Changelog

Setup checklist

A guided three-step checklist on the chat empty state helps new users discover apps, scheduled tasks, and integrations.

Bruno QuaresmaBruno Quaresma

New users now see a Complete your setup card on the chat empty state that walks them through Adapt's three highest-leverage features: building an app, setting up a scheduled task, and connecting an integration. Each step links straight into the action that completes it.

How it works

The checklist appears under the composer the first time you open Adapt and stays visible until every step is done or you dismiss it. Progress is tracked per organization, so the moment your team creates an app, schedules a task, or connects an integration, that step is marked complete with a checkmark.

The three steps are:

  • Create an app — kicks off a chat that helps you build your first internal tool with Adapt
  • Create a scheduled task — kicks off a chat that proposes automations based on your integrations and recent activity
  • Add integrations — opens Settings > Integrations so you can connect the tools Adapt should pull context from

Click any incomplete step to jump straight into it. Completed steps stay visible with a strike-through so you can see your progress at a glance.

Why it matters

Most new Adapt users start by asking questions, then discover apps, scheduled tasks, and integrations later — sometimes much later. The checklist makes those three capabilities visible from the first session, with a clear path to try each one. Teams that connect at least one integration and ship one app or task in their first session get meaningfully more value out of Adapt.

Dismissing it

Click Dismiss in the top-right of the card to hide it permanently for your account. The dismissal is per-user, so other people in your organization will still see it until they finish or dismiss it themselves.

Get started with up to $300 in credits for you and your team.