The Ask Adapt chat page
A full-page chat with Adapt: ask, get cards of results, approve changes, open records.
Asking from Home opens the Ask Adapt page (#/ask), a full-page chat. You can also open it with the sparkle on the rail or the top bar.
| Mark | Part | What it does |
|---|---|---|
| 1 | Chats | Lists your chats, newest first, and reopens any of them. See Are my chats with Ask Adapt saved?. |
| 2 | New chat | Starts a blank chat. |
| 3 | Talk | A blue button for spoken conversation. See Speak to Ask Adapt: dictate and Talk. |
| 4 | Microphone | Dictates into the box. |
The star beside the chat title stars or unstars the chat. The title follows your first question.
What an answer looks like
While it works you see Thinking, Checking your data, Putting it together. An answer is text, then cards, then up to three buttons, then a line such as "Checked your lists and your replies" naming what it looked at.
Under each answer are small buttons: copy, good answer, not right, and ask again. Pressing the thumbs down invites you to say what was wrong.
Cards
| Card | Meaning |
|---|---|
| Rows of businesses or people | Click one to open its record. Close or Back returns you to this chat, and Previous and Next walk the rows. |
| Pipeline | Your CRM stages with deal counts. |
| Needs approval | A change waiting for you. See Approval cards: what Adapt proposes and what you approve. |
| Draft | A reply to copy or open in your mail app. Never sent from here. |
| Not started | A campaign start whose checks failed, with the reasons. |
| Opening | The app is taking you to a page. |
The footer
"Adapt proposes; you approve. Nothing changes or sends until you approve it, and nothing is ever deleted."
If Ask Adapt cannot answer
If the assistant is not answering, a quick keyword answer stands in and says so. If you are over the daily limit it says so. If it is out of model credit or busy you see that message and nothing is counted against you.
How much it remembers
It sends the last 12 turns of the chat with each question, so "the second one" still means something. See What Ask Adapt can and cannot do today.