For the complete documentation index, see llms.txt. This page is also available as Markdown.

What can agents do?

Agents are flexible. The easiest way to understand them is through the jobs they take off your plate.

Scheduled agents

These run on a cadence you choose.

Use them when the same work needs to happen every day, week, or month without anyone having to remember.

Examples:

  • weekly customer health summary

  • daily strategic account report

  • Friday metrics post

  • weekly team reminder

  • Monday morning digest

Deal and account agents

These react to activity inside Rox.

Use them when you want Rox to notice changes and respond immediately.

Examples:

  • generate a summary when a new deal is created

  • alert stakeholders when a deal changes stage

  • run a risk assessment when activity goes quiet

Meeting and transcript agents

These help your team move faster before and after conversations.

Examples:

  • prep brief before a meeting

  • follow-up email after transcript completion

  • automatic meeting notes

  • action item extraction

Notification agents

These deliver outputs where your team already works.

Examples:

  • send a Slack DM when an agent finishes

  • post to a channel when a signal appears

  • email a weekly report

  • send an alert when a deal becomes risky

Reporting and artifact agents

These turn activity into something readable, shareable, and durable.

Examples:

  • HTML summaries

  • email-ready digests

  • slide decks

  • downloadable files

  • formatted text outputs

Advanced agents

These handle more technical or structured automation.

Examples:

  • data transforms

  • variables across steps

  • public catalog logic containers where available

  • webhook-triggered automation

  • compound multi-step flows

The point is not that agents can do many things.

The point is that work your team already knows should happen can now happen automatically.

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