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. Capri Portal

Navigating the Capri Portal

PreviousAccessing the Capri PortalNextSetting up the Settings

Last updated 1 year ago

Home

When you first log into the Capri portal, you'll see the home page, where you'll be able to use the quick agent shortcuts to quickly make niche specific agents, and see stats such as your total agents, saved sessions, and OpenAI keys you have connected!

Fallbacks

In the fallbacks page, you can see all of the fallbacks that your agents have reached. This will give you an opportunity to give the AI additional information about whatever it's having trouble with!

Emulator

In the emulator tab, you can view all of your previous emulator sessions, edit them, return to them for further editing, or create a new session!

Agents

For the agents page, you can view that agents that you've made, manage them, and create new ones!

Settings

In the settings tab, you can do things like configure new OpenAI keys, add new channels, such as from GHL, add new integrations, such as with calendars or spreadsheets, and even data sources such as websites!

Organization

In the organization tab, you can check and manage the members of your organization, add new members, and create Capri tokens for if you use our API!

Billing

Finally, in the billing tab, you can manage your billing information, such as upgrading or changing your Capri plan!