# Dapta Docs ## 🇺🇸 English - [Introduction](https://docs.dapta.ai/readme.md): Welcome to Dapta — the platform for building AI agents and automations. Start here, then follow the Quick Setup. - [Quick Setup](https://docs.dapta.ai/quick-setup.md): Get a Dapta agent answering real customers. Four steps, about thirty minutes, with the pages to follow for each one. - [Go live with calls](https://docs.dapta.ai/voice-agents-first-sequence.md): The whole path from an empty account to your first contacts called by an AI Voice Agent: build it, hear it, send every result to your tools, give it a number, load your list, launch the sequence and r - [Go live on WhatsApp](https://docs.dapta.ai/text-agents-first-sequence.md): The whole path from an empty account to your first WhatsApp sequence: build the agent, connect your number, get a template approved, load your list, launch, and watch the agent answer the people who r - [CRM](https://docs.dapta.ai/crm.md): The CRM holds every contact your agents and sequences work with. Find a contact, see its details, keep notes for your team, call it or add it to a sequence, and manage the properties every contact car - [News](https://docs.dapta.ai/news.md): What changed in Dapta, and what changes on WhatsApp, with a link to the documentation for each one. Newest first. - [Account](https://docs.dapta.ai/my-account/account.md): Plans, billing, invoices, credits, upgrades, downgrades, cancellation and refunds for your Dapta account, all managed from Billing & Plans in the app. - [How to create an account in Dapta?](https://docs.dapta.ai/my-account/account/how-to-create-an-account-in-dapta.md): Create a Dapta account by verifying your email with a one-time code, or sign up instantly using your existing Google account instead. - [How to recover your password?](https://docs.dapta.ai/my-account/account/how-to-recover-your-password.md): Reset a forgotten Dapta password from the login screen using the verification code sent to your email address, then sign in with the new one. - [Add team members](https://docs.dapta.ai/my-account/account/add-team-members.md): Invite a new member to your Dapta workspace by email from the Members panel, and they'll receive a join invitation directly in their inbox. - [Create a Workspace in Dapta](https://docs.dapta.ai/my-account/account/create-a-workspace-in-dapta.md): Creating workspaces is essential for keeping your projects organized and ensuring your usage is tracked accurately. In Dapta, you can create multiple workspaces within a single account. - [Referals](https://docs.dapta.ai/my-account/account/referals.md): Here we show you step by step how to refer and earn with Dapta - [Billing and credits](https://docs.dapta.ai/my-account/how-credits-work-in-dapta.md): What a Dapta credit is worth and what each call, message, phone number and Dapti answer costs. The same rates Support quotes, in one table. - [Plans and Pricing](https://docs.dapta.ai/my-account/how-credits-work-in-dapta/plans-and-pricing.md): Pro, Scale-Up, Prime and Enterprise compared: monthly price, credits, users, workspaces and support, plus the 7-day trial and the yearly discount. - [Billing, Payments and Invoices](https://docs.dapta.ai/my-account/how-credits-work-in-dapta/billing-and-invoices.md): Where to see your next charge and credit balance, change your card, download invoices, fix billing details, buy credits and turn on auto-recharge. - [Upgrade or Downgrade Your Plan](https://docs.dapta.ai/my-account/how-credits-work-in-dapta/change-your-plan.md): Move between Pro, Scale-Up and Prime from the Plans tab: what happens to your credits, users and workspaces, and when the new price is charged. - [Cancel Your Subscription](https://docs.dapta.ai/my-account/how-credits-work-in-dapta/cancel-your-subscription.md): Cancel from the Plans tab in a few clicks, keep access until your billing period ends, and see what happens to credits, agents and data afterwards. - [Refund Policy](https://docs.dapta.ai/my-account/how-credits-work-in-dapta/refunds.md): When Dapta refunds a charge, what is never refunded, how to request one through Support, and how long the money takes to reach your card. - [Start here](https://docs.dapta.ai/dapti/dapti.md): Dapti is your AI assistant inside Dapta. What it can do, how to open it, and how to read what it gives you back. - [Interface Guide](https://docs.dapta.ai/dapti/interface-guide.md): A field guide to every part of the Dapti chat interface: the home page, the chat input, conversation history, the activity panel, message actions, and the feedback form. - [Capabilities](https://docs.dapta.ai/dapti/capabilities.md): An index of everything Dapti can help you with, grouped by area: build and improve agents, analyze performance, automate and schedule, manage your business, and research. - [Voice Agents](https://docs.dapta.ai/dapti/capabilities/voice-agents.md): Use Dapti to create voice agents conversationally, improve prompts, and tune voice settings without ever leaving the chat. - [Text Agents](https://docs.dapta.ai/dapti/capabilities/text-agents.md): Use Dapti to create text agents, improve prompts, and fine-tune chat behavior without leaving the conversation. - [Call Analytics](https://docs.dapta.ai/dapti/capabilities/call-analytics.md): Ask Dapti to pull call stats, review individual calls, surface patterns across calls, and recommend what to improve next. - [Flow Studio](https://docs.dapta.ai/dapti/capabilities/flow-studio.md): Ask Dapti to design, build, deploy, list, and modify Flow Studio automations from a conversation. - [Account Evaluation](https://docs.dapta.ai/dapti/capabilities/account-evaluation.md): Ask Dapti to evaluate your whole account: scorecard your setup, diagnose what is blocking progress, and prioritize the single next thing to do. - [Industry Benchmarks](https://docs.dapta.ai/dapti/capabilities/industry-benchmarks.md): Ask Dapti to compare your account against your industry on Dapta, surface what the best performers in your vertical do differently, and translate that into concrete improvements. - [Sales Meetings](https://docs.dapta.ai/dapti/capabilities/sales-meetings.md): Ask Dapti about your sales meetings: list them, get structured summaries with action items, and surface patterns across multiple meetings. - [Billing & Credits](https://docs.dapta.ai/dapti/capabilities/billing-and-credits.md): Ask Dapti about your credit usage, plan tier, what each plan includes, and how to estimate the cost of a sequence before you run it. - [Scheduled Tasks](https://docs.dapta.ai/dapti/capabilities/scheduled-tasks.md): Use Dapti to schedule recurring tasks: daily reports, periodic flow runs, cron jobs, and one-time reminders, all set up from a conversation. - [Web Research](https://docs.dapta.ai/dapti/capabilities/web-research.md): Ask Dapti to search the web, read external URLs, and generate downloadable research documents grounded in real sources. - [Commercial Support](https://docs.dapta.ai/dapti/capabilities/commercial-support.md): Ask Dapti about plan upgrades, custom contracts, talking to sales, and the partner or affiliate programs. - [Use Cases](https://docs.dapta.ai/dapti/use-cases.md): A cookbook of practical things you can ask Dapti, organized by intent and paired with concrete example prompts you can copy. - [Privacy & Scope](https://docs.dapta.ai/dapti/privacy-and-scope.md): Understand what Dapti can and cannot see: workspace scope, account boundaries, industry benchmarks, and the privacy guarantees built in. - [Tips & Prompting](https://docs.dapta.ai/dapti/tips-and-prompting.md): Tips to get more out of Dapti: how to phrase questions, attach images, switch languages, follow up effectively, and recover from a bad answer. - [Start here](https://docs.dapta.ai/dapta-mcp/mcp.md): Operate your Dapta workspace from Claude, ChatGPT, Codex, Cursor or your own scripts, using plain language. Sign in with your Dapta account or connect with an API key. - [Connect from the Claude connectors directory](https://docs.dapta.ai/dapta-mcp/claude-connectors-directory.md): Connect Dapta to Claude from the Claude connectors directory: requirements, how to sign in, how to choose a workspace, three prompts to start with, and how your data is protected. - [Key Concepts](https://docs.dapta.ai/dapta-mcp/key-concepts.md): The ideas that make the Dapta MCP click: two ways to authenticate, how the workspace is chosen, tools and guides, and the preview-then-confirm safety model. - [Setup & Connection](https://docs.dapta.ai/dapta-mcp/setup.md): Connect the Dapta MCP in a few minutes. Option A: sign in with your Dapta account from Claude, ChatGPT, Codex or Cursor. Option B: use an API key for scripts and automations. - [Connect claude.ai & Claude Desktop](https://docs.dapta.ai/dapta-mcp/setup/connect-claude-desktop.md): Connect the Dapta MCP to claude.ai and Claude Desktop. Sign in with your Dapta account, or paste a connector URL that carries an API key. Nothing to download. - [Connect Claude Code](https://docs.dapta.ai/dapta-mcp/setup/connect-claude-code.md): Use the Dapta MCP in Claude Code. If Dapta is connected in your Claude account it is already there; otherwise add it with one terminal command and sign in, or pass an API key in a header. - [Connect ChatGPT](https://docs.dapta.ai/dapta-mcp/setup/connect-chatgpt.md): Connect the Dapta MCP to the ChatGPT desktop app with your Dapta account. Create an MCP app, sign in, install it and ask. No API key needed. - [Mint your API key](https://docs.dapta.ai/dapta-mcp/setup/mint-your-api-key.md): Create an API key for scripts, automations, or a connection fixed to one workspace. Keys are named, shown once, and a workspace can have up to 10. - [Connect Codex](https://docs.dapta.ai/dapta-mcp/setup/connect-codex.md): Connect the Dapta MCP to Codex. Sign