Setting up Actions
Last updated
Last updated
Capri AI agents have multiple actions that they can do in certain conversation contexts, from things like appointment setting, to adding tags to a contact, or reading information from a spreadsheet!
When you click the "Add" button in the Actions section, you will see a menu where you can select the action you'd like to add, and a prompt section as well.
Under the "Provider" dropdown, you'll see a variety of options for actions.
In the prompt section, you will give the AI instructions on when the action should activate or fire and information about the action if need be. For instance, for a tag action, you will tell the AI when it should add the tag to the contact, and for a Google sheet action, you will tell the AI when it should check the sheet for information and what information is contained within the sheet.
If you have a different agent with actions already set up, you can quickly import the prompt that you are using from that agent by clicking the import prompt button.
By using the "Include main prompt" option, you can have the AI read the main prompt when evaluating the action. By doing so, you can give the AI additional context about the conversation, such as when a contact is considered qualified or the like. Be aware, though, that this does increase token usage!
Some actions have a "Silent" setting. When turned on, this will make it so that if the action fired, the AI will actually not respond. This can be useful for setting up things like handoff tags or other actions that you want to end the conversation from the AI so that a team member can take over!
For a bit more control over the nuances of the action, you can enable advanced settings. In the advanced settings, you can specify what model you'd like the action to use, even if it's different from the main model of the agent, and you can even use a different secret key! You can also set a token limit for the action if you'd like to have a stopgap to prevent the action from using too many.
