> ## 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.

# Understand

> How Adapt investigates your questions and delivers trusted answers

The second step in Adapt's Ask-Understand-Act framework. After you ask a question, Adapt investigates across your connected data sources to provide trusted, cited answers.

## How Adapt Investigates

When you ask a question, Adapt's AI agent:

<Steps>
  <Step title="Plans the approach">
    Determines which data sources to query and what information is needed
  </Step>

  <Step title="Gathers data">
    Queries your connected tools—Snowflake, HubSpot, Stripe, etc.
  </Step>

  <Step title="Analyzes results">
    Processes the data, performs calculations, and identifies patterns
  </Step>

  <Step title="Synthesizes answer">
    Combines findings into a clear, comprehensive response with citations
  </Step>
</Steps>

## Trusted Answers

### Source Citations

Every answer includes citations to the data sources used:

```
Your MRR grew 12% last month, from $98,400 to $110,200.

Sources:
• Stripe subscription data (as of today)
• 47 active subscriptions analyzed
```

You can always trace an insight back to its source.

### Data Transparency

When Adapt queries your data, you can see:

* **Which tools** were accessed
* **What queries** were run
* **Raw data** that informed the answer

Click "Show details" on any response to see the full investigation.

## Multi-Source Analysis

Adapt can combine data from multiple sources in a single answer:

**Question:**

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

**Adapt investigates:**

| Source         | Data Retrieved                                  |
| -------------- | ----------------------------------------------- |
| **Stripe**     | Payment history, failed charges, plan changes   |
| **HubSpot**    | Last contact, support tickets, engagement score |
| **Product DB** | Login frequency, feature usage, activity trends |
| **Intercom**   | Recent conversations, sentiment                 |

**Combined insight:**

```
5 accounts show churn risk signals:

1. Acme Corp - No login in 45 days, 3 open support tickets
2. Beta Inc - Downgraded plan, payment failed twice
3. Gamma LLC - Usage dropped 80% this month
...
```

## Analysis Capabilities

### Data Processing

Adapt can process and transform data:

* Aggregations (sum, average, count)
* Grouping and segmentation
* Time-series analysis
* Percentage calculations
* Trend identification

### Statistical Analysis

For deeper questions, Adapt performs statistical analysis:

* Correlation analysis
* Cohort comparisons
* Significance testing
* Forecasting and projections

### Code Execution

When complex analysis is needed, Adapt runs code in a secure sandbox:

```python theme={null}
# Adapt might run analysis like this:
import pandas as pd

# Load and process data
df = pd.read_csv('sales_data.csv')
monthly = df.groupby('month')['revenue'].sum()
growth = monthly.pct_change()

# Calculate insights
avg_growth = growth.mean()
best_month = growth.idxmax()
```

You can see the code that was executed and verify the logic.

## Visualization

Adapt automatically generates visualizations when helpful:

### Charts

Request specific chart types:

```
Show me a line chart of revenue by month
```

```
Create a bar chart comparing regions
```

```
Visualize the distribution of deal sizes
```

### Tables

Complex data is formatted into sortable, searchable tables:

| Customer  | Revenue  | Growth | Risk Score |
| --------- | -------- | ------ | ---------- |
| Acme Corp | \$45,000 | +12%   | Low        |
| Beta Inc  | \$32,000 | -5%    | Medium     |
| Gamma LLC | \$28,000 | -15%   | High       |

### Dashboards

For comprehensive views, Adapt can create multi-visualization dashboards combining charts, tables, and key metrics.

## Web Research

For questions requiring external information, Adapt searches the web:

```
What are the latest trends in B2B SaaS pricing?
```

Adapt will:

1. Search for recent articles and reports
2. Extract relevant information
3. Summarize findings with source links
4. Combine with your internal data if relevant

For questions that need more than ordinary web pages, Adapt can also draw from specialized, structured research sources. These cover company and people intelligence, website traffic and competitor data, public-market data and news, US business verification, product catalogs, podcast transcripts, and travel pricing. Adapt selects the sources that fit the task, checks the findings against the open web, and returns one cited answer.

Deeper research sources are available on paid plans and active pilots. You don't need another account or integration, and usage is billed in credits like other Adapt work.

## Deep Research

For complex research questions, Adapt can spawn sub-agents to investigate in parallel:

**Question:**

```
Do a competitive analysis of our top 3 competitors
```

**Adapt's approach:**

* Sub-agent 1: Research Competitor A
* Sub-agent 2: Research Competitor B
* Sub-agent 3: Research Competitor C
* Main agent: Synthesize findings into comparison

This parallel approach delivers comprehensive research faster.

## Knowledge Base

Adapt maintains a knowledge base of your organization's context:

* **Definitions**: How you define metrics like "active user" or "MRR"
* **Business rules**: Your fiscal year, quota structures, etc.
* **Preferences**: How you like reports formatted
* **History**: Learnings from past conversations

This context helps Adapt give more relevant, accurate answers.

Learn how to manage this context in the [Knowledge](/docs/features/knowledge) guide.

## Verification

For critical insights, Adapt can verify claims:

1. Cross-reference multiple data sources
2. Check for data quality issues
3. Flag any inconsistencies
4. Note confidence levels

```
Revenue grew 15% last quarter.

Verification:
✓ Confirmed in Stripe data
✓ Matches Snowflake records
✓ Consistent with HubSpot deal data
Confidence: High
```

## Next Steps

Once Adapt understands your question and provides an answer, you can:

<CardGroup cols={2}>
  <Card title="Ask Follow-Ups" icon="comments">
    Drill deeper with follow-up questions—context is maintained
  </Card>

  <Card title="Take Action" icon="bolt" href="/docs/features/act">
    Have Adapt act on the insights—draft emails, update records, etc.
  </Card>
</CardGroup>
