How-to guides

One job at a time.

• Create your accountSign up with your work email or Google, answer a few questions and land on the Set up page.
• Sign in with GoogleUse your Google account to create an account or sign in, without a password.
• Reset your passwordAsk for a reset link by email, set a new password, or change it from Settings when signed in.
• Set up Adapt Leads in ten minutesSave who you sell to, run a first search and make a first list. Nothing is sent to anyone.
• Connect your Google accountConnect Google Calendar on Your stack so Ask Vela can see your events and find free time.
• Add a teammateInvite someone to your workspace by asking Ask Vela. There is no members screen in Settings yet.
• Make someone an adminThe owner can change a member's role to admin by asking Ask Vela. There is no screen for it.
• Remove a teammateDeactivate a member through Ask Vela. Nobody is deleted, and there is no Settings screen for it.
• Change your planPick a plan on Plan and billing and pay through Stripe. Cancelling has no button yet.
• Download your invoicesInvoices and receipts come from Stripe by email. The app has no invoice list.
• Connect a mailbox to send email fromAdd a Gmail, Google Workspace or other IMAP and SMTP mailbox so a campaign can send from it.
• Turn on dark modeChoose Dark, Light or System in Settings, Appearance, or from the product name menu.
• Warm up a new mailboxTurn on warm-up for a connected mailbox, tune it, and know when it is safe to send a campaign.
• Build your first email campaignCreate a draft campaign, add leads, write the emails, set the schedule and get it ready to launch.
• Add leads to an email campaignPick leads from your pool, upload a CSV or paste addresses into a campaign.
• Write an email sequenceWrite step 1 and the follow-ups on a campaign's Sequences tab, set the delays and preview the result.
• Launch an email campaign (the approval step)Send a test, pass the spam check, approve the exact content and launch. Nothing sends until a person does.
• Pause an email campaignStop a campaign sending at once, start it again later, or pause a single mailbox.
• Read and answer an email replyOpen a reply in the Unibox, answer it from your own mail app, and mark the person correctly.
• Stop emailing someoneAdd an address to the do-not-email list so no campaign emails it again, and what Adapt does not do for you.
• Understand your campaign numbersFind a campaign's sent, replies and reply rate, and read them honestly. Opens and clicks are not tracked.
• Fix a mailbox that has stopped sendingFind out why a mailbox shows Failed or Needs sign-in, re-test it and get campaigns sending again.
• Switch to compact viewChoose Compact density in Settings, Appearance to fit more rows on the screen, and set rows per page.
• Find anything with the command palettePress Ctrl or Cmd and K, or the slash key, to jump to a page or start a common job.
• Close your accountExport what you want to keep, cancel any plan, then close the account in Settings, Danger zone.
• Find 100 accountants in SheffieldFilter the UK book by sector and town, show 100 rows a page, and put the businesses on a list.
• Install the Chrome extensionDownload the Adapt Leads extension, load it into Chrome by hand and sign in. It is not in the Chrome Web Store.
• Connect your LinkedIn profileConnect LinkedIn posting so scheduled posts go out on their own, and know what the extension uses instead.
• Set your LinkedIn pace (limits and hours)Choose Cautious, Balanced or At the cap, and your working hours, so the extension stays well inside LinkedIn's limits.
• Write a LinkedIn postWrite a post in Write, see it as LinkedIn will show it, run the checks and save it as a draft.
• Schedule LinkedIn postsGive a draft a day and time, move it on the calendar, or take it off. A post goes out only when LinkedIn posting is connected.
• Build a LinkedIn campaignMake a draft campaign from a spreadsheet of profile links, design its steps and run it from the extension.
• Add people from a LinkedIn searchSearch for people on LinkedIn with the extension on, and the people you scroll past are collected and checked.
• Send connection requests safelyApprove invite notes, then start a run in the extension. It sends connection requests at a human pace inside your limits.
• Reply to a LinkedIn messageSee who is waiting on you in the Inbox, then copy your reply and paste it into LinkedIn. Nothing is sent from Adapt.
• Find someone's email from their LinkedIn profileOpen a profile with the extension on, use Find an email or Reveal email, and copy the address.
• Find businesses with a new directorUse the Adapt Insights feed to see leadership changes at businesses in your market. Find itself has no new-director filter.
• Search for a business by nameType a few words of the name on Businesses. If nothing matches exactly, Adapt shows the closest matches.
• Search by website addressType a website into the search box on Businesses to find the business that owns it.
• Find a director by nameFind the person through their business, then read the People tab. Directors does not search by person name.
• Save a searchName a set of filters on Businesses so you can reopen it in one click.
• Make a listCreate a named list, optionally inside a campaign folder, from the Lists area or from ticked rows.
