Setup
Last updated
Last updated
The first step to accessing the Capri portal is to visit https://beta.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!
When you login, you will be prompted to set up your organization! Your organization essentially represents your agency, and you will be able to give access to other individuals later!
After setting this up, you'll then see your Capri Portal homepage! This is where you'll see stats about your organization, and you'll be able to navigate to set up agents, test with the emulator, or access billing from here!
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!
Now that you've set things up on the OpenAI side, it's time to set up all of the integrations with Capri! To do so, go back to the home page in the Capri portal, then select "Settings" on the left side. From here you'll be able to integrate with your OpenAI account, your CRM, and any external data sources you'd like the AI to have access to! For now, go to the "AI" tab, and choose "configure" under OpenAI.
You'll then be able to click "Add" in the top right and add your OpenAI secret key to your account!
After doing so, go to the "Channels" tab, where you'll add your CRM! For now, we only have integrations with GHL, so click the GHL button, then "Add", and a new window will open that will allow you to sign into GHL and choose a subaccount to connect to Capri!
Remember, the AI can only respond in subaccounts that you have linked here!
After setting up your integrations, you can now move on to creating your agent, which is what controls your bot! To do so, go to the "Agents" tab on the left, and select "Add New".
After naming the agent, you'll see a screen where you can add functionality to it, such as calendars for it to use, the prompt for the bot to listen to, and more!
The first thing to do here is add the AI provider. Click the "Edit" button to the right, and then under "Model", choose the OpenAI model that you'd like your bot to use!
After that, select the OpenAI key/account that you'd like to use. This will be the same as the one you set up in the integrations earlier!
Next, it's time to add a prompt to your agent. This is essentially the brain of the bot, where you tell it exactly what you want it to do, when it should do it, who it is, etc. For more information on how you can design your prompt, you can check out our prompt design section of this help doc!
Finally, the last thing to do is to set up any actions you want the bot to have the capacity to do! This can be things like access a calendar, read from a website or spreadsheet, or add custom tags to a contact under certain conditions!
After getting the agent set up, it's time to test if the AI is working! Select the "Emulator" button in the top right, and 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!
If the bot is responding the way you'd like and everything looks good, go back to the agent settings and choose "Active" in the top right!
The final thing to do to get your bot operational is to set up a workflow to have the AI reply to incoming contacts! First, create a new workflow in GHL by going to the "Automations" tab and clicking "Create Workflow" in the top right!
Choose "Start From Scratch", and you'll end up with a new, blank workflow.
First, go to the settings tab, and enable "Allow re-entry" so that the AI will respond with every new message!
Next, go back to the "Builder" tab, then select "Add New Workflow Trigger", and select "Customer Replied" as your trigger, then hit save in the bottom right!
Next, click the plus to add an action and select "Webhook."
For the webhook settings, enter "https://systems.capriai.us/gpt3" for the URL, and then click "Add Item" under Custom Data. For the "Key" entry, put "Agent".
For the value, we need to get the agent ID of the agent you made previously! To do so, go back to the Capri portal, find the agent you made in the "Agent" tab, then copy the series of numbers from the end of the URL!
Paste these numbers into the "Value" entry in the webhook, and then save the action! After setting the workflow to published and saving it, you now have an AI assistant to responding to your incoming messages!
