> ## 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. # Slack App > Chat with Adapt directly in your Slack workspace The Adapt Slack app brings AI-powered insights directly into your team's conversations. Ask questions, get answers, and take action without leaving Slack. ## Installation ### Add to Your Workspace Go to **Settings > Integrations > Slack** in the Adapt web app, or click the **Add to Slack** button Review the permissions and click **Allow** to add Adapt to your workspace Select which channels Adapt can access (you can change this later) ### Permissions Required Adapt requests these Slack permissions: | Permission | Why It's Needed | | ----------------------- | ---------------------------------------------- | | **Read messages** | To understand questions and context | | **Send messages** | To respond to your questions | | **Access files** | To analyze uploaded spreadsheets and documents | | **View workspace info** | To identify users and channels | ## Using Adapt in Slack ### 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) ``` ### 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). ``` ### 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... ``` ## Features ### 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% ... ``` ### 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? ``` ### 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: --- 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? ``` ### 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: | Mode | Behavior | | -------------------- | ------------------------------------------------------------------------------------------------------------------------------ | | **`@-mention only`** | Default. Adapt only responds when explicitly tagged. Same as before this feature shipped. | | **Smart** | You write a one-line policy in plain English. Adapt evaluates each new message against the policy and replies when it matches. | | **Always respond** | Adapt 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](/features/skills) and [automations](/features/automations): the policy decides when to wake Adapt up, and the skill decides what to do once it's awake. ## Best Practices ### When to Use Slack vs Web App | Use Slack when... | Use the web app when... | | ------------------------- | ------------------------ | | Quick questions | Deep analysis sessions | | Team discussions | Complex multi-step tasks | | Sharing insights publicly | Private research | | Getting notified | Managing integrations | ### 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 ## Channel Configuration ### 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 ### 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 ## 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 ## Next Steps Connect data sources for richer Slack responses Automate reports to Slack channels