Capri Ai
  • Quickstart Guides
    • Getting Started With Capri AI
    • Video Onboarding Course
    • Setup
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  • 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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Using the Knowledge Base Extension (Legacy)

PreviousSetting up a Spreadsheet (Legacy)

Last updated 1 year ago

Out of the box, the spreadsheet can only contain between 15-30 rows, depending on how long the entries are, but this can be extended indefinitely by using our knowledge base extension, which you can either get for free with our Enterprise plan OR pay $5 a month per spreadsheet! At the bottom left of the portal, there is a tab that looks like a book, and when you click on this without having the extension or an Enterprise plan, you will be shown a link to sign up! After you've signed up, you'll be greeted with a new page.

Here can enter in the URL's for the spreadsheets you want to have use the extension, though remember the price is per spreadsheet unless you have the Enterprise plan! If the page loads forever whenever you try to upload the spreadsheet here, try checking the spreadsheet to make sure the format is right!

Remember, you don't have to have the Enterprise plan to use the knowledge base extension, the Enterprise plan just gives it to you for free!