so on, your agent will be right there with you!

Apr 1, 2025 Release

• Slack Wrap-Up: after a (long) day of meetings Rox will send you a Slack notification so you can run through all the follow-ups, right from Slack! Get the meeting summary and a draft follow-up ready to be opened in your email client!

• SFDC Hyperlinks: you will find SFDC hyperlinks in your Rox agents and contacts so you can navigate directly to SFDC — nothing like saving time (and clicks!).

• Contact Enrichment Feedback: see incorrect contact info ? You can now provide feedback directly in Rox so we know which contacts need work. Once you provide feedback, we'll ask you for a short description just so we know what we're going after!

Mar 25, 2025 Release

• Usage metrics (Enterprise only): Want to know who your power users are and how they’re getting value out of Rox? Now you can. Enterprise users get access to detailed product usage metrics, organized by your team’s reporting hierarchy—so you can zoom in, zoom out, and spot the bright spots.

• Job postings enhancements: Rollups of job postings just got more powerful—you can now sort them by total volume. Even better? You can export all the raw data to CSV and dig in however you like.

• Tags on upload: No more messy lists. When uploading accounts via CSV, you can now bulk-add tags to keep everything tidy—perfect for organizing views or launching targeted campaigns.

• SFDC Firmographics (Enterprise only): Your Salesforce data is the source of truth—and now Rox treats it that way. We’ll use your SFDC firmographics to preserve how you define and represent your target universe.

Mar 18, 2025 Release

• Case studies in email composer: you can now quickly ask the Rox agents to search and incorporate relevant case studies in your emails. Hit the "include case study" pill and the prompt to retrieve relevant case studies will automatically pop up!

• Opportunities from meetings: meeting today went great? glad to hear that! Go ahead and create Rox Opportunities right from your pre-meeting briefings. Very soon you'll see the agents doing more work here too ☺️ (note: available in Starter and Core editions only)

• Increase meeting briefing readability: we improved readability of the pre-meeting briefings by collapsing most sections by default, and by further condensing the playbook recommendations and previous meetings summaries.

• Auto-add personas in campaign launcher: to further streamline your prospecting efforts, we now include the relevant personas automatically when you launch a new campaign.

Mar 11, 2025 Release

• Rox Opportunities: ... are live!! you can now manage your deals in Rox. You'll have a list view, Kanban view, custom stages, tagging and other fields to help you take control of your pipeline! This is now available for Starter and Core plans with Enterprise coming very soon ☺️ Keep an eye on those Rox deals, because the best is yet to come!

• Outreach Campaigns: organize your Outreach motions with Rox campaigns! Select your companies, pick your use case and name your motions — Rox will take care of the rest 🎯

• Targeted Clever Columns: you can now add Artifacts into Clever Columns! Attaching an artifact will condition the Rox agents to focus on yielding answers that are specific to that document. To give you some inspiration, this is a great feature when you are looking to generate pain points or business cases for specific products or use cases 👌

Mar 4, 2025 Release

• Rox Outreach: the evolution of prospecting tasks is here! why settle for an initial message when Rox can dynamically generate highly personalized micro-sequences for you — including different follow-up mechanisms? Leverage Rox's deep context and reasoning abilities to generate prospecting sequences, start to finish!

• Deep Research: our agents' toolkit just got an upgrade! Available when you add Clever Columns, Rox agents' will now use reasoning to synthesize large amounts of online information and complete multi-step research tasks for you. Information discovery, fully unlocked!

• Light Mode: light mode vs. dark mode, the debate that divides generations! Light mode is now available in Rox. You'll find 3 options: 1) system settings; 2) light mode; and 3) dark mode.

• Corporate Objectives sources: we're now exposing the sources the agent used to arrive at the corporate objectives. This will increase transparency and allow you to reference specific sources where this information was found.

Feb 25, 2025 Release

• Contact dismissal feedback: you can now provide feedback on the contacts you're not interested in. This builds the foundation for our agents to get smarter on what contacts matter, specifically to you!

