Adding the Emulator as a Custom Menu Item

If you have a Capri Enterprise plan and an Agency Unlimited plan from GHL, you can add the Capri emulator as a white labelled custom menu item in GHL!

Video Overview

Step-By-Step Instructions

First, you will need to get your Capri token by going to the organizations tab on the left side of the Capri portal, selecting the tokens tab, then adding a new token!

Then, in your GHL agency dashboard, go to the settings in the bottom left.

Then click on custom menu link.

You can then choose whatever icon and name that you want, but you need to have the URL be specifically, https://iframe.capriai.us/agents?location={{location.id}}&token=YOUR_CAPRI_TOKEN with "YOUR_CAPRI_TOKEN" being the Capri token that you can find in the organizations tab in Capri!

After setting up the custom menu item, go back to the Capri Settings/Channels page, and either choose a connected CRM account, or connect a new one. Once connected, you should see an alert on that channel that no agents are linked.

Finally, click on the pencil icon on the channel account you just connected, and choose which bot you want to connect to that account!

After you have the agent linked here, it will be the one displayed in the emulator for the custom menu item, and you'll be good to go!