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Revolutionize Your Business Knowledge with Capri AI

Table of Contents

Introduction
Capri: A Centralized Solution for Business Knowledge
Getting Started with Capri
1. Signing Up for Capri
2. Tying Users to a High Level Subscription
3. Navigating the Capri Portal
Resources for Capri Users
1. Betterbots YouTube Channel
2. Automated Lead Nurture Facebook Group
3. Using the Snapshot
Introducing the Help Docs
Updates and Weekly Calls
1. Additional Weekly Calls
2. Help Docs Release
Understanding the Training Process
1. Using Emulator Sessions
2. The Role of Save Sessions
3. The Importance of Knowledge Base
4. Conversation History and Handoff Checks
Issues and Solutions
1. Troubleshooting the Emulator
2. Customizing the Outreach Task
3. Configuring the Calendar for Multiple Appointments
The Future of Capri
1. Sneak Peek of the New Emulator
2. Multiple AI Providers in the Settings
3. Real-time Activity Monitoring
Conclusion

Capri: Revolutionizing Business Knowledge

Are you tired of constantly being bombarded with repetitive business inquiries? Do you wish there was a way to centralize all your business knowledge and have an AI assistant handle customer queries? Look no further, because Capri is here to revolutionize the way you manage and respond to customer inquiries.

Introduction

In today's fast-paced business world, effectively managing and responding to customer inquiries is crucial for success. However, this process can be time-consuming and repetitive, taking away valuable time that could be better spent on other aspects of your business. This is where Capri comes in. Capri is a centralized solution that allows you to store all your business knowledge in one place and have an AI Chatbot handle customer queries automatically.

Getting Started with Capri

Signing Up for Capri

To get started with Capri, simply visit the systems.capri.ai.us website and sign up using your email address or your team members' email addresses. Once you sign up with high level, you will be given a unique agency ID that ties you to all the businesses under your account.

Tying Users to a High Level Subscription

To connect Capri to your third-party apps, it is important to ensure that you are logged into your high-level account in the browser you are using. This ensures that Capri can access the necessary agency data and provide a seamless experience.

Navigating the Capri Portal

Once you log into high level, you will be directed to the settings page in Capri. This page provides access to various resources and tools, including an emulator to test your AI assistant and a snapshot feature that pre-fills essential information.

Resources for Capri Users

Betterbots YouTube Channel

The Betterbots YouTube channel is a valuable resource for Capri users. It features regular uploads of call recordings, updates, and tips and tricks for maximizing the potential of your AI assistant. Make sure to subscribe and stay up to date with the latest content.

Automated Lead Nurture Facebook Group

Join the Automated Lead Nurture Facebook group to connect with other Capri users, ask questions, share success stories, and stay updated with the Capri community. This group is a great platform to Seek help, collaborate, and network with like-minded individuals.

Using the Snapshot

Utilize the snapshot feature to streamline your workflow and save time. The snapshot comes pre-filled with web hooks, custom values, and other essential data. It is an invaluable resource for sharing standardized setups across your client accounts.

Introducing the Help Docs

We are excited to announce the launch of Capri's comprehensive help documentation. These easy-to-navigate help docs provide step-by-step instructions on how to use and navigate the Capri portal. Access the help docs at help.capri.ai.us and take advantage of the videos and screenshots that accompany each topic.

Updates and Weekly Calls

Additional Weekly Calls

To provide continuous support and assistance, we are introducing two more weekly calls. These calls will take place on Wednesdays and will consist of an onboarding session followed by a Q&A session. This is a great opportunity to ask questions, seek clarification, and interact with our Capri team.

Help Docs Release

We are pleased to announce that the first version of our help docs is now available at help.capri.ai.us. These help docs cover various topics such as utilizing the portal, navigating through the emulator, testing and debugging, and examples of prompts and outreach tasks. We welcome your feedback on how we can further enhance and structure this valuable resource.

Understanding the Training Process

To effectively utilize Capri, it is crucial to understand how the training process works. Capri utilizes various elements such as save sessions, the knowledge base, and conversation history to generate responses. Each of these elements contributes to the AI's ability to provide accurate and Relevant information.

Using Emulator Sessions

The emulator sessions play a vital role in training your AI assistant. These sessions simulate conversations between chat GPT and the user, enabling the AI to learn and improve its responses over time. By incorporating different scenarios and prompts, you can train your assistant to handle a wide range of customer queries.

The Role of Save Sessions

Save sessions are snapshots of conversations that provide context and information. These sessions help the AI comprehend the flow of the conversation and refine its responses accordingly. By carefully curating and organizing save sessions, you can improve the accuracy and efficiency of your AI assistant.

The Importance of Knowledge Base

The knowledge base acts as a repository of information that the AI assistant can reference during conversations. By incorporating relevant FAQs, industry knowledge, and product information into the knowledge base, you can ensure that your AI assistant provides accurate and up-to-date responses.

Conversation History and Handoff Checks

The AI assistant considers the conversation history to provide context and continuity. By analyzing the conversation history, the assistant can determine appropriate next steps and route the conversation to a human agent if necessary. Handoff checks ensure a smooth transition between the AI assistant and a human agent.

Issues and Solutions

Troubleshooting the Emulator

If you encounter issues with the emulator, try signing out and signing back in to reset your browser data. This ensures that the emulator correctly detects the agency you are logged into. Additionally, make sure that you are using the correct URL (app.gohighlevel.com) when logging into high level.

Customizing the Outreach Task

The Outreach task may require customization to Align with your specific requirements. To resolve any issues related to the task, we recommend switching to the custom task option and providing specific instructions in your prompts. This will ensure that the AI assistant responds appropriately to each customer query.

Configuring the Calendar for Multiple Appointments

Capri allows you to configure the calendar settings to enable multiple appointments at the same time. By increasing the appointments per slot value in your high-level calendar settings, you can accommodate multiple agents fielding appointments simultaneously. This ensures efficient Scheduling and seamless customer experience.

The Future of Capri

We are committed to continually enhancing Capri and providing you with cutting-edge features and capabilities. Our upcoming V3 app will include an improved emulator, support for multiple AI providers, and real-time activity monitoring. We are dedicated to empowering you with the tools and resources needed to succeed in the age of AI.

Conclusion

Capri is the Game-changer you've been waiting for. By centralizing your business knowledge and leveraging AI assistance, you can streamline your customer interactions, save time, and focus on what really matters – growing your business. Embrace the power of Capri and revolutionize the way you engage with your customers. The future is now!

Highlights:

Capri: A Centralized Solution for Business Knowledge
Understanding the Training Process
Configuring the Calendar for Multiple Appointments
The Future of Capri

FAQ

Can I utilize multiple AI providers in Capri?
- Yes, the upcoming V3 app will support multiple AI providers, giving you more flexibility and customization options.
How can I resolve issues with the Outreach task?
- Switching to the custom task option and providing specific instructions in your prompts can help customize the Outreach task to meet your requirements.
Is there a way to train Capri to handle specific cases and fallback to human support if necessary?
- Currently, Capri relies on prompts and training data to generate responses. However, advancements and refinements are continuously being made to improve fallback options.
Can I schedule multiple appointments at the same time?
- Yes, by adjusting the appointments per slot value in high-level calendar settings, you can easily accommodate multiple appointments concurrently.
What can I expect from Capri's upcoming V3 app?
- The V3 app will feature an enhanced emulator, support for multiple AI providers, and real-time activity monitoring, providing you with even more control and insights.