• Agent quality improvements: big week for some behind-the-scenes, heavy data work! We've increased the quality of the information being passed to our agents as well as the reasoning chains that process this information. The result? Crisper insights and better outputs 👌

• Gong transcripts improvements: resolved scenarios where previous transcripts were not being displayed, so you have all the customer or prospect info available to you.

• Improved LinkedIn URL quality: deployed new techniques to validate LinkedIn URLs and provided automatic search routing to help you find these contacts, even if we couldn't detect the LinkedIn URL.

Feb 18, 2025 Release

• Google Workplace Email Integration: our Gmail integration is now officially live and approved by Google! You can now connect your email so Rox can remind you to follow-up, send emails with "email open" tracking, use your emails so Rox writes in your style, and see the last email communications across all your accounts!

• Restrict domain searching in Clever Columns: you now have the ability to restrict clever columns internet search to a specific set of domains (up to 3). This is particularly helpful if you have websites in mind where Rox should be extracting information from, but not any others.

• Email Validation: you can now check if the emails in Rox are valid or invalid. Rox will also show warnings when the recipient's email settings are configured to accept all emails which does not guarantee deliverability.

• Mac App updates - the Rox Mac app now detects zoom calls and huddles (from Slack app, not the browser) and will display a pop up in case you want to start a recording. After the recording ends, Rox automatically opens run.rox.com/meetings where you can see the transcript.

Feb 11, 2025 Release

• 📋 Campaigns from agent list view: Select one or multiple accounts and generate highly tailored prospecting messages based on target titles, keywords, and following your email style. Smarter targeting, zero guesswork.

• 🎤 Previous Meeting Recap: Rox now generates meeting summaries using your previous transcripts. Quickly catch up on key takeaways, action items and make sure nothing falls through the cracks.

• 🔗 Contact Description Sources: Now you can view exactly where the contact description information is coming from. This will give you confidence that the information being displayed is both relevant and timely.

• 💬 Slack, for Everyone: Your entire org can now get in on the Slack action. Admins can enable Slack for all users, making it easier than ever to share insights and collaborate in real time.

• 👍 / 👎 Insight Feedback: With our new feedback feature, you can provide feedback on the insights you are receiving. Highlight what’s valuable, and filter out what’s not. The more you engage, the smarter it gets.

Feb 4, 2025 Release

• Rox outreach improvements: huge thank you to some of our favorite users for helping us get better! We've improved the prospecting angle quality and usability! We released a more intuitive UI, added ability to use keywords to generate an angle; and added sources so you know where all the info is coming from!

• Performance improvements: not gonna lie... Rox was feeling a littleeeee slow — but not any more! The agent list page loads ~50% faster on first visit, with instant subsequent navigations (within a session). Individual customer pages now loading in under 1 sec.

• Rox digest: improved readability and consolidated the Rox Daily Digest and the Rox Pre-Meeting Briefing into one email.

• Consistent firmographics: we've unified all firmographic data across Rox, so we always bring you the best possible information!

• Contacts pagination: got a lot of contacts? it was getting a little crowded in there. We released pagination for a better contact browsing experience.

Jan 28, 2025 Release

• Generate prospecting tasks: looking to launch a highly tailored prospecting campaign with a very specific product or positioning in mind? Rox has got you covered with the new prospective tasks. Specify the companies, the personas and what you'd like to focus on and Rox will generate a custom and highly targeted angle for each company! Hours of research & thought compressed into a couple of minutes 🙌

• On-demand email follow-ups: need to quickly generate a follow up on your previous email? You can now have Rox quickly draft a follow-up and retain all prior context! Sort "Previous Email" and run through your follow-ups faster than ever before 💨

• On-demand recordings: need Rox to take notes but don't have a meeting on the calendar? you can now launch a recording without any meetings associated. Just download the Rox Mac app at https://run.rox.com/download and hit "Quick Record".

Jan 21, 2025 Release

• Advanced reasoning on insights: connecting the dots between recent events at a company and potential prospecting angles is a high cognitive load task. Luckily, Rox got smarter about helping you figure out the angle by using advanced data processing techniques and sophisticated models!

