Edit and Manage Clever Columns

Once you've added a Clever Column, you can edit its prompt, reposition it in your view, or show and hide it as needed. Here's how.

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Edit a Clever Column

1. Click the column header — Hover over any Clever Column and click its header.

2. Choose "View Prompt" — A prompt editor will appear showing the expanded prompt Rox generated for you.

3. Modify your prompt — Example: Change from generate revenue from B2C to use a direct-to-consumer model.

4. Modify your sources - Select which sources Rox should use to answer the prompt.

5. Advanced settings — Select the model used for the prompt and any formatting instructions

6. Click "Update Column" — Rox will re-run the research with your updated prompt and refresh the results.

Note: When you submit your update, Rox quietly generates the expanded prompt in the background — you'll see the column show a "pending" then "running" status without any extra confirmation step required.

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Move a Clever Column

1. Click the column header — Hover over the column you want to move and long click.

2. Drag to desired position — Drag the column to the desired position.

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Show or Hide Clever Columns

1. Click the "+" button at the top right of your view — This opens the hidden columns panel.

2. Select column — Click “Add existing column” and find the column you want to add

3. Click to reveal — The column will return to your active view.

4. Hide column — Click on the column title and select Hide Column.

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Fast vs. Standard vs. Deep Models

When editing or creating a Clever Column, you can choose how Rox runs the research:

• Fast — Returns results quickly and is the default for new columns. Recommended for most queries.

• Standard — Takes longer but is suitable for more complex research questions.

• Deep — Takes the longest to run but is suitable for queries that require very high precision or multiple steps of research.

For most use cases, Fast is a great starting point. You can always re-run with Standard or Deep if you want deeper results.

Account Views

Account Views let you save a customized layout of columns and filters so you can quickly return to the same perspective on your accounts.

Create an Account View

1. Click the "+" button next to your existing views in the top navigation bar.

2. A "New View" tab will appear — type a name for your view (e.g., "Competitor Takeout") and press Enter or click the checkmark to confirm.

You can clone an existing view by right-clicking on a a view and clicking "Clone".

Add columns to your view

1. Click "+ Add Column" at the top right of the column headers.

2. To create a new Clever Column, type a description of what you want to know about each account in the "Create Clever Column" text area (e.g., "Which competitor monitoring tool does this account use?").

3. To reuse an existing column, search for it under "Existing columns" and click to add it.

4. Click "Create column" — Rox will begin researching and populating the column across your accounts.

Filter and sort your view

1. Click any column header to access options: Sort A → Z, Sort Z → A, or Filter.

2. Under Filter, set a condition (e.g., "is one of") and select the values you want to focus on.

3. Click Apply — the view will update to show only matching accounts.

Your view auto-saves as you make changes. Switch between views at any time using the tabs in the top navigation bar. You can delete views by right-clicking on a a view and clicking "Delete".