in with your Dapta account with two terminal commands, or add one block with an API key to your Codex config. - [Connect Cursor](https://docs.dapta.ai/dapta-mcp/setup/connect-cursor.md): Connect the Dapta MCP to Cursor. Add a Dapta server and sign in with your Dapta account, or add an entry with an API key to your Cursor MCP config. - [Verify your connection](https://docs.dapta.ai/dapta-mcp/setup/verify.md): Confirm the Dapta MCP is connected by asking "Who am I in Dapta?" and checking that Claude answers with your workspace and connection type. - [What Claude Can Do](https://docs.dapta.ai/dapta-mcp/skills.md): The things you can ask Claude to do in your Dapta workspace, in plain language. Browse the areas, then open any one to see example phrases and what you get back. - [Voice Agents](https://docs.dapta.ai/dapta-mcp/skills/voice-agents.md): What Claude can do with your Dapta voice agents once connected: create, configure, and calibrate agents, then review how their calls perform. - [Voice Sequences](https://docs.dapta.ai/dapta-mcp/skills/voice-sequences.md): Ask Claude to read, build and adjust voice sequences: the outbound calling lists that call contacts on their own retry rules and calling windows. - [Text & WhatsApp Agents](https://docs.dapta.ai/dapta-mcp/skills/text-agents.md): 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. - [Flow Studio](https://docs.dapta.ai/dapta-mcp/skills/flow-studio.md): Build and deploy Flow Studio automations from a chat, change one part of an existing flow without rewriting it, and inspect or report on the flows you already run. - [Dapta Databases](https://docs.dapta.ai/dapta-mcp/skills/dapta-databases.md): Ask Claude to read and change the Dapta databases where your automations keep their state: find tables, read rows, add, update and delete rows, and create new databases and tables. - [Workspace Inventory](https://docs.dapta.ai/dapta-mcp/skills/workspace-inventory.md): Ask Claude what your workspace actually holds: phone numbers and who answers each one, knowledge bases and their sources, and the WhatsApp templates you can send. - [Sales Meetings](https://docs.dapta.ai/dapta-mcp/skills/sales-meetings.md): Ask Claude to find and analyze your recorded sales meetings, surfacing AI summaries, action items, and sales tips. - [Accounts, Identity & Billing](https://docs.dapta.ai/dapta-mcp/skills/accounts.md): 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. - [Support](https://docs.dapta.ai/dapta-mcp/skills/support.md): Ask Claude common Dapta questions about your account, billing, access and navigation, and get direct answers with the right link or contact channel. - [Documentation Search](https://docs.dapta.ai/dapta-mcp/skills/documentation-search.md): Ask Claude to search the Dapta documentation and answer with a link to the source page, with a matching Academy tutorial suggested alongside. - [Tools Reference](https://docs.dapta.ai/dapta-mcp/tools-reference.md): Every tool the Dapta MCP gives Claude: 139 tools grouped by area, with the title Claude sees and whether each one reads or writes your data. - [Safety & Security](https://docs.dapta.ai/dapta-mcp/safety-and-security.md): How the Dapta MCP keeps your data safe: workspace isolation, preview then commit on every change, keys that stay on the server, revocable keys and logins, and tool hints. - [Privacy & Data Handling](https://docs.dapta.ai/dapta-mcp/privacy.md): What the Dapta connector for supported AI clients collects, how Dapta uses it, and how long it is kept. - [Troubleshooting](https://docs.dapta.ai/dapta-mcp/troubleshooting.md): Common Dapta MCP problems and how to fix them: workspace questions, sign-in issues, key errors, usage limits, removed web search tools and expired previews. - [Start here](https://docs.dapta.ai/ai-voice-agents/ai-voice-agents.md): Voice Agents make and answer phone calls for you. What they do, what you need to run one, and where to go for each part of the setup. - [Voice Agent Use Case: Calling & Logging HubSpot Leads](https://docs.dapta.ai/ai-voice-agents/ai-voice-agents/voice-agent-use-case-calling-and-logging-hubspot-leads.md): In this tutorial, we’ll walk through a full workflow for integrating HubSpot with Dapta to run a voice sequence. The goal: trigger outbound calls to a HubSpot contact list, log results, and feed them - [How to Automatically Schedule Appointments with Your AI Voice Agent](https://docs.dapta.ai/ai-voice-agents/ai-voice-agents/how-to-automatically-schedule-appointments-with-your-ai-voice-agent.md): Connect Cal.com to your AI voice agent for real-time scheduling, using the built-in current-time variable to match the caller's timezone automatically. - [Designing Voice Agent Prompts for iOS Call Screening](https://docs.dapta.ai/ai-voice-agents/ai-voice-agents/designing-voice-agent-prompts-for-ios-call-screening.md): Write a 12 to 18 word opening line your voice agent needs to get past Apple's iOS 26 Call Screening instead of being silently declined. - [Create your first Voice Agent](https://docs.dapta.ai/ai-voice-agents/creating-a-voice-agent.md): Fill in Company Context, choose your agent's purpose, and Dapta auto-generates a starting prompt you can test with a call and refine in Advanced Settings. - [Setting up Company Context](https://docs.dapta.ai/ai-voice-agents/creating-a-voice-agent/setting-up-company-context.md): Fill in your voice agent's Company Name, Website URL and Description in the Context tab, or let Dapta's AI auto-generate the description from your site. - [Test Agent](https://docs.dapta.ai/ai-voice-agents/creating-a-voice-agent/test-agent.md): Test your voice agent before going live using the Test Agent section: chat with it in real time or let AI run an automated simulated conversation. - [Configure your agent](https://docs.dapta.ai/ai-voice-agents/how-to-set-up-your-ai-voice-agent.md): In this section, you will learn how to set up the initial steps for your AI voice agent, including speech settings, voice configuration, and call settings. These steps will help you tailor your agent - [Dapta Auto](https://docs.dapta.ai/ai-voice-agents/how-to-set-up-your-ai-voice-agent/dapta-auto.md): Dapta Auto is the model Dapta chooses and keeps up to date for your Voice Agent. Pick it under LLM Model; the per-minute price of a call doesn't change. - [Improving prompts with AI](https://docs.dapta.ai/ai-voice-agents/how-to-set-up-your-ai-voice-agent/improving-prompts-with-ai.md): Use the Improve with AI tool to quickly refine any part of your prompt. Whether you're adjusting tone, fixing clarity, or simplifying language, this feature makes it easy to polish your agent’s script - [Using dynamic variables](https://docs.dapta.ai/ai-voice-agents/how-to-set-up-your-ai-voice-agent/using-dynamic-variables.md): Define dynamic variables to personalize voice agent prompts, see which names Dapta reserves, and store custom action responses as variables mid-call. - [Improving pronunciation](https://docs.dapta.ai/ai-voice-agents/how-to-set-up-your-ai-voice-agent/improving-pronunciation.md): Format phone numbers, emails and alphanumeric codes so your voice agent pronounces them clearly, plus rules for preserving names and verifying data aloud. - [Adding pauses](https://docs.dapta.ai/ai-voice-agents/how-to-set-up-your-ai-voice-agent/adding-pauses.md): A space-surrounded dash in a voice agent's prompt adds roughly a 0.3-second pause; chain dashes to lengthen it for phone numbers, codes, or emphasis. - [Prompt Guide](https://docs.dapta.ai/ai-voice-agents/how-to-set-up-your-ai-voice-agent/prompt-guide.md): Structure a voice agent prompt with identity, context, style and constraints sections, using Dapta's full example template and video walkthrough. - [Brains](https://docs.dapta.ai/ai-voice-agents/how-to-set-up-your-ai-voice-agent/brains.md): Knowledge bases that power your Voice and Text Agents: upload files, add web pages, or paste text to build a searchable memory source your agents draw on. - [Voice Emotions](https://docs.dapta.ai/ai-voice-agents/how-to-set-up-your-ai-voice-agent/voice-emotions.md): Give your voice agent emotional expression. Pick an expressive voice using the Emotionality rating, and see the emotions your agent used right inside the call transcript. - [Voice Agent Settings Guide](https://docs.dapta.ai/ai-voice-agents/how-to-set-up-your-ai-voice-agent/voice-agent-settings-guide.md): Guides to fine-tune your agent. - [Conversation Behavior – Start Conversation](https://docs.dapta.ai/ai-voice-agents/how-to-set-up-your-ai-voice-agent/voice-agent-settings-guide/conversation-behavior-start-conversation.md): Choose whether the caller speaks first or your AI voice agent opens with a dynamic, prompt-based message or a single predefined line. - [Conversation Start Behavior - Response Delay](https://docs.dapta.ai/ai-voice-agents/how-to-set-up-your-ai-voice-agent/voice-agent-settings-guide/conversation-start-behavior-response-delay.md): Change the time your agent waits before it begins to speak. - [Speech Settings - Responsiveness](https://docs.dapta.ai/ai-voice-agents/how-to-set-up-your-ai-voice-agent/voice-agent-settings-guide/speech-settings-responsiveness.md): Set Responsiveness from 0 for deliberate pauses to 1 for instant replies, with 0.5 to 0.8 recommended for natural, fluid conversations. - [Speech Settings - Interruption Sensitivity](https://docs.dapta.ai/ai-voice-agents/how-to-set-up-your-ai-voice-agent/voice-agent-settings-guide/speech-settings-interruption-sensitivity.md): Set Interruption Sensitivity from 0, where your AI finishes its thought, to 1, fully interruptible, with 0.5 to 0.8 recommended for balanced conversations. - [Speech Settings - Active Listening](https://docs.dapta.ai/ai-voice-agents/how-to-set-up-your-ai-voice-agent/voice-agent-settings-guide/speech-settings-active-listening.md): Turn