• Slack improvements: dive into insight details, draft emails and view the source directly from Slack. Interacting with your insights has never been easier!

• New email modals: new design and a simplified emailing experience with the new email modals!

• Follow-up task improvements: meeting follow up tasks now have call transcripts connected (Rox Mac app or Gong only) so you can fly through your post-meeting activities.

• Performance improvements: latency improvements on Rox tasks, with a faster experience to retrieve tasks and launch emails.

Jan 14, 2025 Release

• Phone number enrichment: it's increasingly harder to generate engagement w/ email or LinkedIn messages only. Rox now allows you to reveal the phone number of your contacts. We leverage our powerful waterfall enrichment algorithm to find you the best possible phone number across multiple providers!

• New meeting hub: the meeting hub has a fresh look designed to help you find information faster. Quickly lookup data points on the left, get your report front and center and quickly jump to your notes. Take it for a spin and let us know what you think!

• Restricted email domains: are there email domains that should be off-limits for Rox? No problem! We now give you the ability to restrict processing from/to specific email domains so you are in full control of the information Rox is accessing. Any message that contains these email domains in the from/to/cc/bcc will be automatically discarded and not processed.

• Negative content guardrails: added guardrails to prevent the Rox agents to find and retrieve negative or defamatory information on the contacts being enriched.

• Email failure notifications: Rox will display notifications if your emails failed to be sent out or if they got bounced.

Jan 7, 2025 Release

• Email integration & Send w/ Rox: send prospecting emails faster than ever before! You can now connect your email (Google Workspace) and send emails via Rox. It works with your email aliases and we'll use your current signature. We're doing a phased rollout, so availability is limited — contact us if you'd like to try it!

• Email Read Metrics: stay in the know when your emails start picking up steam inside a prospect! Rox now gives you email read metrics when you send your messages via Rox. You'll also find the latest exchange for your customers by adding the "Previous Email" column. Stay tuned as we're not done here 😉

• Email signatures: Rox now uses your existing Google Workspace email signatures and automatically adds them to your emails. This allows you to engage your accounts faster and with less friction!

• Account assignment rules: have complex account ownership routing rules? we got you covered. You can now create assignment rules and map them to each user. By using our graph infrastructure, you'll have maximum flexibility on account mapping!

• Improved Task load time: you can now access your tasks faster with our improved load times!

Dec 31, 2024 Release

• Find Similar Customers: running to a meeting and need to find similar customers that you can reference in your call? Rox has got you covered, our agents will search across your customer base (from SFDC) and will surface the ones that are the best fit to reference (i.e. find their competitors 😉)

• Email address refresh: remember the waterfall algo of last week? It's been busy at work and your contacts email addresses just got an upgrade!

• Improved insight filtering: in the spirit of cleaning things up ahead of the New Year, we improved the default insight filters for news events for all users at Rox. We used data from the types of events that generate the highest interest amongst the amazing AEs on our product and released it out to everyone.

• Mobile improvements: your task list view is looking good on your phone! we made multiple usability improvements so you can prospect / send follow-ups while on the go!

• Data enrichment improvements: we've unified multiple data pipelines to increase the data quality across all agents monitored.

Dec 24, 2024 Release

• Task List View: Spending too much time on insight outreach and post-meeting follow-ups? Sit back and let your agent swarm handle it for you. Your swarm automatically drafts emails based on meeting transcripts and insights, suggests relevant contacts, and compiles them into a centralized task list. All you have to do is review and approve ✅

• Better Contact Enrichment: We know that people are the heart of every sales rep’s success 🧑‍💻. That’s why we’ve leveled up our contacts game! With additional data providers and a powerful waterfall algorithm, we synthesize multiple data sources to deliver unmatched coverage and accuracy. 📈

• Data Controller: Looking to control how your own data flows through Rox? We’ve got you covered! With the new Data Controller UI, you can seamlessly expose private data and merge it with entities in your Rox System of Record 🤝

• Prompt Store: Got your go-to prompts for crafting the perfect Gen AI emails? 📧 The Rox Prompt Store has your back! 📂 Save all your email prompts in one place and access them effortlessly anytime, anywhere. No more hunting or copy-pasting — just quick, effortless access!

