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Adaptive AI · By Adaptation Living LLC

AI Studio Overview

Understand the available AI workspaces and where to configure them.

451 guides in this area

Step-by-step library

Guides for AI Studio Overview

Start with the guide that most closely matches the screen or task you are working on. Related material from other platform sections is included when it directly supports this topic.

Back to AI Studio

SEO

SEO: AI Recommendations - Infinite Scroll

Save time reviewing SEO fixes—AI Recommendations now uses infinite scroll. Rows load continuously as you move through the table, respecting any active…

General

AI Schedule for Smarter Email Timing (Smart Send Time Optimization)

AI Schedule uses send-time optimization to analyze each contact's historical engagement and automatically schedule delivery inside a window you define.

New Mobile App Experience

AI Powered Business Card Scanner

Introducing AI Business Card Scanner — the fastest and smartest way to capture new contacts on the go.

Communication Workflow Actions

AI Powered Email Generation in Workflow Action

Create professional, high-converting emails in seconds using Adaptive AI’s new AI-powered Email Action.

Workflow Recipes

Workflow Recipes - Facebook comments + Workflow AI

This recipe combines a Facebook comment trigger with generated reply text and sentiment-based branching.

Calendar Groups

Adaptive AI Group Calendar Overview and Setup Guide

This article explains how to use Group Calendars in Adaptive AI to streamline bookings by combining multiple calendars under one link for flexible…

Ad Campaign Creation and Management

Instagram Ads: Overview

In order to give users the option to publish their ad campaigns on Instagram too, we have added the option to either add their own Instagram professional…

Chat Widget

Overview of Chat Widget Customizations

Practical Adaptive AI instructions for “Overview of Chat Widget Customizations,” including setup, verification, troubleshooting, and best practices by…

Adaptive AI Phone System

Phone System Messaging Analytics Overview

This article provides a detailed overview of Messaging Analytics within the Adaptive AI Phone System, helping users track, analyze, and enhance SMS/MMS…

Rentals

Rentals - Overview of Bookings

This article explains the Appointments List View for Bookings in Rentals — where you can view and manage all listings that have been booked, along with…

General

The Phone Dialer Overview

The Phone Dialer offers a streamlined calling experience within Adaptive AI. It delivers faster call initiation, seamless incoming-call transfers, and…

Workflow Builder

Workflow Settings - Overview

This article provides a comprehensive guide to every option within the 'Settings' tab of the workflow builder.

Ad Manager Setup & Configuration

Audiences Tab Overview - Ad Manager Settings

In this article, we will explore how to locate your existing custom and lookalike audiences, along with the actions you can take, such as creating a new…

Conversations

Overview of Conversation Filters

In this article, you’ll learn how to enable filters, manage multiple conversations effectively, and use additional tools to streamline communication.

Rentals

Rentals - Overview & How to Get Started

Use this article as your starting point, then follow the linked guides to set up your rentals with confidence.

A2P registration

A2P 10DLC Campaign Approval Best Practices

A2P 10DLC Campaign approval depends on whether your Campaign information clearly and consistently explains who is sending messages, what is being sent, why…

A2P registration

A2P Campaign Registration: Step by Step Guide and FAQs

This article walks you through completing A2P Campaign registration in Adaptive AI.

A2P registration

A2P Campaign Rejections, Required Fixes & Vetting Errors

When an A2P 10DLC campaign is rejected, it's important to understand exactly what went wrong, and what needs to change before you resubmit.

Software Migration Guides

ActiveCampaign to Adaptive AI (Migration Guide)

This is a comprehensive guide to migrating key components from ActiveCampaign to Adaptive AI.

Ad Campaign Creation and Management

Ad Manager - Statistics of Ad campaigns

In this article we will be illustrating and explaining the process to effectively monitor the ad campaigns created by the users and make data driven…

Ad Campaign Creation and Management

Ad Manager: Clone a campaign

Cloning creates a copy of an ad campaign's structure, settings, and creative so a new variant can be prepared without rebuilding the original.

Membership/Courses Sites

Adaptive AI Credentials Preview: Memberships

The All-New Credential Preview Experience modernizes how certificates look, load, and get shared in Adaptive AI.

Adaptive AI Email

Adaptive AI Email: Email Service Provider Block Notification - Email Sending Temporarily Restricted (Action Required)

Effective Date: 12th Feb 2026. This new ESP Block Policy will be implemented on 12th Feb 2026.

Adaptive AI Phone System

Adaptive AI Phone - Inbound Call Routing by Working Hours

Inbound Call Routing by Working Hours helps prevent work calls from ringing outside a user’s scheduled availability.

Adaptive AI Phone System

Adaptive AI Phone System - Error Code and Warning Dictionary

This article provides a comprehensive list of error codes and warnings you may encounter while using the Adaptive AI Phone System.

Chat Widget

Add Adaptive AI's Chat Widget to Your Shopify Website

Are you looking for an easy way to connect with your website visitors and convert them into customers?

Chat Widget

Add Adaptive AI's Chat Widget to Your Squarespace Website

Are you looking for an easy way to connect with your website visitors and convert them into customers?

Chat Widget

Add Adaptive AI's Chat Widget to Your Wix Website

Are you looking for an easy way to connect with your website visitors and convert them into customers?

Getting Started w/ Affiliate Manager

Affiliate Manager: Import FirstPromoter Campaigns, Affiliates & Commissions

Welcome! This guide shows how to migrate your FirstPromoter programs into Adaptive AI Affiliate Manager using the new guided import.

General

Auto-Enable Email DND When a Contact's Email Bounces

This article walks through a specific, ready-to-build workflow: whenever a contact's email bounces, the workflow automatically enables outbound Email DND…

Authentication & Security

Blacklisted Domain or IP - Remove from Blocklists and Restore Delivery

Your emails are being blocked because one or more components in your email campaign have been flagged by public blacklists (RBLs/DBLs) — this could be your…

Creating Calendars

Calendar Availability - Weekly Working Hours & Date-Specific Hours

Set your booking hours with confidence in Adaptive AI calendars! This article shows how to use Weekly Working Hours for your baseline schedule and…

Calendar Settings & Preferences

Calendar: Email, In-App, SMS & Whatsapp Appointment Notifications

With customizable calendar notifications, you can send In-App and tailored emails, SMS and WhatsApp messages when appointments are booked, canceled,…

General

Call Forwarding to Your Adaptive AI Phone Number

This guide explains how to set up call forwarding from your personal phone—whether it’s a cell phone or landline—to your Adaptive AI phone number.

FAQs and Common Troubleshooting Steps

Can Adaptive AI Websites Be Exported?

Adaptive AI websites are built using a proprietary page builder and do not have a supported method for exporting a website for use on another platform.

Blog

Canonical URLs Explained: Boost Your Adaptive AI Blog SEO

This guide covers both the why and how of implementing canonical URLs in Adaptive AI, combining insights from official documentation and hands-on tutorials.

