How Rox Cut Account Research from a Week to Seconds with Tavily

Meet Rox

Rox builds revenue agents for the Global 2,000, including MongoDB, Ramp, and New Relic. Founded in February 2024, its agents work the entire revenue pipeline: inbound, outbound, deal management, and renewals. When you walk into a deal with Rox by your side, you already know what happened at the account before you say hello: there’s a new CRO, their latest funding round was a success, or the product launch from that morning are all things you could speak to.

The challenge: Creating a trusted retrieval agent

Accounts don't sit still. For Rox's agents to be worth trusting, Rox knew they had to work off what's happening right now, in the moment. That meant pulling structured data straight out of the CRM and warehouse, unstructured records like emails and call notes, and whatever was moving on the open web, then stitching all of it together. Reps could then receive a Monday morning catch-up on everything that moved across their accounts the previous week, plus schedule a nightly pass that picked up whatever happened the day before.

Whatever sat underneath that system had to be clean enough for a reasoning agent to be trusted across thousands of accounts, and fast enough to answer while a rep is waiting, all at once. Plenty of tools handle one of those well, yet almost none handle the whole set together. Rox also wanted its engineers heads down on the reasoning layer that truly makes the product different rather than nursing a web scraper back to health every other month.

Sales is inherently a game which is constantly moving. Sales reps are actually looked at by how fast they can respond to the information that is happening on the internet and how quickly they reach out. Both freshness and speed are extremely important from a rep's perspective.

Shriram Sridharan, Co-founder & CTO, Rox

Solution: Rox finds a reliable retrieval layer in Tavily

Rox started with one search provider on the market, but costs got out of hand fast, and customers kept flagging results that were stale. They tried another provider that paired search with its own reasoning layer. The search itself was affordable, but the reasoning tokens stacked on top made the total cost pricier.

A personal introduction brought Rox to Tavily. Rotem Weiss, Tavily's Founder and CEO, worked the implementation himself. When Rox needed date range filtering that didn't exist yet, Tavily built it in a day or two and handed over a live endpoint to test right away. Rox then ran its own evals, starting with live production prompts its engineers validated manually, and now run through a fully automated pipeline. Tavily came out ahead on freshness, accuracy, and price per million queries. The API was live on the first call, and within two weeks, Rox moved over its entire production workload.

I haven’t seen this in any other providers that we've worked with... The team is just phenomenal to work with, and in this age of things that are fast moving, we just want to partner with somebody who is also at the same pace, right from the CEO to everybody on the team.

Shriram Sridharan, Co-founder & CTO, Rox

How Rox uses Tavily

Tavily handles search and extraction, while Rox handles everything on top, (ranking, deduping, and reasoning), which means the output looks exactly the way its agents expect it. Here’s how it works:

• Clever Columns pulls fresh company news into any row the moment a rep asks for it.
• Autopilot, Rox's agentic layer, uses Tavily to power account intelligence and personalized outbound at scale.
• Tavily also sits behind Rox's chat interface, backing up the rest of the platform whenever it needs the open web.

There are millions of Tavily requests a day, with each one being answered in milliseconds. When you stack Rox's own ranking and reasoning on top of that, a fresh signal lands on a rep's screen in a few seconds, about as long as it takes to check the time.

What’s next for Rox?

Rox now tracks millions of accounts and billions of contacts on this infrastructure — the same infrastructure it stood up in two weeks flat. Research that used to eat a rep’s whole week now runs itself overnight and is simply waiting there when they power on their computer in the morning. Rox has grown fast this year, and they credit nearly all of that growth to what Tavily powers underneath: the reliability of their agent to provide fast and fresh results. Just as important, the Rox engineers are now able to focus on forward momentum for the product.

Rox's next move is to push beyond the top- and mid-funnel work it already owns. The team is now going deeper in the bottom of the funnel, into areas like CPQ and revenue recognition.

With Tavily, our agents can confidently rely on a web search provider that’s fast, cost effective and provides accurate data at scale.​

Shriram Sridharan, Co-founder & CTO, Rox

Every new account or contact Rox brings on needs that same trustworthy web layer underneath. Its scale is making Tavily's search sharper, with every improvement landing right back in the product.

Curious how Tavily’s real-time web access can help your product? Talk to our team.