Integration
Overview of how to bring ProofChat into your FileMaker solution and configure it. Links to the step-by-step guide and configuration topics.
Prerequisites
Before starting integration: 1. Review our Technical Requirements to ensure compatibility 2. Ensure you have your ProofChat license key ready - get your free license from our Pricing Page
Add‑on coming soon
A FileMaker add‑on will soon let you drag-and-drop ProofChat into any file. Until then, use the copy-based approach below and complete the configuration steps.
What you'll do
- Copy the ProofChat components into your existing file
- Connect your application UI to the chat
- Activate your license when you first open the chat
- Configure your OpenAI API key
- Verify AI configuration (confirm model assignments work)
- Configure database integration (required for data queries)
- Start using ProofChat with your data!
Optional enhancements:
- Customize chat behavior and suggestions
- Add additional AI providers
Step 1 — Copy ProofChat into your file
Follow the step‑by‑step guide to import the ProofChat components and set up the basic structure in your solution.
Step 2 — Connect your app to the chat
Add a button in your app that calls the Open Chat in new window script. This script lives under ProofChat → ProofChat Script API and will open the chat window for users.
Step 3 — Activate your license and configure OpenAI
The first time you open ProofChat, you'll be prompted to enter your license key, then configure your OpenAI API key.
Step 4 — Verify AI Configuration
Confirm your AI setup is working correctly before proceeding:
- AI Accounts & Models — Verify model assignments and test your AI connection
Step 5 — Database Integration (Required)
To connect ProofChat with your FileMaker database and enable data queries, you need to configure these essential components:
- Configuration Scripts — Required: Configure database integration and navigation
- Schema Labeling — Required: Define which data ProofChat can access
Next Steps
After Database Integration
- Open the chat and try asking questions about your data
- Test natural language queries like "show me recent orders" or "find customers in California"
- Verify navigation works by clicking on records in chat responses
Fine-Tune Your Experience (Optional)
- Customize chat behavior with system prompts and suggestions
- Add additional AI providers beyond OpenAI if needed
- Review data privacy guidance for sensitive information