on Active Listening so your voice agent interjects natural backchanneling cues like uh-huh while the caller speaks, or leave it off for silence. - [Speech Settings - Pronunciation](https://docs.dapta.ai/ai-voice-agents/how-to-set-up-your-ai-voice-agent/voice-agent-settings-guide/speech-settings-pronunciation.md): Teach your voice agent how to pronounce specific names, brands, and terms by mapping a word to how it should sound out loud. - [Configure Conversation – Background Sound](https://docs.dapta.ai/ai-voice-agents/how-to-set-up-your-ai-voice-agent/voice-agent-settings-guide/configure-conversation-background-sound.md): This setting allows you to add background sound to your agent, giving the call a bit more realism. You can also configure the volume of the ambient sound. - [Configure Conversation – Boosted Keywords](https://docs.dapta.ai/ai-voice-agents/how-to-set-up-your-ai-voice-agent/voice-agent-settings-guide/configure-conversation-boosted-keywords.md): Add up to 100 comma-separated domain terms as Boosted Keywords so Dapta's transcription recognizes technical vocabulary and uncommon words accurately. - [Configure Conversation – Transcript Formatting](https://docs.dapta.ai/ai-voice-agents/how-to-set-up-your-ai-voice-agent/voice-agent-settings-guide/configure-conversation-transcript-formatting.md): The Transcript Formatting feature is designed to prevent common interpretation errors by agents, such as when phone numbers are incorrectly formatted as timestamps. - [Configure Conversation – Clean Speech](https://docs.dapta.ai/ai-voice-agents/how-to-set-up-your-ai-voice-agent/voice-agent-settings-guide/configure-conversation-clean-speech.md): Normalize Text for Speech Synthesis - [Configure Voice – Voice Model](https://docs.dapta.ai/ai-voice-agents/how-to-set-up-your-ai-voice-agent/voice-agent-settings-guide/configure-voice-voice-model.md): Choose the voice model your AI agent will use - [Configure Voice – Voice](https://docs.dapta.ai/ai-voice-agents/how-to-set-up-your-ai-voice-agent/voice-agent-settings-guide/configure-voice-voice.md): Choose your agent’s voice - [Voice Settings - Voice Speed ‍](https://docs.dapta.ai/ai-voice-agents/how-to-set-up-your-ai-voice-agent/voice-agent-settings-guide/voice-settings-voice-speed.md): Adjust Voice Speed from 0.5 for a calm, deliberate tone to 2.0 for urgent delivery, with 0.7 to 1.3 recommended for clear conversations. - [Voice Settings - Voice Temperature](https://docs.dapta.ai/ai-voice-agents/how-to-set-up-your-ai-voice-agent/voice-agent-settings-guide/voice-settings-voice-temperature.md): Set Voice Temperature from 0 for steady, predictable delivery to 2 for lively variation, with 1 recommended as the balanced, natural default. - [Voice Settings - Voice Volume](https://docs.dapta.ai/ai-voice-agents/how-to-set-up-your-ai-voice-agent/voice-agent-settings-guide/voice-settings-voice-volume.md): Set Voice Volume from 0 for softer, blended output to 2 for louder projection in noisy settings, with 1 as the neutral, calibrated default. - [Conversation Settings - Voicemail Detection](https://docs.dapta.ai/ai-voice-agents/how-to-set-up-your-ai-voice-agent/voice-agent-settings-guide/conversation-settings-voicemail-detection.md): Turn on Voicemail Detection so your agent hangs up or leaves a static or prompt-based message instead of talking to a recording. - [Configure Call – End Call on Silence](https://docs.dapta.ai/ai-voice-agents/how-to-set-up-your-ai-voice-agent/voice-agent-settings-guide/configure-call-end-call-on-silence.md): This feature allows your agent to end a call after a set number of seconds of silence. - [Configure Call – Max Duration](https://docs.dapta.ai/ai-voice-agents/how-to-set-up-your-ai-voice-agent/voice-agent-settings-guide/configure-call-max-duration.md): This feature allows you to set a maximum duration for the calls your agent makes. - [Configure Call – Public Call Link](https://docs.dapta.ai/ai-voice-agents/how-to-set-up-your-ai-voice-agent/voice-agent-settings-guide/configure-call-public-call-link.md): Choose whether the recording links of your agent's calls play for anyone who has them, or open the call inside Dapta only after sign-in. - [Agent actions](https://docs.dapta.ai/ai-voice-agents/agent-actions.md): Enable your agents to perform actions such as scheduling appointments, ending or transferring calls - [End Call](https://docs.dapta.ai/ai-voice-agents/agent-actions/end-call.md): Customize how the agent ends calls - [Schedule Appointments with Dapta Calendars](https://docs.dapta.ai/ai-voice-agents/agent-actions/schedule-appointments-with-dapta-calendars.md): Let your Voice Agent offer your real open times and book the appointment during the call. Add the Dapta Calendars Scheduling action, pick the meeting, and every booking lands in your Dapta Calendars a - [Cal.com](https://docs.dapta.ai/ai-voice-agents/agent-actions/cal.com.md): Customize how the agent connects with calendars - [Check calendar availability](https://docs.dapta.ai/ai-voice-agents/agent-actions/check-calendar-availability.md): Customize how the agent connects with calendars - [Book calendar](https://docs.dapta.ai/ai-voice-agents/agent-actions/book-calendar.md): Customize how the agent schedules an appointment - [Transfer Call](https://docs.dapta.ai/ai-voice-agents/agent-actions/transfer-call.md): Route calls to a predefined number or dynamic condition, choose cold, warm or agentic warm transfers, restrict them to business hours and pass context in SIP headers. - [Send WhatsApp Template](https://docs.dapta.ai/ai-voice-agents/agent-actions/send-whatsapp-template.md): Let your voice agent send a pre-approved WhatsApp template to the contact during a phone call — for example a registration form, a follow-up link, or key information the contact asked for. - [Phone numbers & telephony](https://docs.dapta.ai/ai-voice-agents/phone-numbers.md): Every way to give a Voice Agent a phone line — buy one in Dapta, verify a number you own, add a test number, or connect your own telephony. - [Buying Phone Numbers through Dapta](https://docs.dapta.ai/ai-voice-agents/phone-numbers/buying-phone-numbers-through-dapta.md): Purchase a US-based phone number for 1,380 credits per month, link it to a Voice Agent, and reassign it to a different agent anytime. - [Verifying an Existing Phone Number for Outbound Calls](https://docs.dapta.ai/ai-voice-agents/phone-numbers/verifying-phone-numbers-in-dapta.md): Verify an existing phone number with a keypad code so your Voice Agent can place outbound calls from it, plus how test calls avoid using credits. - [How to add a Phone Number for Testing in Dapta](https://docs.dapta.ai/ai-voice-agents/phone-numbers/how-to-add-a-phone-number-for-testing-in-dapta.md): A Test Number lets your Voice Agent call your own phone without consuming credits, available on paid plans including trial, added once per month. - [Connecting your telephony (SIP trunk) to Dapta](https://docs.dapta.ai/ai-voice-agents/phone-numbers/connecting-your-sip-trunk.md): Choose how a Voice Agent makes and receives calls: a Dapta-managed number, your own Twilio trunk, another SIP provider, or a guided enterprise setup. - [Connect a Dapta-managed number](https://docs.dapta.ai/ai-voice-agents/phone-numbers/connecting-your-sip-trunk/connect-a-dapta-managed-number.md): Buy a Dapta-managed phone number, assign it to a Voice Agent, and use it for inbound and outbound calls. - [Connect your own SIP trunk (custom / BYO)](https://docs.dapta.ai/ai-voice-agents/phone-numbers/connecting-your-sip-trunk/connect-your-own-sip-trunk-custom-byo.md): Connect your own Twilio Elastic SIP Trunking setup, carrier, PBX, or SIP trunk to Dapta for outbound and inbound Voice Agent calls. - [Custom telephony for enterprise and large companies](https://docs.dapta.ai/ai-voice-agents/phone-numbers/connecting-your-sip-trunk/custom-telephony-for-enterprise-large-companies.md): Plan an enterprise custom telephony setup with Dapta, including dedicated SIP proxy routing, human transfers, concurrency, and onboarding requirements. - [Inbound Calls and How to Activate Them](https://docs.dapta.ai/ai-voice-agents/phone-numbers/inbound-calls-and-how-to-activate-them.md): An inbound line lets customers reach an AI Agent through a Dapta-activated number; US numbers are bought directly, other countries through Support. - [Channels](https://docs.dapta.ai/ai-voice-agents/channels.md): Connect your Voice Agent to communication channels like WhatsApp to receive and make voice calls through messaging platforms. - [Connect your Voice Agent with WhatsApp](https://docs.dapta.ai/ai-voice-agents/channels/connect-your-voice-agent-with-whatsapp.md): A WhatsApp Business line linked to a Voice Agent can place and receive calls, once Meta's messaging volume and a Text Agent warm-up period are met. Connecting new numbers to voice agents is paused for - [Sequences](https://docs.dapta.ai/ai-voice-agents/how-to-create-your-first-campaign-in-dapta.md): A sequence lets you launch outbound voice calls at scale—no code or complex integrations needed. connect your contacts, configure your schedule, and let your AI voice agent handle the rest. - [Create a sequence](https://docs.dapta.ai/ai-voice-agents/how-to-create-your-first-campaign-in-dapta/create-a-campaign.md): A four-step wizard builds an outbound calling sequence: name it, pick an agent, set the calling schedule, connect a contact source, and map its columns. - [Managing your sequence](https://docs.dapta.ai/ai-voice-agents/how-to-create-your-first-campaign-in-dapta/managing-your-campaign.md): The sequence detail page's Settings, Call Logs, Contact List, and Metrics tabs cover schedules, disconnect reasons, and connection and success rates. - [Importing