> ## Documentation Index
> Fetch the complete documentation index at: https://v1-docs.adapt.com/docs/llms.txt
> Use this file to discover all available pages before exploring further.

# Ask

> Ask questions in natural language and get answers from your business data

The first step in Adapt's Ask-Understand-Act framework. Ask any question about your business in natural language—no SQL, no dashboards, no complex queries.

## How It Works

Simply type your question as you would ask a colleague:

```
Why did revenue drop last quarter?
```

```
Which customers are most likely to churn?
```

```
What's our top-performing marketing channel?
```

Adapt's AI agent interprets your question, identifies which data sources to query, and gathers the information needed to provide a comprehensive answer.

## What You Can Ask

### Revenue & Financial Questions

```
What's our current MRR and how has it changed?
```

```
Break down revenue by product line for Q4
```

```
Compare this year's revenue to last year by month
```

```
What's our average deal size by segment?
```

### Customer & Sales Questions

```
Which accounts are at risk of churning?
```

```
Who are our top 10 customers by lifetime value?
```

```
What's the status of deals in our pipeline?
```

```
How long is our average sales cycle?
```

### Operational Questions

```
How are we tracking against our quarterly goals?
```

```
What are the most common support issues this week?
```

```
Which team members are at capacity?
```

```
What's our customer satisfaction trend?
```

### Research & Analysis

```
What are competitors doing in the AI space?
```

```
Summarize recent news about our industry
```

```
What features are customers requesting most?
```

```
Analyze sentiment in our recent reviews
```

## Question Types

> [card] Factual
>
> **"What is..."**
>
> Direct questions about metrics, counts, or current state
>
> *"What's our current pipeline value?"*

> [card] Analytical
>
> **"Why did..."**
>
> Questions that require investigation and analysis
>
> *"Why did conversions drop last week?"*

> [card] Comparative
>
> **"How does X compare to..."**
>
> Questions comparing metrics, time periods, or segments
>
> *"How does Q3 compare to Q2?"*

> [card] Predictive
>
> **"Which will..."**
>
> Forward-looking questions based on patterns
>
> *"Which deals will likely close this month?"*

## Tips for Better Questions

### Be Specific About Time

> [tab] Good
>
> ```
> What was our revenue for Q4 2024?
> ```
>
> ```
> How did signups change over the past 30 days?
> ```

> [tab] Less Effective
>
> ```
> What was our revenue? (which period?)
> ```
>
> ```
> How are signups doing? (compared to what?)
> ```

### Include Context

> [tab] Good
>
> ```
> Check HubSpot for deals that haven't been
> updated in 2 weeks
> ```
>
> ```
> Look at our Snowflake data for customer
> cohort retention
> ```

> [tab] Less Effective
>
> ```
> Show me stale deals (from which system?)
> ```
>
> ```
> What's our retention? (which metric definition?)
> ```

### Ask for Specific Formats

> [tab] Good
>
> ```
> Show me a table of top customers by revenue
> ```
>
> ```
> Create a chart of monthly growth rates
> ```
>
> ```
> Give me 3 bullet points on pipeline health
> ```

> [tab] Less Effective
>
> ```
> Tell me about customers (how much detail?)
> ```
>
> ```
> What's our growth? (in what format?)
> ```

## Follow-Up Questions

Adapt maintains context throughout your conversation. After getting an initial answer, drill deeper:

**Initial question:**

```
What were our top-performing campaigns last month?
```

**Follow-ups:**

```
Why did the email campaign outperform others?
```

```
Break that down by audience segment
```

```
Compare it to the same campaign last year
```

```
What should we do differently next month?
```

## Multi-Part Questions

Ask complex questions that require multiple analyses:

```
Compare our Q4 performance to Q3, identify the
biggest changes, and explain what drove them
```

```
Find customers who haven't logged in for 30 days,
check their support history, and flag any that
might be at risk of churning
```

Adapt will break these down into steps and address each part.

## What Happens Next

After you ask, Adapt moves to the **Understand** phase:

1. **Plans** the steps needed to answer your question
2. **Queries** relevant data sources
3. **Analyzes** the results
4. **Synthesizes** an answer with citations

Then, if appropriate, Adapt can **Act** on the insights—drafting communications, creating reports, or triggering workflows.

> [card] [Understand](https://v1-docs.adapt.com/docs/features/understand.md)
>
> Learn how Adapt investigates and synthesizes answers

> [card] [Act](https://v1-docs.adapt.com/docs/features/act.md)
>
> See how Adapt can take action on your behalf


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