> For the complete documentation index, see [llms.txt](https://help.capriai.us/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://help.capriai.us/integrating-with-crm-and-webhook-information/triggers.md).

# 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>
```

***