LogoLogo
  • About Rox
    • Founder Note
      • πŸš€Make the Best Better
      • πŸͺ„New Era of Productivity
      • πŸ€–Agent Swarms
      • πŸ—ΊοΈSystem of Record
    • Product Overview
      • Plan & Prioritize: Transform Your GTM Strategy
      • Research: Self-Updating and Actionable Account Data
      • Discover: Continuous Discovery, in Auto-Pilot
      • Engage: Deep Personalization at Scale
      • Monitor: Stay Ahead with Intelligent Monitoring
    • Release Notes
    • Pricing
  • How to use Rox
    • Getting started
      • Add / Remove Agents
      • Add/Remove/Edit Columns
      • Add/Remove Filters
      • Add/Remove Tags
      • Add/Edit/Delete Views
      • Add/Remove Artifacts
    • Plan
      • Online Research Clever Column
      • Job Posting Clever Columns
      • Swarm Command (cmd+k)
      • Playbooks
    • Research
      • Add Custom Research Section
    • Engage
      • Next Steps
    • Integrations
      • Slack
      • Calendar
      • Email
  • How Rox Works
    • Rox Platform Architecture
    • System of Record
      • Rox Data Lakehouse
        • Content Ingestion for Public Data
        • Connector Hub for Enterprise App Data
        • Enterprise Business Data Share
        • Company and Contact Management
      • Rox Unified Knowledge Graph
        • ERM Layer
        • Entity Graph builder
      • Rox Data Access
        • Event Driven Framework
    • Agent Swarm
      • Architecture
        • Agent Evaluation System
      • Abilities
        • Research
          • Teams & Technologies
          • Custom Account Research
          • Account Overview
        • Engage
          • Outreach (Email & Linkedin)
          • Transcription
          • Conversational Meeting Briefings
        • Discover
          • Clever Columns
          • Pipeline Generation
        • Monitor
          • Insights
  • Blogs
    • How We Built a Scalable, Intelligent Engine for Sales Insights
  • REFERENCE
    • Admin
    • API
    • FAQ
Powered by GitBook
LogoLogo

Founders Note

  • Why ROX Exists?
  • Customer Use Cases
  • Agent Swarms
  • System of Records

Product Overview

  • Pricing

Using ROX

  • Getting Started
  • Doing Research
  • PG Asistance
  • Meeting Asistance

How ROX Works

  • Platform Architecture

Copyright Β© 2024 RoxAI. All rights reserved. 251 Rhode Island St, Suite 207,
San Francisco, CA 94103

On this page
  • Add Agents via Search
  • Add Agents via Domain
  • Remove Agents
  1. How to use Rox
  2. Getting started

Add / Remove Agents

PreviousGetting startedNextAdd/Remove/Edit Columns

Last updated 5 months ago

Add Agents via Search

  1. Click on the "+ Add Agent" button in the top right-hand corner of the page

  2. Begin typing for the account in the search bar

  3. Select an account from one of the results

  4. The agent will be deployed to your list, marked with a status of "initializing"

  5. Once the agent is ready, it will have a status of "available"

  6. Now the agent will track your account 24/7

Add Agents via Domain

  1. Click on the "+ Add Agent" button in the top right-hand corner of the page

  2. Begin typing for the account in the search bar

  3. If the right result is not there, click on the option to manually add an agent

  4. In the new view, type the company's website

  5. The agent will be deployed to your list, marked with a status of "initializing"

  6. Once the agent is ready, it will have a status of "available"

  7. Now the agent will track your account 24/7

Remove Agents

  1. Hover over the agent you want to remove

  2. A checkbox should appear next to the name

  3. Check the agent(s) you want to remove

  4. Click on the "Bulk Actions" button in the top right-hand corner

  5. Select "Remove Agents"

  6. The selected agents should be removed immediately