Capri Ai
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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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  3. Connecting to the CRM (Legacy)

GoHighLevel (GHL)

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Last updated 1 year ago

Connecting to GHL is at the base level extremely simple! All you technically need to do for the AI to respond to messages in GHL is to set up a workflow with a trigger of "customer replied", with any filters and the like that you want, and a webhook step inside with all of the proper data fields mapped out!

Once you've added these two steps, you can add any other specifications and steps to the workflow that you want, whether it be filters, if/else branches, custom field counters, or anything else! All that's needed is for you to make sure that the webhook is being hit when you want the AI to respond to the contact. The only exception to this is when you're using the outreach task, as this allows the webhook to fire even without a "customer replied" trigger, for instance if you're using it to respond to a form being filled out or a tag being created!

Snapshot

We do also offer a free snapshot that you can import to your GHL that a few example workflows that you can check out and use as either inspiration or templates for your own built workflows, which you can find at Remember, though, the workflows and custom values and anything in the snapshot are NOT REQUIRED for the AI to function! All you truly need is a customer replied trigger and a webhook that's filled out! We also recommend that you draft all of the workflows when you first import them, and only publish them again once you've reviewed them and decided you want to use one of them!

https://links.capriai.us/Cr3r