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The first step in Adapt’s Ask-Understand-Act framework. Ask any question about your business in natural language—no SQL, no dashboards, no complex queries.

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How It Works

Simply type your question as you would ask a colleague: 
Why did revenue drop last quarter?

Which customers are most likely to churn?

What's our top-performing marketing channel?
Adapt’s AI agent interprets your question, identifies which data sources to query, and gathers the information needed to provide a comprehensive answer.

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What You Can Ask

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Revenue & Financial Questions

What's our current MRR and how has it changed?

Break down revenue by product line for Q4

Compare this year's revenue to last year by month

What's our average deal size by segment?

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Customer & Sales Questions

Which accounts are at risk of churning?

Who are our top 10 customers by lifetime value?

What's the status of deals in our pipeline?

How long is our average sales cycle?

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Operational Questions

How are we tracking against our quarterly goals?

What are the most common support issues this week?

Which team members are at capacity?

What's our customer satisfaction trend?

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Research & Analysis

What are competitors doing in the AI space?

Summarize recent news about our industry

What features are customers requesting most?

Analyze sentiment in our recent reviews

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Question Types

Factual

“What is…”Direct questions about metrics, counts, or current state“What’s our current pipeline value?”

Analytical

“Why did…”Questions that require investigation and analysis“Why did conversions drop last week?”

Comparative

“How does X compare to…”Questions comparing metrics, time periods, or segments“How does Q3 compare to Q2?”

Predictive

“Which will…”Forward-looking questions based on patterns“Which deals will likely close this month?”

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Tips for Better Questions

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Be Specific About Time

What was our revenue for Q4 2024?

How did signups change over the past 30 days?

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Include Context

Check HubSpot for deals that haven't been
updated in 2 weeks

Look at our Snowflake data for customer
cohort retention

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Ask for Specific Formats

Show me a table of top customers by revenue

Create a chart of monthly growth rates

Give me 3 bullet points on pipeline health

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Follow-Up Questions

Adapt maintains context throughout your conversation. After getting an initial answer, drill deeper: Initial question: 
What were our top-performing campaigns last month?
Follow-ups: 
Why did the email campaign outperform others?

Break that down by audience segment

Compare it to the same campaign last year

What should we do differently next month?

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Multi-Part Questions

Ask complex questions that require multiple analyses: 
Compare our Q4 performance to Q3, identify the
biggest changes, and explain what drove them

Find customers who haven't logged in for 30 days,
check their support history, and flag any that
might be at risk of churning
Adapt will break these down into steps and address each part.

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What Happens Next

After you ask, Adapt moves to the Understand phase:
  1. Plans the steps needed to answer your question
  2. Queries relevant data sources
  3. Analyzes the results
  4. Synthesizes an answer with citations
Then, if appropriate, Adapt can Act on the insights—drafting communications, creating reports, or triggering workflows.

Understand

Learn how Adapt investigates and synthesizes answers

Act

See how Adapt can take action on your behalf