Statistics

Click Performance in Email Statistics

The Click Performance report gives you a breakdown of all link interactions within a sent email.

Funnels and Websites

Click-To-Call, Click-To-Text, and Click-To-Email Links & Buttons for Websites and Funnels

This article shows you how to add click-to-call, click-to-text, and click-to-email links and buttons in your Adaptive AI Funnels and Websites.

Software Migration Guides

ClickFunnels to Adaptive AI (Migration Guide)

This is a comprehensive guide for migrating your sales funnels, websites, courses, and other digital assets from ClickFunnels to Adaptive AI.

Chat Widget

Collect Visitor Details Before Live Chat Starts

This article explains how to collect contact information (like name, email, or phone number) from visitors before they can start chatting in your Live Chat…

Contacts

Contact and Opportunity Followers in Adaptive AI

Followers are users added to a contact or opportunity who gain access to view and manage that record, even if they normally have restricted data access…

Contact Details View

Contacts – All-New Contact Detail Page

The all-new Adaptive AI Contact Detail Page delivers a faster, cleaner, and smarter way to view every customer interaction in one place.

Software Migration Guides

ConvertKit to Adaptive AI (Migration Guide)

This comprehensive guide is intended to help you migrate your email marketing, subscriber management, and automation workflows from ConvertKit to Adaptive AI.

Membership/Courses Sites

Courses Email Notification Preferences and Video Thumbnail Enhancements

We're excited to introduce Email Notification preferences in the membership courses!

Membership/Courses Sites

Courses: Pick a Video Frame as Lesson Thumbnail

Choosing a thumbnail strategically helps learners recognize content quickly, improves perceived production value, and supports a consistent brand experience…

Voicemail

Create an Audio File for Voicemail and Voicemail Drops

You can upload your own audio recording in Adaptive AI to use as a custom voicemail greeting or voicemail drop.

Calendar Rooms & Equipment

Creating Rooms in Adaptive AI

Learn how to create and configure Rooms to manage physical spaces and avoid double bookings.

Stores (E-commerce)

Custom Product Details Page for E-commerce Stores

Custom Product Details Page (PDPs) in Adaptive AI let you build dedicated, on-brand pages for individual products—perfect for richer storytelling and higher…

Getting Started w/ Payments

Customize Email and SMS notifications for invoicing

This feature lets businesses make email and text notifications for invoicing instead of using the system's default ones.

General

Domain Removal Blocked Due to Active Campaign Assignment

If you’re trying to delete a domain from your system but get an error saying it’s still linked to an active campaign, don’t worry.

Ad Campaign Creation and Management

Editing a Published or In-Review Meta Ad Campaigns

In this article, we will understand the importance of editing a live campaign and how it can be done in Ad Manager.

Invoices & Estimates

Editing of Payment Schedules and Partially Paid Invoices

This article will show you how to edit invoices even after they’ve been partially paid.

General

Email AI - Smart Countdown Timer Creation

Email AI recognizes when your email campaigns would benefit from a live countdown timer and guides you through adding one during template creation or layout…

Adaptive AI Email

Email Authentication - DMARC

Starting February 2024, Gmail and Yahoo require DKIM and DMARC authentication for all senders. We strongly recommend setting up both.

Authentication & Security

Email Authentication Errors - Fix SPF, DKIM, and DMARC Issues

Your emails are being rejected because your domain failed authentication checks required by recipient email servers.

General

Email Blocking for Invalid or Restricted Recipient Domains

The platform blocks outbound emails before sending when the recipient email domain is invalid or restricted for security reasons.

Technical & Configuration

Email Standards Compliance: Resolving RFC 5322 Violations

Your emails are being rejected by recipient servers because they don't meet the technical formatting standards required by RFC 5322 — the official…

Statistics

Email Statistics

This article explains how to access and understand email statistics across Adaptive AI, helping you monitor campaign performance and improve engagement.

Statistics

Email Statistics – Summary Page

This article explains how to access the Summary page, what each metric means, and how to interpret your campaign’s performance data.

Forms

Email Validation feature in Forms and Surveys

We are thrilled to announce the launch of the Email Validation feature for our Forms and Surveys module.

Getting Started w/ Calendars

Embedding Adaptive AI Calendars using HTML Code

A calendar embed places the live booking widget on an external page. Use the generated snippet so the calendar identifier and required resources remain intact.

Surveys

Enhanced Consent Checking for Voice AI Outbound Calling (Forms, Surveys, Calendars)

Voice AI outbound calling in Adaptive AI now validates consent across Forms, Surveys, and Appointment Forms/Calendars before dialing.

General

Enhanced Email Verification for Campaigns!

Previously, From email addresses on campaigns were not verified. That oversight made identity spoofing possible and could damage sender reputation.

A2P registration

Error 30034: How to Link a Phone Number to an Approved A2P Campaign

After your A2P brand and campaign are approved, each applicable phone number must be associated with the approved campaign before it can use the registered…

Email Marketing

Exporting Email Marketing Data

Exporting Email Marketing Data in Adaptive AI allows users to download email performance metrics directly from the Email Statistics dashboard as a CSV file.

Messaging

File Size Limits for Attachments in SMS and Email

This article explains the file size limits of attachments for both SMS and email sent through the platform.

Foundational Setup

Getting Started - Automatic Email and SMS Followup

Automated email follow-ups can transform your lead nurturing strategy. Think of this as your virtual assistant, handling responses seamlessly so you can…

Foundational Setup

Getting Started - Launch an Email Campaign

Ready to captivate your audience? Launching an email campaign is one of the best ways to engage your contacts and drive real results.

Marketing & Lead Generation

Getting Started - Launch an SMS Campaign

A bulk SMS campaign should reach a permissioned, deliberately selected audience at a controlled rate.

Foundational Setup

Getting Started - Setup Email, Phone, and SMS

This guide walks you through setting up Email, Phone, and SMS inside Adaptive AI, so you can manage all communications from one platform.

Calendar Integrations

Hide Third-Party Calendar Details

Private Mode for Synced Events controls whether other platform users can read third-party event details.

Countdown Timer

Hiding Countdown Timers in Apple Mail

This article will show you how to prevent countdown timers from displaying incorrectly in Apple Mail on iOS 15 and above using the “Hide for Apple users”…

Calendar Integrations

How Calendly Syncs With Adaptive AI Calendars

This article explains how syncing works between Adaptive AI and Calendly after the integration is connected.

Deliverability

How List-Unsubscribe helps email deliverability

The list-unsubscribe header is a standard email feature that lets recipients opt out directly from their inbox — without hunting for a link inside your email.

Statistics

How to Access the All-in-One Dashboard for Email Marketing

This article will show you how to use Adaptive AI’s All-in-One Dashboard for Email Marketing.

Adaptive AI Email

How to Add a Domain and Verify DNS Record

process protects your brand reputation, prevents spoofing, and increases the chances of your emails landing in the inbox instead of spam.

