Add Custom Research Section

Custom research sections in Rox allow you to perform internet-scale research on specific topics and apply the findings across all accounts in your system. This feature helps you efficiently gather and access relevant information. Follow this guide to create, manage, and utilize custom research sections.

How to Add a Custom Research Section

1. Access the Research Page:

   • Click on any company name in your agent list to navigate to its Research Page.

   • On the left-hand side, you’ll see an overview panel about the company. Collapse or expand this panel as needed.

2. Create a New Custom Research Section:

   • Scroll to the Custom Research Section area.

   • Click Add Section and type a question or research topic in the input box (e.g., "What are the products offered by this company?").

   • Click Submit to save and initiate the research.

3. Review the Results:

   • Once Rox completes the research, it will populate the section with a summary snippet.

   • Expand the snippet to view more detailed information retrieved by Rox.

4. Reference Sources:

   • Scroll to the bottom of the research response to find references. These are links to the original sources Rox used, allowing you to verify and explore the data further.

How Custom Research Sections Work Across Companies

1. Automatic Application to All Companies:

   • Once you create a custom research section, it becomes universally available across all accounts in your system.

   • For example, if you add a "Products Offered" section, Rox will generate similar research for all companies in your agent list.

2. View Research for Other Companies:

   • Return to the list view and select another company.

   • Navigate to the custom research section, and you’ll see the corresponding research for the selected company.

By using custom research sections in Rox, you can streamline your information-gathering process and ensure consistent, actionable insights across your entire agent list.