Once you've met Prox, here's how to get the most out of it day to day.
Starting a conversation#
Open Prox from the Search with Prox button in the top bar (or the Prox tab at the right edge) and type what you need in plain language. You don't need special syntax or command names — describe the outcome you want:
- "Show me tickets assigned to me that are overdue."
- "Create a contact named Jordan Lee at Acme, title Operations Manager."
- "Who is up next on the Q3 cold block, and what happened last time?" — Prox reads the block's cockpit and queue, logs a call with its outcome and next step, completes a follow-up or a HubSpot task, and moves a Lead Status, all from the chat.
- "Add everyone at Acme to the renewals list, and notify the owner when someone joins." — lists, their members and their rules are all Prox's to manage.
- "What deals are closing this month and what are they worth?"
- "Switch on the rule that warns project owners at 80% of the hours budget, and test it first." — workflow rules for tickets, deals, projects, tasks and time can be listed, read, created, edited, tested, switched on or off and deleted from the chat, under the same permissions as the settings pages.
If Prox needs more detail to do the job right, it'll ask a clarifying question rather than guess.
Confirming actions#
When your request would change data, Prox presents the action for review — the record, the fields, exactly what will happen — and waits. Read it over and confirm to proceed, or refine your request if it's not quite right. This confirm step is your safety net: you can ask Prox to do bold things knowing nothing lands until you approve it.
Conversation history#
Your conversations with Prox are saved. Come back later and your earlier threads are there, so you can resume a line of work, revisit an answer, or continue where a task left off. Start a fresh conversation any time you want a clean context.
Pop-out window#
For heavier work, pop Prox out into its own window and keep it open beside the app — ask it to pull something up while you work in another module, or keep a running assistant alongside your screen. The pop-out is the same Prox, just in a dedicated window.
Tips for good results#
- Be specific about scope. "My open tickets" and "all open tickets" are different questions — say which you mean.
- Name records clearly. Company and contact names help Prox find the right record fast; if there are several matches, it'll ask.
- Lean on it for summaries. Long ticket threads, busy projects, and activity timelines are exactly what Prox is good at condensing.
- Remember permissions. If Prox says it can't find or can't do something, it may be that your role doesn't have access — the same limit you'd hit navigating the app yourself.
Prox and your data#
What you ask, and the data Prox reads to answer it, goes to our AI provider, xAI, for that request only: xAI doesn't train on it and, with Zero Data Retention, keeps none of it. Prox works within your organization and your permissions. It's there to make the platform faster to use, not to work around its rules — the confirmation step and permission enforcement mean you can rely on it as a genuine part of your team's workflow.