Rox

• Running outbound to a target account list with email, LinkedIn and call steps, letting the agent handle replies and book meetings while sellers take routed conversations
• Preparing a brief before every customer meeting from past calls, emails and open questions, then drafting the follow-up with the commitments made on the call
• Producing a recurring summary of pipeline changes, deal risks and missing next steps from Salesforce opportunity data before each forecast call
• Monitoring the installed base for signals such as a new executive or expansion into a new market and creating researched upsell opportunities for account managers
• Keeping account plans and org charts current across a large enterprise territory without manual research
• Enriching CRM leads with emails and direct dials from multiple providers without paying a data markup

Rox is one of the more ambitious products in the sales agent category: instead of an AI SDR bolted onto a sequencer, it tries to be the system every seller works in, built on a knowledge graph that joins CRM, email, calls and the data warehouse and respects existing permissions. For an enterprise sales organization on Salesforce with a data team, that design is the appeal, because research, outbound, deal reviews and expansion all draw on the same account context, and several point tools can be retired. The costs are complexity and visibility. Getting the full value means connecting a warehouse, mapping writeback fields and writing agent workflows, and spend is metered in Agent Actions whose per-task costs Rox does not publish, so a pilot with usage tracking is the sensible first step. Smaller teams can try the self-serve plans, but the plan table keeps HubSpot, Slack, warehouse and recorder connectors on Enterprise, and if all you need is outbound volume, a dedicated AI SDR or sequencer is a simpler purchase.

About Rox

Rox sells one agent for the whole revenue cycle rather than a single-purpose AI SDR: it generates pipeline, qualifies leads, books meetings, manages deals and expands accounts inside a company's existing systems, and its site is pitched at the Global 2000. Underneath sits what Rox calls a warehouse-native knowledge graph. It pulls in CRM records, email, calendar, call transcripts, documents and public web data, resolves the same company or person across sources, picks one value when sources conflict, and infers relationships such as who talks to whom and which emails and calls belong to which deal. Source permissions (Salesforce sharing rules, Drive ACLs, Slack channels) carry over into what each user's agent can see. Outbound finds contacts that fit your criteria, explains each fit, verifies contact data and runs sequences across email, LinkedIn and calls, replying and booking meetings itself or routing replies to a seller; you can send manually or pause autopilot. A built-in dialer provisions and rotates local numbers and logs call outcomes to Salesforce, and enrichment runs a waterfall across third-party providers billed at cost with no markup. For existing pipeline, Rox brings mapped Salesforce opportunity fields into review boards, prepares recurring pipeline and risk summaries, builds pre-meeting briefs, extracts commitments from calls and drafts follow-ups, maintains account plans and org charts, and turns account signals you define into researched expansion opportunities for a rep to review. Agent Workflows let a team describe a recurring job in plain language, choose the tools the agent may use, schedule it and review past runs. Rox runs in the browser, a macOS app (required for its own call recording and transcription) and a browser extension, and also works inside Microsoft 365 Copilot. Pricing combines a monthly plan with metered Agent Actions: Individual starts at $100 a month, Teams starts at $255 a month for the whole team, and Enterprise is quoted. The plan table matters here, because it reserves much of what makes Rox distinctive for Enterprise: HubSpot, Slack, the data warehouses, call-recorder connectors, MCP support, the Copilot integration, BYOK encryption and in-VPC deployment. The tradeoffs are breadth and cost transparency. Rox replaces several tools at once (sequencer, dialer, enrichment, conversation and revenue intelligence), which makes it a larger buying decision than a point tool, per-task Agent Action costs are not published, and the deeper features assume a CRM and data team ready to configure them.