SMTP Providers

How to Add Your Own Email Service (SMTP)

The platform allows you to connect your own third-party email sending service (SMTP) instead of using the default Adaptive AI Phone Email System.

Phone numbers

How to Assign Adaptive AI Phone Numbers to Users

This guide outlines methods for assigning a dedicated Adaptive AI number to an individual user in your system.

Calendar Availability Settings

How to Bulk Edit Calendar Availability for Multiple Team Members

Bulk Edit Availability in Adaptive AI helps you update availability for multiple team members from one calendar settings area.

Phone numbers

How to buy a toll free number inside Adaptive AI?

provides a straightforward walkthrough on purchasing a toll-free number for your subaccounts.

Troubleshooting Email

How to check logs for a specific email in Adaptive AI Email

This guide walks through finding a specific email's delivery status in Adaptive AI Email's Sending Logs, understanding what the results mean, and resolving…

Workflow Triggers

How to Create A Task Event and Task Reminder in Campaigns

This article will show you how to add task events and reminders to your Adaptive AI campaigns.

Affiliate Campaigns

How to create an Affiliate Campaign

Creating your affiliate campaign has never been easier! Whether you're new to affiliate marketing or a seasoned pro, our platform simplifies the process…

Chat Widget

How to create an Embedded Voice AI Chat Widget

Add a Voice AI Chat Widget directly inside your website or funnel content for a more natural, on-page conversation experience.

Invoices & Estimates

How to Create and Manage Recurring Invoices in Adaptive AI

Navigate to the Payments section from the left menu and click on Invoices & Estimates. This is where you can manage all your invoices, including recurring ones.

Invoices & Estimates

How to Create Invoices in Adaptive AI

Invoicing is a very important part of any business. It helps you keep track of your expenses, and it also allows you to get paid for the work that you do.

Contact Details View

How to Customize the Contact Detail Page

Contact Detail Page customization in Adaptive AI lets admins tailor contact records to match each workflow.

Templates

How to Edit an Email Template

An email template is a reusable email layout or design that can be used multiple times when sending emails.

General

How to Filter Contacts by Email Statistics

Quickly segment contacts by real engagement signals inside Adaptive AI. Use Email Analytics to filter by metrics like Opened, Clicked, Bounced, and more —…

Calendar Groups

How to Find Group Calendar ID in Adaptive AI

This article shows you how to locate the ID for any Group Calendar in Adaptive AI, a key step for integrations, automation, and API use.

Chat Widget

How to Install Adaptive AI's Chat Widget

Installing the Adaptive AI Chat Widget on client websites is one of the easiest ways to generate leads without ad spend.

Foundational Setup

How to Launch an Adaptive AI Funnel

Ready to turn your website visitors into loyal customers? Setting up a high-converting funnel is easier than you think!

Smart Lists

How to Manage Multiple Email Addresses for a Contact

This article will show you how to manage and add multiple email addresses for a single contact in Adaptive AI!

Phone numbers

How to request a number that's not available?

This guide explains the process of requesting an Adaptive AI Phone number that is not currently available on Adaptive AI.

Deliverability

How to Resubscribe After Unsubscribing from an Email List

A one-click path for contacts to opt back into your marketing emails — how it works, how DND and reporting are affected, and how to verify the change in the…

Workflow Actions

How to send Email using AI in Workflows

This article will show you how to quickly generate professional, high-converting emails in your workflows using Adaptive AI’s new Email Action AI!

Chat Widget

How to set up and use the Voice AI Chat Widget

This guide explains what the Voice AI Chat Widget does, how to set it up, and how to use it effectively for both new and existing accounts.

General

How to Set Up Click & Open Tracking for Adaptive AI Email

This guide walks you through two configuration steps required to track email engagement from Adaptive AI Email inside your CRM: adding a webhook that…

E-Commerce Store

How to Sort and Filter Products in Adaptive AI Ecommerce Site Builder

Arrangement of products within the Product list page was an issue. Buyers always faced issue with the discoverability of products and as a store owner this…

Forms

How to Use Address Auto-Complete in Adaptive AI Forms and Surveys

Address Auto-Complete is now free and unlimited in all Adaptive AI accounts. This feature makes it easier for your leads and customers to enter accurate…

Calendar Settings & Preferences

How to Use List View in the Adaptive AI Mobile Calendar

This article will show you how to use the new List View in Adaptive AI’s mobile Calendar module.

E-Commerce Store

How to Use the Printful Integration with Adaptive AI

This guide walks you through setting up the Printful integration in Adaptive AI, syncing your print-on-demand products to your e-commerce store, and…

Countdown Timer

How to Use Wait Time in Recurring Timer

This article shows you how to add a custom wait time between cycles of a recurring countdown timer.

Software Migration Guides

Hubspot to Adaptive AI (Migration Guide)

This is a comprehensive guide for migrating your business processes, data, and workflows from HubSpot to Adaptive AI.

Calendar Integrations

iCloud - How to Integrate iCloud with Adaptive AI Calendars

Practical Adaptive AI instructions for “iCloud - How to Integrate iCloud with Adaptive AI Calendars,” including setup, verification, troubleshooting, and…

Templates

Importing and Editing Mailchimp Email Templates in the Adaptive AI Design Editor

This article explains how to import your existing Mailchimp email templates into Adaptive AI’s Design Editor, allowing you to edit them visually without…

Calendar Integrations

Integrate Calendly with Adaptive AI Calendars

This article will walk you through connecting your Calendly account to Adaptive AI calendars.

Calendar Integrations

Integrating Google with Adaptive AI Calendars

This article guides you through connecting your Google Account to Adaptive AI Calendars for seamless event syncing and efficient calendar management.

Calendar Integrations

Integrating Outlook with Adaptive AI Calendars

This article guides you through connecting your Outlook Account to Adaptive AI Calendars for seamless event syncing and efficient calendar management.

Calendar Integrations

Integrating Zoom with Adaptive AI Calendars

Learn how to integrate Zoom with Adaptive AI calendars to automatically generate Zoom meeting links for appointments.

Software Migration Guides

Jotform to Adaptive AI (Migration Guide)

This comprehensive guide provides steps for migrating your forms, data, and workflows from JotForm to Adaptive AI.

Software Migration Guides

Kartra to Adaptive AI (Migration Guide)

This comprehensive guide outlines the steps necessary for migrating from Kartra to Adaptive AI.

SEO

Keyword Research and Rank Tracking in Adaptive AI SEO

Keyword strategy is at the heart of SEO. In this article, we’ll walk through how to use keyword tracking tools effectively.

Software Migration Guides

Klaviyo to Adaptive AI (Migration Guide)

This comprehensive guide provides detailed instructions for migrating from Klaviyo to Adaptive AI, covering the transfer of contacts, segments, automations,…

SMTP Providers

Limitation of using SMTP when emails are not sending

If you're using an SMTP provider to send emails and they're not delivering most of the time, the reason is usually that the sender email doesn't match the…

Calling

Local Presence Dialing with the Adaptive AI Phone System

Local Presence Dialing offers several advantages that help improve engagement and build stronger trust with your contacts.

