Text & WhatsApp Agents

Build text and chat agents with Claude, test and tune how they respond, manage their versions, 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.

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.

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.

Creating an agent from a website. If you share your website, Claude reads it with the web tools of the client you are in (claude.ai, Claude Desktop and Claude Code have them). If your client has no web access, Claude asks you for the company details instead.

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 preview of the agent, and after you confirm, a ready-to-use agent with your company information built in and a few suggested starter questions your website chat can offer visitors.

Behind the scenes: get_workspace_company_context, preview_create_text_agent, commit_create_text_agent, generate_text_agent_example_questions.

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Test and 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, tests it or 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?"

• "Send my chat agent a test message about refunds and show me the answer."

• "Rewrite my support agent's instructions to be more concise and friendly."

You get a clear before-and-after preview of every change. You can keep looping with Claude to test and tune until the agent behaves the way you want.

Some older agents cannot be edited here. If an agent was built in an earlier version of Dapta, Claude tells you plainly and points you to where you can update it instead.

Behind the scenes: get_text_agent_details, get_text_agent_conversations, list_conversations, get_conversation, chat_with_text_agent, preview_update_text_agent, commit_update_text_agent.

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Manage versions

Ask Claude to read an agent's history, publish or discard a pending draft, roll back to an earlier version, edit the shared identity context behind it, or delete an agent nobody uses. After each change, Claude re-reads what is live to confirm it.

Try saying:

• "Show me the version history of my support agent."

• "Publish the draft of my sales agent."

• "Roll my agent back to the previous version."

Behind the scenes: get_text_agent_history, preview_publish_text_agent and commit_publish_text_agent, discard_text_agent_draft, preview_rollback_text_agent and commit_rollback_text_agent, preview_update_text_agent_context and commit_update_text_agent_context, preview_delete_text_agent and commit_delete_text_agent.

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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?"

Behind the scenes: get_text_agent_details.

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Find and compare your agents

Ask Claude to list your agents, find a specific one, or see which ones are busiest and which channels 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.

Behind the scenes: list_all_text_agents, search_text_agent, top_agents_by_messages, get_workspace_whatsapp_lines.

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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?"

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.

Behind the scenes: get_workspace_whatsapp_lines, get_text_agent_details, search_text_agent, list_all_text_agents, preview_update_text_agent, commit_update_text_agent.