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How Proxima works.

A working guide to the agents, the approval loop, the integration surfaces, and the API. Skim it in five minutes — or jump to the part you need.

Last reviewed · 2026-05-02

Getting started

  1. Sign in with Discord.Proxima is an app that lives inside your team’s Discord server. Sign-in establishes who you are; Discord is also where every approval shows up.
  2. Create a workspace. A workspace is a Proxima instance for one team. You can be a member of several. Every integration, every agent context, and every audit log entry is scoped to one workspace.
  3. Connect your tools. Gmail, Google Calendar, Notion, and an X account if you do lead research. Proxima only requests the OAuth scopes it actually uses — see Privacy for the per-scope breakdown.
  4. Tell us how you sound. Voice and context live in Preferences. The more you tell us, the more drafts read like you wrote them.
  5. Approve in Discord.When the agents draft something, it appears as a card in your approvals channel. Approve, edit, or skip — that’s the whole loop.

Concepts

Workspace

A workspace ties one team to one Discord server, one Gmail account, one calendar, and one set of agent contexts. Workspaces are isolated: no agent in workspace A ever sees data from workspace B.

Agent

A specialized worker for one slice of your team’s work — the email agent drafts replies, the lead agent finds prospects, the calendar agent watches your schedule, and so on. Agents run in the background and surface drafts when they have something to ship.

Approval

Every outbound action — every email, every reschedule, every DM — passes through an approval card in Discord. Approval is the contract: nothing leaves Proxima without your explicit yes.

Audit log

Every decision an agent makes — and every approval, edit, or skip you give — is recorded in your workspace audit log. Open it whenever you want to know what happened, when, and why.

The agents

Each agent is a focused worker that knows about one slice of your team’s work. They share context but stay in their lane.

AgentWhat it doesReads from
EmailDrafts replies in your voice.Gmail (read + draft)
CalendarSpots conflicts, proposes new times, declines noise.Google Calendar
Lead researchSurfaces prospects worth a second look.X / Twitter, custom feeds, the web
Outreach draftsWrites the first send for a qualified lead.Lead context + your voice profile
KnowledgeAnswers questions about your team.Notion, prior threads
RemindersRemembers what you asked it to.Whatever you tell it once

Approvals

Approval is the single most important thing about how Proxima works. Every agent that wants to take an outbound action — send, reply, schedule, post — drafts the action and asks first. The asking happens in Discord, in a channel of your choice (we recommend a private #approvals channel that only your team sees).

An approval card has three buttons:

  • Approve — the action ships as drafted.
  • Edit — you tweak the draft inline, then it ships. The edit teaches the agent how you wanted it phrased.
  • Skip — the action is dropped. If you give a reason, the agent learns from that too.

Read more in Security about how approvals are stored and audited.

Integrations

Proxima reads from your work tools and reports into your team chat. The complete list of what we can connect to today:

Read from

  • Gmail — read mailbox, draft replies, send on approval.
  • Google Calendar — read events, create or modify on approval.
  • Notion — read pages and databases for team knowledge.
  • X / Twitter — monitor keywords, accounts, and lists for lead signals.
  • Custom HTTP / RSS — bring your own feed.

Report into

  • Discord — primary chat surface. Approvals and DMs live here.
  • Telegram, Slack — optional secondary surfaces for specific channels (early access).

Voice & context

Voice settings live in workspace Preferences. They shape every draft your agents write. The fields are intentionally small:

  • Sample writing— paste a few real things you’ve sent. The more concrete, the better.
  • Lexicon — words you use, words you avoid, names of tools and projects.
  • Tone defaults — formal, neutral, warm, dry. Any individual draft can override.

Per-agent context lives on each agent’s page. Tell the lead agent your ICP. Tell the calendar agent your working hours. Tell the email agent who you delegate to.

API & webhooks

A first-party JSON API and webhook framework are on the roadmap. For now, the primary integration surface is OAuth into your existing tools — there is no inbound API to call.

If you need to wire an internal system into Proxima today, talk to us via Help— we’ll help you set up a custom HTTP feed for the lead agent.