• Add businesses to a list from FindTick rows on Businesses or Directors, press Add to list and choose a list.
• Share a list with your teamA list has no Share button. Send it to a campaign or the caller console, export it, or use the CRM.
• Export a list to CSVOpen the Export sheet on a list, choose columns, check what it uses, and download a file.
• Make your first call in the Caller consoleOpen your list, ring the business on your own handset, write what was said and log the outcome.
• Reveal an email addressPress Reveal on a business to see its emails, phone numbers and full address. It does not use your exports.
• Log a call outcomePick the honest outcome after a call, and answer Who told you that? so the right thing stops.
• Set a call backBook a call back for the time a business asked for, and work through your promises from the Call backs list.
• Correct a wrong number from a callFlag a better number or a wrong one from the call screen, and review the flag in Corrections. A person decides.
• Build a call listTick businesses in Adapt Leads, send them to the Caller console, and give the list to a team.
• Add a caller to your teamInvite a team manager from Adapt Leads, then the manager adds callers in the callers' console.
• Check an email before you sendRead an email's label, and use Confirm them now on the export sheet to check the unchecked ones. It costs nothing.
• Enrich one recordPress Enrich now on a company record to check it again today. It is free and sends nothing.
• Enrich a whole listUpload a CSV on Enrich a list, match each row to the UK book, then save, export or download the matches.
• Correct a wrong phone numberYou cannot type over a number on a record. Report it, or flag it on a call, and Adapt reviews it.
• Mark a business as do not contactAdd the email address or website domain to your suppression list in Settings. Matching rows are labelled or hidden.
• Handle a request to be removedAdd the person to your own suppression list the same day, and send them to Adapt for removal from the book.
• Add a dealCreate a company, a contact and a deal in one panel, with New prospect on the Deals page.
• Set up your feedAnswer five questions in the Adapt Insights wizard so Feed, Analytics, Movers and Sectors show only your market.
• Move a deal through a pipelineDrag a deal card to a new stage, close it as Won or Lost, and edit it from its own page.
• Import from another CRMUpload a CSV from HubSpot, Pipedrive, Salesforce, Zoho, Attio or a spreadsheet and see what will happen before it does.
• Add a taskAdd a task to a deal, company or person, or from the Schedule, and tick it off when it is done.
• Log a note or a call on a recordWrite a note for the team on a company, person or deal, or log a call you made. Neither sends anything.
• Build a workflowDraw a workflow in the designer, set what starts it, add steps and test it on a pretend lead. It does not run on your leads yet.
• Export your CRM dataDownload any CRM list as a CSV, export only the rows you tick, or save your CRM setup as a file.
• Turn a signal into an openerPrepare a first line from a real recorded event, then check and edit it before using it.
• Turn on the Search agentEnable Search, save your audience and tell Search what you want done.
• Approve what Engage preparedReview the draft and exact action, edit where supported and decide what should happen.
• Pause agent workSwitch off new work or cancel an eligible queued request. Campaigns have their own pause controls.
• See what an agent didOpen a saved job, review prepared work and check the recorded result.
• Ask Vela a question by voicePress the microphone in any Ask box to dictate, or Talk on the Ask Vela page for a spoken conversation.
• Make a connector keyCreate a scoped key in Your stack, copy it once and revoke it when no longer needed.
• Connect Claude to Adapt LeadsAdd Adapt Leads to Claude as a custom connector, sign in, and ask it to search the book. Anything that sends waits for you.
• Connect ChatGPT to Adapt LeadsAdd Adapt Leads to ChatGPT as a custom connector with OAuth, sign in, and switch it on for a conversation.
• Run a skillList the skills and run one through the app's routes with a sign-in token, then read the reply and any cards.
• Get 100 leads by askingAsk for leads in plain English, check the matches, then approve a card to put up to 500 on a list.
• Approve a proposal cardRead what Ask Vela will do, then press Approve or Cancel. A card lasts 30 minutes and works once.
• Use a saved promptStart a question from the slash menu or the quick prompts under the Ask box, and edit the quick prompts.
• Find an old chatOpen Chats on the Ask Vela page to list your kept conversations, reopen one, or remove it from the list.
• Read the audit logYour organisation keeps an audit log of who changed what, but there is no page in the app to read it yet.
• Ask for your dataAnyone can ask Vela for a copy of what it holds about them by email. Customers can also export their revealed contacts.
• Delete your data (erasure)Ask Vela to remove your details from the UK book by email, or close your account. Closing does not delete the account.
• Export everything you hold in Adapt LeadsExport every contact you have revealed from Settings, Danger zone, or from Lists. There is no single export of the whole workspace.
• Back up to Google DriveConnect the organisation’s Drive, request a backup and inspect its recorded result.