Reputation & Throttling

Low Domain Reputation - Rebuild Trust and Improve Deliverability

What's Happening? When your domain reputation is low, major email providers like Gmail, Outlook, and Yahoo will automatically reject or quarantine your…

Technical & Configuration

Mail Loop Detected - Resolve Email Routing Conflicts

Your email gets trapped in an endless routing cycle between mail servers, creating an infinite delivery attempt cycle.

Software Migration Guides

MailChimp to Adaptive AI (Migration Guide)

This comprehensive guide outlines the process for migrating from Mailchimp to Adaptive AI, focusing on transferring email campaigns, contact lists, forms,…

Managing Affiliates

Manage Affiliates with Quick Campaign Actions

Easily manage affiliate assignments, add, remove, suspend, or move affiliates between campaigns without opening their profiles using the Quick Campaign…

Adaptive AI Email

Managing Default Unsubscribe Links in Adaptive AI Email

This article covers default unsubscribe links in Adaptive AI Email only. If you want to create a custom unsubscribe experience or link, see: Creating and…

Events

Multi-Attendee Registration in Adaptive AI Events Guide

Adaptive AI Events now collects attendee information for every ticket in a multi-ticket registration, enabling organizers to track individual participants…

Events

Multi-Attendee Registration with Individual Details and Data Copying

Copying Adaptive AI Events supports collecting individual attendee information for every ticket in a registration.

Funnels and Websites

Navigation Menus In The Adaptive AI Funnel Builder

Navigation Menus in the Adaptive AI Funnel Builder allow you to create structured, responsive menus for websites and funnels.

Phone numbers

Number Hosting Guidelines for Adaptive AI Phone Locations

Number Hosting (Hosted SMS / Hosted Messaging) allows you to enable SMS/MMS messaging on phone numbers you already own with another carrier, while…

Managing Opportunities

Opportunity Forecasting in Adaptive AI

Opportunity Forecasting in Adaptive AI helps teams move beyond simple pipeline tracking and into more accurate revenue planning.

Mobile App

Outbound Calling Using the Adaptive AI Mobile App

The mobile calling experience goes beyond just “Hello.” Whether you’re speaking to a lead, a client, or a teammate, everything you need to take action is…

Communities

Paid Courses inside Communities

We're excited to introduce Paid Courses, a feature that allows community owners and admins to monetize their content by selling courses directly within…

Communities

Paid Groups

Practical Adaptive AI instructions for “Paid Groups,” including setup, verification, troubleshooting, and best practices by Adaptation Living LLC.

Software Migration Guides

Pipedrive to Adaptive AI (Migration Guide)

This is a comprehensive, step-by-step guide for migrating data and operations from Pipedrive to Adaptive AI, ensuring a seamless transition of CRM data,…

A2P registration

Pre-Built A2P Campaign Registration with Chat Widget

Adaptive AI's Pre-Built A2P Campaign (Widget-First) flow eliminates manual compliance writing and reduces carrier rejections by bundling an auto-generated…

Deliverability

Preference Management (Email Unsubscription Management)

Give contacts control over the types of marketing emails they want. Preference Management lets each location create subscription categories, link them to…

Calling

Recommendations and Best Practices for Maintaining a Positive Caller Reputation

Maintaining consumer trust in the voice communication channel is critical. Consumers expect to receive wanted and personalized communications, while being…

E-Commerce Store

Recover Lost Sales with Automatic Abandoned Checkout Emails

When customers leave items in their cart without completing a purchase, it creates missed revenue opportunities.

Affiliate Campaigns

Referral Link Click Tracking for Affiliate Campaigns

Affiliate click tracking reports unique referral-link clicks so account owners and affiliates can compare traffic with leads, sales, and commission results.

Calling

Ringless Voicemail and Voicemail Drops in Adaptive AI: Setup Guide

Voicemails are a great way to reach customers and let them know about your business.

Software Migration Guides

Salesforce to Adaptive AI (Migration Guide)

This article outlines the steps necessary to migrate data, operations, and workflows from Salesforce to Adaptive AI.

Getting Started w/ Payments

Selling products on order forms with available payment providers

Both one-time and recurring products can be sold on 1-step and 2-step order forms for Funnels version 2.

Documents & Contracts

Send Adaptive AI Documents and Contracts via SMS

SMS delivery option for Documents & Contracts makes it easier to reach clients quickly and reliably.

Troubleshooting Email

Send Test Email Error in Campaign's Email step: An error occurred, please try again

A generic test-email error is commonly caused by invalid merge syntax or address formatting.

Templates

Set Defaults for Custom Values in Emails

Default values help keep personalized emails complete when contact information is missing.

Software Migration Guides

Skool to Adaptive AI (Migration Guide)

This is a comprehensive guide for migrating online communities, courses, and related content from Skool to Adaptive AI.

Templates

Spintax: Create dynamic email variations automatically

Improve personalization and reduce repetitive messaging by generating multiple content variations from one template.

Software Migration Guides

Squarespace to Adaptive AI (Migration Guide)

This comprehensive guide outlines the process for migrating websites, content, and customer data from Squarespace to Adaptive AI.

Adaptive AI Email

SSL Certificates for Dedicated Adaptive AI Email Domains

SSL certificates (Secure Sockets Layer) ensure that links included in your emails are secure and accessible by encrypting tracking URLs, open URLs, and…

Orders, Subscriptions, and Transactions

Subscription Settings - Failed Payment Retries

With the latest update, businesses can now configure automatic payment retries in case of a payment failure for subscriptions.

Statistics

Tag Contacts from Campaign Statistics

Campaign statistics can turn engagement data into usable contact segments by adding tags to people who opened, clicked, or otherwise matched a displayed…

Wordpress

The Complete Guide to the Adaptive AI Phone WordPress Plugin

Bridging the gap between your CRM and your WordPress website has never been easier.

Troubleshooting Calendars

Troubleshoot and Fix Calendar Double Booking in Adaptive AI

Double booking usually means an occupied event was not included in conflict checking, a slot allowed more than one attendee, or the same calendar was…

Software Migration Guides

Typeform to Adaptive AI (Migration Guide)

This comprehensive guide outlines the steps to effectively migrate forms, surveys, and associated data from Typeform to Adaptive AI.

Introduction to Opportunities

Understanding Opportunities in Adaptive AI

Opportunities in Adaptive AI represent potential sales or deals at various stages of the sales pipeline.