data](https://docs.dapta.ai/ai-voice-agents/how-to-create-your-first-campaign-in-dapta/importing-data.md): A CSV or XLSX file loads contacts into a voice sequence; phone numbers must use E.164 format, and columns map to CRM fields you can reuse across sequences. - [Add contacts to a sequence via Flow Studio](https://docs.dapta.ai/ai-voice-agents/how-to-create-your-first-campaign-in-dapta/add-contacts-to-a-campaign-via-flow-studio.md): Automatically sync leads from tools like HubSpot into your voice sequences using Flow Studio. Perfect for keeping your contact lists up to date—without manual uploads. - [Call Logic & Limits](https://docs.dapta.ai/ai-voice-agents/how-to-create-your-first-campaign-in-dapta/call-logic-and-limits.md): Understand how Dapta manages call execution, batch processing, scheduling, retry attempts, and cooldown rules to keep your voice sequences efficient and compliant. - [WhatsApp fallback](https://docs.dapta.ai/ai-voice-agents/how-to-create-your-first-campaign-in-dapta/whatsapp-fallback.md): Reach the contacts your sequence couldn't get on the phone. When the call attempt you choose ends without reaching the contact, because nobody answered or a voicemail picked up, Dapta sends an approve - [Analyze & automate](https://docs.dapta.ai/ai-voice-agents/analyze-your-calls.md): Read what happened on your calls, pull the data out of them, and feed it into the rest of your business automatically. - [Voice Agent Metrics](https://docs.dapta.ai/ai-voice-agents/analyze-your-calls/voice-agent-metrics.md): Understand your Voice Agent's performance with the Metrics tab — track call volume, connection rates, credit usage, and call outcome breakdowns. - [Giving Feedback on Calls](https://docs.dapta.ai/ai-voice-agents/analyze-your-calls/giving-feedback-on-calls.md): 🗣️ You can provide feedback on any call to help improve our AI and support - [Extracting Information from your Calls](https://docs.dapta.ai/ai-voice-agents/analyze-your-calls/extracting-information-from-your-calls.md): A Loom video and a Scribe walkthrough show how to pull structured data out of Dapta AI calls for lead qualification, meeting confirmation, or QA review. - [Extract AI Call Variables to a Google Sheets Template](https://docs.dapta.ai/ai-voice-agents/analyze-your-calls/extracting-information-from-your-calls/extract-ai-call-variables-to-a-google-sheets-template.md): A ready-made Google Sheets template captures variables extracted from Dapta AI calls; the page links the template and a Loom video showing how to copy it. - [Post-call analysis](https://docs.dapta.ai/ai-voice-agents/analyze-your-calls/post-call-analysis.md): The Call Analysis tab of a voice agent: what the AI checks after every call, which data it pulls out of the conversation, and where the results go. - [Post Call Analysis – Destinations](https://docs.dapta.ai/ai-voice-agents/analyze-your-calls/post-call-analysis-destinations.md): Send every call's results to Google Sheets, HubSpot or a Dapta flow as soon as the call ends, and test them with the agent's latest call. - [Post Call Analysis – Post-Call Data Retrieval](https://docs.dapta.ai/ai-voice-agents/analyze-your-calls/post-call-analysis-post-call-data-retrieval.md): This feature allows you to specify what information you want to extract from each interaction once the call has ended. - [Post Call Analysis – Call Analysis Flow](https://docs.dapta.ai/ai-voice-agents/analyze-your-calls/post-call-analysis-call-analysis-flow.md): This section allows you to configure how calls made by the AI agent will be analyzed using the flows previously created in Flow Studio. - [Post Call Analysis – Notifications](https://docs.dapta.ai/ai-voice-agents/analyze-your-calls/post-call-analysis-notifications.md): Email an alert after a call when a post-call condition is met, or get a daily email report of a voice agent's call performance. - [Advanced Guide: AI Call Integration Templates and Google Sheets](https://docs.dapta.ai/ai-voice-agents/analyze-your-calls/advanced-guide-ai-call-integration-templates-and-google-sheets.md): Configure timezone settings, build loops for repetitive tasks, and auto-log call data to Google Sheets using Dapta's ready-made template. - [Integrating and activating your AI calls easily](https://docs.dapta.ai/ai-voice-agents/analyze-your-calls/integrating-and-activating-your-ai-calls-easily.md) - [Start here](https://docs.dapta.ai/ai-text-agents/ai-text-agents.md): Text Agents answer your customers in writing — on WhatsApp and on your website. What they do and where to start. - [Dapta and WhatsApp Business](https://docs.dapta.ai/ai-text-agents/dapta-and-whatsapp.md): Dapta works with the WhatsApp Business number you already use. What changes for your number, and what your agent adds on top of WhatsApp. - [Your Dapta agent and Meta's Business Agent](https://docs.dapta.ai/ai-text-agents/dapta-and-whatsapp/dapta-agent-vs-meta-business-agent.md): WhatsApp Business has its own AI assistant. What it is, how it differs from a Dapta Text Agent, and why Dapta's onboarding asks you to turn it off. - [What people use Text Agents for](https://docs.dapta.ai/ai-text-agents/use-cases.md): Six things teams actually use Text Agents for on WhatsApp, what each one needs, and which pages to follow to build it. - [Create your first Text Agent in Dapta](https://docs.dapta.ai/ai-text-agents/create-your-first-text-agent-in-dapta.md): Name your agent, pick a purpose preset or write your own instructions, add Company Context, and test it live before publishing your first text agent. - [Setting Up your Text Agent](https://docs.dapta.ai/ai-text-agents/setting-up-your-text-agent.md) - [Text Agent Settings Overview](https://docs.dapta.ai/ai-text-agents/setting-up-your-text-agent/text-agent-settings-overview.md): See what each text agent setting controls, Language, Identity Name, Purpose, Model and Temperature, and why editing the prompt actually changes behavior. - [Dapta Auto](https://docs.dapta.ai/ai-text-agents/setting-up-your-text-agent/dapta-auto.md): Dapta Auto is the model Dapta chooses and keeps up to date for your Text Agent. New agents start on it, it reads images and voice notes, and it costs 40 credits per answer. - [Conversation behavior](https://docs.dapta.ai/ai-text-agents/setting-up-your-text-agent/conversation-behavior.md): Set your Text Agent's inactivity timeout, reply delay, split replies and WhatsApp typing indicator. Check follow-up timing before publishing changes. - [Text Agent Actions](https://docs.dapta.ai/ai-text-agents/setting-up-your-text-agent/text-agent-actions.md): Create API actions that call another webhook, or Transfer to a human actions that hand a conversation to a person or a team inside Dapta and set the message the customer receives at that moment. - [Schedule Appointments with Dapta Calendars](https://docs.dapta.ai/ai-text-agents/setting-up-your-text-agent/schedule-appointments-with-dapta-calendars.md): Let your Text Agent offer your real open times and book the appointment inside the chat. Add the Schedule appointments action, pick the meeting, and every booking lands in your Dapta Calendars account - [Brains for Text Agents](https://docs.dapta.ai/ai-text-agents/setting-up-your-text-agent/brains-for-text-agents.md): Create a Brain from the Settings tab, add up to 25 sources, web pages, files, or text, and track it through Pending, In Process, and Completed states. - [Playground: Testing your Text AI Agents](https://docs.dapta.ai/ai-text-agents/setting-up-your-text-agent/playground-testing-your-text-ai-agents.md): Save a Text Agent draft, test it in Playground with a fresh conversation, and publish only after checking its responses and actions. - [Post-Conversation Analysis](https://docs.dapta.ai/ai-text-agents/setting-up-your-text-agent/post-conversation-analysis.md): Automatically extract structured data from every conversation and send results to external systems via webhook when a conversation ends. - [CRM Pipeline Sync](https://docs.dapta.ai/ai-text-agents/setting-up-your-text-agent/crm-pipeline-sync.md): Automatically move contacts to the right stage in your CRM pipeline after every conversation. Connect GoHighLevel or HubSpot, choose eligible stages, and let the agent handle the rest. - [Follow-ups](https://docs.dapta.ai/ai-text-agents/setting-up-your-text-agent/follow-ups.md): Automatically re-engage users who go silent mid-conversation by sending scheduled follow-up messages after periods of inactivity. - [Channels and templates](https://docs.dapta.ai/ai-text-agents/channels.md): Connect a Text Agent to WhatsApp or a website, and manage the approved templates used for proactive messaging. - [Prepare your Meta account](https://docs.dapta.ai/ai-text-agents/channels/prepare-your-meta-account.md): Everything to have ready on Meta's side before you connect WhatsApp to Dapta, so the connection goes through on the first attempt. - [Add a WhatsApp payment method](https://docs.dapta.ai/ai-text-agents/channels/add-whatsapp-payment-method.md): Step by step: add a card to your WhatsApp account in Meta so your agent can reply and Meta keeps delivering your messages on a direct line. - [Connect your Agent with WhatsApp](https://docs.dapta.ai/ai-text-agents/channels/connect-your-agent-with-whatsapp.md): Connect a WhatsApp number to your Text Agent, step by step: from WhatsApp numbers in Dapta to Meta's window, then choose the agent, check a real customer gets a reply, and read each number's status. - [WhatsApp billing](https://docs.dapta.ai/ai-text-agents/channels/whatsapp-billing-and-meta-charges.md): What a WhatsApp message costs on a Dapta line: what Dapta charges, what Meta charges, the rates by country, and how to keep the bill down. - [Billing on legacy lines](https://docs.dapta.ai/ai-text-agents/channels/legacy-line-billing.md): How billing works on WhatsApp lines