Capri Ai
  • Quickstart Guides
    • Getting Started With Capri AI
    • Video Onboarding Course
    • Setup
    • Capri AI Affiliate Program
  • Capri Portal
    • Accessing the Capri Portal
    • Navigating the Capri Portal
    • Setting up the Settings
    • Setting up an Agent
    • Setting up Actions
      • GHL Channel
        • Contact/Custom Fields
      • GHL Calendar
      • Google Calendar
      • Google Sheets
      • Google Docs
      • Website Reading
    • Adding a User to your Organization
    • Using the Emulator
      • Adding the Emulator as a Custom Menu Item
      • Iframe Emulator Settings
    • Understanding Fallbacks
    • Setting up Rebilling
    • Snapshots
  • Spreadsheet and Knowledge Base
    • Setting up and Using a Spreadsheet
    • Having the Spreadsheet Auto-Update
  • PROMPT DESIGN
    • Creating Prompts
    • Prompt Examples
  • INTEGRATING WITH CRM AND WEBHOOK INFORMATION
    • GoHighLevel (GHL)
    • HubSpot
    • Webhook Information
    • Triggers
      • Automated Follow-Up For Stale Leads
    • Using Multiple Webhooks
    • Uphex
  • API and Developer Tools
    • Using The New Public API
      • Agent API
    • Email and Plain Text Make Modules
    • Model Pricing
  • Customer Support
    • Contact Us!
  • 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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Connecting to the CRM (Legacy)

Once you've finished setting up the Capri portal and tested that it works inside of the emulator, you can move on to actually integrating the system with the CRM that you're using. As of right now, we only offer integration with GoHighLevel, but we plan on expanding this in the future!

PreviousAdding the Emulator as a Custom Menu Item (Legacy)NextGoHighLevel (GHL)

Last updated 11 months ago