# Rox — Revenue agents that research accounts, prospect, run outbound and manage deals, metered in Agent Actions. > Source: The Agents Index — https://theagentsindex.com/rox (structured, researched, re-verified) > Facts last verified: 2026-09-03 Rox is a revenue platform whose agents research accounts, build prospect lists, run multi-channel outbound, prep meetings and manage deals for enterprise sales teams. A single orchestrator drives specialised worker agents over a knowledge graph assembled from CRM, email, calendar, transcript and web data. | Fact | Value | | --- | --- | | Website | https://www.rox.com | | Price | from $100/month | | Free tier | Yes | Both self-serve plans begin on a free tier ('Start for free' / 'Try for free then upgrade for'). Rox publishes no free action allowance; the FAQ says the free plan keeps read access but stops task execution once actions run out: 'Starter plan users will still be able to access their existing information but will not be able to perform any tasks.' ## What it does **Done-for-you service** · No — Software you run: sign up, connect Salesforce, invite the team. Enterprise adds a Rox deployment/support team and a ProServ integration-and-training line item, not an outsourced revenue team. > Rox Teams: The self-serve way to run Rox. You sign up, connect Salesforce, invite your team, and start running agents. > — https://docs.rox.com/development/about-rox/release-notes · Release Notes, August 18th, 2026 - Rox Teams ## How much it does unattended **Runs autonomously** · Partly — Agents fire on schedules, deal events, transcript completion and webhooks, and auto-prospecting can enrol good-fit contacts without a manual pass; Rox's own engineering docs still say critical actions are queued for human review. > A custom agent takes work that used to wait on a person, someone remembering, someone checking, someone following up, someone pulling the pieces together, and sets it in motion automatically. > — https://docs.rox.com/development/product/custom-agents/what-is-a-custom-agent · What is a custom agent?, opening paragraphs **Multi-agent** · Yes — An orchestrator builds pipelines of specialised worker agents (research, email composition, verification) per query; Rox brands the layer Agent Swarm. > Rox's Agent Swarm layer is a fleet of specialized worker agents, each scoped by specific context and downstream capabilities, that are orchestrated to perform meaningful work for sellers. > — https://docs.rox.com/development/engineering/docs/agent-swarm-tm-layer · Agent Swarm Layer, second paragraph **Agent permissions** · Yes — Agentflows are scoped to a chosen tool set, agents inherit the acting user's record and field permissions, and sequence sends can be scheduled, previewed or cancelled before they go out. > Write what you want done and scope which tools the agent can use. The agent works out the steps, runs them, and iterates to fix errors as it goes. > — https://docs.rox.com/development/about-rox/release-notes · Release Notes, August 25th, 2026 - Agentflows ## Which models it runs on **Claude** · Partly — Anthropic is a named AI service-provider subprocessor under zero data retention, so Claude models are in the stack; Rox publishes no model names and no model picker, so a buyer cannot select Claude. > AI service provider (Zero Data Retention policies implemented) > — https://docs.google.com/document/d/e/2PACX-1vQl5mqWohdM-CHkz-86n3-C_VVAEonCsZH8B5yJVZoy9bQpwpCGA5SOlDvvmDD_1ZiOYXMZOELXbzeg/pub · Rox Data Subprocessor List, Cloud and AI Infrastructure table, Anthropic row **GPT** · Partly — OpenAI, LLC is a named AI service-provider subprocessor under zero data retention; as with every model in Rox, the vendor routes it and the buyer cannot pick it. > AI service provider (Zero Data Retention policies implemented) > — https://docs.google.com/document/d/e/2PACX-1vQl5mqWohdM-CHkz-86n3-C_VVAEonCsZH8B5yJVZoy9bQpwpCGA5SOlDvvmDD_1ZiOYXMZOELXbzeg/pub · Rox Data Subprocessor List, Cloud and AI Infrastructure table, OpenAI, LLC row **Open models** · Partly — Rox offers to integrate a customer's own trained models on request; it names no open-weight model and exposes no way to run one from the product. > And if your team is building or training its own models, Rox can work with you to integrate them securely — while still enforcing the same guardrails and governance. > — https://docs.rox.com/development/engineering/docs/secure-by-design · Zero Retention, Full Control section, final sentence **Model choice** · Partly — Rox meters by model class and lists six AI/inference providers as subprocessors, so it is multi-model internally, but the buyer never chooses the model; own-model integration is a bespoke conversation. > Each task requires a specific number of Agent Actions, which are measured based on the resources used, including the type of model and the data processed. > — https://www.rox.com/pricing · FAQs, 'What tasks do Rox's AI agents perform, and how are they metered?' ## Where you use it **In your editor** · No — The enumerated interface set is web app, Slack, MCP/API, mobile, Microsoft 365, Chrome extension and Google Workspace; no