connected before Dapta moved to connecting directly with Meta. - [Which template type do you need](https://docs.dapta.ai/ai-text-agents/channels/template-types.md): The WhatsApp template categories and formats explained in plain language, so you pick the right one and Meta approves it the first time. - [WhatsApp message templates](https://docs.dapta.ai/ai-text-agents/channels/message-templates.md): Create, submit, import and send WhatsApp templates, and get them approved for the line you actually send from. - [Widget: Embed your Text Agent on a Website](https://docs.dapta.ai/ai-text-agents/channels/widget-embed-your-text-agent-on-a-website.md): Embed and customize the Dapta Widget, verify a real website conversation, and investigate delayed responses. - [US SMS Compliance (A2P 10DLC)](https://docs.dapta.ai/ai-text-agents/channels/us-sms-compliance-a2p-10dlc.md): Register your business, brand, and messaging sequence so your US phone numbers can legally send SMS through Dapta. A step-by-step guide to the A2P 10DLC compliance wizard. - [Inbox](https://docs.dapta.ai/ai-text-agents/inbox.md): Find, assign, answer, release, and close Text Agent conversations in Inbox. - [Sequences](https://docs.dapta.ai/ai-text-agents/campaigns.md): Start WhatsApp conversations with approved templates and monitor their replies, delivery, and optional call fallback. - [Create a sequence](https://docs.dapta.ai/ai-text-agents/campaigns/create-a-campaign.md): Create a WhatsApp sequence with an approved template, a sending schedule, and mapped contacts. - [Managing your sequence](https://docs.dapta.ai/ai-text-agents/campaigns/managing-your-campaign.md): Monitor sequence status, edit schedules, pause sending, and investigate recipient outcomes. - [Importing contacts](https://docs.dapta.ai/ai-text-agents/campaigns/importing-contacts.md): Format and map contacts, interpret partial imports, and understand duplicate handling in Text Sequences. - [Message Logic & Limits](https://docs.dapta.ai/ai-text-agents/campaigns/message-logic-and-limits.md): Understand Sequence schedules, waiting states, suppression, automatic retries, and provider limits. - [Call fallback](https://docs.dapta.ai/ai-text-agents/campaigns/call-fallback.md): Configure an automatic voice follow-up for unanswered WhatsApp outreach and understand manual retry risks. - [Analytics, logs, and exports](https://docs.dapta.ai/ai-text-agents/analytics-and-logs.md): Use Text Agent metrics, chat history, AI-message counts, and exports without confusing delivery, engagement, or retention. - [Start here](https://docs.dapta.ai/ai-notetaker/ai-notetaker.md): AI Notetaker joins your Google Meet, Zoom and Microsoft Teams calls, records and transcribes them, and writes the recap for you. What it does and where to start. - [Calendars, free hours and billing](https://docs.dapta.ai/ai-notetaker/calendars-and-billing.md): Connect Google Calendar or Microsoft Outlook to AI Notetaker. Your first calendar is free with 100 hours of recording; each extra calendar costs 30,000 credits a month. How charges, suspensions and ca - [Meeting bot settings](https://docs.dapta.ai/ai-notetaker/meeting-bot-settings.md): Set the name and image the AI Notetaker bot shows in your meetings, upload a custom banner, and choose who gets the recap by email, for each connected calendar. - [Assistants](https://docs.dapta.ai/ai-notetaker/assistants.md): AI Notetaker assistants pull the information you choose out of every recorded meeting and send it to Slack, Google Sheets, HubSpot, a webhook or a Dapta flow. How to create one, filter meetings, write - [Start here](https://docs.dapta.ai/dapta-forms/forms.md): Dapta Forms is a free, open-source form builder at forms.dapta.ai. Build conversational forms, quizzes and lead capture flows, score answers, route people to the right ending, and send every response - [Key Concepts](https://docs.dapta.ai/dapta-forms/key-concepts.md): The vocabulary used across the Dapta Forms docs: form, question, step and screen, Slides vs One page layout, score, outcome, partial submission, workspace, draft vs published, and the public link. - [Getting Started](https://docs.dapta.ai/dapta-forms/getting-started.md): Everything you need to go from signing in to your first published form: sign in with your Dapta account, build and publish a form in five minutes, and learn your way around the dashboard. - [Sign in with your Dapta account](https://docs.dapta.ai/dapta-forms/getting-started/sign-in.md): Sign in to Dapta Forms with your Dapta account: click Continue with Dapta, go through the first-time setup, find your profile and workspace in the left menu, and understand what Log out does to your s - [Quickstart: Your First Form in 5 Minutes](https://docs.dapta.ai/dapta-forms/getting-started/quickstart-first-form.md): Build, preview and publish your first Dapta Form in about five minutes: create the form, add three questions, check it on mobile, publish it and share the public link. - [Dashboard tour](https://docs.dapta.ai/dapta-forms/getting-started/dashboard-tour.md): A tour of the Dapta Forms dashboard: the Home tiles and shortcuts, the left menu (Home, Forms, Submissions, Analytics, Integrations, Docs, Dapta Agents), the forms list with its folders and search, th - [Building Forms](https://docs.dapta.ai/dapta-forms/builder.md): A tour of the Dapta Forms editor: the topbar with the form name, save status, Build / Logic / Connect tabs, share buttons and Publish; the contextual toolbar; the question list and its screens; the li - [Create a form](https://docs.dapta.ai/dapta-forms/builder/create-a-form.md): Create a new Dapta Form from the Forms page: name it, choose between the Slides and One page layouts, start from scratch or from a template, and duplicate, move or delete forms from the list. - [Question types](https://docs.dapta.ai/dapta-forms/builder/question-types.md): The 14 question types in Dapta Forms, grouped as Contact, Choice, Text and Content: how to add a question from the gallery, search it, and switch a question's type later. - [Contact fields: Name, Email, Phone](https://docs.dapta.ai/dapta-forms/builder/question-types/contact-fields.md): The three contact question types in Dapta Forms: Name (first and last name on one screen), Email (with Require work email) and Phone (country picker, minimum digits, international format). - [Choice fields: Single, Multiple, Dropdown](https://docs.dapta.ai/dapta-forms/builder/question-types/choice-fields.md): Single choice, Multiple choice and Dropdown questions in Dapta Forms: List vs Cards layouts, the option row (Label, Points, Icon and the stored Value), the emoji, letters and image icon picker, import - [Text & scale fields: Short text, Long text, Website, Slider](https://docs.dapta.ai/dapta-forms/builder/question-types/text-and-slider-fields.md): The four free-form question types in Dapta Forms: Short text, Long text, Website and Slider. Learn how placeholders work, how to set a minimum and maximum length on Long text, how the Website field va - [Content steps: Message, Reveal screen, Scheduler](https://docs.dapta.ai/dapta-forms/builder/question-types/content-steps.md): The three content steps in Dapta Forms: Message (text with no input), Reveal screen (a short timed pause with a loader) and Scheduler (a Calendly booking embedded in the form). Every setting explained - [File upload](https://docs.dapta.ai/dapta-forms/builder/question-types/file-upload.md): Collect a document or an image with the File upload question: choose which file types you accept, set a size limit, and see exactly what respondents get when they attach a file or pick the wrong one. - [Question settings](https://docs.dapta.ai/dapta-forms/builder/question-settings.md): A tour of the Question settings pane in the Dapta Forms editor: Question type, Required, Placeholder, Default answer, Field key (and what renaming it changes), Hidden question, Ends the form, Show rev - [Dynamic questions (variants)](https://docs.dapta.ai/dapta-forms/builder/dynamic-questions.md): Ask a different question title depending on an earlier answer with Dynamic question variants in Dapta Forms: Vary the question by a field, Based on field, When answer is, Ask instead, Fallback and the - [Recall answers with @](https://docs.dapta.ai/dapta-forms/builder/recall-answers.md): Personalize your Dapta Form by inserting a previous answer into a later question title, helper text, reveal screen, outcome message or ending. Type @ or \[ to open the picker, and learn what the warnin - [Hidden fields & URL prefill](https://docs.dapta.ai/dapta-forms/builder/hidden-fields-and-url-prefill.md): Prefill any Dapta Forms question from the link with ?key=value, hide a question so it is filled only from the URL, copy the ready-made example from the Prefill from URL block, and understand precedenc - [Partial submissions (lead capture point)](https://docs.dapta.ai/dapta-forms/builder/partial-submissions.md): Capture leads before they finish your Dapta Form: add a Partial submit point to the question list, learn what it stores, how partials are upgraded when the respondent completes the form, and where to - [Several questions on one screen](https://docs.dapta.ai/dapta-forms/builder/screens.md): Show several questions together on one screen of a Slides form in Dapta Forms: group them from the question list or the settings pane, what can and cannot share a screen, how reordering, logic, partia - [One-page layout](https://docs.dapta.ai/dapta-forms/builder/one-page-layout.md): Show every question of your Dapta Form on a single page with one Submit button: how to switch layouts, how logic, cover, reveal and validation behave on a one-page form, and which design settings do n - [Preview on desktop, tablet and mobile](https://docs.dapta.ai/dapta-forms/builder/preview.md): Preview