I run agents someone else set up
End user — You handle a queue of prepared work. Check what the agent found, approve or send it back, and know exactly when something needs you.
I set up agents for my team
Builder — Connect data, define what an agent can do, control who sees which client, and put it on a schedule. The whole control surface.
Browse by section
Getting started
What Adopt is, first login, a 10-minute first run, and choosing your path.
Core concepts
The object model everything else is built on — read this once and the rest clicks.
End user guide
For CPAs, controllers, and reviewers: run tasks, review prepared work, approve outputs.
Builder guide
Connect data, define agents and skills, control access, schedule — the full setup surface.
Security & access
Isolation, roles and permissions, access scoping, and how data is handled.
Admin
Members, billing and credits, org settings, and usage reporting.
Troubleshooting
Common issues, run failures, sync problems, and answers to frequent questions.
Reference
Glossary, connector matrix, and quick answers.
Start here
Your first run
Go from nothing to a live, reviewable piece of work in about ten minutes, using the guided Quick setup.
Human-in-the-loop (HITL) review
The review gate that sits between an agent’s work and anything becoming final — the single most important concept in Adopt.
Reviewing and approving work
The heart of your day in Adopt — the review queue, how to check prepared work, and how to approve it or send it back.
Quick setup vs Advanced setup
Adopt offers two front doors to the same setup — a fast, template-driven Quick path and a fully explicit Advanced path.
Instructions and skills
How to tell an agent how to work (instructions) and what it’s allowed to do (skills), and the crucial difference between a skill and access.
Roles and permissions
The roles people can hold, what each can do, and how roles combine with client-level access.