Understand

The second step in Adapt’s Ask-Understand-Act framework. After you ask a question, Adapt investigates across your connected data sources to provide trusted, cited answers.

How Adapt Investigates

When you ask a question, Adapt’s AI agent:

Plans the approach

Determines which data sources to query and what information is needed

Gathers data

Queries your connected tools—Snowflake, HubSpot, Stripe, etc.

Analyzes results

Processes the data, performs calculations, and identifies patterns

Synthesizes answer

Combines findings into a clear, comprehensive response with citations

Trusted Answers

Source Citations

Every answer includes citations to the data sources used:

Your MRR grew 12% last month, from $98,400 to $110,200.

Sources:
• Stripe subscription data (as of today)
• 47 active subscriptions analyzed

You can always trace an insight back to its source.

Data Transparency

When Adapt queries your data, you can see:

Which tools were accessed
What queries were run
Raw data that informed the answer

Click “Show details” on any response to see the full investigation.

Multi-Source Analysis

Adapt can combine data from multiple sources in a single answer: Question:

Which customers are at risk of churning?

Adapt investigates:

Source	Data Retrieved
Stripe	Payment history, failed charges, plan changes
HubSpot	Last contact, support tickets, engagement score
Product DB	Login frequency, feature usage, activity trends
Intercom	Recent conversations, sentiment

Combined insight:

accounts show churn risk signals:

Acme Corp - No login in 45 days, 3 open support tickets
Beta Inc - Downgraded plan, payment failed twice
Gamma LLC - Usage dropped 80% this month
...

Analysis Capabilities

Data Processing

Adapt can process and transform data:

Aggregations (sum, average, count)
Grouping and segmentation
Time-series analysis
Percentage calculations
Trend identification

Statistical Analysis

For deeper questions, Adapt performs statistical analysis:

Correlation analysis
Cohort comparisons
Significance testing
Forecasting and projections

Code Execution

When complex analysis is needed, Adapt runs code in a secure sandbox:

# Adapt might run analysis like this:
import pandas as pd

# Load and process data
df = pd.read_csv('sales_data.csv')
monthly = df.groupby('month')['revenue'].sum()
growth = monthly.pct_change()

# Calculate insights
avg_growth = growth.mean()
best_month = growth.idxmax()

You can see the code that was executed and verify the logic.

Visualization

Adapt automatically generates visualizations when helpful:

Charts

Request specific chart types:

Show me a line chart of revenue by month

Create a bar chart comparing regions

Visualize the distribution of deal sizes

Tables

Complex data is formatted into sortable, searchable tables:

Customer	Revenue	Growth	Risk Score
Acme Corp	$45,000	+12%	Low
Beta Inc	$32,000	-5%	Medium
Gamma LLC	$28,000	-15%	High

Dashboards

For comprehensive views, Adapt can create multi-visualization dashboards combining charts, tables, and key metrics.

Web Research

For questions requiring external information, Adapt searches the web:

What are the latest trends in B2B SaaS pricing?

Adapt will:

Search for recent articles and reports
Extract relevant information
Summarize findings with source links
Combine with your internal data if relevant

For questions that need more than ordinary web pages, Adapt can also draw from specialized, structured research sources. These cover company and people intelligence, website traffic and competitor data, public-market data and news, US business verification, product catalogs, podcast transcripts, and travel pricing. Adapt selects the sources that fit the task, checks the findings against the open web, and returns one cited answer. Deeper research sources are available on paid plans and active pilots. You don’t need another account or integration, and usage is billed in credits like other Adapt work.

Deep Research

For complex research questions, Adapt can spawn sub-agents to investigate in parallel: Question:

Do a competitive analysis of our top 3 competitors

Adapt’s approach:

Sub-agent 1: Research Competitor A
Sub-agent 2: Research Competitor B
Sub-agent 3: Research Competitor C
Main agent: Synthesize findings into comparison

This parallel approach delivers comprehensive research faster.

Knowledge Base

Adapt maintains a knowledge base of your organization’s context:

Definitions: How you define metrics like “active user” or “MRR”
Business rules: Your fiscal year, quota structures, etc.
Preferences: How you like reports formatted
History: Learnings from past conversations

This context helps Adapt give more relevant, accurate answers. Learn how to manage this context in the Knowledge guide.

Verification

For critical insights, Adapt can verify claims:

Cross-reference multiple data sources
Check for data quality issues
Flag any inconsistencies
Note confidence levels

Revenue grew 15% last quarter.

Verification:
✓ Confirmed in Stripe data
✓ Matches Snowflake records
✓ Consistent with HubSpot deal data
Confidence: High

Next Steps

Once Adapt understands your question and provides an answer, you can:

Ask Follow-Ups

Drill deeper with follow-up questions—context is maintained

Take Action

Have Adapt act on the insights—draft emails, update records, etc.

Getting Started

Platform Access

Core Features

How Adapt Investigates

Trusted Answers

Source Citations

Data Transparency

Multi-Source Analysis

Analysis Capabilities

Data Processing

Statistical Analysis

Code Execution

Visualization

Charts

Tables

Dashboards

Web Research

Deep Research

Knowledge Base

Verification

Next Steps

Ask Follow-Ups

Take Action

​How Adapt Investigates

​Trusted Answers

​Source Citations

​Data Transparency

​Multi-Source Analysis

​Analysis Capabilities

​Data Processing

​Statistical Analysis

​Code Execution

​Visualization

​Charts

​Tables

​Dashboards

​Web Research

​Deep Research

​Knowledge Base

​Verification

​Next Steps

Ask Follow-Ups

Take Action

How Adapt Investigates

Trusted Answers

Source Citations

Data Transparency

Multi-Source Analysis

Analysis Capabilities

Data Processing

Statistical Analysis

Code Execution

Visualization

Charts

Tables

Dashboards

Web Research

Deep Research

Knowledge Base

Verification

Next Steps