New Mobile App Experience

Unified Appointment Screen in the Adaptive AI Mobile App

Manage every appointment from one place in the Adaptive AI mobile app. The Unified Appointment Screen brings appointment details, attendees, form…

Calendar Integrations

Use Embedded Adaptive AI Calendar Booking for Facebook Lead Ads

Embedded Appointment Booking helps Facebook Lead Ads convert more form submissions into booked appointments by letting leads schedule directly after…

Ad Manager

Using AskAI for Ad Manager

This article explains how to use AskAI to handle advertising workflows across Meta and Google Ads.

New Mobile App Experience

Using Media Controls from the Notification Tray in the Adaptive AI Mobile App

Media controls in the Adaptive AI mobile app make it easier for users to manage supported media playback without returning to the app every time they need…

Messaging

Using media in SMS campaign - how will it look on receiver's device?

This article explains how media (images or videos) behaves when used in SMS campaigns on the platform.

Conversations

View & Edit AI Response Info in Conversations

This article provides a comprehensive guide about how to view the components of AI-generated responses and edit knowledge base entries directly from the…

Deliverability

What Email Deliverability Stats Should I Look For?

Available stats vary between email marketing tools and sending providers. Average benchmarks pulled from multiple sources, and every situation is different.

Getting Started w/ Payments

What happens in case of a payment failure for a Subscription?

When a subscription payment fails, an invoice is generated and sent to the customer.

Deliverability

Why Are My Emails Going To Spam?

Mailbox providers like Gmail, Outlook, and Yahoo weigh dozens of signals before deciding whether a message reaches the inbox.

SMTP Providers

Why Can't I use My Free Email Address As The SMTP?

If you're running into issues using your free email address as the SMTP (Simple Mail Transfer Protocol) server for sending emails, you're not alone.

Software Migration Guides

Wix to Adaptive AI (Migration Guide)

This comprehensive guide is intended to help you through the migration process from Wix to Adaptive AI, ensuring a smooth and efficient transition.

Wordpress

WordPress: Payment Failure Notifications via Email & Adaptive AI Plugin

These alerts appear clearly within the wp-admin interface and guide users to take immediate action, reducing the risk of site disruptions due to unpaid…

Communication Workflow Actions

Workflow Action - Send Email

In this article, you’ll learn how to use the “Send Email” action in your workflow to automate and personalize email communication with your contacts.

Deliverability

Workflow Action based on Email Event Clicked/Opened

Workflow Trigger workflows the moment a contact opens or clicks an email. This guide walks through adding an Email Events trigger, filtering by event type,…

Getting Started w/ Workflows

Workflow Builder: Learn More Using AI

Practical Adaptive AI instructions for “Workflow Builder: Learn More Using AI,” including setup, verification, troubleshooting, and best practices by…

Events Workflow Triggers

Workflow Trigger - Call details

This article explains the Call details workflow trigger, a powerful tool that automates actions based on the outcome of calls.

Calling

Workflow Trigger - Call Details

The Call Details workflow trigger allows workflows to start based on updates to call-related information.

Events Workflow Triggers

Workflow Trigger - Email Events

The Email Events Workflow Trigger is a powerful tool that allows businesses to automate processes based on specific email interactions.

Workflow Triggers

Workflow Trigger - Exact Match & Contains Phrase

Exact Match and Contains Phrase determine how narrowly an incoming phrase qualifies for a workflow.

Events Workflow Triggers

Workflow Trigger - Inbound Email

The Inbound Email workflow trigger allows you to automate actions whenever a new email is received on your mailboxes.

Getting Started w/ Payments

How to add and manage your customer's cards on file

seamless customer experience. This document provides an overview of two key features designed to simplify payment management: adding cards on file and…

Events Workflow Triggers

Workflow Trigger - Form Submitted

This article provides a comprehensive overview of the "Form Submitted" workflow trigger, a powerful tool that automates actions when a form is submitted in…

Website & Content

Disable or Enable the Mandatory Profile Modal for Community Members

Adaptive AI now allows Community Admins and Group Owners to control whether new members are required to complete their profile before entering a group.

A2P registration

A2P 10DLC Brand Approval Best Practices

When you register your A2P Brand with your Business Profile, Phone System will submit your business information to The Campaign Registry for review,…

Mobile Payments

Accepting In-Person Payments with NMI and Authorize.net in the Mobile POS

You can now accept in-person payments via the Adaptive AI mobile app using NMI and Authorize.net.

Template Library

Access Your Favorite Templates with the Favorites Feature

This article will show you how to quickly access your most-used templates in Adaptive AI using the Favorites feature.

Invoices & Estimates

ACH Debit payment method on invoices

ACH Direct Debit is now available as a payment method on invoices. This supports one-time invoices, Text2Pay links, and recurring invoices along with…

Ad Campaign Creation and Management

Ad Manager - Audience Controls

Practical Adaptive AI instructions for “Ad Manager - Audience Controls,” including setup, verification, troubleshooting, and best practices by Adaptation…

Ad Campaign Creation and Management

Ad Manager - Custom Values in Ad Copy

Custom Values in ad copy let you insert reusable, account-level placeholders like business name, city, phone number, and offer name, directly into supported…

Blog

Add Blog Post Element in Funnel Step or Website Page

Display blog content directly on an Adaptive AI funnel or website using the Blog Post element.

Social Planner

Add Pinterest Pins in Social Planner

Practical Adaptive AI instructions for “Add Pinterest Pins in Social Planner,” including setup, verification, troubleshooting, and best practices by…

Membership/Courses Sites

Adding Closed Captions and Subtitles to your video courses

This article shows you how to upload and edit closed captions and subtitles in your video courses using Adaptive AI's Course Builder.

Chat Widget

Adding Custom Fields in the Chat Widget Contact Form

Chat Widget is expanding its user experience with mind-blowing support with custom fields in contact form used in SMS/Email and WhatsApp chat.

Smart Lists

Adding Files To Contacts using a Custom Field

This article explains how to add and manage files for contacts in Adaptive AI using a File Upload custom field.

Analytics (Funnels, Websites, & QR Codes)

Advanced Filters in Site Analytics

Advanced Filters in Site Analytics helps you narrow analytics data so you can focus on the traffic segments that matter most.

Smart Lists

Advanced Filters in Smart Lists

Use Advanced Filters in Smart Lists to segment contacts with more precision in Adaptive AI.

Affiliate Campaigns

Affiliate Manager External Website Support

Big News! You can now run affiliate campaigns on any external website—not just Adaptive AI websites and funnels.

Analytics (Funnels, Websites, & QR Codes)

Analytics for External Tracking

Analytics for External Tracking in Adaptive AI allows you to monitor visitor behavior on externally hosted websites and forms using a centralized analytics…

Analytics (Funnels, Websites, & QR Codes)

Analytics for Top Countries, States and Cities in Funnel Analytics

Quickly uncover exactly where your visitors come from, right down to the country, state and city, so you can focus campaigns where they’ll have the greatest…

Conversations

Attachments Made Easy in Conversations

Attachments play a crucial role in enhancing communication by allowing users to share aimportant files, documents, images, and videos.

