Outreach (Email & Linkedin)

What is it?

• Description: Rox Outreach is a tool that enables users to engage with their accounts with highly personalized and contextualized copy

• Demo

Outreach w/Agent Swarm

• How are people using it today: Sales representatives are using Rox Outreach to act on insights flagged by the Rox Agent Swarm, reach out to new people in accounts discovered in Rox, and automate email campaigns. Users can configure emails to their preferences using templates and natural language prompts.

What’s the buzz?

• Enables sales reps to send personalized messages that are personalized, specific and contextualized to previous communications -> Rox outreach helps reps engage at the right time with the right content.

• The best sellers in the world are using AI generated tool to maximize efficiency in their outreach. However, existing tools generate content that is generic (at best).

• Because of the fully contextualized and data aware nature of the Agent Swarm, all copy generated by Rox is personalized and targeted.

What’s in the secret sauce?

• Feature desiderata: Deep contextual awareness, hyper-personalized, self-improving

• Technical details

  • Architecture:

    • Context management system: involves three key steps --- data aggregation, dynamic context building (based on user prompt and outreach context), memory cache (retains historical communication notes on tone, style and content preferences).

    • Iterative generation process: takes multiple passes over an initial email draft to (1) align to preferences and (2) maintain consistency and correctness.

    • Personalization pipeline: adapts to templates and customizes tone (to match style of recipients role, industry and prior communication),

What’s next?

• Large-scale outreach campaigns: support campaingn workflows where users can draft, manage and monitor automated email delivery by the rox agent swarm.

• Cross-Channel Integration: go beyond linkedin and email to other forms of communication (i.e., SMS)