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Adapt helps customer success teams stay on top of customer relationships, track account health, and respond quickly to issues.

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Key Use Cases

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Account Health

Monitor customer health and identify risks. 
Which customers are at risk of churning?

Show me customers with declining usage

What's our overall customer health score?

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Support Analysis

Understand customer issues and feedback. 
What are the most common support issues this week?

Show me conversations with negative sentiment

Which customers have contacted support the most?

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Customer Research

Get context before customer meetings. 
Prepare me for my call with [customer] tomorrow

Summarize my recent interactions with [account]

What's the history with this customer?

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Example Questions

What customers haven't logged in for 30 days?

Show me accounts with expired credit cards

Which customers downgraded recently?

How many support tickets this week?

What bugs are customers reporting?

Find conversations about billing issues

What's the revenue from this customer?

Show me their product usage

What have we discussed in Slack about them?

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Key Integrations

IntegrationSecret NameWhat it enables
StripeSTRIPE_API_KEYRevenue, subscription status
HubSpotHUBSPOT_ACCESS_TOKENContact info, history
IntercomINTERCOM_ACCESS_TOKENSupport conversations
ZendeskSee docsTicket history
SnowflakeSee docsProduct usage data

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Getting Started

1

Connect Stripe

Add STRIPE_API_KEY for revenue data
2

Add support tools

Connect Intercom or Zendesk for support data
3

Try health analysis

Ask about at-risk customers

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Next Steps

Intercom Integration

Connect customer messaging

Stripe Integration

Connect revenue data