Pre-Meeting Briefs

Pre-Meeting Briefs automatically prepare you for upcoming meetings by pulling together the most relevant, account-specific information. Powered by your Rox Agent, briefs include internal notes, past meeting context, strategic playbook recommendations, and external company insights—so you can walk into every meeting informed and ready to take action.

How to Enable Pre-Meeting Briefs

1. Sync Your Calendar:

   • Go to Settings → Integrations and connect your Google or Outlook calendar.

   • (Need help? Check the calendar integration guide in the Rox docs.)
   • Pre-Meeting Briefs will now automatically be created for new upcoming meetings on your calendar!

2. Ensure the Meeting Has an Assigned Agent:

   • If the meeting doesn’t have an account assigned, you’ll see “Track Agent.”

   • Click it, enter the company’s name or domain, and select the account you want to assign an Agent to.

   • Now that you've assigned an Agent to your account, Pre-Meeting Briefs will automatically be created for new future meetings on your calendar.