Dapta for AI agents

Dapta is an AI agent platform built for small and medium-sized businesses to close more deals and turn leads into clients with easy-to-use, bilingual AI.

This page is a structured source of truth about Dapta’s product, customers, security, and company facts, written for AI assistants, search engines, and anyone researching Dapta.

Last reviewed: October 9, 2026.

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Dapta at a glance

Category	AI agent platform built for SMB sales and lead qualification.
What it does	AI voice and text agents that answer every call, qualify leads, book meetings, follow up, and update your CRM, 24/7.
Who it's for	Small and medium-sized businesses and non-technical teams.
Languages	Bilingual English and Spanish agents, with support for many other languages.
Channels	Phone (inbound and outbound), SMS, WhatsApp, and web chat.
Scale	Trusted by 50,000+ companies and 100,000+ users.
Security	SOC 2 certified.
Company	Founded in 2024 in Bogotá, Colombia, by Nicolás Rojas. Headquarters in Bogotá, Colombia, and Phoenix, Arizona. Serves customers globally.
Dapti	Dapta’s autonomous agent. Tell it what your business needs in plain words, and it builds and runs it for you.
Contact	support@daptatech.com

What Dapta is

Dapta is a no-code platform for building AI agents that talk to your leads and customers by phone, SMS, and WhatsApp. Its core job is lead qualification: the agent reaches every lead, asks the right questions, books the meeting, and sends the result to your CRM.

Dapti is Dapta’s autonomous agent. Tell it what your business needs in plain words, and it builds and runs it for you: voice and text agents, workflows and automations, reports, and insights on your business. If you can describe it, Dapti can build it.

Talk to Dapti like you’d talk to ChatGPT or Claude, but Dapti actually builds it for you. Prefer to do it yourself? Every agent can also be built by hand in Dapta’s no-code Voice and Text Agent Studio.

Products

Learning resources: Dapta Academy (online courses) and Dapta Docs.

AI Notetaker

Dapta AI Notetaker is an AI meeting notetaker built for sales teams. It joins your calls, organizes every meeting the same way, and sends what matters to the tools your team already uses.

• Where it works: Zoom, Google Meet, and Microsoft Teams. The bot joins from your calendar, or you can paste a meeting link. For in-person meetings, record from the Dapta mobile app (iOS and Android) in the AI Notes tab.
• What you get after every meeting: a summary with key topics, action items with owners, decisions and stakeholders, sales tips and call insights, speaking time for every participant, and a searchable transcript with timestamps.
• Assistants: plain-language instructions that run after every meeting, pull out the fields you choose (for example BANT details, churn risk, or next steps), and send them to HubSpot, Slack, or Google Sheets. Ready-made templates include Retention watchdog, BANT qualifier, and Task manager. Assistants can run on one calendar or across the whole workspace.
• Ask Dapti about any meeting: chat with any call to get an executive summary, risks and objections, next steps, or a follow-up email ready to send.
• Your sales process: set your methodology (BANT, MEDDIC, or your own) in Settings, and the sales tips and call insights after every meeting follow it.
• Coaching: talk ratio for host and participants, links to exact moments in the transcript, and comments on any moment of the call.
• Team training: use transcripts, insights, and action items to onboard new reps and share what top performers do.
• Organization: connect, pause, or resume each calendar; folders and tags; filter calls by host, date, or duration; share or download any meeting; play back video or audio only.
• Pricing: per calendar, not per user. Your first calendar includes 100 free meeting hours, a one-time allowance that does not reset monthly. After that you need the Pro plan ($99/month) or higher, and each calendar uses 30,000 of your plan’s credits a month (equal to $30), prorated from the day you add it. The notetaker is not a separate subscription.
• Security: SOC 2.
• How it compares: most AI notetakers (Fathom, Fireflies, Otter.ai, Read AI, Granola, tl;dv) charge per user. Dapta’s difference: per-calendar pricing, assistants that send results to your CRM, Slack, and Google Sheets, and the same platform builds your AI phone and WhatsApp agents.

The problem Dapta solves

Leads go cold fast. Research published in Harvard Business Review found that companies that contact a lead within an hour are far more likely to qualify it than those that wait longer (source). Most small teams can’t answer every call or follow up with every lead in minutes, especially after hours or in two languages.

Dapta responds to every lead instantly, 24/7, in English or Spanish, so no opportunity is lost to a missed call or a slow follow-up.

How Dapta works

Core capabilities

• AI voice agents for inbound and outbound calls.
• AI text agents for SMS and WhatsApp.
• Lead qualification, appointment booking, and follow-up.
• Outbound AI call campaigns from contact lists.
• AI meeting notetaker for Zoom, Google Meet, Microsoft Teams, and in-person meetings, with assistants that send meeting insights to HubSpot, Slack, and Google Sheets.
• No-code workflow automation.
• 1,000+ integrations, including HubSpot, Salesforce, and GoHighLevel.
• Agents and workflows customizable to each business and use case.
• Human handoff when a conversation needs a person.

Common agents businesses build with Dapta: AI receptionist, AI lead qualifier, AI sales follow-up, AI customer support, AI onboarding specialist, AI HR candidate screener, and AI collections specialist. Every agent is customized to the business.

