Step 1: Shape Your AI’s Identity through the Base Prompt
Your AI isn’t just a chatbot—it’s a digital persona that represents your brand. The magic happens in the Base System Prompt, where you define exactly how your AI thinks, responds, and engages.
Think of it as crafting a character with purpose—you’re not just giving it a job, you’re giving it a personality, skills, and boundaries.
🛠 Here’s how you build your chatbot’s identity:
✅ Role – What is its primary function?
✅ Skills – What expertise does it bring to conversations?
✅ Personality – Is it friendly, professional, playful, or authoritative?
✅ Goal – What outcome should it always strive for?
✅ Chain of Thought – How should it reason through complex questions?
✅ What Not to Say – Guardrails to ensure brand alignment and accuracy.
When done right, this step transforms your AI from a basic assistant into a true brand ambassador—one that speaks your language and delivers real impact. 🚀
Step 2: Train Your FutureProof Chatbot With Your Knowledge Base
Futureproof AI's platform lets you train your AI agent with the exact knowledge it needs to deliver accurate, brand-aligned responses. By uploading key information about your business, products, services, and offers, you enhance the AI’s ability to provide relevant and insightful answers to users.
Ways to Add Knowledge to Your AI
🔹 TEXT
Manually copy and paste content from existing documents or sources.
🔹 FILES
Upload text-based documents like .PDF, .TXT, .DOC, and .DOCX.
Ensure your PDFs contain actual text, not just images of text, to allow proper AI training.
🔹 WEBSITE SCRAPING
Enter a website URL, and the AI will extract text content from the page.
Choose the number of pages to scrape for relevant data.
⚠️ Quality over quantity: Avoid adding excessive or unrelated text, as this can dilute accuracy.
🔹 Q&A FORMAT (Best for Training)
Input structured question-and-answer pairs to give the AI direct context.
This method is ideal for FAQs and ensures highly relevant responses.
Q&A entries are continuously updated based on real user interactions.
💡 Pro Tip: While Q&A formatting provides the most precision, a mix of structured and unstructured data creates a more flexible, well-rounded AI knowledge base.
By curating clean, focused data, you ensure your AI delivers smarter, faster, and more reliable responses—empowering your business to interact seamlessly with users. 🚀
Step 3: Customize Your Chatbot’s Appearance
FYour AI assistant isn’t just smart—it should also match your brand’s style and personality. In this step, you can fine-tune the visual appearance of your chat widget to seamlessly blend with your website’s design.
🎨 Customize Everything:
Font size & style – Align it with your brand’s typography.
Colors – Match your brand palette for a cohesive look.
Typing speed – Adjust how fast responses appear.
Taglines & placeholders – Create a branded user experience.
Custom icons – Enhance engagement with unique visuals.
Advanced Mode: AI-Powered Scheduling: Turn Conversations into Booked Meetings
Your AI assistant can now do more than just answer questions—it can proactively encourage users to schedule a meeting once their queries are resolved. This seamless integration transforms casual chats into real business opportunities.
🔗 Connect to Google Calendar
Sync your AI with Google Calendar so it can automatically check your availability and suggest open time slots for users to book meetings.
🛠 Set Your Availability
Control when and how often users can schedule a meeting.
Define specific available time slots on a daily basis.
Ensure bookings align with your actual schedule.
🚀 Why This Matters?
✅ Eliminate scheduling friction – No more back-and-forth emails.
✅ Convert engaged users into leads – Capture interest while it’s hot.
✅ Boost efficiency – Let AI handle scheduling while you focus on business.
With AI-driven scheduling, your chatbot becomes a 24/7 appointment setter—ensuring every interaction has the potential to drive real action! 🔥
AdvancedMode: Activating Debug Mode To Fine-Tune Your AI with Real-Time Insights (In Settings)
Want deeper visibility into how your chatbot processes queries? Debug Mode gives admins exclusive access to behind-the-scenes data, making it easier to troubleshoot, optimize, and refine responses.
🔹 How to Enable Debug Mode
1️⃣ Navigate to the chatbot’s Details tab.
2️⃣ Open Advanced Settings and scroll to the bottom.
3️⃣ Check the box next to "Debug Mode" to activate it.
🔍 What Happens in Debug Mode?
When enabled, only admins (not users) will see a breakdown of:
✅ Knowledge Base Search Results – Displays the top 3 most relevant entries retrieved from the AI’s knowledge base (KB) based on the user’s query.
✅ ChatGPT API Data Exchange – Shows exactly what information is being sent to OpenAI to generate a response.
🛠 Why Use Debug Mode?
Identify gaps in your knowledge base – See if the AI is pulling the right context.
Fine-tune responses – Adjust wording, add missing details, or improve structure.
Improve accuracy – Ensure your chatbot delivers the most relevant answers.
By leveraging Debug Mode, you gain complete visibility into how your AI processes and retrieves information—allowing for smarter, faster, and more effective optimizations. 🚀
AdvancedMode: Turn Conversations into Conversions With AI-Powered Lead Generation
One of the most powerful features of Futureproof AI is its ability to automate lead generation—capturing valuable user data directly from chatbot interactions.
🔹 How Your Chatbot Collects Leads
💡 1. Pre-Chat Lead Form
Before a conversation even begins, users can be prompted to enter key details like their name and email. This classic approach ensures you gather contact information upfront.
💬 2. In-Chat Data Collection
Instead of a static form, let your AI assistant capture leads dynamically during conversations. The bot can ask targeted questions, extract relevant responses, and seamlessly send the data to your CRM or marketing platform.
🔗 Automate Lead Capture with Webhooks
Want to send collected leads to your favorite platform?
1️⃣ Generate a webhook URL from your CRM or system of choice.
2️⃣ Paste it into the Lead Webhook URL field.
3️⃣ When a new lead is captured, the AI will automatically send an HTTP request with JSON data to the specified URL for real-time tracking and follow-up.
Why This Matters?
✅ Capture high-intent leads effortlessly
✅ Reduce friction—no need for users to fill out long forms
✅ Seamlessly sync lead data with your CRM for instant follow-ups
With Futureproof AI, every conversation is an opportunity to grow your business—turning casual chats into valuable customer connections. 🚀
