Setup (Legacy)

Step 1 - Logging in to Capri

The first step to accessing the Capri portal is to visit https://systems.capriai.us/ where you will see the following page. While here, you will be able to log in with the email that you have setup with Capri!

Step 2 - Choosing your subaccount

When you login, you will be shown a page to choose which GoHighLevel subaccount you'd like to use, so just select the one you want and you're good to go! Remember, though, that if you are on a trial account, the first subaccount you choose will be the one that is linked with Capri, and you can only use one!

Step 3 - OpenAI Settings and API Key

After you've successfully signed into Capri, the next thing you need to do is make sure that your OpenAI account is set up correctly, including having a payment method on file with them, and that you have an API key to use with us! Firstly, set up an OpenAI account at https://platform.openai.com then go to the payment method page at https://platform.openai.com/account/billing/payment-methods and put a card on file with them. If you skip this step, your rate limit will be severely reduced, and you will basically not be able to use the system beyond 1 or 2 uses! Take note, this is NOT the OpenAI plus subscription that's 20 dollars a month that OpenAI has! This is an entirely different thing, and the subscription is not required!

After you've put a payment method on file with OpenAI, you then need to go to the API keys page at https://platform.openai.com/account/api-keys and click "create new secret key". You will then have the opportunity to name the key whatever you wish, but after you name it, you will be shown the actual secret key! Bear in mind, this is the ONLY time you have the ability to see the full key, so make sure to write this down or copy it into a document somewhere that you can find it later! If you end up losing it, you can always make a new one, though!

Step 4 - Capri Portal Settings

Now that you've setup things on the OpenAI side, go back to the Capri portal and select the tab on the left that looks like a gear. Once there, if you'd like to use Capri to book appointments or at least be able to check calendar times, you need to click the "Calendar" dropdown to select the primary calendar you want to use, and then click the "Primary Objective" dropdown and select "book appointment" to allow the AI to do so!

After that, click the AI tab and you'll see a bunch more options to fill out! Bear in mind, these settings are ONLY for using the emulator, and you'll need to fill out more settings in GHL itself before you can use Capri in a live scenario!

First, fill out your OpenAI API key that you got in the last step! Then, fill out the prompt that you want to use in the emulator. You can find some examples of prompts in the "Prompt Design" section of this help doc! Next, select the model type you want to use. We recommend ChatGPT! Then, set the temperature, which affects bot creativity, to about 0.11 and the max output length to around 150-200. Next, you can enter in the knowledge base spreadsheet that you'd like to use! For more information about the spreadsheets, you can visit the "Spreadsheet and Knowledge Base" section!

Next, set Frequency Penalty to 0 and Presence Penalty to 1. This will make the AI try to use different words and try to avoid repeating itself! Finally, either leave "Fallback Mode" set to silent, or, if you'd like the AI to try to continue conversations when it gets confused and isn't sure what to say, set it to "respond"!

Step 5 - Testing in the Emulator

After getting the portal settings done, move on the emulator, which is the robot icon, to test if the AI is working! Have a few conversations here, saving them if you like, before moving on to make sure that things are functioning properly. If you run into an error here, go back and review the other steps to see if you missed something, like putting a card on file with OpenAI!

Step 6 - Setting Up Workflows

After setting up the portal and making sure it functions in the emulator, you can move on to actually setting up things in GHL! To do so, you can either sign up to receive our snapshot at https://capriai.us/gpt3, which contains a few examples workflows that will technically work, though we recommend looking through them and editing them to suit your needs, or you can create your own workflows!

Step 6A - Importing the Snapshot

After signing up to get the snapshot, you'll receive an email telling you how to import it and get it set up! Just remember, the snapshot will import custom values that you'll need to fill out as well!

Step 6B - Setting Up Your Own Workflows

If you'd like to set up your own workflow, which we recommend if you have experience using GHL, all that is truly requried for Capri to function and respond to incoming messages is a workflow that is triggered with a "customer replied" trigger, and a webhook that's set up properly! The webhook needs to be a basic webhook, not the premium one, the method must be "post", and the URL needs to be "https://systems.capriai.us/gpt3" without the quotation marks! You then need to add a few required data points. You need one with a key of "prompt" and a value of whatever prompt you want to use for this webhook, one with a key of "key" with the value being your OpenAI API key, one with a key of "model_type" and a value of whichever model you want to use, and you can find more information about the models available at https://help.capriai.us/integrating-with-crm/connecting-to-the-crm/gohighlevel-ghl/using-workflows#model_type You also need a data point with a key of "temperature", and a value of whatever you put in the Capri portal, one with a key of "max_length" and a value of whatever you had in the portal, one with either "presence_penalty" or "frequency_penalty" and the value you had in the portal, and finally one with a key of "task" and a value of "respond". You can find more information about additional, optional data points and features you can add to the webhook in https://help.capriai.us/integrating-with-crm/connecting-to-the-crm/gohighlevel-ghl/using-workflows After this is done, make sure to set the workflow to "allow multiple" in the workflow settings, and now your AI should be able to respond to any incoming messages!