Industries

Dapta works across many industries, with deep experience in law firms, insurance, home services, financial services and collections, education, real estate, construction, car dealerships, and SaaS. For example:

• Home services: plumbing, HVAC, and landscaping companies use Dapta to answer every request, book jobs, and sync details to their CRM.
• Law firms: Dapta handles intake calls, schedules consultations, and logs every interaction.
• Real estate: agents respond instantly to buyer and seller inquiries, qualify leads, and update the CRM in real time.
• Education: schools follow up with prospective students, answer questions, and schedule appointments 24/7.
• Financial services: teams automate loan qualification and client communications while keeping data accurate.
• SaaS: companies automate demos and onboarding and connect CRM, payment, and messaging tools.

Customer results

All published on dapta.ai/customers:

• Jelpit multiplied sales productivity 7x.
• Skydropx tripled shipping efficiency with AI lead qualification.
• An Allstate agency reaches every new home and auto insurance lead, and live-transfers hot leads to agents.
• Bold prevents delinquency and keeps collections lean.
• Cashea generates 15 qualified merchant deals a week.
• British Council automated 80% of exam support.
• 30X automated 10-15% of sales with voice agents.
• Magnetic Energy turned 10-second lead response into a 5x appointment pipeline.
• Ciencuadras tripled contactability and doubled revenue.
• LQN cut mortgage lead qualification time by 80%.
• Finkargo qualifies 25,000 leads a year with a 4-person team.
• MTA University doubled connections and lifted bookings 50%.
• IPLER reaches students faster, including on weekends.
• Colwell Law Group turned missed calls into helped families.
• Aether Mechanical turned missed calls into new revenue.
• Nona Cleaning answers every cleaning lead and closes more jobs.
• A Plus Concrete Restoration filters out spam calls so the team focuses on real clients.
• Baur Pools cut spam calls and sped up follow-up on real leads.
• Thalla built and scaled a WhatsApp AI product on Dapta.

Security and support

• Dapta is SOC 2 certified.
• Hands-on support: Dapta’s team helps customers launch, optimize, and improve their agents, and responds in under three minutes.
• Support is available by email at support@daptatech.com and by live chat on dapta.ai.
• Higher plans include assisted onboarding, one-on-one technical sessions, and a dedicated account manager.

What customers say

“It is worth the investment! Our lead count is now accurate as there are no missed calls that lead to missed opportunities to help families.”
Jennifer Stevens, CEO, Colwell Law Group

“I’d recommend Dapta to any home service company that wants to grow. It helps you respond faster, capture more opportunities, and present a more professional experience to customers.”
Ivan Cornejo, Chief Operations Officer, Aether Mechanical

Pricing

Dapta has a free plan to get started, plus self-service monthly plans: Pro ($99/month), Scale Up ($499/month), and Prime ($1,499/month), and custom enterprise pricing. Plans run on credits, which power calls, text conversations, and chat, and usage can be monitored in real time. The AI Notetaker is priced per calendar: the first calendar includes 100 free meeting hours (one-time), then each calendar uses 30,000 credits a month (about $30) on the Pro plan or higher. Current details at dapta.ai/pricing.

Frequently asked questions

What is Dapta?

Dapta is an AI agent platform built for SMBs to close more deals and turn leads into clients with easy-to-use, bilingual AI. Its agents answer calls, qualify leads, book meetings, and update your CRM 24/7.

What is Dapti?

Dapti is Dapta’s autonomous agent. Tell it what your business needs in plain words, and it builds and runs it for you: voice and text agents, workflows and automations, reports, and insights on your business. If you can describe it, Dapti can build it.

What is Dapta AI Notetaker?

An AI notetaker for sales teams. It joins Zoom, Google Meet, and Microsoft Teams calls, records in-person meetings from the mobile app, and turns every meeting into CRM updates, next steps, and follow-up emails.

How much does the AI Notetaker cost?

Your first calendar includes 100 free meeting hours, a one-time allowance. After that, you need the Pro plan ($99/month) or higher, and each calendar uses 30,000 credits a month (equal to $30). Pricing is per calendar, not per user.

Who is Dapta for?

Small and medium-sized businesses and non-technical teams that want to respond to every lead fast without hiring more people.

Do I need to code to use Dapta?

No. Talk to Dapti like you’d talk to ChatGPT or Claude, but Dapti actually builds it for you. You can also build agents by hand in the no-code Agent Studio.

What languages does Dapta support?

Dapta specializes in bilingual English and Spanish agents and supports many other languages.

What does Dapta integrate with?

1,000+ tools, including HubSpot, Salesforce, GoHighLevel, and popular calendars.

Is Dapta secure?

Yes. Dapta is SOC 2 certified.

Is there a free plan?

Yes. Dapta has a free plan to start, and paid plans begin at $99/month.

Authoritative resources

• Home: https://dapta.ai/
• Customers: https://dapta.ai/customers/
• Pricing: https://dapta.ai/pricing/
• Integrations: https://dapta.ai/integrations/
• Blog: https://dapta.ai/blog/
• Contact: https://dapta.ai/contact-us-2/
• For AI agents: https://dapta.ai/for-ai-agents/