your Dapta Form exactly as respondents will see it, in real mobile, tablet and desktop frames, without publishing or submitting anything. Walk through the screens, restart, and check unsaved e - [Autosave, drafts & publishing](https://docs.dapta.ai/dapta-forms/builder/autosave-and-publishing.md): How Dapta Forms saves your work: the save status pill, automatic retries, recovery of unsaved changes, what happens when two people edit the same form, and the difference between the draft you edit an - [Logic, Scoring & Outcomes](https://docs.dapta.ai/dapta-forms/logic.md): The Logic tab of the Dapta Forms editor: the interactive Logic canvas, the read-only Logic map on small screens, and the form-wide Branching, Scoring and Outcomes dialogs that turn a plain form into a - [Show & hide conditions](https://docs.dapta.ai/dapta-forms/logic/conditions.md): Show or hide a question in Dapta Forms based on an earlier answer or the score so far: Show when and Hide when, the operators for each field type, the contradiction guard, the never-shows warnings and - [Branching & jumps](https://docs.dapta.ai/dapta-forms/logic/branching.md): Route respondents through a Dapta Form with branching rules: If answer is rules that jump to a later question or skip to the end, the Always go to catch-all, first-match-wins evaluation, forward-only - [Scoring](https://docs.dapta.ai/dapta-forms/logic/scoring.md): Turn a Dapta Form into a scored quiz or lead qualifier: enable scoring, give every option a point value (negative numbers allowed), award points from a slider by value range, switch scoring on or off - [Outcomes (results by score range)](https://docs.dapta.ai/dapta-forms/logic/outcomes.md): Show a different result to each respondent based on their score: add score ranges in the Outcomes dialog, write a thank-you message per range with \[field] tokens, redirect a range to a URL after a del - [Ending screen](https://docs.dapta.ai/dapta-forms/logic/ending-screen.md): Set what every respondent sees after they submit a Dapta Form: the thank-you heading and message (with \[field] tokens), an optional redirect URL, how long to show the thank-you before redirecting, and - [Reveal screens](https://docs.dapta.ai/dapta-forms/logic/reveal-screens.md): Add a reveal screen: the short animated pause that plays between steps or right before the result. Headline, subtitle, duration, loader styles and what the respondent sees. - [Design & Branding](https://docs.dapta.ai/dapta-forms/design.md): Make a Dapta Form look like your brand from the Design panel inside Build: language and button text, themes, colors, fonts, logos, cover screen and share card, with a live device preview while you edi - [Language & button text](https://docs.dapta.ai/dapta-forms/design/language-and-button-text.md): Choose the language visitors see on a Dapta Form (Auto, English or Spanish), learn how each visit picks it and what follows it, and replace the Back, Next and Submit button text with your own words. - [Themes, colors & background](https://docs.dapta.ai/dapta-forms/design/themes-colors-background.md): Give your Dapta Form a color scheme: start from one of nine theme presets, set Background, Text and Accent with live contrast checks, and choose a Solid, Gradient, Glow or Image background with dimmin - [Typography & controls](https://docs.dapta.ai/dapta-forms/design/typography-and-controls.md): Choose the typeface of your Dapta Form (nine built-in fonts or your own .woff2 file) and shape its controls: corner radius, button style, full-width button and the progress indicator (Bar, Dots, Count - [Logos, layout & transitions](https://docs.dapta.ai/dapta-forms/design/logos-layout-transitions.md): Add a logo to your Dapta Form (form logo on every question, cover logo on the cover screen), set logo size and position, the size of the attribution badge, question alignment, content width and step t - [Cover screen & banner](https://docs.dapta.ai/dapta-forms/design/cover-screen-and-banner.md): Add an intro screen to your Dapta Form: turn on the cover, write the eyebrow, headline, subheadline, Start button text and trust badge, and add a banner strip with its own color, height and scope. - [Client logos marquee](https://docs.dapta.ai/dapta-forms/design/client-logos.md): Show a "Trusted by" marquee of client logos on your Dapta Form cover, on the reveal screen, or on both. Add up to 24 logos with a name and an image URL. - [Share card (social preview image)](https://docs.dapta.ai/dapta-forms/design/share-card.md): Control the preview image that appears when your Dapta Form link is shared in chat or on social media: a 1200×630 card generated automatically from your design, or your own image URL. - [Brand kit (workspace-wide)](https://docs.dapta.ai/dapta-forms/design/brand-kit.md): Set your workspace look once in the Dapta Forms brand kit: logo, client logos, colors, typeface and controls. New forms start with it, and you can apply it to existing forms in bulk, with a per-form U - [Connect & Integrations](https://docs.dapta.ai/dapta-forms/connect.md): Send every Dapta Forms submission where your team works: HubSpot, your own webhook endpoint, analytics pixels and email notices. Learn the two surfaces (account-level Connections and the per-form Conn - [Connections (account level)](https://docs.dapta.ai/dapta-forms/connect/connections.md): Connect your Dapta Forms account to HubSpot and Calendly once from the Connections page, check who is connected, disconnect safely, and review the account-wide inventory of webhooks across all your fo - [HubSpot](https://docs.dapta.ai/dapta-forms/connect/hubspot.md): Send every Dapta Forms submission to HubSpot as a contact. Learn what the integration syncs, how contacts are matched by email address, what reaches HubSpot on a partial submission versus a completed - [Map questions to contact properties](https://docs.dapta.ai/dapta-forms/connect/hubspot/map-questions.md): Map each question of a Dapta Form to a HubSpot contact property: use the searchable property picker, let Auto-map fill the obvious matches, add extra keys such as UTMs and hidden fields with Custom fi - [Value maps & static properties](https://docs.dapta.ai/dapta-forms/connect/hubspot/value-maps-and-static-properties.md): Translate the answers a Dapta Form collects into the exact values your HubSpot picklists expect, and stamp fixed values such as an opt-in flag or a lifecycle stage on every completed submission. - [Form elements: UTMs, score, outcome, submitted date](https://docs.dapta.ai/dapta-forms/connect/hubspot/form-elements.md): Send the metadata Dapta Forms captures on its own to HubSpot: the five UTM parameters, the lead score, the outcome heading and the submitted date. Plus the switches for inferring the company from the - [Landing page & HubSpot attribution](https://docs.dapta.ai/dapta-forms/connect/hubspot/attribution.md): When a form is embedded on your website, Dapta Forms tells HubSpot which page the respondent converted on and links the contact to the visits they made before. What HubSpot receives, the three things - [Booking sync](https://docs.dapta.ai/dapta-forms/connect/hubspot/booking-sync.md): Stamp the booking facts on the HubSpot contact when someone books from a Scheduler step: a stage value, the day they booked, the time the meeting starts, and the details Calendly collected on the book - [How the sync works & troubleshooting](https://docs.dapta.ai/dapta-forms/connect/hubspot/how-sync-works.md): How Dapta Forms matches every submission to a HubSpot contact, the states that stop the sync before it starts (no email address, HubSpot not connected, a conflicting email mapping, a second HubSpot de - [Scheduler step & Calendly](https://docs.dapta.ai/dapta-forms/connect/scheduler-and-calendly.md): Let respondents book a meeting without leaving your form. Connect Calendly once, add a Scheduler step, pick an event type, autofill the booking form from earlier answers and decide what happens after - [Webhooks](https://docs.dapta.ai/dapta-forms/connect/webhooks.md): Send every Dapta Forms submission as a JSON POST to a URL you control. Set the endpoint, an optional signing secret, choose whether partial and complete submissions trigger it, send a test, and switch - [Payload & headers reference](https://docs.dapta.ai/dapta-forms/connect/webhooks/payload-reference.md): The exact JSON body and HTTP headers Dapta Forms sends to a webhook: form, submission, data, utm and visit objects, the partial or complete phase, the x-forms-event, x-forms-delivery, x-forms-timestam - [Verify the signature](https://docs.dapta.ai/dapta-forms/connect/webhooks/verify-signature.md): Prove that a webhook request really came from Dapta Forms: recompute the HMAC-SHA256 signature over the raw body with your signing secret and compare it to the X-Forms-Signature header in constant tim - [Test & delivery history](https://docs.dapta.ai/dapta-forms/connect/webhooks/test-and-history.md): Test a Dapta Forms webhook with Send test, understand each success and error message, and read the Webhook history dialog: Delivered, In progress, Failed and Skipped rows, attempt counts, and the What - [Tracking & pixels](https://docs.dapta.ai/dapta-forms/connect/tracking-and-pixels.md): Add Google Tag Manager, Meta Pixel, PostHog or the HubSpot tracking code to a form's public page, understand when each tag fires, including the Lead conversion on a completed form, and see how UTM par - [Submission emails](https://docs.dapta.ai/dapta-forms/connect/emails.md): The two emails a form sends when someone completes it: the new submission notice and the respondent confirmation. Choose who receives the notice, follow the account template or write custom copy for o - [Spam protection (captcha)](https://docs.dapta.ai/dapta-forms/connect/spam-protection.md): Turn