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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 Adapt Slack app brings AI-powered insights directly into your team’s conversations. Ask questions, get answers, and take action without leaving Slack.

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Installation

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Add to Your Workspace

1

Start installation

Go to Settings > Integrations > Slack in the Adapt web app, or click the Add to Slack button
2

Authorize

Review the permissions and click Allow to add Adapt to your workspace
3

Configure

Select which channels Adapt can access (you can change this later)

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Permissions Required

Adapt requests these Slack permissions:
PermissionWhy It’s Needed
Read messagesTo understand questions and context
Send messagesTo respond to your questions
Access filesTo analyze uploaded spreadsheets and documents
View workspace infoTo identify users and channels

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Using Adapt in Slack

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Direct Messages

Message @Adapt directly for private conversations: 
You: @Adapt What's our current MRR?

Adapt: Based on your Stripe data, your current MRR is $127,450.
That's up 8.3% from last month ($117,650).

Top contributors to growth:
• 12 new subscriptions (+$8,400)
• 3 upgrades (+$2,100)
• 2 churned accounts (-$700)

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Channel Mentions

Mention @Adapt in any channel to get insights visible to the team: 
#sales-team

Sarah: How are we tracking against Q4 targets?

@Adapt: Q4 Sales Progress (as of today):

📊 Overall: $892K / $1.2M (74.3%)
• Enterprise: $523K / $600K (87.2%) ✅
• Mid-Market: $284K / $400K (71.0%)
• SMB: $85K / $200K (42.5%) ⚠️

17 business days remaining in quarter.
Need $308K more to hit target ($18.1K/day).

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Thread Replies

Keep complex discussions organized in threads: 
Main channel: Q4 Planning Discussion

Thread:
You: @Adapt What's our biggest growth opportunity?
Adapt: Based on your data, the mid-market segment shows the highest potential...

Colleague: What about international expansion?
@Adapt: Looking at your geographic data...

You: Summarize this into action items
@Adapt: Here are the key action items from this discussion...

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Features

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File Analysis

Adapt can also generate images from a prompt or edit images you share in a thread. Just ask — the result is posted back into the conversation. Drop files into your conversation for instant analysis: Supported formats:
  • CSV and Excel spreadsheets
  • PDF documents
  • JSON data files
  • Images and screenshots
You: [uploads Q3_sales_data.csv]
@Adapt analyze this and find any trends

Adapt: Analysis of Q3 Sales Data:

Key findings:
1. Revenue peaked in August (+23% vs July)
2. Enterprise deals have 40% longer cycle times
3. West region outperformed by 15%
...

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Scheduled Reports

Set up automated reports delivered to Slack channels: 
You: @Adapt Every Monday at 9am, post a weekly sales summary to this channel

Adapt: ✅ Scheduled! I'll post a weekly sales summary here every Monday at 9:00 AM.

The report will include:
• Total revenue vs target
• Top deals closed
• Pipeline changes
• Rep performance highlights

Want me to adjust what's included?

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Quick Actions

Adapt can take actions directly from Slack: 
You: @Adapt Draft a follow-up email to Acme Corp about their renewal

Adapt: Here's a draft follow-up email:

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Subject: Acme Corp Renewal - Next Steps

Hi [Contact],

I wanted to follow up on your upcoming renewal on [date].
Based on your usage over the past year...
---

Want me to adjust the tone or add anything specific?

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Proactive responses

By default, every channel and thread stays in @-mention only mode — Adapt only responds when you tag it, exactly the behavior that already existed. To let Adapt jump in on its own, opt a channel or thread into a different trigger mode by tagging Adapt and describing when it should respond: 
@Adapt respond to any top-level message reporting a bug,
but skip casual chatter and emoji reactions.
Three modes are available:
ModeBehavior
@-mention onlyDefault. Adapt only responds when explicitly tagged. Same as before this feature shipped.
SmartYou write a one-line policy in plain English. Adapt evaluates each new message against the policy and replies when it matches.
Always respondAdapt replies to every message in the scope. Best for dedicated agent channels.
Trigger modes can be set at the channel level or overridden per thread. Thread-level settings take precedence, so you can opt a single thread out of a noisy channel — or the other way around. To change or revert a mode, just tag @Adapt again and tell it what you want. Example smart policies
  • “Respond to any top-level message announcing that something was shipped, released, or rolled out to production.”
  • “Respond when a customer asks a how-to question about pricing or onboarding.”
  • “Respond to top-level bug reports, including screenshots, screen recordings, and short messages like ‘broken’ or ‘doesn’t work’.”
A useful pattern for busy general or team channels is to scope behavior by message location, so Adapt stays out of side conversations between teammates:
“Only reply as a top-level message when you’re tagged. In a thread, reply to messages — but only ones where it’s clear humans aren’t talking to other humans.”
Smart mode is most powerful when paired with skills and scheduled tasks: the policy decides when to wake Adapt up, and the skill decides what to do once it’s awake.

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Best Practices

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When to Use Slack vs Web App

Use Slack when…Use the web app when…
Quick questionsDeep analysis sessions
Team discussionsComplex multi-step tasks
Sharing insights publiclyPrivate research
Getting notifiedManaging integrations

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Tips for Better Responses

“Check HubSpot for…” or “Look at our Snowflake data for…”
“Last week”, “Q4 2024”, “Past 30 days”
“Show me a table”, “Summarize in bullet points”, “Create a chart”
Keep related questions in the same thread to maintain context

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Channel Configuration

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Adding Adapt to Channels

Invite Adapt to channels where you want it available:
  1. Go to the channel
  2. Type /invite @Adapt
  3. Adapt can now respond to mentions in that channel

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Restricting Access

Control which channels Adapt can access:
  1. Go to Settings > Integrations > Slack in the web app
  2. Select Manage Channels
  3. Choose allowed or blocked channels

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Troubleshooting

  • Make sure Adapt is invited to the channel
  • Check that you’re mentioning @Adapt correctly
  • Verify the Slack integration is connected in Settings
  • Ensure the relevant integration is set up (e.g., Snowflake, HubSpot)
  • Check your organization’s permissions
  • Complex queries take longer to process
  • Large file uploads require more analysis time

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Next Steps

Set Up Integrations

Connect data sources for richer Slack responses

Scheduled Tasks

Automate reports to Slack channels