Capri Ai
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  • PROMPT DESIGN
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  • INTEGRATING WITH CRM AND WEBHOOK INFORMATION
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    • Webhook Information
    • Triggers
      • Automated Follow-Up For Stale Leads
    • Using Multiple Webhooks
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  • 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. INTEGRATING WITH CRM AND WEBHOOK INFORMATION

Triggers

Triggers are used to connect your Agent to an external source in order to allow the agent to communicate or transfer data to and from said point based on an incoming message from said platform.

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Last updated 1 month ago

To set up a trigger, navigate in your Capri Portal to the Chatbot you want to activate and then select the "Triggers" tab

Required Settings

  • Trigger Name: Name used to identify and invoke specific automation sequences.

  • Provider: Select the service provider for integration. Options include:

    • GHL: GoHighLevel platform for marketing and CRM.

    • Podium: Customer interaction management platform.

    • HubSpot: Marketing, sales, and service software.

  • Subaccount: Refers to a specific division or branch within the main account, often used to manage different clients or departments separately.

  • Channel: Specifies the mode of communication. Choose from:

    • SMS: Text messaging service.

    • GMB: Google My Business messaging.

    • FB: Facebook direct messages.

    • IG: Instagram direct messages.

    • Live Chat: Real-time text chat on websites.

    • WhatsApp: Instant messaging across various operating systems.

  • Task Type: Defines the AI's role or function:

    • Response: Engages the AI to reply to incoming messages.

    • Evaluate: Activates AI to process and act without messaging.

Optional Settings

  • Prompt Selection: Designate specific prompts for each webhook by using this setting when multiple prompts are configured.

  • History: Limit the AI's conversation history for more efficient responses. Use "exclude" to send only the triggered message. Use numbers to define the history timeframe, e.g., "2" for two hours.

  • Include Actions: List action IDs to be processed, formatted as comma-separated values.

  • Exclude Actions: List action IDs to omit from processing, formatted as comma-separated values.

  • Include Knowledge: Identify specific knowledge base IDs to retrieve, using comma-separated values.

  • Exclude Knowledge: Identify specific knowledge base IDs to exclude, using comma-separated values.