Accounts, Identity & Billing
Ask Claude who you are in Dapta, which workspaces you can use, how healthy your account is, and what your balance and subscription look like. Everything here is read-only.
Once Dapta is connected, you can ask Claude about your identity, your workspaces and your billing in plain language.
What you can ask
Who am I, and which workspace is this?
Ask Claude to confirm your connection: the workspace it is working in and whether you connected with a login or an API key. If you signed in, you can also list the workspaces you can use and switch between them.
Try saying:
"Who am I in Dapta?"
"Which workspaces can I use?"
"Switch to the Acme workspace."
You get back: The current workspace and connection type, and when you signed in, the list of your workspaces by name.
Behind the scenes: whoami, list_my_workspaces.
Account health check
Ask Claude for a diagnosis of your account. It reviews your company profile, your agents, your call performance, your feedback, and your balance, then tells you which stage you are at and what to do next.
Try saying:
"Evaluate my account. What phase am I in?"
"How is my account doing, and what's missing to scale?"
"Am I ready to start making real calls?"
You get back: A clear stage with an explanation, a checklist of the milestones you have hit (with your real numbers), your actual call metrics when you have calls, and prioritized next steps that name your specific agents.
Behind the scenes: get_workspace_company_context, list_agents, get_call_analytics, list_calls, get_feedback_summary, analyze_variable_usage, get_agent_post_call_schema, get_my_balance.
Balance and subscription
Ask Claude to check your plan, your remaining credits, and your subscription details.
Try saying:
"How many credits do I have left?"
"What plan am I on and when does it renew?"
You get back: Your credit balance and plan, and your subscription details.
Behind the scenes: get_my_balance, get_my_subscription.
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