Membership/Courses Sites

Automate Group Join Requests with Workflows

This article explains how to use the Requested to Join Group workflow trigger in Adaptive AI Communities to automate membership request handling.

Get Started w/ App Marketplace

Automated Webhook Retries

Practical Adaptive AI instructions for “Automated Webhook Retries,” including setup, verification, troubleshooting, and best practices by Adaptation Living LLC.

Opportunities Module Interactions

Automating Opportunities

Practical Adaptive AI instructions for “Automating Opportunities,” including setup, verification, troubleshooting, and best practices by Adaptation Living LLC.

Analytics (Funnels, Websites, & QR Codes)

Average Time in Site Analytics

Discover how long visitors are spending on your site with Average Time in Site Analytics!

Adaptive AI Phone System

Avoiding Call Loops when routing calls to Internal Phone Numbers

Good news! Adaptive AI gives you the flexibility to use your Adaptive AI (Adaptive AI) phone number across different parts of your account, including as…

Invoices & Estimates

Bank-Only Transfers for Invoice Payments (SEPA & ACH)

This article explains how to configure invoices to support bank-only transfers in Adaptive AI.

Blog

Blog and Blog Post Statuses

A clear understanding of Adaptive AI blog and blog post statuses helps you control what appears on your site and when.

Blog

Blogs - Import Blog Posts Using URL

The URL Blog Importer allows you to migrate blog posts from an external website into Adaptive AI by scanning a homepage URL and detecting available content.

Funnel & Website Builder

Border Control in Page Builder

Border Control in the Page Builder gives you more flexibility when styling supported elements in Funnels and Websites.

General

Bot Detection Preventing Statistics Increment and Automation Execution

Execution Keep your email engagement metrics honest. This feature identifies bot-driven opens and clicks and stops them from inflating stats or triggering…

Brand Board

Brand Voice in Brand Boards

Introducing a new Brand Voice feature within Brand Boards, allowing you to define your brand's communication style and integrate it seamlessly with AI tools…

Funnel & Website Builder

Bubble Style for Radio & Checkbox Elements

Give your Adaptive AI forms, surveys, and quizzes a fresh, modern feel with the new Bubble Style for radio buttons and checkboxes.

Bulk Actions

Bulk Actions For Contacts & SmartLists

The Bulk Actions page now uses Adaptive AI’s unified UX for faster filtering, clearer status tracking, and one-click access to job metrics and error logs—so…

Bulk Actions for Opportunities

Bulk Actions for Opportunity Cards

Take control of your sales pipeline with the Bulk Actions feature in Adaptive AI’s Opportunities Kanban/Card view.

Custom Objects

Bulk Import Custom Object Records (CSV) with Bulk Actions

Bulk importing Custom Object records lets you quickly onboard large datasets while maintaining clean, conflict-free records.

QR Codes

Bulk QR Code Creation

Bulk QR Code Creation lets you generate multiple QR codes at once. Simply drop in a CSV file and Adaptive AI will create a QR Code for each instance.

Creating Calendars

Calendar Widget Customization

Practical Adaptive AI instructions for “Calendar Widget Customization,” including setup, verification, troubleshooting, and best practices by Adaptation…

Documents & Contracts

Capture Feedback and Automate Follow-Ups With Decline Documents Feature

The Decline Documents feature in Adaptive AI makes it easy to capture structured feedback when a document isn’t accepted.

Calendar Settings & Preferences

Collecting Payments in Calendars

Calendar Payments are now possible when booking an appointment. It allows the location to receive payments when a client or customer books for a certain…

Communities

Communities - Private Channels and Channel Emojis

Private Channels in Adaptive AI Communities let you host members‑only discussions, while channel emojis make channels easy to recognize.

Communities

Communities: How to Manage Content

This article explains how to manage content in Adaptive AI Communities, including creating channels, publishing posts, editing or deleting content, managing…

Smart Lists

Company Object Feature: A Manual Way to Organize Contacts

The Company Object feature in Adaptive AI helps users group related contacts under a shared company profile.

Getting Started w/ Workflows

Comprehensive workflow stats

Practical Adaptive AI instructions for “Comprehensive workflow stats,” including setup, verification, troubleshooting, and best practices by Adaptation…

Calendar Settings & Preferences

Configuring Calendar Widget Style (Classic & Neo)

Adaptive AI provides two calendar widget styles—Classic and Neo—that determine how your booking calendar is displayed to clients.

Services

Configuring Staff in Services

handle. This article walks through adding staff, assigning them to services and defining availability.

Social Planner

Connect Instagram: Facebook-Linked vs. Direct Instagram Integration

Easily connect and schedule posts to Instagram directly from Adaptive AI’s Social Planner—no Facebook Page needed!

Social Planner

Connecting LinkedIn Profile and Business Pages to Social Planner

This article will walk you through the complete process of connecting your LinkedIn profile or company page to Adaptive AI’s Social Planner.

Smart Lists

Contact Activity Tab on Mobile

The Activity tab in the Adaptive AI mobile app gives users a quick way to review a contact’s history while working from their phone.

Smart Lists

Contact Profile Picture

This article will show you how the profile picture feature works in Adaptive AI, including how to upload images for contacts and where these images appear…

Smart Lists

Contacts - Date Of Birth (Birthday)

The Birthday field in contacts allows you to personalize communications, build automation campaigns based on contact birthdays, and filter contacts by age…

Smart Lists

Contacts – Revamped List View & SmartLists

Discover Adaptive AI’s revamped Contacts module featuring a modernized List View and SmartLists 2.0.

Contacts

Contacts: Sync Attachments to Document Management Tab

Conversation attachments can be copied into a contact's Documents area so important files are available from the contact record rather than buried in a…

SEO

Content Creation & SEO Assistance!

Creating high-quality, SEO-optimized content is often resource-intensive. This tool aims to simplify and accelerate this process using AI and smart SEO…

Conversations

Conversations - How to Add Internal Comments & Mention Users

Use Internal Comments and @mentions in Adaptive AI Conversations to collaborate privately inside a contact thread without exposing notes to the contact.

Countdown Timer

Countdown Timer Labels Update

display “Days,” “Hours,” “Minutes,” and “Seconds” or any wording you’d like, in the exact language or wording that matches your campaign.

Countdown Timer

Countdown Timers - Optional End Time for Dynamic Timer

The latest update to the Dynamic Timer feature allows users to set a timer that ends after a specific duration from when an email is opened or sent.