• Bug fixes: fixed bugs on contact upload via CSV, and improved UX by removing unnecessary elements.

Dec 17, 2024 Release

• Pre-call playbooks: effective pain discovery = higher conversion rates. For each meeting you have Rox will search sales enablement playbooks, filter them for relevancy, and extract information depending on who you are meeting with — down to each attendee and depending on their job titles!

• 1-click post-call follow-up: busy day with meetings and now have to do follow-ups? 😩 Rox automatically pulls the raw Gong transcripts / Rox mac app transcripts and allows you to generate email follow-ups with 1-click. You can even save your favorite prompts so these emails come out exactly the way you want them to 📤

• Slack integration: do you check Slack before email every morning? This one is for you — you can now get our daily digests and pre-meeting briefings directly in Slack. And a lot more coming on this one... 😉

• Gong integration: your raw Gong transcripts get automatically associated with your meetings in Rox — no more searching through calendar and Gong to get this info 🕵️ From here, you can generate all your meeting follow ups with 1 click.

• Rox mac app (beta): no call recorder? No problem! You can use the Rox mac app to generate meeting transcripts. It runs in the background and is compatible with multiple videoconferencing solutions 📜

• Filter contacts by location: you can now filter contacts by geographic location. For now limited to country with more granularity coming soon 🙌

• Recommended contacts by location: targeting specific countries? You can now set location filters on Rox recommended contacts for pipe gen actions!

• Pre-meeting hub new look: the hub is now more focused allowing to get your prep work done faster!

• Remove calendar integration: under the Settings page, you can now remove the calendar integration.

Dec 10, 2024 Release

• Upload CSV: bring your own contacts! You did all the hard contact discovery work so upload a csv and we'll start enriching and monitoring your contacts.

• Filter contacts by location: Rox now supports filtering contacts by country to support more targeted pipeline generation efforts!

• Sections in notes: keep your notes organized with our new sections! By default we separate the notes by company, contacts, meetings and opportunities. Keep an eye on this one, a lot more coming soon 🙌

• Pre-meeting briefing improvements: add agents directly from the pre-meeting briefings tab with one click and we'll provide you with a LinkedIn search URL in case we can't resolve the contact.

Dec 3, 2024 Release

• CMD + i: ask our agents questions and they’ll use 1st and 3rd party account data stored in the Rox system of record to get you the answer. While on the customer list or account view pages press CMD + I to bring up a chat window. Here are some examples to get you started:

  • Job Postings

    • Which teams at @Ramp use AWS?

    • How many engineering openings has @OpenAI posted in the past three months?

  • News insights

    • What should I know about @NVIDIA's Fugatto AI model?

    • Tell me about @Stripe's integration with the Aptos network.

  • Calendar & Communications

    • What was my last meeting with @Confluent about?

    • Do I have an upcoming meeting with @Verkada?

• Extended contact search: you can now extend the contact search from Titles to LinkedIn headlines and summary. This will give you more flexibility when searching for relevant people.

• Notifications controls: included links in Daily Digests and Pre-Meeting Briefings to the notifications control page in Rox, where you can modify the delivery settings and frequency down at each data source.

• Pre-meeting briefing latency improvements: reduced time to first pre-meeting briefing when a user connects their calendar for the first time.

• Pre-meeting briefing sync improvements: cancelled events are now getting deleted from the pre-meeting briefings UI in Rox.

Nov 26, 2024 Release

• Live search on audio briefings: we've integrated live search with Rox audio briefings! You can now ask Rox to search for the latest events on a company and drill into the details.

• Future pre-meeting briefings: we've extended the pre-meeting briefings to cover 7 days ahead, so you can get a head start on those meetings!

