Documentation Index Fetch the complete documentation index at: https://adapt.com/docs/llms.txt
Use this file to discover all available pages before exploring further.
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.
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.
What You Can Ask 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?
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?
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?
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
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?”
Tips for Better Questions Be Specific About Time What was our revenue for Q4 2024?
How did signups change over the past 30 days?
What was our revenue? (which period?)
How are signups doing? (compared to what?)
Include Context Check HubSpot for deals that haven't been updated in 2 weeks
Look at our Snowflake data for customer cohort retention
Show me stale deals (from which system?)
What's our retention? (which metric definition?)
Show me a table of top customers by revenue
Create a chart of monthly growth rates
Give me 3 bullet points on pipeline health
Tell me about customers (how much detail?)
What's our growth? (in what format?)
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?
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.
What Happens Next After you ask, Adapt moves to the Understand phase:
Plans the steps needed to answer your questionQueries relevant data sourcesAnalyzes the resultsSynthesizes 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
