Help Center
Everything you need to get the most out of Adrata.
Getting Started
Set up your workspace and start selling smarter
Learn moreFor Sellers
Speedrun, pipeline, buyer groups, and AI intelligence
Learn moreFor Leaders
Pipeline visibility, deal coaching, and team performance
Learn moreAI Assistant
Ask Adrata anything about your pipeline and contacts
Learn moreBuyer Group Mapping
How to identify and engage the full buying committee
Learn moreFAQs
Common questions and troubleshooting
Learn moreGetting Started
Get your team up and running in minutes.
Add your companies and contacts
Import your accounts into the Pipeline or add them manually. Adrata enriches each company and contact with intelligence data automatically.
Invite your team
Add your sales reps and managers from Settings → Team. They’ll get an email to set up their accounts.
Run your first Speedrun
Open Speedrun to see your AI-ranked list of who to call first. Each contact is scored by deal signal, engagement, and buyer authority so you always know who matters most right now.
For Sellers
How to use Adrata every day to close more deals.
Speedrun
Your daily ranked list of who to reach out to. Adrata scores every contact by deal signals, engagement recency, and buyer authority so you spend time on the people most likely to move a deal forward.
- → AI-ranked priority list updated in real time
- → Daily outreach targets and progress tracking
- → One-click actions: email, call, add to pipeline
Pipeline
See every deal from Suspect to Closed. Each company card shows recent activity, deal stage, and the people involved so you can manage your book of business in one view.
- → Visual pipeline with drag-and-drop stages
- → Company and contact details on every card
- → Filter by stage, activity, or buyer group coverage
Intelligence
Every company and person has an Intelligence tab with AI-generated insights. Use the PULL framework to understand readiness before you reach out:
- → Project — what’s on their priority list right now
- → Urgency — why they need to act soon
- → List of Options — alternatives they’re considering
- → Limitations — what’s blocking their current approach
Inbox and Email
Send and receive email directly inside Adrata. Every conversation is linked to the contact and company so you have full context without switching tools.
- → Integrated email with conversation history
- → Activity automatically logged on contact records
- → AI-powered draft suggestions
For Leaders
Visibility into your team’s pipeline and execution.
Pipeline visibility
See every deal across your team in one view. Filter by rep, stage, or activity to spot deals that need attention before they stall.
Speedrun performance
Track daily outreach targets and actual execution. See which reps are hitting their Speedrun numbers and which ones need coaching on prioritization.
Deal coaching
Before 1:1s, review your rep’s deal intelligence and buyer group coverage. The PULL readiness scores show exactly where each deal stands and what’s missing.
Reports
AI-generated morning briefs and pipeline reviews delivered on your schedule. Create custom reports to track the metrics that matter to your team.
AI Assistant
Ask Adrata anything about your pipeline, contacts, and deals.
What you can ask
The AI assistant has full access to your pipeline, people, companies, and activity data. Ask it anything:
- → "Who should I follow up with today?"
- → "What’s the status of my Arcoro deal?"
- → "Research this company for my meeting"
- → "Draft an email to Chris at The Zigg"
How it works
The AI chat panel is always available on the right side of every page. It knows who you’re looking at and adapts its responses to the current context.
- → Context-aware: knows which company or person you’re viewing
- → Attach files for analysis
- → Voice input with Speak mode
Buyer Group Mapping
Identify and engage the full buying committee at every account.
Finding the full buyer group
Every company page has a Buyer Group tab showing the people involved in the deal and their roles. Look for gaps in coverage:
- → Champions who advocate for you internally
- → Decision makers who control budget
- → Technical evaluators who assess your solution
- → Potential blockers to navigate around
Intro Path
When you need to reach someone new at an account, use the Intro Path tab to find the fastest route in:
- → Who actually signs off on deals like yours
- → Who has influence over the decision maker
- → Warm introduction paths through existing contacts
Frequently Asked Questions
Quick answers to common questions.
What is Speedrun?
Speedrun is your AI-ranked daily call list. It scores every contact in your pipeline by deal signals, engagement recency, and buyer authority to tell you exactly who to call, in what order, and why. Set a daily target and track your progress.
How does the Intelligence tab work?
Every company and person has an Intelligence tab with AI-generated insights. It uses the PULL framework (Project, Urgency, List of Options, Limitations) to assess deal readiness. You can also generate strategy summaries and power questions for any account.
How long does setup take?
Most teams are up and running in under 30 minutes. Add your companies and contacts, invite your team, and Adrata starts generating intelligence immediately. Insights improve over time as more activity flows through.
Is my data secure?
Yes. All data is encrypted at rest and in transit. Adrata runs on AWS with SSO support. Your data is never shared with other customers or used to train AI models.
Need help?
Our team is here to help you get the most out of Adrata.
Contact Support