Membership/Courses Sites

Course Preview and Drip Scheduling Improvements

Learn how Adaptive AI’s latest course enhancements improve admin previews, Kajabi imports, and drip scheduling reliability to help deliver smoother and more…

Membership/Courses Sites

Courses Mobile- How to Navigate the New Lessons & Courses UI

Practical Adaptive AI instructions for “Courses Mobile- How to Navigate the New Lessons & Courses UI,” including setup, verification, troubleshooting, and…

Membership/Courses Sites

Courses: Learner Experience Controls and Lesson Auto-Progression

Adaptive AI’s Courses learner experience controls and lesson auto-progression updates make it easier for learners to move through course content with fewer…

Blog

Create Blog Posts

Adaptive AI’s Blog Post feature lets you create, format, and publish SEO‑ready articles directly from your dashboard, giving your brand a powerful…

Ad Campaign Creation and Management

Create custom audiences in Ad Manager

In this article we will be elaborating on the steps one needs to take to create Custom Audiences and how to use it during the campaign creation process in…

Funnel & Website Settings

Create Forms & Surveys Inside the Site Builder

Discover a faster way to build and manage forms and surveys directly inside Adaptive AI’s Funnel and Website builders.

Smart Lists

CSV File Format for Importing Objects

This article will help you format your CSV file correctly before importing it into Adaptive AI.

Funnels and Websites

Custom Meta Tags

This article will teach you how to add custom meta tags to your Funnels and Websites inside Adaptive AI.

CRM Workflow Actions

Custom Object and Company Based Workflow Actions & Triggers

Adaptive AI’s custom object and company based workflow actions and triggers let you automate across Contacts, Companies, and Custom Objects.

Surveys

Customize Image Layouts in Forms & Surveys

This article explains how to customize image layouts in Adaptive AI Forms & Surveys using new layout options, image styling controls, focal points, and…

Managing Opportunities

Customize Opportunity Cards in Board View

Practical Adaptive AI instructions for “Customize Opportunity Cards in Board View,” including setup, verification, troubleshooting, and best practices by…

Quizzes

Customizing Quiz Result Pages

Adaptive AI’s enhanced Quiz Builder now includes powerful tools for customizing the Result Page — with drag-and-drop section management, section templates,…

Calendar Groups

Deactivating Calendar Groups

Deactivating every calendar in a group is a broad availability change. Use it for a deliberate pause, and verify that no live links or automations still…

Brand Board

Editing a Design Kit

Keep your brand consistent everywhere you build in Adaptive AI. This article explains how to edit a Design Kit (within Brand Boards), including how to…

Getting Started with Opportunities

Editing Opportunities

Adaptive AI offers robust tools for managing opportunities, enabling users to efficiently update information to keep pace with evolving sales processes.

Events

Embed Events with Code Snippet

This article explains how to embed your Adaptive AI event pages directly into your own websites, funnels, or external platforms using a simple embed code.

Membership/Courses Sites

Embed Media from Third-Party Platforms in Posts

Practical Adaptive AI instructions for “Embed Media from Third-Party Platforms in Posts,” including setup, verification, troubleshooting, and best practices…

Phone numbers

Enhanced Number Pool Management for Visitor Activity Tracking

Take control of your visitor tracking campaigns with Adaptive AI’s enhanced Number Pool Management features.

Events

Events - How to Manually Add Attendees

This article explains how to manually register attendees for your Adaptive AI events without requiring them to complete the public registration form.

Events

Events and Workflows Integration

Journey This article explains how to connect Adaptive AI Events with Workflows to automate registration confirmations, pre-event reminders, check-in…

Events

Events: Custom CSS with Live Element Selection

Adaptive AI's Events Custom CSS editor eliminates the need to manually inspect the DOM.

Orders, Subscriptions, and Transactions

Export or Download Orders as CSV

This help guide explains how to export Orders records into a CSV file for reporting, reconciliation, financial analysis, fulfillment, and product…

Orders, Subscriptions, and Transactions

Export or Download Transactions as CSV

This document explains how to export transaction records, how the export file is delivered, and how to interpret the CSV format — including multiple line…

FAQs and Common Troubleshooting Steps

FAQs, Basic Troubleshooting - Funnels, Websites, Webinars

This article provides troubleshooting steps for common issues encountered while using certain features within funnels, websites, and webinars.

FAQs and Common Troubleshooting Steps

Fixing Google Ads Rejections Caused by Funnel URL Redirects or Extra Paths

When a funnel is published on a subdomain (example: offers.example.com ), Google Ads may reject the landing page due to:

A2P registration

Forbidden message categories for SMS and MMS in the US and Canada

Canada This article covers the comprehensive messaging policy that applies to all sub-accounts using Adaptive AI Communications Phone Systems (L.C.

Funnels and Websites

Funnels & Websites | Creating Categories in the Navigation Menu

This article shows you how to create drop-down categories in your website or funnel’s navigation menu by nesting menu items under parent items.

Analytics (Funnels, Websites, & QR Codes)

Funnels and Websites - Browsers and IPs in Funnel Analytics

the Funnels & Websites Analytics Dashboard, you can now see the Top Browsers and Top Client IPs accessing your site.

Communities

Gamification in Communities - Points, Badges and Leaderboards

Gamification in Adaptive AI Communities motivates members by turning everyday actions into measurable achievements using points, badges, and leaderboards.

Calling

Geo Permissions - Voice

At Adaptive AI, protecting our customers from fraud while ensuring a smooth experience is our top priority.

Commerce

Getting Started - Connect Stripe

Connecting Stripe to Adaptive AI allows you to process supported payments through your sub-account and use Stripe across eligible Adaptive AI payment…

Foundational Setup

Getting Started - Create and Manage Contacts

Creating and managing contacts in Adaptive AI helps you keep customer information organized and up to date.

Commerce

Getting Started - Create and Send Invoices

Practical Adaptive AI instructions for “Getting Started - Create and Send Invoices,” including setup, verification, troubleshooting, and best practices by…

Foundational Setup

Getting Started - Import Existing Contacts

Your audience is the heartbeat of your business. Quickly import your existing contacts from various platforms into one convenient space and start engaging…

Website & Content

Getting Started - Launch a Website from Blank

Launching your own website from scratch can feel overwhelming, but don't let the blank page stop you.

Website & Content

Getting Started - Launch a Website From Template

Launching a website in Adaptive AI involves building the site, connecting and assigning a domain, and publishing the final version.

Sales & Conversations

Getting Started - Set Up a Live Chat Widget

Adaptive AI’s Chat Widget lets you add different chat experiences to your website.

Foundational Setup

Getting Started - Setup A Booking Calendar

schedule without lifting a finger. Sounds great, right? Let's walk you through getting this set up so you can easily secure up to 20 appointments in your…

Marketing & Lead Generation

Getting Started - Setup Facebook and Instagram Lead Ads

directly from social media. Facebook and Instagram Lead Ads let you capture prospect information from Meta ads and manage campaign setup directly in…

Foundational Setup

Getting Started - Setup Pipelines and Opportunities

Organizing your sales pipeline might sound intimidating, but think of it like setting up your workspace for success—everything has a place, and nothing gets…

Blog

Getting Started with Blogs and Blog Posts

Kickstart your content strategy with Blogs in Adaptive AI. This guide walks you through creating your blog, writing posts, adding authors and categories,…

Conversations

Getting Started with the Conversations Tab

Adaptive AI’s redesigned Conversations experience delivers a faster, clearer inbox with four flexible panels, upgraded filtering (including tags + AND/OR),…

Adaptive AI Email

Google Postmaster Tools

This guide explains why it matters, how to set it up, and how to connect it to Adaptive AI Phone so all your data lives in one place.

