> For the complete documentation index, see [llms.txt](https://docs.dapta.ai/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.dapta.ai/dapta-mcp/skills/text-agents.md).

# Text & WhatsApp Agents

Build text and chat agents with Claude, tune how they respond, and connect them to WhatsApp, all from a plain conversation.

Once Dapta is connected to Claude, you can build text and chat agents and get them ready for your website, WhatsApp, and other channels, just by asking. Claude already knows the Dapta workflow, so there is nothing to set up first.

{% hint style="info" %}
Anything that changes an agent is done as a **preview, then confirm**. Claude shows you the exact change and waits for your yes before it applies it. Reading and looking things up never needs confirmation.
{% endhint %}

## Build a text or chat agent

Ask Claude to create a new agent and it walks you through the few things it needs: what the agent is for, what language it should speak, and your company details. It can pull your company info from your website automatically, so you often only need to share your address.

**Try saying:**

* "Create a customer service chat agent for my company."
* "Set up a sales chat agent, here's our website: example.com"
* "I want a receptionist chat agent in Spanish for my dental clinic."

You get back a ready-to-use agent with your company information already built in, a link to open it in Dapta, and a few suggested starter questions your website chat can offer visitors. From there you can test it right away and ask for tweaks.

## Tune how an agent responds

If an agent is answering something wrong, using the wrong tone, or missing a handover, ask Claude to fix it. Claude reads the agent's current setup, looks at recent real conversations to spot the problem, and proposes a focused change in plain language. You approve each change one at a time.

**Try saying:**

* "Why is my agent answering pricing questions like that?"
* "Adjust how my chat agent handles complaints."
* "Rewrite my support agent's instructions to be more concise and friendly."

You get a clear before-and-after preview of every change, and once you approve, the updated agent plus a link to its settings. You can keep looping with Claude to test and tune until it behaves the way you want.

{% hint style="warning" %}
Some older agents cannot be edited here. If an agent was built in an earlier version of Dapta, Claude will tell you plainly and point you to where you can update it instead.
{% endhint %}

## Inspect an agent before changing it

You can also just look. Ask Claude to show an agent's current instructions, the company information it knows, or its persona and language, without touching anything.

**Try saying:**

* "Show me my agent's instructions."
* "What does my chat agent know about my company?"
* "What language and persona is my support agent set up with?"

## Find and compare your agents

Ask Claude to list your agents, find a specific one, or see which ones are busiest and which channels (website chat, WhatsApp) they are connected to.

**Try saying:**

* "What chat agents do I have?"
* "Which of my agents handles the most messages?"
* "What WhatsApp lines are connected to my agents?"

You get back a clear summary, rankings by message volume, and full details on any agent you name.

***

## Connect an agent to WhatsApp

Claude helps you see your WhatsApp business lines, check whether an agent already has WhatsApp connected, find which agent owns a number, and understand exactly what you need before you finish connecting a new number.

**Try saying:**

* "Which WhatsApp lines does my workspace have?"
* "Is my Soporte agent connected to WhatsApp, and to which number?"
* "I want to hook a new WhatsApp number up to my Ventas agent, what do I need?"

You get back a clear view of your WhatsApp lines (number, profile name, linked agent, conversation counts), the agent's current channels, the prerequisites for connecting a new number, and a direct link to the agent's channels page to finish setup.

{% hint style="info" %}
Claude can prepare everything and tell you exactly what is required, but the final step of registering a new WhatsApp number is completed inside Dapta, on the agent's channels page.
{% endhint %}

## Add a call button to your website chat

Your website chat can offer visitors a "call" option that connects them to one of your voice agents. Ask Claude to attach, swap, or remove the voice agent behind that button, and it sets up the widget for you if one does not exist yet.

**Try saying:**

* "Attach my Sofia voice agent to my chat widget."
* "What voice agent is connected to my widget right now?"
* "Remove the voice agent from my website widget."

## What keeps this safe

* **Your workspace only.** The connection is tied to one workspace, so Claude only ever sees and changes that workspace's agents. It cannot reach other workspaces or accounts, and you never have to tell it which workspace to use.
* **Preview, then confirm.** Every change to an agent, prompt, or channel is shown to you first. Nothing is applied until you say yes.
* **You stay in control of your key.** Your connection key is shown once when you create it and is stored in Dapta's secured systems. There is one active key per workspace. To rotate it, revoke the old one and create a new one.


---

# Agent Instructions
This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com.

## Querying This Documentation
If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter, and the optional `goal` query parameter:

```
GET https://docs.dapta.ai/dapta-mcp/skills/text-agents.md?ask=<question>&goal=<endgoal>
```

`ask` is the immediate question: it should be specific, self-contained, and written in natural language.
`goal` is optional and describes the broader end goal you are ultimately trying to accomplish on behalf of the user. GitBook uses it to tailor the answer towards what is most useful for that goal.

The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.
