Adaptive AI · By Adaptation Living LLC
Platform Navigation Index
Find the exact section you see inside Adaptive AI, then open the matching setup, workflow, or troubleshooting guide. 587 guides, organized by the platform itself.
Start here
Launch Adaptive AI in the right order
- 01Setup Email, Phone, and SMSOpen the step-by-step guide
- 02Create and Manage ContactsOpen the step-by-step guide
- 03Import Existing ContactsOpen the step-by-step guide
- 04Setup A Booking CalendarOpen the step-by-step guide
- 05Setup Pipelines and OpportunitiesOpen the step-by-step guide
- 06Automatic Email and SMS FollowupOpen the step-by-step guide
- 07Launch an Email CampaignOpen the step-by-step guide
- 08How to Launch an Adaptive AI FunnelOpen the step-by-step guide
Search
Open Adaptive AI Global Search with Ctrl+K to find contacts, conversations, opportunities, pages, and other platform records.
Quick Actions
Create records, communicate, schedule, and assign work without leaving your current screen.
Create ContactAdd a person or lead and start a complete CRM record.4 related guidesCreate OpportunityAdd a deal to a pipeline and assign its stage, owner, and value.11 related guidesCreate ConversationStart a new customer conversation from the platform.33 related guidesSend SMSSend an individual, bulk, campaign, or automated text message.5 related guidesSend EmailSend a direct, bulk, campaign, or automated email.9 related guidesAdd AppointmentBook an appointment for a contact and manage its status.95 related guidesCreate TaskCreate, assign, and track an internal task for your team.3 related guides
Ask AI
Use Adaptive AI chats, prompt tools, memory, and personalization settings.
New ChatStart a focused conversation with the Adaptive AI assistant.3 related guidesChat HistoryReview and continue previous assistant conversations.19 related guidesSuggested PromptsUse prompt starters to get clearer, more useful outputs.Open topicAI MemoryUnderstand and manage information the assistant uses for personalization.4 related guidesAsk AI SettingsConfigure assistant preferences and available AI capabilities.Open topic
Launchpad
Set up Adaptive AI in the right order, from communications and contacts through campaigns and funnels.
Setup ChecklistComplete the essential account setup steps in a proven order.147 related guidesOnboarding StepsFollow the guided onboarding sequence for a dependable launch.53 related guidesConnect IntegrationsConnect the services your business uses before activating automations.57 related guidesQuick Start LinksOpen the most important first-use guides from one page.194 related guides
Dashboard
Configure dashboards, widgets, reporting views, and date-range filters.
Default DashboardUnderstand the default performance and activity view.28 related guidesCustom DashboardsBuild role-specific views around the metrics that matter.20 related guidesWidget LibraryChoose and configure dashboard widgets.34 related guidesDate Range FiltersChange reporting periods and compare performance windows.24 related guides
Conversations
Manage your unified inbox, messaging channels, live chat, phone calls, and voicemail.
Inbox ViewsUse All, Unread, Recent, Starred, Assigned to Me, and Mentions views.40 related guidesManual ActionsComplete queued manual communication steps and follow-up tasks.3 related guidesLive ChatHandle real-time website conversations and route new leads.18 related guidesSMSSend, receive, track, and troubleshoot text messages.67 related guidesEmail ConversationsManage direct customer email within the unified inbox.4 related guidesWhatsAppConnect and manage WhatsApp customer conversations.7 related guidesFacebook MessengerManage Facebook Messenger conversations from the inbox.12 related guidesInstagram DMManage Instagram direct messages and customer replies.7 related guidesGoogle Business MessagesHandle supported Google-originated customer messages.12 related guidesPhone & VoicemailConfigure calling, routing, voicemail, recordings, and phone-number behavior.103 related guides
Calendars
Build calendars, manage availability, schedule appointments, and configure rooms and equipment.
Calendar ViewsUse month, week, day, and agenda views.22 related guidesMy CalendarManage the appointments and availability assigned to you.9 related guidesAll CalendarsReview and manage calendars across users and teams.9 related guidesAppointmentsCreate, update, reschedule, cancel, and report on appointments.96 related guidesBlocked SlotsReserve unavailable time and prevent conflicting bookings.10 related guidesCalendar GroupsOrganize related calendars into customer-facing groups.4 related guidesRooms & EquipmentSchedule shared rooms, resources, and equipment.7 related guidesCalendar SettingsConfigure availability, booking rules, notifications, and integrations.39 related guides
Contacts
Create, organize, import, segment, update, and restore CRM contact records.
All ContactsCreate and manage complete contact records.106 related guidesSmart ListsBuild automatically updating contact segments with filters.14 related guidesBulk ActionsUpdate, message, tag, export, or enroll many contacts at once.8 related guidesImport & ExportImport contacts and their fields or tags by CSV, then export clean data when needed.27 related guidesRestore Deleted ContactsRecover deleted records and understand restore limitations.1 related guides
Opportunities
Create pipelines, manage stages, track deal value, and work in board or list view.
