> For the complete documentation index, see [llms.txt](https://docs.rox.com/development/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.rox.com/development/user-guide.md).

# User Guide

- [Overview](https://docs.rox.com/development/user-guide/overview.md)
- [Plan & Prioritize: Transform Your GTM Strategy](https://docs.rox.com/development/user-guide/overview/plan-and-prioritize-transform-your-gtm-strategy.md): Plan your target territories and prioritize your accounts with Rox.
- [Research: Self-Updating and Actionable Account Data](https://docs.rox.com/development/user-guide/overview/research-self-updating-and-actionable-account-data.md)
- [Discover: Continuous Discovery, in Auto-Pilot](https://docs.rox.com/development/user-guide/overview/discover-continuous-discovery-in-auto-pilot.md)
- [Engage: Deep Personalization at Scale](https://docs.rox.com/development/user-guide/overview/engage-deep-personalization-at-scale.md)
- [Monitor: Stay Ahead with Intelligent Monitoring](https://docs.rox.com/development/user-guide/overview/monitor-stay-ahead-with-intelligent-monitoring.md)
- [Getting Started](https://docs.rox.com/development/user-guide/getting-started.md)
- [Login with Google](https://docs.rox.com/development/user-guide/getting-started/login-with-google.md)
- [Login with Email and Password](https://docs.rox.com/development/user-guide/getting-started/login-with-email-and-password.md)
- [Rox Academy](https://docs.rox.com/development/user-guide/getting-started/rox-academy.md)
- [Introduction to Agents](https://docs.rox.com/development/user-guide/getting-started/introduction-to-agents.md)
- [Add/Remove Documents](https://docs.rox.com/development/user-guide/getting-started/add-remove-artifacts.md)
- [Add/Edit/Delete Views](https://docs.rox.com/development/user-guide/getting-started/add-edit-delete-views.md)
- [Add/Remove Tags](https://docs.rox.com/development/user-guide/getting-started/add-remove-tags.md)
- [Add/Remove Filters](https://docs.rox.com/development/user-guide/getting-started/add-remove-filters.md)
- [Add/Remove/Edit Columns](https://docs.rox.com/development/user-guide/getting-started/add-remove-edit-columns.md)
- [Rox for Mac](https://docs.rox.com/development/user-guide/rox-for-mac.md): Install the Rox desktop app to keep Rox available from your Mac.
- [Capture meetings with Rox](https://docs.rox.com/development/user-guide/rox-for-mac/capture-meetings-with-rox.md): Use the Rox macOS app to transcribe meetings in real time and capture notes. You can record an impromptu conversation or start from a scheduled calendar event.
- [Generate meeting summary using Rox](https://docs.rox.com/development/user-guide/rox-for-mac/generate-meeting-summary-using-rox.md): Turn a recorded meeting into a clear summary, decisions, and follow-up actions.
- [Live meeting coaching on Rox](https://docs.rox.com/development/user-guide/rox-for-mac/live-meeting-coaching-on-rox.md): Get answers grounded in the live conversation and available account context.
- [People](https://docs.rox.com/development/user-guide/people.md)
- [Getting Started with People Lists](https://docs.rox.com/development/user-guide/people/getting-started-with-people-lists.md)
- [Inbound Prospecting](https://docs.rox.com/development/user-guide/people/inbound-prospecting.md)
- [Outbound Prospecting](https://docs.rox.com/development/user-guide/people/outbound-prospecting.md)
- [Enrich People](https://docs.rox.com/development/user-guide/people/enrich-people.md)
- [Enrich Company](https://docs.rox.com/development/user-guide/people/enrich-company.md)
- [Research People](https://docs.rox.com/development/user-guide/people/research-people.md)
- [Working with Your Lists](https://docs.rox.com/development/user-guide/people/working-with-your-lists.md)
- [Adding Provider Keys](https://docs.rox.com/development/user-guide/people/adding-provider-keys.md)
- [Sequences](https://docs.rox.com/development/user-guide/sequences.md): Build outreach sequences across email, LinkedIn, and phone calls, manage follow-ups, and automate email reply handling.
- [Create and Run a Sequence](https://docs.rox.com/development/user-guide/sequences/create-and-run-a-sequence.md): Configure outreach steps, add contacts, and control when messages send.
- [Reply Handling and Meeting Scheduling](https://docs.rox.com/development/user-guide/sequences/reply-handling-and-meeting-scheduling.md): Configure how Rox drafts replies, responds automatically, and coordinates meetings for your sequences.
- [Share and Reuse Sequences](https://docs.rox.com/development/user-guide/sequences/share-and-reuse-sequences.md): Collaborate on outreach and reuse sequence structures and email templates across your team.
- [Multiple Mailboxes](https://docs.rox.com/development/user-guide/sequences/multiple-mailboxes.md): Connect additional Gmail or Outlook accounts and choose the sending mailbox for your sequences.
- [Custom Tracking Domains](https://docs.rox.com/development/user-guide/sequences/custom-tracking-domains.md): Configure an organization-owned subdomain for tracking links in sequence emails.
- [Understanding Email Open Tracking](https://docs.rox.com/development/user-guide/sequences/understanding-email-open-tracking.md): Learn what recorded opens mean, why counts can be inflated, and how to use them when reviewing sequence performance.
- [Dialer](https://docs.rox.com/development/user-guide/dialer.md): Call contacts from your browser, prepare with personalized call scripts, and record outcomes as part of your sequences.