• Column sorting: you can now sort by revenue and headcount columns in your customer list view.

• Contact category fix: contacts now move to engaged/dismiss under all circumstances, so you can better organize your contacts.

• Teams & technologies improvements: we've improved our algorithms to return more results!

Nov 19, 2024 Release

• Slack integration: you can now receive your pre-meeting briefings and daily digest directly in Slack! Turn on the integration today by clicking on your profile > Settings > Integrations

• Swarm command (cmd+K): use the swarm command to get our agents doing work for you — type what you're looking to find in your territory and our agents will add the necessary clever columns, filters and views to get you the answer!

• Fresh look: our UI has a new look designed to improve readability — check it out today!

Nov 7, 2024 Release

• Talk to Rox about your meetings (or anything else 😅) — listen to your pre-meeting briefings in Rox; make sure to interrupt the agent and ask it any questions — go ahead be rude! Here are a few questions to get you started:

  • what does this company do?

  • who are some of their customers?

  • latest news on this company?

  • when was my last meeting with this customer?

  • Tell me more about who I'm meeting with.

(curious on where we got inspiration? here you go 😄 )

Oct 31, 2024 Release

• SFDC notes, Products & Leadership in meeting hub — Salesforce notes (from different fields), products the company sells, and leadership available in the pre-meeting briefing hub! Catch up on account history and run meeting prep at lightning speed ⚡

• Bulk actions — you can now select multiple accounts and perform bulk actions (remove accounts or assign tags).

• Clever columns refresh — added functionality to refresh clever columns on demand, so you have fresh data, right when you need it.

• Job posting insights — we made improvements to the filtering algorithm for job postings, increase its relevancy. You can still find tune your insights in the "agent tuning" menu.

Oct 24, 2024 Release

• PR/Blogposts — Rox automatically tracks the Press Release page and Blogposts for all your accounts and will notify you of new, relevant content. You can configure the delivery preferences in the settings page!

• Pipe Gen Actions Configurations — you can configure the time window for news events, how many companies to display and the seniority of the recommended contacts (IC, Manager, Director, etc.).

• Clever columns previews — get a quick preview of the content you'll get with clever columns without having to wait for a full run across all your accounts

• Update clever columns — so you can modify the parameters used to generate the column content

• Pre-meeting briefing improvements — improved coverage on company information and added no attendee confirmation warning.

• People search improvements — simplified the broad people search parameters to title and location. Added the ability to search for people based on LinkedIn profiles

Oct 17, 2024 Release

• Pre-meeting briefing hub — your pre-meeting briefings now have a home! You can scroll through all the meetings, find more information on attendees, companies and your notes. Rox will also generate agenda confirmation and meeting follow up emails!

• Delete Clever Columns — not much explaining needed here 🙂

• News Filtering Improvements — we tuned our agent filtering to be more aggressive for media, sports and larger companies. Not as many stock tips or sports commentary moving forward 😅

Oct 9, 2024 Release

• Clever columns — sped up content generation and added sources!

• Pipe Gen Actions — released pipe gen notifications in daily digests and pre-meeting briefings along with usability improvements

• Contact improvements — contacts now available from the side panel and improvements to the fetching algorithm

Oct 2, 2024 Release

• Clever columns — looking to prioritize accounts for outreach? You can now turn web research & job postings into metrics in the customer list view! Examples that are relevant to you:

  • List of Investors?

  • Has cost cutting initiatives?

  • Hiring Directors of Finance?

  • Expanding internationally?

  • and many other metrics! Check out the video 😀

• Pipe Gen Actions tab — our agents are starting to work for you!! Get daily recommendations of companies, contacts and messaging to do outbound PG (email+LinkedIn connect!!). Designed for you to run through in a 30 min block 💨

• Role changes insights — our agents are now monitoring role changes for key people in your accounts. Promotions, team changes, new jobs these are now included in your Daily Digest and available in the Rox UI!

• SFDC Columns available in list view —you can now add columns from your salesforce instance to your account list view!

