> 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/dapti/use-cases.md). # Use Cases A reference of the most useful things you can ask Dapti, grouped by what you are trying to accomplish. Each entry has an example prompt you can copy directly into the chat input. {% hint style="info" %} You do not need to phrase prompts exactly like the examples. Dapti understands plain language. Use these as starting points, not templates. {% endhint %} *** ## Build and Configure Agents | What you want | Example prompt | | ----------------------------- | ------------------------------------------------------------------------------ | | Create a voice agent | "Create a voice agent for a dental clinic. Name her Lia." | | Create a text agent | "Create a text agent for my real estate brokerage. Name her Sophia." | | Improve a prompt | "Improve my Lia prompt so she handles pricing objections better." | | Adjust voice settings | "Make Lia speak slower and don't interrupt callers." | | Adjust text agent style | "Make Sophia reply more concisely and always confirm contact time." | | Configure post-call variables | "Add a customer\_intent variable to Lia so I can see what each caller wanted." | | Switch agent language | "Switch Sophia to Spanish." | | Delete an agent | "Delete the agent I created last week called Test Agent." | See [Voice Agents](/dapti/capabilities/voice-agents.md) and [Text Agents](/dapti/capabilities/text-agents.md) for full walkthroughs. *** ## Analyze Performance | What you want | Example prompt | | ----------------------------- | ------------------------------------------------------------------------- | | Weekly performance snapshot | "How is Lia performing this week?" | | List recent calls | "Show me my recent Lia calls and what each one was about." | | Find specific calls | "Find calls where the caller asked about pricing." | | Surface patterns | "What patterns do you see in Lia's calls and what should I improve next?" | | Compare agents | "Compare Lia and Sarah this month." | | Pull a single call transcript | "Show me the transcript of call \[ID]." | | Sentiment analysis | "Pull the calls where sentiment was negative." | | Time-of-day analysis | "What time of day do my calls perform best?" | See [Call Analytics](/dapti/capabilities/call-analytics.md) for full walkthroughs. *** ## Evaluate Your Account | What you want | Example prompt | | -------------------------- | ---------------------------------------------------------------------- | | Full account health check | "Give me an overall health check of my Dapta account." | | Diagnose a specific issue | "Why am I not getting real customer calls yet?" | | Get the single next step | "What's the single most important thing I should do this week?" | | Compare to industry | "How do my voice agents compare to other real estate agents on Dapta?" | | See what top performers do | "What do the best-performing dental clinics on Dapta do differently?" | | Close a benchmark gap | "How do I close the call duration gap with my industry peers?" | See [Account Evaluation](/dapti/capabilities/account-evaluation.md) and [Industry Benchmarks](/dapti/capabilities/industry-benchmarks.md) for full walkthroughs. *** ## Automate Work | What you want | Example prompt | | ------------------------- | ------------------------------------------------------------------------------------------------ | | Build a Sheets flow | "Build a flow that saves Lia's appointment leads to a Google Sheet after every successful call." | | Build an email flow | "Build a flow that emails me when a new hot lead comes in." | | Build a Slack flow | "Build a flow that posts new lead info to my #sales Slack channel." | | List existing flows | "Show me my existing flows and their status." | | Modify a flow | "Add an email step to my Lia Sheets flow." | | Schedule a recurring task | "Send me a daily summary of yesterday's meetings every weekday at 8 a.m." | | Get automation ideas | "Show me 3 powerful ways I could use scheduled tasks to grow my business." | | List your schedules | "What scheduled tasks do I have running?" | See [Flow Studio](/dapti/capabilities/flow-studio.md) and [Scheduled Tasks](/dapti/capabilities/scheduled-tasks.md) for full walkthroughs. *** ## Work With Meetings | What you want | Example prompt | | ---------------------------- | --------------------------------------------------------------------------------------- | | List recent meetings | "Show me my recent sales meetings." | | Summarize a meeting | "Give me a detailed summary of the \[meeting name] meeting and key action items." | | Extract action items | "Pull all action items from my meeting with \[participant]." | | Surface meeting patterns | "What are the most common questions or objections coming up across my recent meetings?" | | Find meetings by participant | "Find meetings with \[participant name]." | | Compare meeting outcomes | "Which of my demos converted into deals?" | See [Sales Meetings](/dapti/capabilities/sales-meetings.md) for full walkthroughs. *** ## Manage Billing and Plans | What you want | Example prompt | | --------------------- | ------------------------------------------------------------------ | | Check credit usage | "How am I doing on credits this month?" | | Forecast credit needs | "How many credits would 500 calls of 2 minutes each cost?" | | Compare plans | "What are the different Dapta plans and which one should I be on?" | | Plan recommendation | "Am I on the right plan based on how I use Dapta?" | | Upgrade help | "Help me upgrade my plan." | | Talk to sales | "I need a custom contract for my agency, how do I get in touch?" | | Partner program | "Does Dapta have a partner or referral program I can join?" | See [Billing & Credits](/dapti/capabilities/billing-and-credits.md) and [Commercial Support](/dapti/capabilities/commercial-support.md) for full walkthroughs. *** ## Research and Learning | What you want | Example prompt | | -------------------- | ----------------------------------------------------------------------- | | Web search | "Search the web for the latest news on AI voice agents in real estate." | | Read a specific URL | "Read and summarize what they do." | | Competitive research | "Research the top 3 AI voice agent competitors and create a report." | | Industry trends | "What are the latest trends in dental practice automation?" | | Find a tutorial | "Show me a tutorial on improving voice agent prompts." | | Get help | "How do I use the AI Note Taker?" | | Find a doc page | "Where in the Dapta docs do I read about Brains?" | See [Web Research](/dapti/capabilities/web-research.md) for full walkthroughs. *** ## Quick Recipes A few combinations that work well together: * **Morning standup**: *"What happened in my account yesterday?"* → quick scan of new calls, completed flows, scheduled tasks. * **Weekly review**: *"Compare this week to last week across calls, success rate, and credits."* * **Before launching a campaign**: *"Estimate the credit cost for 200 outbound calls at 3 minutes each, then check whether my current plan covers it."* * **After a demo**: *"Pull the action items from my last demo and summarize what to follow up on this week."* * **Quarterly board prep**: *"Generate a downloadable report covering my account performance, the top 3 patterns from my meetings, and a benchmark comparison against my industry."* *** ## Next Steps {% content-ref url="/pages/XgNL8X3CGabWk1aDE5X4" %} [Tips & Prompting](/dapti/tips-and-prompting.md) {% endcontent-ref %} {% content-ref url="/pages/WlLQa9OkMJ9pDvj852NH" %} [Privacy & Scope](/dapti/privacy-and-scope.md) {% endcontent-ref %} {% content-ref url="/pages/tGdZKRq1oCqpksmxm3rK" %} [Capabilities](/dapti/capabilities.md) {% endcontent-ref %} --- # 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: ``` GET https://docs.dapta.ai/dapti/use-cases.md?ask= ``` The question should be specific, self-contained, and written in natural language. 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.