Properties
Manage property or rental records, filters, views, and property-level fields.
Payments
Sell products and services, invoice customers, manage subscriptions, and reconcile transactions.
Payments OverviewUnderstand the payments dashboard and core transaction flow.54 related guidesOrdersTrack purchases, fulfillment information, and order status.20 related guidesSubscriptionsCreate and manage recurring billing and subscription records.24 related guidesTransactionsReview payments, refunds, failures, and transaction details.12 related guidesProductsCreate products, prices, and sellable service items.26 related guidesCouponsCreate and apply discounts to eligible purchases.1 related guidesInvoicesCreate, send, edit, and automate customer invoices.18 related guidesEstimatesCreate and manage estimates before converting approved work.14 related guidesReceiptsConfigure and deliver payment receipts.2 related guidesTax RatesConfigure tax behavior for products and transactions.3 related guidesPayment LinksCreate direct checkout links for products, services, or amounts.4 related guidesPayment IntegrationsConnect supported payment providers such as Stripe and PayPal.3 related guidesPayment SettingsConfigure payment preferences, notifications, and business details.12 related guides
AI Studio
Configure voice, conversation, review, and workflow AI capabilities.
AI Studio OverviewUnderstand the available AI workspaces and where to configure them.451 related guidesVoice AIConfigure AI-powered calling and voice experiences.4 related guidesConversation AIConfigure automated customer conversations and intent handling.5 related guidesReview AIUse AI to prepare or automate review responses.5 related guidesWorkflow AIUse AI-assisted actions and content inside workflows.4 related guides
AI Agents
Build, activate, monitor, and improve Adaptive AI voice, conversation, and review agents.
Voice AgentsConfigure AI agents that answer or place calls.4 related guidesConversation AgentsBuild chatbots and automated customer conversation agents.3 related guidesReview AgentsConfigure AI-assisted review-response behavior.3 related guidesAgent ActionsConnect agent decisions to appointments, workflows, and CRM updates.3 related guidesCall LogsReview agent calls, outcomes, recordings, and transcripts.1 related guidesChat LogsReview agent conversations and message history.3 related guidesAgent AnalyticsMeasure agent activity and customer outcomes.15 related guides
Marketing
Create email and SMS campaigns, social posts, ads, affiliate programs, blogs, and reusable templates.
Email MarketingBuild templates, broadcasts, campaigns, and performance reporting.57 related guidesSMS MarketingBuild text templates, broadcasts, and SMS campaigns.4 related guidesSocial PlannerConnect accounts and create, schedule, and manage social posts.12 related guidesAd ManagerCreate and report on supported advertising campaigns.15 related guidesAffiliatesManage affiliates, campaigns, commissions, payouts, media, and settings.11 related guidesMarketing BlogsCreate posts, authors, categories, and blog settings.49 related guidesMarketing TemplatesManage reusable email and SMS templates.17 related guidesMarketing MediaOrganize assets used across campaigns and social content.18 related guidesMarketing SettingsConfigure defaults, tracking, sender details, and connected accounts.22 related guides
Automation
Build workflows with triggers, actions, waits, branches, logs, and bulk controls.
WorkflowsCreate and manage active, inactive, and draft workflows.106 related guidesWorkflow History & LogsReview executions, errors, action results, and contact history.1 related guidesCampaigns (Legacy)Understand and maintain supported legacy campaign sequences.49 related guidesTriggers (Legacy)Understand and maintain supported legacy trigger behavior.28 related guidesAutomation Bulk ActionsEnroll, remove, or update groups of records in automation flows.109 related guides
Sites
Build and publish websites, funnels, blogs, portals, forms, widgets, surveys, and redirects.
WebsitesCreate pages, apply templates and themes, publish, and manage website settings.78 related guidesFunnelsBuild funnel pages, templates, steps, forms, and settings.36 related guidesBlogsCreate and optimize blogs, posts, authors, categories, and settings.48 related guidesClient PortalConfigure the client-facing portal and shared customer resources.5 related guidesFormsCreate forms, manage submissions, fields, payments, and settings.95 related guidesChat WidgetConfigure appearance, routing, lead capture, and bot behavior.25 related guidesSurveysBuild surveys, review submissions, and configure question behavior.30 related guidesURL RedirectsCreate and manage redirect rules for published pages.3 related guides
Memberships
Create courses, lessons, communities, certificates, offers, quizzes, and member experiences.
