Command
Features and Functionalities
Rox Command is your AI-powered system that makes the CRM invisible. It connects to your organizational data and automates workflows across research, deal management, content creation, and outreach. Below is a complete overview of what you can do via Command, with examples of how you can apply each capability in practice.
Research Capabilities
Meetings & Notes
Features:
List your upcoming meetings and access their transcripts.
Review stored meeting notes for context before and after conversations.
Example: The day before a client meeting, you can ask Rox Agent to generate a pre-meeting briefing that summarizes past conversations, transcripts, and the value propositions most relevant to that client.
Emails
Features:
List and view emails relevant to your workflow.
Quickly surface communications tied to accounts or opportunities.
Example: When re-engaging a stalled account, Rox Agent can analyze past email exchanges to explain why the deal didn’t move forward.
Deals & Opportunities
Features:
List all open deals and opportunities.
Track deal stages and progress without manual updates.
Example: Rox Agent can review all deal history for an account and highlight that a previous opportunity stalled because the customer wanted more workflow automation.
Contacts
Features:
List all contacts for a company.
Search and find contacts by name.
Example: When deploying Rox Agent on a target account, it automatically identifies the key players and decision makers involved in the deal.
Company & Organization Artifacts
Features:
Access product information, pricing documents, value propositions, case studies, use cases, and technical documentation.
Example: When preparing outreach, Rox Agent can recommend a relevant case study or product document to include in your email.
Company Insights
Features:
Retrieve company details such as headcount, revenue, LinkedIn URL, website, funding rounds, and competitors.
Example: Before outreach, Rox Agent can show that a company is rapidly expanding headcount and recently raised a new funding round, making it an ideal moment to re-engage.
News & Updates
Features:
Find the latest news related to companies of interest.
Search the web for relevant information.
Example: Rox Agent might surface that your target account recently made an acquisition and is hiring executives, giving you timely talking points for outreach.
Entity Management Capabilities
Deals & Opportunities Management
Features:
Create new deals.
Update existing deals, including moving opportunities through stages.
Example: After re-engaging a customer, Rox Agent can create a new opportunity in your CRM and advance it as meetings are scheduled.
Calendar Events
Features:
Create new calendar events (e.g., meetings, follow-ups).
Update existing events.
Example: Rox Agent can automatically schedule a follow-up meeting with your champion once an outreach email is sent.
Content Creation Capabilities
Dashboard & Reports
Features:
Generate HTML-based dashboards, reports, charts, and interactive content.
Example: After engaging several accounts, Rox Agent can create a dashboard of open opportunities, highlighting which are most at risk or most likely to close.
Email Writing
Features:
Compose professional, context-aware emails.
Example: When reaching out to a customer, Rox Agent drafts an email tailored to recent account developments and your product’s new features.
Workflow Agent Capabilities
Outreach Workflow
Features:
List contacts relevant to an outreach campaign.
Browse and select from email templates, clever columns (CCs), products, and case studies.
Create or update outreach forms with prefilled fields to streamline personalized communication.
Example: Rox Agent can generate a personalized outreach sequence for a campaign by pulling the right contacts, templates, and case studies automatically.
Ways to Interact with Rox Agent
You can interact with Rox Agent in natural language, asking it to:
Research: “Show me why this deal stalled last year.”
Reference: “Pull up our latest case study for workflow automation.”
Manage: “Create a new deal for Eudia and set stage to Discovery.”
Visualize: “Generate a dashboard of my open deals by stage.”
Engage: “Draft an email to my champion about our new features.”
Streamline: “Schedule a meeting with Eudia’s CTO next week.”
Why Use Rox Agent?
Rox Agent helps you:
Save time by eliminating manual research.
Improve targeting with context-aware outreach.
Enter every meeting fully prepared with AI-generated briefings.
Automate routine tasks like deal creation, scheduling, and reporting.
Streamline outreach workflows so you can engage customers with precision.
Example End-to-End Workflow
Deploy Rox Agent on an account → surfaces key players and past deal blockers.
Check recent news → finds an acquisition and executive hires.
Draft outreach email → highlights new product features that address past blockers.
Schedule a meeting → automatically booked with the champion.
Generate pre-meeting briefing → tailored summary of value propositions and talking points.
Result: Re-engaged a dormant account and progressed it to an active opportunity in minutes.
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