Futureproof AI Agent: Comprehensive User Guide
Table of Contents
  1. Introduction
  1. Pricing & Credits
  1. Auto Re-Billing & Storage Recharge
  1. Creating & Managing AI Agents
  1. Knowledge Base
  1. Lead Capture & Integration
  1. Scheduling
  1. Appearance, Embed, and Sharing Options
  1. Training & Debug Mode
  1. API Access
  1. Best Practices
1. Introduction
Futureproof AI empowers businesses to deploy custom AI agents for lead generation, scheduling, customer service, and more. With no-code configuration, deep knowledge base integration, and robust API access, Futureproof helps you unlock the power of GPT-4 for real business outcomes.
Key Benefits:
  • Fully customizable AI assistants
  • Seamless third-party integrations (6,000+ apps)
  • Knowledge-powered, multi-lingual support
  • Advanced lead capture and scheduling tools
  • Secure, scalable, and always-on AI infrastructure
2. Pricing & Credits
3. Auto Re-Billing & Storage Recharge
Auto-Billing
When credits fall below the set threshold, your card is charged automatically to replenish your wallet.
Auto-Recharge for Storage
When your character storage drops below the defined minimum, additional characters are purchased automatically.
All transactions are seamless and users are notified post-processing.
4. Creating & Managing AI Agents
Overview
The foundation of a successful AI agent is its Base System Prompt.
Prompt Elements:
Role
Defines the function (e.g., Customer Support)
Skills
What it can do (e.g., solve billing issues)
Personality
Tone and behavior (e.g., empathetic and clear)
Goal
The agent's core mission (e.g., schedule meetings)
Chain of Thought
Step-by-step flow (e.g., greet, clarify, assist)
Output Format
JSON, markdown, text
Negative Rules
What to avoid (e.g., no technical jargon)
Examples
Demonstrate preferred interaction formats
5. Knowledge Base
The knowledge base is the core source of information for your agent
Text
Manually pasted content
Files
.PDF, .TXT, .DOC/.DOCX (must be text, not images)
Website Scraping
Pull structured content from URLs
Q&A Pairs
Best practice for training and accuracy
6. Lead Capture & Integration
Options:
Pre-Chat Lead Forms
Traditional name/email forms
In-Chat Capture
AI prompts users to share info during conversations
Lead Webhook URL
Send captured data in real-time to your CRM/platform or via e-mail
7. Scheduling
Connect your Google Calendar:
Authorize access
Connect your Google Calendar to the AI agent
Set availability by day
Define when meetings can be scheduled
Let AI offer booking
AI will suggest scheduling after queries are resolved
Meeting scheduling is embedded seamlessly into the conversation flow.
8. Appearance, Embed & Share
Customize
Font, icons, colors, typing speed, branding
Embed
Use iframe or chat bubble scripts
Share
Generate a public link for internal testing or stakeholder feedback
All UI elements are customizable to match your website's identity.
10. API Access
Overview
Use the API to:
  • Connect to platforms (e.g. Messenger, GMB)
  • Push/pull messages programmatically
Authentication
Header: Authorization | Token {your_api_key}
Send/Receive Messages
POST https://app1.futureproof.work/en/chatbot/api/v1/message/
Body (JSON): { 
  "chatbot_uuid": "xyz-123", 
  "query": "Your message", 
  "user_key": "unique_user_id" 
}
Zapier Integration
  • Use Webhooks by Zap
  • Payload Type: JSON
  • URL: https://app1.futureproof.work/en/chatbot/api/v1/message/
  • Set Headers and Fields as above
GHL Integration
Use the API to enable your chatbot on channels like SMS, Instagram DM, or Google My Business inside HighLevel.
11. Best Practices
Strong Prompts
Most strange behavior is fixed by improving your Base System Prompt.
Clean Knowledge Base
Remove noisy data; keep answers sharp and relevant.
Test via Debug Mode
Review how the AI is interpreting your KB and prompts.
Always Version
When making changes, document what you changed and why.