on a human check before a form's final submit to stop bot submissions. Choose Automatic or Strict mode, see what respondents see, and learn how partial answers, webhooks, HubSpot and bookings beh - [Delivery, retries & history](https://docs.dapta.ai/dapta-forms/connect/delivery-and-retries.md): How Dapta Forms delivers submissions to webhooks, HubSpot and email without ever blocking a respondent: the queue, the retry schedule with backoff, what Delivered, In progress, Failed and Skipped mean - [Publish, Share & Embed](https://docs.dapta.ai/dapta-forms/share.md): Every way to get a published Dapta Form in front of people: the public link, a QR code, an embed on your own website, and a page at your handle that lists your forms. - [Your public link](https://docs.dapta.ai/dapta-forms/share/public-link.md): Understand the public URL of a Dapta Form: what each part of /{account code}/f/{slug} means, where to copy it, how to change its last part with Edit link, and why links you already shared keep working - [Share with a QR code](https://docs.dapta.ai/dapta-forms/share/qr-code.md): Turn a Dapta Form's public link into a QR code from the editor, copy the link under it, and download the code as SVG or PNG for flyers, badges and slides. - [Embed on your website](https://docs.dapta.ai/dapta-forms/share/embed.md): Put a Dapta Form inside your own website. Copy the snippet from the Embed dialog, paste it into WordPress, Webflow or plain HTML, and let the script size the frame, bring each new screen into view, re - [Your public page](https://docs.dapta.ai/dapta-forms/share/public-page.md): Turn on the page at your handle: a single address that shows your name, a headline, a short about paragraph and a list of the forms in your workspace. Off until you switch it on. - [Submissions & Analytics](https://docs.dapta.ai/dapta-forms/results.md): Where the answers to your Dapta Forms land. Read them question by question in Summary or row by row in Responses, filter them, download them as a CSV, and measure views, completion and drop-off under - [Submissions](https://docs.dapta.ai/dapta-forms/results/submissions.md): Read every response to a Dapta Form in the Responses table: the columns, the response panel with its details and UTMs, full screen, rows per page, selecting, exporting and deleting rows, and exactly w - [Summary](https://docs.dapta.ai/dapta-forms/results/summary.md): Read a form's answers question by question in Summary: how many people picked each option, the average of a slider, the latest text answers with a search for each question, and how many files and book - [Filter & sort responses](https://docs.dapta.ai/dapta-forms/results/filter-and-sort.md): Filter a form's responses by date, status, score or answer from the column headings of the Responses table, sort them by date or score, and see how the same filter drives Summary and the CSV export. - [Uploaded files](https://docs.dapta.ai/dapta-forms/results/uploaded-files.md): Open what people uploaded without leaving the response table: which file types preview inside Dapta Forms, which ones download straight away, and why every link is minted at the moment you click it. - [Export to CSV](https://docs.dapta.ai/dapta-forms/results/export-csv.md): Download the responses to a Dapta Form as a CSV file: how the export follows your filters and sort, how to export only selected rows, the exact column list, the status values and the date format. - [Analytics](https://docs.dapta.ai/dapta-forms/results/analytics.md): Measure a Dapta Form: pick a date range, read the Views, Starts, Submissions, Completion rate, Time to complete and Partial submits cards, follow the Trends chart and find the question people abandon - [Workspaces, Team & Account](https://docs.dapta.ai/dapta-forms/account.md): Everything that is not a form lives in Account settings, behind the profile button at the bottom of the left menu: Workspaces, Brand kit, Notifications, Public page and Preferences. Your workspaces ar - [Workspaces](https://docs.dapta.ai/dapta-forms/account/workspaces.md): Switch between workspaces from the left menu, create a new one, and use Account settings to open or manage any workspace you belong to: rename it, set its timezone, read its Workspace ID and understan - [Members & roles](https://docs.dapta.ai/dapta-forms/account/members-and-roles.md): Manage who works in a workspace: read the Members table, add someone as Member or Admin, change roles, deactivate or remove a person, and understand what Owner, Admin and Member are each allowed to do - [Invitations](https://docs.dapta.ai/dapta-forms/account/invitations.md): Follow up on people who were invited to a workspace but have not accepted yet: read the Invitations tab, resend an invitation, know what accepting actually means, and retract one you no longer want. - [Notification emails (account templates)](https://docs.dapta.ai/dapta-forms/account/notifications.md): Edit the two account-wide submission emails in Dapta Forms: the new submission notice and the respondent confirmation. Turn each one on or off, choose who receives the notice, rewrite the subject and - [Public page & identity](https://docs.dapta.ai/dapta-forms/account/public-page-and-identity.md): Turn on the public page at your Dapta Forms handle, write the headline and the about paragraph, and read the identity block that shows your name, email, handle, account code and vanity slug. - [Preferences (language)](https://docs.dapta.ai/dapta-forms/account/preferences.md): Choose the language you read Dapta Forms in. Preferences belong to you, not to the workspace: your choice follows your account into every workspace and every browser you sign in from. - [Appearance](https://docs.dapta.ai/dapta-forms/account/appearance.md): Switch the Dapta Forms admin between Dark and Light from the toggle in the left menu, and see why the theme you work in never changes what your respondents see. - [What respondents see](https://docs.dapta.ai/dapta-forms/respondent-experience.md): What a respondent sees when they open your public form: Slides vs one page, screens with several questions, the cover, progress styles, keyboard shortcuts, the Back button, validation errors, spam pro - [Developers](https://docs.dapta.ai/dapta-forms/developers.md): Dapta Forms is open source under the MIT license and you can run it on your own servers. This section points at the repository and covers self-hosting, the public API and the environment settings that - [Self-hosting](https://docs.dapta.ai/dapta-forms/developers/self-hosting.md): Run your own copy of Dapta Forms: the two apps, the Docker images, PostgreSQL in production, the handful of settings that matter and what changes when you leave the hosted forms.dapta.ai. - [Public API & rate limits](https://docs.dapta.ai/dapta-forms/developers/public-api.md): The unauthenticated endpoints behind every public Dapta Form: fetch a published form, upload a file, record a submission, a funnel event or a booking. Plus the error codes, the OpenAPI document, the p - [Feature flags & environment](https://docs.dapta.ai/dapta-forms/developers/environment-flags.md): The environment settings a self-hosted Dapta Forms deployment can change that your users actually notice: demo form seeding, premium features, the Made with Dapta Forms badge, deployment wide tracking - [Security & Privacy](https://docs.dapta.ai/dapta-forms/security-and-privacy.md): What Dapta Forms stores with a submission and what it never collects, how integration credentials are protected, how webhooks are signed, how the public form is rate limited and protected from bots, w - [FAQ](https://docs.dapta.ai/dapta-forms/faq.md): Short answers to the questions people ask most about Dapta Forms: pricing, accounts, language, timezone, editing a live form, screens, folders, spam, custom domains, QR codes, links, results, filters, - [Troubleshooting](https://docs.dapta.ai/dapta-forms/troubleshooting.md): Symptom, cause and fix for the problems that come up most in Dapta Forms: changes that are not live, a missing HubSpot contact, partials held by spam protection, human-check messages, a failed webhook - [Start here](https://docs.dapta.ai/flow-studio/flow-studio.md): Flow Studio is where you automate the work around your agents. What a flow is, what it is made of, and how to build your first one. - [Understanding the basics of AI integrations](https://docs.dapta.ai/flow-studio/understanding-the-basics-of-ai-integrations.md): Learn Flow Studio core vocabulary, API, integration, trigger, action and node, before you start connecting apps and building your first automation. - [Creating a New Flow in Flow Studio](https://docs.dapta.ai/flow-studio/creating-a-new-flow-in-flow-studio.md): Open Flow Studio, start from a template or build from scratch, name your flow, and add the triggers, actions, and nodes that make up your automation. - [Setting Up Triggers in Flow Studio](https://docs.dapta.ai/flow-studio/setting-up-triggers-in-flow-studio.md): Create a Flow Studio trigger by copying its Public Route URL and choosing an HTTP method, GET, POST, PUT, PATCH or DELETE, to start your workflow. - [Nodes](https://docs.dapta.ai/flow-studio/nodes.md) - [Dapta Phone Call](https://docs.dapta.ai/flow-studio/nodes/dapta-phone-call.md): Connect a Flow Studio automation to a Voice Agent: set the From and To numbers, choose the agent, and pass dynamic variables that personalize the call. - [Get a Record from Hubspot](https://docs.dapta.ai/flow-studio/nodes/get-a-record-from-hubspot.md): Use the Search Record node in Flow Studio to query HubSpot Companies, Contacts or Deals by ID, email or phone, and pick which properties to return. - [Gmail Node](https://docs.dapta.ai/flow-studio/nodes/gmail-node.md): The Gmail node sends automated