- [Deep Research + Monitoring](https://docs.rox.com/development/user-guide/deep-research-monitoring.md)
- [Use Clever Columns to Research Accounts](https://docs.rox.com/development/user-guide/deep-research-monitoring/use-clever-columns-to-research-accounts.md)
- [Edit and Manage Clever Columns](https://docs.rox.com/development/user-guide/deep-research-monitoring/edit-and-manage-clever-columns.md)
- [Rox Account Page Overview](https://docs.rox.com/development/user-guide/deep-research-monitoring/rox-account-page-overview.md)
- [Engage](https://docs.rox.com/development/user-guide/engage.md)
- [Playbooks](https://docs.rox.com/development/user-guide/engage/playbooks.md): How sales leaders can empower their teams with Rox Playbooks. Ensure that every seller kills their meetings, no matter what
- [Next Steps](https://docs.rox.com/development/user-guide/engage/next-steps.md)
- [Plays](https://docs.rox.com/development/user-guide/engage/plays.md)
- [Outreach: Prospecting in Rox](https://docs.rox.com/development/user-guide/engage/outreach-prospecting-in-rox.md)
- [Outreach from Contact List](https://docs.rox.com/development/user-guide/engage/outreach-prospecting-in-rox/outreach-from-contact-list.md)
- [Monitoring](https://docs.rox.com/development/user-guide/monitoring.md)
- [Event Monitoring](https://docs.rox.com/development/user-guide/monitoring/event-monitoring.md)
- [Tuning](https://docs.rox.com/development/user-guide/monitoring/event-monitoring/tuning.md)
- [Agentic Monitoring](https://docs.rox.com/development/user-guide/monitoring/agentic-monitoring.md)
- [Agent Workflows](https://docs.rox.com/development/user-guide/custom-agents.md)
- [What is a custom agent?](https://docs.rox.com/development/user-guide/custom-agents/what-is-a-custom-agent.md)
- [When should I use a custom agent?](https://docs.rox.com/development/user-guide/custom-agents/when-should-i-use-a-custom-agent.md)
- [Build your first agent](https://docs.rox.com/development/user-guide/custom-agents/build-your-first-agent.md)
- [Agent creation paths](https://docs.rox.com/development/user-guide/custom-agents/agent-creation-paths.md)
- [Agent triggers](https://docs.rox.com/development/user-guide/custom-agents/agent-triggers.md)
- [How to write a strong agent prompt](https://docs.rox.com/development/user-guide/custom-agents/how-to-write-a-strong-agent-prompt.md)
- [What can agents do?](https://docs.rox.com/development/user-guide/custom-agents/what-can-agents-do.md)
- [Example agents](https://docs.rox.com/development/user-guide/custom-agents/example-agents.md)
- [Testing and debugging agents](https://docs.rox.com/development/user-guide/custom-agents/testing-and-debugging-agents.md)
- [Activate, monitor, and review outputs](https://docs.rox.com/development/user-guide/custom-agents/activate-monitor-and-review-outputs.md)
- [Using webhooks](https://docs.rox.com/development/user-guide/custom-agents/using-webhooks.md)
- [Best practices](https://docs.rox.com/development/user-guide/custom-agents/best-practices.md)
- [Agent suggestions (RSI for Revenue)](https://docs.rox.com/development/user-guide/custom-agents/agent-suggestions-rsi-for-revenue.md): Rox can suggest agents based on recurring requests in your chats. Review a suggestion, then create the workflow or save it for later.
- [Custom Agents FAQ](https://docs.rox.com/development/user-guide/custom-agents/custom-agents-faq.md)
- [Chat](https://docs.rox.com/development/user-guide/chat.md)
- [Run with Rox: Checking your Inbox](https://docs.rox.com/development/user-guide/chat/run-with-rox-checking-your-inbox.md)
- [Run With Rox: Prepping for a Meeting](https://docs.rox.com/development/user-guide/chat/run-with-rox-prepping-for-a-meeting.md)
- [Run with Rox: Engage your Accounts](https://docs.rox.com/development/user-guide/chat/run-with-rox-engage-your-accounts.md)
- [Run with Rox: Generate Account Reports](https://docs.rox.com/development/user-guide/chat/run-with-rox-generate-account-reports.md)
- [Chat Skills](https://docs.rox.com/development/user-guide/chat/chat-skills.md): Customize your chat experience
- [Voice Mode](https://docs.rox.com/development/user-guide/chat/voice-mode.md): Talk with Rox and complete work hands-free
- [Revenue](https://docs.rox.com/development/user-guide/revenue.md): Stay on top of your opportunities and grow your team's revenue!
- [Opportunity Management](https://docs.rox.com/development/user-guide/revenue/opportunity-management.md)
- [Opportunity Boards](https://docs.rox.com/development/user-guide/revenue/opportunity-boards.md)
- [Opportunity Stage Gating](https://docs.rox.com/development/user-guide/revenue/opportunity-stage-gating.md): Admins can set up custom validation rules and approval flows to control opportunity stage progression and ensure sellers follow process
- [Risk Generation](https://docs.rox.com/development/user-guide/revenue/risk-generation.md)
- [Products](https://docs.rox.com/development/user-guide/revenue/products.md): Add information about your organisation's SKUs and pricebook details which your sellers can use to link to opportunities
- [Syncing opportunities with CRM](https://docs.rox.com/development/user-guide/revenue/syncing-opportunities-with-crm.md): Work on your opportunities in Rox and let us handle the load of keeping your CRM in sync
- [Autofill](https://docs.rox.com/development/user-guide/autofill.md)