CoursesBuild courses, lessons, categories, quizzes, assignments, and submissions.64 related guidesCommunitiesManage groups, members, posts, channels, comments, and community access.65 related guidesCertificatesConfigure and issue course or achievement certificates.2 related guidesOffersPackage and sell access to courses, groups, or membership content.14 related guides
Media Storage
Organize uploaded files, folders, external-drive assets, and storage settings.
Files & FoldersOrganize reusable files and assets into folders.37 related guidesGoogle DriveUse connected Google Drive assets where supported.2 related guidesUpload MediaUpload supported files and understand media requirements.18 related guidesStorage SettingsConfigure and troubleshoot media storage behavior.1 related guides
Reputation
Request, monitor, display, and respond to customer reviews.
Reputation OverviewUnderstand review activity, requests, responses, and performance.72 related guidesAll ReviewsReview and manage feedback from connected sources.9 related guidesGoogle ReviewsConnect, request, monitor, and respond to Google reviews.9 related guidesFacebook ReviewsMonitor and manage supported Facebook feedback.9 related guidesReview RequestsSend review invitations through supported channels.9 related guidesReview WidgetsDisplay selected reviews on websites and funnels.25 related guidesAI Review ResponsePrepare or automate review responses with AI.9 related guidesReputation SettingsConfigure templates, response rules, links, and connected sources.1 related guides
Reporting
Review business, call, appointment, agent, attribution, advertising, email, and SMS performance.
Reporting DashboardUse the central reporting view and saved reporting settings.29 related guidesCall ReportingReview call logs, outcomes, activity, and call reports.12 related guidesAppointment ReportingMeasure scheduled, completed, canceled, and no-show appointments.95 related guidesAgent ReportingReview team or AI-agent activity and performance.12 related guidesAttribution ReportUnderstand which sources and campaigns produced results.1 related guidesGoogle Ads ReportReview supported Google Ads performance data.2 related guidesFacebook Ads ReportReview supported Facebook advertising performance data.12 related guidesEmail ReportMeasure email delivery, engagement, and campaign results.5 related guidesSMS ReportMeasure SMS delivery, errors, restrictions, and campaign results.3 related guides
App Marketplace
Discover, install, and manage integrations that extend Adaptive AI.
Direct Mail
Create direct-mail campaigns, reuse templates, and review order history.
Genius Studio
Generate content with AI, reuse templates, and maintain a consistent brand voice.
Stripe for Workflows
Connect Stripe payment events to workflow triggers and automated actions.
Stripe Integration SettingsConnect Stripe and verify the settings used by automations.2 related guidesStripe Workflow TriggersStart workflows from supported Stripe activity.23 related guidesPayment Event ConfigurationChoose payment events and map them to the intended workflow behavior.104 related guides
Settings
Configure your business, users, communications, integrations, data, compliance, and subscription settings.
01Business InfoName, address, logo, time zone, and industry.3 related guides02My ProfilePersonal information, password, and email signature.1 related guides03My StaffTeam members, user invites, roles, and permissions.10 related guides04Pipeline SettingsCreate or edit pipelines, stages, and associated automation.74 related guides05Calendar SettingsCalendar list, availability, booking settings, notifications, and Google or Outlook integrations.29 related guides06Reputation ManagementReview links and automatic response behavior.65 related guides07Conversation ProvidersConnected numbers and communication-provider settings.9 related guides08NotificationsIn-app, email, and SMS notification preferences.12 related guides09Social PlannerConnected social accounts and posting defaults.12 related guides10Email ServicesSending provider, domains, dedicated IP, authentication, and verification.6 related guides11Phone NumbersActive numbers, number pools, regulatory bundles, and A2P registration.26 related guides12WhatsAppConnected account, templates, and WhatsApp settings.7 related guides13Chat WidgetAppearance, routing, lead capture, and bot configuration.17 related guides14DomainsConnected domains, DNS, publishing, and SSL configuration.68 related guides15Custom FieldsContact, opportunity, company, and other record fields.7 related guides16Custom ValuesReusable global values for messages, pages, and workflows.4 related guides17TagsCreate, organize, apply, bulk-manage, and import tags with contact data.19 related guides18URL RedirectsRedirect rules and 301 or 302 management.1 related guides19IntegrationsConnect Google, Facebook, Stripe, PayPal, Zapier, QuickBooks, Shopify, and other supported services.40 related guides20API KeysGenerate, manage, and scope API keys.1 related guides21WebhooksActive webhooks, event types, retries, and logs.3 related guides22Media StorageStorage settings and Google Drive connection.2 related guides23LabsEnable and evaluate available beta feature toggles.4 related guides24ComplianceHIPAA settings, data privacy, consent, and opt-out management.7 related guides25Audit LogsUser activity and change history.1 related guides26Subscriptions & BillingCurrent plan, platform usage, and invoices.28 related guides
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Adaptive AI documentation is created and maintained by Adaptation Living LLC.