Rox Account Page Overview

The Account page is your central hub for everything related to a specific company in Rox. It brings together company details, deal history, contacts, news, and internal records — all organized across dedicated tabs. Each tab gives you a focused view of a different dimension of the account, from tracking opportunities and monitoring news, to mapping the org chart and storing meeting notes. Whether you're preparing for a call or sharing documents with your team, the Account page is where it all lives.

Account Overview

The Overview tab is your quick introduction for an account. It displays key company details at a glance — including source, stock ticker, website, LinkedIn, industry, revenue, address, headcount, and team. Below the details, an Activity timeline shows a visual history of all interactions with this account (emails, meetings, and other touchpoints) as a series of dots plotted over time. Clicking into the timeline reveals the full activity log, making it easy to see engagement history without switching tabs.

Opportunities

The Opportunities tab lists all deals associated with this account. Each opportunity card shows the deal name, close date, next step (e.g., platform and professional services breakdown), status (e.g., Closed Won, S2), dollar value, and the assigned owner. Use this tab to track the full pipeline and deal history for the account — from active opportunities to closed deals.

Insights

The Insights tab surfaces relevant, news and updates about the account surfaced by Rox agents. Each insight includes a headline, a brief summary, the source type (e.g., News), and how recently it was published. This helps you stay on top of what's happening with the account — such as product launches, compliance updates, executive changes, or market moves — without having to search for it manually.

Contacts

The Contacts tab shows all people associated with this account. Each contact entry includes their name, email address, job title, location, and engagement signals (LinkedIn, email activity, and other enrichment indicators). You can filter contacts by All, Starred, or Engaged, search by name, apply filters, and use People Search to find and add new contacts to the account.

Org Chart

The Org Chart tab provides a visual map of the reporting structure and relationships within the account. Contacts are displayed as nodes connected by lines to show hierarchy and reporting chains. You can enrich the chart with additional data, organize the layout, add contacts, and search within the chart — making it easier to understand who the key stakeholders are and how they relate to one another.

Notes

The Notes tab is where you store meeting notes, call transcripts, and other written records tied to the account. Notes are organized under sub-tabs: Folders, Notes, and Transcription. Auto-generated transcripts from recorded meetings are saved here, giving your team a searchable, timestamped record of every conversation. Notes can be created manually or auto-populated from meeting recordings.

Documents

The Documents tab serves as a file library for the account. You can upload and store relevant files — such as proposals, relationship reviews, meeting templates, and persona documents — and make them available org-wide. Each document entry shows the file name, visibility setting, enabled features (e.g., search, chat, send), who created it, and when it was last modified. Use the Upload Document button to add new files directly to the account.