Capri Ai
  • Quickstart Guides
    • Getting Started With Capri AI
    • Video Onboarding Course
    • Setup
    • Capri AI Affiliate Program
  • Capri Portal
    • Accessing the Capri Portal
    • Navigating the Capri Portal
    • Setting up the Settings
    • Setting up an Agent
    • Setting up Actions
      • GHL Channel
        • Contact/Custom Fields
      • GHL Calendar
      • Google Calendar
      • Google Sheets
      • Google Docs
      • Website Reading
    • Adding a User to your Organization
    • Using the Emulator
      • Adding the Emulator as a Custom Menu Item
      • Iframe Emulator Settings
    • Understanding Fallbacks
    • Setting up Rebilling
    • Snapshots
  • Spreadsheet and Knowledge Base
    • Setting up and Using a Spreadsheet
    • Having the Spreadsheet Auto-Update
  • PROMPT DESIGN
    • Creating Prompts
    • Prompt Examples
  • INTEGRATING WITH CRM AND WEBHOOK INFORMATION
    • GoHighLevel (GHL)
    • HubSpot
    • Webhook Information
    • Triggers
      • Automated Follow-Up For Stale Leads
    • Using Multiple Webhooks
    • Uphex
  • API and Developer Tools
    • Using The New Public API
      • Agent API
    • Email and Plain Text Make Modules
    • Model Pricing
  • Customer Support
    • Contact Us!
  • Legacy Information
    • Legacy Information
      • Setup (Legacy)
      • Accessing the Capri Portal (Legacy)
      • Navigating the Capri Portal (Legacy)
      • Capri Portal Settings (Legacy)
      • Using the Emulator (Legacy)
      • Adding the Emulator as a Custom Menu Item (Legacy)
      • Connecting to the CRM (Legacy)
        • GoHighLevel (GHL)
        • Webhook Information
      • Custom Tags (Legacy)
      • Handoff and Disqualify (Legacy)
      • Testing and Debugging (Legacy)
      • Understanding Fallbacks (Legacy)
      • Overview of the calendar integration (Legacy)
      • Respond Tasks (Legacy)
      • Outreach Tasks (Legacy)
      • Evaluate Tasks (Legacy)
      • Custom Tasks (Legacy)
      • Setting up a Spreadsheet (Legacy)
      • Using the Knowledge Base Extension (Legacy)
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  1. Quickstart Guides

Getting Started With Capri AI

NextVideo Onboarding Course

Last updated 10 months ago

Welcome to the Capri AI help documents! Here you can find any information to help you either get started with Capri, or refresh your memory on how things work!

New Users

If you're new to Capri, we recommend going through our or checking out the quick setup section to easily get started using Capri!

For more detailed information about individual parts of Capri, you can also check out the "Capri Portal" section where we break down the individual parts of the portal!

Support

If you find yourself needing help with Capri, check out our support section!

video onboarding course
Setup
Customer Support