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Adapt is built on a simple but powerful framework: Ask, Understand, Act. This page explains the core concepts that make Adapt work.

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The Ask-Understand-Act Framework

1

Ask

You ask a question in natural language, just like you would ask a colleague. No SQL, no dashboards, no context-switching.
2

Understand

Adapt investigates across your connected tools and data sources, gathering the information needed to answer your question with cited sources.
3

Act

Based on the insights, Adapt can take action on your behalf—drafting communications, updating records, creating reports, or triggering workflows.

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AI Agents

At the heart of Adapt is an AI agent system. When you ask a question, an agent is dispatched to:
  1. Plan the steps needed to answer your question
  2. Query your connected data sources
  3. Analyze the results and synthesize insights
  4. Execute any requested actions
  5. Report back with findings and citations

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Agent Capabilities

Agents can use a variety of tools to accomplish tasks:
ToolDescription
IntegrationsRead and write to HubSpot, Slack, Linear, and other connected services
Data QueriesQuery Snowflake, Databricks, and other data sources
Web SearchSearch the internet for market research, competitive intel, and more
Code ExecutionRun Python, JavaScript, or shell scripts in a secure sandbox
Knowledge BaseAccess your organization’s stored knowledge and context

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Sub-Agents

For complex tasks, Adapt can spawn sub-agents to work in parallel. For example, a competitive analysis might involve:
  • One sub-agent researching Competitor A
  • Another sub-agent researching Competitor B
  • A third sub-agent pulling your own metrics for comparison
  • The main agent synthesizing all findings into a report

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Integrations

Integrations connect Adapt to your existing tools and data sources. This allows Adapt to synthsize insights across sources or take action on behalf of the user.

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Knowledge Base

The knowledge base stores persistent information that Adapt can reference in future conversations:
  • Business context: Your company’s metrics definitions, KPIs, and terminology
  • Procedures: Standard operating procedures and workflows
  • Facts: Key information about your business, customers, and products
  • Preferences: How your team likes reports formatted, which metrics matter most
You can add to the knowledge base explicitly (“Remember that Q4 starts in October for us”) or Adapt will learn over time from your conversations.

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Conversations & Threads

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Conversations

Each conversation with Adapt is a thread of messages. Adapt maintains context throughout the conversation, so you can:
  • Ask follow-up questions without repeating context
  • Drill down into specific details
  • Request different formats or perspectives
  • Build on previous analyses

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Thread Visibility

Conversations can be:
  • Private: Only visible to you
  • Shared: Visible to anyone in your organization

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Scheduled Tasks

Scheduled tasks automate recurring queries and actions: 
Every Monday at 9am:
1. Query last week's sales metrics
2. Compare to targets and previous week
3. Post summary to #sales-team in Slack
Tasks can be triggered by:
  • Schedule: Cron-based timing (daily, weekly, monthly)
  • Events: Webhooks from external systems

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Sandbox Execution

When Adapt needs to run code for data transformation, visualization, or complex analysis, it uses a secure sandbox environment:
  • Isolated: Each conversation runs in its own container
  • Network access: Can call external APIs as needed
  • Pre-installed tools: Python, Node.js, pandas, matplotlib, and more

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Next Steps

Your First Query

Walk through an example query step-by-step

Integrations

Connect your tools to unlock Adapt’s full potential