Getting Started

Introduction

Welcome to ProofChat documentation! ProofChat seamlessly integrates AI chat into your FileMaker applications, enabling you to query data with natural language, generate insights, and create powerful workflows.

Step 1: Review Technical Requirements

Before getting started, ensure your environment meets ProofChat's requirements:

→ Review Technical Requirements

Key requirements include FileMaker 21+ and an OpenAI API key for chat functionality.

Step 2: Get Your License

Before you can use ProofChat, you'll need a license key. The good news is that ProofChat Free is available at no cost!

Choose Your License

Visit our Pricing Page to select the license that's right for you:

• ProofChat Free - Perfect for getting started and smaller deployments (up to 5)
• ProofChat Pro - Coming soon! Join the waitlist for advanced features
• Enterprise - Contact us for custom solutions

→ Get Your License

Step 3: Download ProofChat

After purchasing, you'll receive your license key via email along with a download link. You can also download ProofChat directly:

→ Download ProofChat

The download includes a complete FileMaker file that serves two purposes:

1. Ready-to-Use Demo: A fully functioning example with ProofChat already set up and configured, including sample data. Perfect for exploring AI chat capabilities and seeing ProofChat in action.

2. Integration Source Code: All the ProofChat components, scripts, and layouts you need to copy into your own FileMaker solution. Our step-by-step integration guide walks you through the process.

Step 4: Choose Your Path

Option 1: Explore the Demo (Recommended for New Users)

Follow these steps to explore ProofChat's capabilities with the demo file:

1. Open the ProofChat demo file to access the complete demo environment
2. Open the chat interface by clicking the chat button in the demo
3. Activate your license when prompted (this happens when you first open chat, not the file)
4. Configure your OpenAI API key when prompted after license activation
5. Start chatting with natural language queries using the sample data

This path lets you experience ProofChat's full capabilities before deciding to integrate it into your own solution.

Option 2: Direct Integration

Ready to add ProofChat to your existing FileMaker solution?

• Review our Integration Process Overview for step-by-step guidance
• Copy ProofChat components into your file following our documentation
• You'll activate your license after the integration is complete
• Future updates include upgrade paths (HTML and schema upgrades)

Step 5: License Activation

ProofChat will guide you through a quick setup process the first time you open the chat interface:

• If using the demo: Open the chat button in the demo file to start the setup process
• If integrating directly: Open the chat button after completing the integration steps

The setup process includes:

1. License activation - Enter your license key to unlock ProofChat features
2. OpenAI API key configuration - Connect your AI provider for chat functionality

This streamlined setup gets you chatting in just a few minutes!

What ProofChat Offers

• Query data with natural language
• Generate insights from your database
• Update records conversationally
• Create powerful AI-driven workflows

Next Steps

• Don't have a license yet? Get your free license to start using ProofChat
• Just downloaded ProofChat? Open the demo file to explore features and activate your license
• Ready to integrate? Review the Integration Process Overview for complete step-by-step guidance

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We're committed to regular updates and improvements. ProofChat includes upgrade paths to keep your integration current as we continue to enhance the platform. View our complete Version History to see all releases and features.