# Triggers

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

<figure><img src="/files/pcCijeV0K9xB7FGIdgAm" alt=""><figcaption></figcaption></figure>

**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.<br>
*

```
<figure><img src="/files/wzv3vXR8mUi0AE6rDd7Y" alt=""><figcaption></figcaption></figure>
```

**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.
*

```
<figure><img src="/files/xfkJ6RsWdvEh3FoixUcq" alt=""><figcaption></figcaption></figure>
```

***


---

# Agent Instructions: Querying This Documentation

If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter:

```
GET https://help.capriai.us/integrating-with-crm-and-webhook-information/triggers.md?ask=<question>
```

The question should be specific, self-contained, and written in natural language.
The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.
