HubSpotCompany-wide · OAuthConnectedWhat the agent can do
Read contacts and deals
Update deals
Delete records
Who can use it
SalesRead and update
Customer successRead only
Interfaces
Connect the tools your agent needs. Use it where your team works.
Integrations give an agent access to company systems. Surfaces are where people ask it to do something and receive the result. Adapt brings both into the same company agent.
Priya Shah asks: “Fernhill hasn’t logged in for three weeks and renews next month. Find out why and fix it.” The same ask works from Slack, email or the workspace. Renewals reads Fernhill in HubSpot, Sentry and the renewal playbook, then replies: “Found it: Fernhill’s exports have been timing out since Sep 15. I’m on the fix.”
Surfaces
Meet your team in familiar places
Use the web app, Slack, or messaging. Choose the surfaces that fit how your team requests work and receives updates.
Ask in Slack or the web
Your team gives the agent a task.
Work with connected systems
The agent reads data and uses permitted tools.
Return the result
An answer, a file, or a completed action.
Integrations
Connect the work, not just the conversation.
Connect business systems
Give the agent the relevant data and actions from your CRM, documents, databases, and engineering tools.
Control access to tools
Decide which integrations people can use through the agent. Connect only what a workflow needs and review its access rules.
HubSpotCompany-wide · OAuthConnectedAn example
Prepare for a customer call without searching five tools.
Give a sales team a repeatable way to gather the context they need before a conversation.
Step 1
Ask for an account brief
Request the brief in Slack or the web, with the account and meeting context.
Step 2
Gather the relevant information
The agent uses approved CRM, support, and document integrations to assemble a draft.
Step 3
Review and share it
Check the sources, refine the brief, and send it to the people preparing for the call.
Start with the tools behind one workflow.
Choose a useful first task and connect the systems it depends on. Add more integrations and surfaces as the agent becomes useful to more of your team.