01
Sales Intelligence & Account Research
Answering research questions about companies and buyers, grounded in warehouse and web sources, with honest handling of what the agent cannot confirm.
“Warehouse-native, pre-built agent. Ready to deploy on every account.” www.rox.com
Mapped capabilities
4 capabilities
Company and account research
Firmographics, tech stack, and business context questions such as 'what data warehouse are they running on'
Buying-committee and personnel changes
Detecting role changes such as a newly hired CRO, and attributing them to a source and time window
Source attribution and recency
Citing where a claim came from and how current it is
Unknowns and refusal to fabricate
Saying 'not found' rather than inventing a vendor, title, or headcount
Illustrative example
- Input
- Has Vertexa hired a new CRO this year, and what data warehouse are they running on? I'm prepping for a call tomorrow.
- Expected behavior
- The agent answers both sub-questions separately. For the CRO hire it gives a name with a source and date; for the warehouse it either cites evidence or states plainly that it could not confirm, rather than naming a likely vendor.