• SFDC Notes, Next Steps & Opps in digest/pre-meeting briefings — we're including open opps, notes and next steps in your pre-meeting briefings. All configurable in Rox.

Sep 24, 2024 Release

• People search: unlocked — you now have the ability to search for people by name, title or location in the “People” tab! But it doesn’t stop there…..

• 1B new contacts!! — we’ve integrated a new provider with our in-house systems that gave us tremendous scale and unlocked the ability to search for people!

• Firmographics in list view — you can now add firmographics columns to customize your list view! We’ve included information such as funding rounds, revenue, headcount & headcount breakdown, competitors and more so the data is right at your fingertips.

• Draft email from notes — if you’re using notes in Rox, you can now pass these as context to the agent to draft super precise emails!

Sep 17, 2024 Release

• More contacts — you now have a “load more” option to fetch more contacts in the account overview. The retrieval is controlled by the personas (defined in agent tuning) and we have more functionality coming soon

• New insights UI experience — it's now easier to skim & dismiss events, quickly get more details, and launch an email in a frictionless way!

Sep 10, 2024 Release

• Teams & Technologies: mapping larger organizations is hard and time consuming work! Job postings give us a leg up in understanding how companies are structured internally 🕵️Rox is now doing the research work for you and mapping out teams, technologies, locations and positions to give you ideas on what teams to tackle when doing PG!

• New Account Overview Layout: we’ve organized the account overview page to make it easier to discover and take action on content — check it out today!

• Account Research Engine: do you have PDF templates you need Rox to fetch data for? Or maybe just need to run search & aggregation of info? Rox has you covered

• Pre-meeting briefing improvements: thanks for your incredible feedback we’ve expanded the company info section to include overview, how they make money and latest events.

Sep 3, 2024 Release

• Filtered views: organize your accounts by defining custom tabs, fully configurable with filters and column selection!

• Pre-meeting briefing improvements: meeting times are now in your calendar’s time zone; we support full coverage of meetings, and you have the ability to add agents to companies from pre-meeting briefing (if they’re missing).

• Aggregate job postings in digests: we’re now aggregating multiple job postings into a 1 sentence summary in your digests making it faster to skim through.

Aug 27, 2024 Release

• Email improvements: new email drafting experience and improved default content to be clear, concise and straight to the point (no more “dears” or “hoping to find you”!)

• Next steps: define what the next steps are for your customers and get reminders in your daily digests when these are due! A lot more coming here, stay tuned 🤖

• More people & better UI: we’ve improved the people navigation experience and expanded the contacts in Rox through improvements in our search algorithm! Happy prospecting 🙂

• Persona filtering: we’ve exposed the persona filtering controls via “Configure Agent”. With this configuration you can control the people extraction that Rox is running for you across all accounts!

• PDF w/ images support: you can now upload PDFs with images to the Rox agents. This is a great way to directly provide your sales enablement materials so Rox learns more about your business.

Aug 20, 2024 Release

• UI Improvements: we’ve improved mobile experience, added customer logos, simplified navigation, and added quick actions right from the account pane!

• Pre-meeting notes templates: we now support the ability to load your templates to the account notes in Rox!

• Pre-meeting email notifications: we’ve expanded the pre-meeting briefings to include the latest 3 events with this customer!

• New add agent experience: we’ve launched a new experience to add agents to your account!

Aug 11, 2024 Release

• Rox verified: we now independently verify and enrich data for our customers — look for the Rox checkmark! This is included in all Rox plans for now and it will become part of the Rox Enterprise plan.

• New customer list experience: we’ve improved the usability of the Rox customer list view. You can now quickly view the list of insights, insight details and account overview in a handy side-panel!

• New sign-in experience: head over to run.rox.com to check it out!

• Microsoft O365 Calendar integration: you can now connect your O365 calendar to Rox to get pre-meeting briefings and see your past/future meetings.

• LinkedIn 404 Fix: when we couldn’t retrieve the LinkedIn URL we used to show a 404 — no more! We now default to running the LinkedIn search for you to save you time.