emails from a Flow Studio flow once you authorize Gmail, then sends a test message in plain text or HTML. - [OpenAI Node](https://docs.dapta.ai/flow-studio/nodes/openai-node.md): Add the OpenAI node to a flow, run it on Dapta AI or your own OpenAI key, pick a GPT model, attach files and choose how the answer comes back. - [Claude Node](https://docs.dapta.ai/flow-studio/nodes/anthropic-node.md): Add the Claude node to a flow, run it on Dapta AI or your own Anthropic key, pick a Claude model, attach files and choose how the answer comes back. - [Google Gemini Node](https://docs.dapta.ai/flow-studio/nodes/google-gemini-node.md): Add the Google Gemini node to a flow, run it on Dapta AI or your own Gemini key, pick a model, attach files and choose how the answer comes back. - [Start here](https://docs.dapta.ai/integrations/integrations.md): Connect Dapta to the tools your business already runs on — CRMs, email, spreadsheets, chat and your own API. - [Meta Ads Conversions](https://docs.dapta.ai/integrations/meta-ads-conversions.md): Report Click-to-WhatsApp ad conversions back to Meta via the Conversions API so Meta can optimize ad delivery toward people who actually convert. - [Microsoft Outlook](https://docs.dapta.ai/integrations/microsoft-outlook.md): Manage Outlook email and calendar from Dapta, find free time slots, create or update meetings with Teams links, and send automated emails via OAuth. - [Microsoft Excel](https://docs.dapta.ai/integrations/microsoft-excel.md): Read, write, upsert and batch-update Excel rows on OneDrive or SharePoint from Dapta workflows, with formulas preserved and a 10,000-row API limit. - [Gmail](https://docs.dapta.ai/integrations/gmail.md) - [SMTP](https://docs.dapta.ai/integrations/smtp.md): Send emails from your own SMTP server, Gmail, Outlook, SendGrid, Mailgun, or AWS SES, directly from a Dapta flow instead of Dapta's shared sender. - [Google Sheets](https://docs.dapta.ai/integrations/google-sheets.md): Demo for configuring the google sheets integration - [HubSpot Private App Setup](https://docs.dapta.ai/integrations/hubspot-private-app-setup.md): Create a HubSpot Private App with the CRM scopes Dapta requires, then copy the API key immediately since HubSpot only shows it once. - [Notion](https://docs.dapta.ai/integrations/notion.md): Create a Notion integration, save its API key, and connect it to a workspace so Dapta can create databases and add new records via the Notion API. - [Salesforce](https://docs.dapta.ai/integrations/salesforce.md): Create a Salesforce Connected App with Full Access permissions and OAuth enabled, then use the client ID and secret to authenticate API requests. - [Slack](https://docs.dapta.ai/integrations/slack.md): How to connect Dapta and Slack - [Zoho](https://docs.dapta.ai/integrations/zoho.md): Generate a Zoho self-client auth code, exchange it for access and refresh tokens, and store them in Dapta so a template flow can refresh them hourly. - [Webhook Set Up](https://docs.dapta.ai/integrations/webhook-set-up.md): Allowlist all of Dapta's public IP addresses in your firewall or WAF so webhook deliveries for calls, Flow Studio, and AI Notetaker aren't silently blocked. - [Hubspot](https://docs.dapta.ai/integrations/hubspot.md): Set up a HubSpot integration by creating a Private App for an API key, then add that key as a credential inside Dapta's Flow Builder. - [Start here](https://docs.dapta.ai/product-guides/product-guides.md): Data Studio and the platform guides — where your data lives in Dapta, how to connect your own sources, and how to work with tables and APIs. - [Tables (Data Studio)](https://docs.dapta.ai/product-guides/data-studio-tables.md): Browse, connect, and manage your data in Dapta. Create your own DaptaDB database, link tables from databases you already have, view and edit records, and manage each table's fields and settings. - [Connecting Data Sources](https://docs.dapta.ai/product-guides/connecting-data-sources.md): Connect a data source in Dapta to build API endpoints on top of it without duplicating your data, since tables and collections are auto-detected. - [Connecting a PostgreSQL Database](https://docs.dapta.ai/product-guides/connecting-data-sources/connecting-a-postgresql-database.md): Connect a PostgreSQL database hosted on Google Cloud Platform to Dapta and build custom API endpoints on it without duplicating or caching your data. - [Connecting a MongoDB Database](https://docs.dapta.ai/product-guides/connecting-data-sources/connecting-a-mongodb-database.md): Connect a MongoDB database to Dapta and build custom API endpoints on top of it without duplicating your data or creating a separate cache. - [Connecting an API](https://docs.dapta.ai/product-guides/connecting-data-sources/connecting-an-api.md): Connect a third-party data source in Dapta to create custom API endpoints, without duplicating your data or creating a cache, just a live tunnel. - [Connecting a Database hosted in AWS](https://docs.dapta.ai/product-guides/connecting-data-sources/connecting-a-database-hosted-in-aws.md): Connect a PostgreSQL database hosted on AWS to Dapta and build custom API endpoints on top of it without duplicating or caching your data. - [Create an API](https://docs.dapta.ai/product-guides/create-an-api.md) - [Setup your Data Explorer Tables](https://docs.dapta.ai/product-guides/setup-your-data-explorer-tables.md): Build custom tables from your connected data sources in the Data Explorer, with filters, sorting, permissions, change logs, reports and edit notifications. - [Format your columns](https://docs.dapta.ai/product-guides/setup-your-data-explorer-tables/format-your-columns.md) - [Add filters and sort data](https://docs.dapta.ai/product-guides/setup-your-data-explorer-tables/add-filters-and-sort-data.md) - [Monitor changes in the data](https://docs.dapta.ai/product-guides/setup-your-data-explorer-tables/monitor-changes-in-the-data.md): Track exactly who changed what in your connected data sources, giving you version control style history over your databases in the Data Explorer. - [Set custom permissions](https://docs.dapta.ai/product-guides/setup-your-data-explorer-tables/set-custom-permissions.md) - [Setup your dashboard](https://docs.dapta.ai/product-guides/setup-your-dashboard.md) - [Dapta Auth](https://docs.dapta.ai/product-guides/dapta-auth.md): Reference for the Dapta Auth API: login, password change, and create, list, get, update or delete user endpoints, plus a downloadable Postman collection. - [How to Loop a List in Your Workflow](https://docs.dapta.ai/product-guides/how-to-loop-a-list-in-your-workflow.md): Automate tasks with Loop List. Iterate through lists, perform actions, and optimize workflows effortlessly. - [Text Agents Legacy](https://docs.dapta.ai/product-guides/text-agents-legacy.md) - [How to create your first text Agent](https://docs.dapta.ai/product-guides/text-agents-legacy/how-to-create-your-first-text-agent.md): Create a text agent by choosing its purpose, editing the prompt template, and training it on your business information via URLs or uploaded files. - [Setting up your first text agent](https://docs.dapta.ai/product-guides/text-agents-legacy/setting-up-your-first-text-agent.md): In this article, you will learn the initial setup steps required to configure your Dapta AI agent. - [Legacy: Testing your AI Agent](https://docs.dapta.ai/product-guides/text-agents-legacy/legacy-testing-your-ai-agent.md): In this episode, you'll discover how to efficiently run tests on your agent and debug it to ensure that it's responding according to your desired tone, style, and guidelines. - [How to embed your AI Agent to your website](https://docs.dapta.ai/product-guides/text-agents-legacy/how-to-embed-your-ai-agent-to-your-website.md): In this section, you will learn how to embed your AI agent into your website after thoroughly testing it. - [Viewing Your AI Agent's Chat History](https://docs.dapta.ai/product-guides/text-agents-legacy/viewing-your-ai-agents-chat-history.md): In this episode, we will explore the process of reviewing your AI agents' conversation chat history, allowing you to track interactions and analyze agent performance effectively. - [Start here](https://docs.dapta.ai/marketing-studio/marketing-studio.md): Marketing Studio turns your company context into a content pipeline — blog ideas, drafted articles, and posts for social. - [Setting Up Your Content Automation with Dapta’s Marketing Studio](https://docs.dapta.ai/marketing-studio/setting-up-your-content-automation-with-daptas-marketing-studio.md): It is very important to have a detailed context to generate an optimal result in content generation with AI. - [How are content ideas created in Dapta?](https://docs.dapta.ai/marketing-studio/how-are-content-ideas-created-in-dapta.md): See how Dapta mines your website and a competitor keyword-gap analysis to generate a 4 to 8 word keyword, title and description on the idea board. - [Managing your blog post Ideas](https://docs.dapta.ai/marketing-studio/managing-your-blog-post-ideas.md): Discover how to efficiently manage and refine your content ideas within Dapta. - [Approving or editing your Articles](https://docs.dapta.ai/marketing-studio/approving-or-editing-your-articles.md): Edit a blog draft directly by clicking its text, add a cover image, title, description, or focus keyword, then approve the post or reject it for more work. - [Turning your blog posts into LinkedIn Posts](https://docs.dapta.ai/marketing-studio/turning-your-blog-posts-into-linkedin-posts.md): Turn an approved blog post into a LinkedIn post, adjust its title, tone and hashtags, then schedule a publishing date and mark it published. --- # Agent Instructions This documentation is published with GitBook. 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