IDE or editor plugin appears on the site or in the docs. > Interfaces / Apps Web App Slack MCP / API Workspace Mobile App Microsoft 365 Chrome Extension Google Workspace > — https://www.rox.com/platform · 'Warehouse-native, pre-built agent' architecture diagram, Interfaces / Apps row **On the command line** · No — No terminal client in the published interface list, and the docs' only downloadable client is the Rox macOS app. > Interfaces / Apps Web App Slack MCP / API Workspace Mobile App Microsoft 365 Chrome Extension Google Workspace > — https://www.rox.com/platform · 'Warehouse-native, pre-built agent' architecture diagram, Interfaces / Apps row **In a browser** · Yes — Hosted web app at run.rox.com is the primary surface, with a macOS desktop app, an iOS app, a Chrome extension and Slack/Microsoft 365 entry points alongside it. > Voice Mode is available on the Rox mobile app and desktop at run.rox.com. > — https://docs.rox.com/development/about-rox/release-notes · Release Notes, August 12th, 2026 - Voice Mode ## Whose machine it runs on **Self-hosted** · Partly — 'In VPC Deployment' is checked only in the Enterprise column: the warehouse stays the system of record and data need not leave the customer VPC, but compute runs in Rox's VPC, so this is not a customer-run install. > We can run directly in your warehouse so it stays the system of record, with data never leaving your VPC. In this setup, only compute runs in Rox’s VPC. > — https://docs.rox.com/development/engineering/docs/secure-by-design · Your Data, Your Warehouse section **Open source** · No — Proprietary hosted service: the terms grant no licence to the software and forbid attempts to discover its source code; no repository or licence is published anywhere on the site. > reverse engineer, decompile, disassemble or otherwise attempt to discover the source code, object code or underlying structure, ideas or algorithms of the Services > — https://www.rox.com/legal/terms-and-conditions · Section 2.1 Restrictions and responsibilities ## What it costs to run **How it meters** · Yes — Per-action metering on top of a monthly allowance, with a published rate card: 2 actions per news insight, 6 per sequence output, 23 per deep Clever Column cell, 15 per connected dial-minute, variable actions per token for chat. > An Agent Action is the fundamental unit of measurement in Rox's pricing model. > — https://www.rox.com/pricing · FAQs, 'What is an agent action?'; rates in the expanded 'See full pricing list' tables **Free tier** · Yes — Both self-serve plans start free and are upgraded to paid ('Try for free then upgrade for'); no card requirement and no free-tier action allowance is published. > Start free. Only pay for agent work. > — https://www.rox.com/pricing · Pricing hero heading **API access** · Partly — Inbound webhooks let your own systems start an agent with a JSON POST - 10 webhooks on Individual and Teams, unlimited on Enterprise - but no public REST API reference exists; /platform lists 'MCP / API' as an interface. > Webhook-triggered agents let an external system start an agent in Rox. Once the webhook arrives, Rox reads the payload, understands the event, and takes the right next step. > — https://docs.rox.com/development/product/custom-agents/using-webhooks · Using webhooks, opening paragraphs **MCP server** · Partly — 'MCP Support' is ticked only in the Enterprise column of the plan comparison (dashes for Individual and Teams); no MCP server URL, tool list or setup guide is published in the docs. > MCP Support > — https://www.rox.com/pricing · Compare our plans table, Chat section, MCP Support row - dash under Individual and Teams, check under Enterprise **Bring your own key** · Partly — Enterprise customers supply their own enrichment-provider API keys and 'BYOK Encryption' is an Enterprise-only row in the plan comparison; self-serve accounts can add keys for HG Insights only, and inference keys are never the buyer's. > Rox allows Enterprise customers to supply their own API keys instead of using Rox’s shared keys. > — https://docs.rox.com/development/product/people/adding-provider-keys · Adding Provider Keys, opening paragraph ## Buying it for a team **A company can buy it** · Yes — Teams and Enterprise are organisation plans with shared workspaces and user/team management; Enterprise adds SAML, SCIM and a dedicated deployment team. Individual is single-user. > Teams includes multi-user workspaces with unlimited seats, CRM sync and writeback, and team and user management controls. > — https://docs.rox.com/development/about-rox/release-notes · Release Notes, August 18th, 2026 - Rox Teams, first bullet **Seat model** · Partly — Not licensed per seat - you buy Agent Actions - but Individual is capped at 1 user and the plan comparison caps Teams at 50 users while the Teams card claims unlimited seats; Enterprise is unlimited. > Usage is metered in Agent Actions. There's no per-seat licensing, so adding people to the workspace doesn't change what you pay. > — https://docs.rox.com/development/about-rox/release-notes · Release Notes, August 18th, 2026 - Rox Teams, second bullet **Pooled budget** · Yes — One workspace-level action balance funds every user; admins can auto-reload it below a threshold under a monthly spend cap, and an admin view aggregates per-user consumption. > Auto-reload for Agent Actions: Keep agents running without interruption by topping up your action balance automatically when it drops below a threshold, with a monthly spend cap for budget control. > — https://docs.rox.com/development/about-rox/release-notes · Release Notes, July 22nd, 2026 - Auto-reload for Agent Actions **Admin controls** · Partly — Org-wide defaults, permission sets and field-level access bound what users and their agents may touch, and agents inherit the acting user's clearance - but Role-Based Access Control and User & Team Management are dashed for Individual and ticked from Teams up. > They determine which actions users can perform, which records and fields they can access, and how access flows between linked records. > — https://docs.rox.com/development/product/governance/organization-wide-defaults-owds · Organization-wide Defaults (OWDs), Overview **Audit log** · Partly — Every CRM write-back is logged who/what/when/result and all plans get an agent activity log with an admin roll-up, but the 'Audit Logs' row is ticked only under Enterprise. > Audit logs for every write-back (who/what/when/result), retained in Rox’s sharded Postgres. > — https://docs.rox.com/development/engineering/docs/rox-enterprise-integrations/crm-integration · Security & Data Stewardship bullets **Single sign-on** · Partly — SAML and OpenID Connect, self-serve from workspace settings via Auth0, with SCIM listed alongside it - Enterprise organisations only, per both the plan card and the SSO doc. > Configure single sign-on for your organization directly from Rox admin settings, with no intervention from Rox required. Supports enterprise identity providers like Okta (SAML and OpenID Connect). > — https://docs.rox.com/development/about-rox/release-notes · Release Notes, July 1st, 2026 - Enterprise SSO Self Serve ## What happens to your code **Opt out of training** · Yes — Zero-retention agreements with every model provider are the default and the site states customer data is never used to train generalised models - there is nothing to opt out of. > All model providers we work with run under strict zero-retention policies. That means prompts, outputs, and metadata are never stored or used for training — once a request is served, it’s gone. > — https://docs.rox.com/development/engineering/docs/secure-by-design · Zero Retention, Full Control section **Data residency** · Partly — In-region and in-VPC options are offered to enterprises with residency needs, and the DPA commits to the EU Standard Contractual Clauses; no region list or default jurisdiction is published, and every AI and cloud subprocessor on the list is US-based. > For enterprises with residency or regulatory needs, Rox supports in-VPC deployments and in-region options. Your data doesn’t have to cross boundaries you don’t allow. > — https://docs.rox.com/development/engineering/docs/secure-by-design · Stay in Control, Stay in Region section **Getting out** · Partly — Unused Agent Actions expire every cycle and do not roll over; on the way out the DPA obliges Rox to return or destroy customer personal data on written request, and agent-generated artefacts download as PPTX or DOCX. > Any unused actions expire at the end of each billing cycle, and your allocation resets on the renewal date. > — https://www.rox.com/pricing · FAQs, 'Will my unused agent actions roll over to the next month?' **Certifications** · Yes — SOC 2 Type I and Type II and GDPR are claimed, with a self-serve Trust Center carrying the reports under click-wrap NDA; ISO 27001 is marked 'Coming soon', so it is not yet held. > Rox maintains SOC 2 Type II compliance and undergoes independent third-party security audits on an annual basis. > — https://www.rox.com/security · Site-wide footer disclaimer, below the Certificates and Standards badges ## Provenance 1 of 21 sources behind the facts above are independent of the vendor. ## Coverage elsewhere Pages about this product that the vendor does not control. The label states how independent each one is. | Source | Kind | Read | | --- | --- | --- | | techcrunch.com | Independent source | 2026-07-22 | | crunchbase.com | Platform record | 2026-07-22 | | selecthub.com | Independent source | 2026-07-22 | ## What changed - 2026-09-03 — Capabilities · Commercial terms · Free tier - 2026-08-31 — Capabilities · Commercial terms · Free tier · Links · Price - 2026-08-30 — Links - 2026-08-17 — Why use,limitations ## Correcting this record Anything marked "Not established" is a question we have not answered — it is not a No. If you represent Rox, or anything here is wrong or out of date, you can supply it with a source: the operations this site accepts from an agent are listed at https://theagentsindex.com/.well-known/agents.json — that catalogue needs no key to read, and each entry states its own auth. Supplying evidence is free. Nothing that can be bought here changes what a field says, whether a gap is closed, or how this record is scored.