Setting up the Settings

Before you go about setting up your AI, it's important to fill out all the settings in the Capri portal so that it functions properly!

AI Settings

In the AI settings tab, you can add the secret key for whichever AI providers that you use. All you need to do is click "configure" and then "add" in the top right, and you can paste your secret key in and name it whatever you'd like!

Channels

In the channels tab, you can connect any of the subaccounts you'd like the AI to be able to respond in. If a subaccount isn't linked here, no AI will be able to respond in it, even if you have everything else set up right!

In the example above, you can see that some of the subaccounts have an agent linked, while some say "No agent linked." This does not determine what agent will be able to respond in that account, instead, it's just setting what agent would be displayed in the white label emulator if you have access to it!

Integrations

For the Integrations page, you'll be able to link and calendars or spreadsheets that you'd like your AI's to potentially have access to! For calendars, you'll be prompted to choose the subaccount that the calendar is in, and then the calendar itself and the timezone. For spreadsheets, you'll be prompted to enter in the URL of the spreadsheet, and then set the headers of the spreadsheet for the AI to read!

Data

For the final page, Data, you'll be able to scrape websites and Google docs to use for information sources! When you scrape a website or Google doc, you'll be prompted to choose which subpages you'd like to scrape. After the scrape is done, you'll be able to view what information the system scraped from what you selected!