Running a task
How to start a piece of work on a client, whether it runs on demand or on a schedule.
Reviewing and approving work
The heart of your day in Adopt - the review queue, how to check prepared work, & how to approve it or send it back.
Notifications
Get told the moment an agent needs your review - by email, Slack, or Teams - so you’re not checking a queue all day.
Your dashboard
Where to see what’s waiting on you, what’s running, and what’s already done by the Agent.
Working with clients and files
How to add or update the files an agent works from, and why you only see the clients you’ve been given access to.