Workflow Builder

Guide to Date/Time Formatter Workflow Action

The Date/Time Formatter action is a versatile tool that allows users to reformat and compare dates or date-times within workflows.

Calendar Integrations

Guide To iCloud Calendar Integration

Integrating your iCloud account and calendars with Adaptive AI allows seamless two-way syncing of events, availability, and appointment scheduling.

Countdown Timer

Guide: Dynamic Countdown Timer

We’ve introduced a Dynamic Countdown Timer that personalizes the countdown for each contact based on when they receive or open your email.

Getting Started w/ Workflows

Highlighting & Resolving Errors in a Workflow

Practical Adaptive AI instructions for “Highlighting & Resolving Errors in a Workflow,” including setup, verification, troubleshooting, and best practices…

Membership/Courses Sites

How do first time users Set Login Password, Request Forgotten Password for their membership portal?

This article explains how users can set their password for the first time or reset it if forgotten using the magic link system.

Getting Started w/ Affiliate Manager

How does the Affiliate Manager work?

Practical Adaptive AI instructions for “How does the Affiliate Manager work?,” including setup, verification, troubleshooting, and best practices by…

Countdown Timer

How to Add a Countdown Timer in WhatsApp Templates

Add real urgency to WhatsApp campaigns by attaching live countdown timers to your message templates.

Manual Actions

How To Add a Manual Call Action to a Workflow

This article will show you how to add a Manual Call action to a workflow in Adaptive AI.

Funnels and Websites

How to Add a Two‑Step Order Form to a Funnel

Two‑Step Order Forms split checkout into two lightweight screens. Step 1 typically captures contact and shipping details while Step 2 collects payment and…

Blog

How to add Blog Sitemap?

A blog sitemap gives search engines a discoverable list of the selected blog home and post URLs on a connected domain.

E-Commerce Store

How to Add Product Weights, Dimension, and SKU Information in Your Ecom Store

Weight, dimensions, SKU, inventory, and digital-file settings live on the saved price or variant detail page, not only on the product's first creation screen.

Social Planner

How to auto-optimise the images for social scheduling?

Practical Adaptive AI instructions for “How to auto-optimise the images for social scheduling?,” including setup, verification, troubleshooting, and best…

Managing Affiliates

How to Automatically Level Up Affiliates Based on Performance

This guide explains how to automatically promote affiliates to new campaigns based on performance milestones in Adaptive AI.

Brand Board

How to change default Brand Boards?

Your default brand board is a key part of managing your brand’s visual identity, especially in emails and funnels.

Scheduling Appointments

How to Create & Manage Appointment Notes & Sync them Across Records

Capture key context once and have it follow you wherever you work. In Adaptive AI, appointment notes automatically appear on the related Contact,…

Smart Lists

How to Create & Manage Smart Lists

This guide provides everything you need to know about Smart Lists in Adaptive AI.

Brand Board

How to Create a Brand Board

This article will show you how to create a Brand Board in Adaptive AI! A Brand Board helps you store and organize your company's logos, color palette, and…

Ad Campaign Creation and Management

How to create a conversation form in Ad Manager

A Conversation Form is used with a Meta Engagement campaign whose conversion location is messaging.

Ad Campaign Creation and Management

How to create a Facebook form in Ad Manager

In this article we will discuss in detail about the steps to be taken to create a new Facebook lead form, used for the Lead Generation objective of Meta ads.

Membership/Courses Sites

How to Create a Product and Attach It to a Membership Course Offer

Creating a paid course offer through products provides flexibility in how you package and sell your digital education content.

Brand Board

How to Create Brand Voice from Text or URL

This article explains how to use Adaptive AI's AI-powered Brand Voice generation to instantly create brand messaging profiles from existing content.

QR Codes

How to Create Custom Business Card QR Codes

This article will guide you through creating a fully customizable Business Card QR Code in Adaptive AI.

QR Codes

How to Create Custom Profile Card QR Codes

and important destinations from one mobile-friendly page. Visitors can save your contact information, submit their own details through an Exchange Contact…

Ad Campaign Creation and Management

How to create Customer List Custom Audience

This article explains the steps to create a Customer List Custom Audience in Ad Manager and how to use it during campaign creation, including the option to…

Calendar Rooms & Equipment

How to Create Equipment

or projectors—used during scheduled services. By connecting equipment to calendars, you prevent double-bookings and maintain operational efficiency.

Chat Widget

How to Create Multiple Chat Widgets in a Single Sub-Account

Use multiple Chat Widgets in Adaptive AI to tailor conversations. This article explains how to create several widgets in a single sub-account and how to…

Contact Details View

How to Create Subscriptions & Invoices from Contact's Profile

Practical Adaptive AI instructions for “How to Create Subscriptions & Invoices from Contact's Profile,” including setup, verification, troubleshooting, and…

QR Codes

How to Create vCards in the QR Code Builder

This article explains how to create a vCard QR Code using the Adaptive AI QR Code Builder.

Payment Links

How to Customize Payment Links with Your Brand Colors

Make your payment experience seamless and on-brand with Adaptive AI's Payment Link customization features.

Getting Started with Opportunities

How to Decouple Owners for Contacts and Opportunities

Adaptive AI now allows you to assign different owners to contacts and their related opportunities.

Smart Lists

How To Delete Contacts and Their Data

This article provides a step-by-step guide to deleting contacts and their associated data in Adaptive AI.

Wordpress

How to Disable SEO Indexing for WordPress Sites

This article will show you how to use the new “Disable SEO Indexing” feature in Adaptive AI’s WordPress management!

Adaptive AI Phone System

How to Enable Call Transcriptions for Recorded Calls

Call transcriptions make it easy to review and understand recorded conversations without listening to the entire call.

Creating Calendars

How to Enable Consent Checkbox Calendars

Adaptive AI calendars can display a consent checkbox that asks contacts to provide consent when booking a meeting.

Managing Opportunities

How to Filter Opportunities

Adaptive AI’s filtering tools help you find the right opportunities fast across busy pipelines.

Calling

How To Forward Inbound Calls to Mobile App

This article explains how to properly set up and receive inbound calls using the Adaptive AI Mobile App.

Membership/Courses Sites

How to Grant Access to Membership Courses Using Workflows

This help article will show you how to grant access to your membership courses using workflows in Adaptive AI.

Funnels and Websites

How to import a Funnel From ClickFunnels?

The ClickFunnels to Adaptive AI importer is useful for individuals or businesses looking to switch from ClickFunnels to Adaptive AI and want to migrate…

FAQs and Common Troubleshooting Steps

How to Improve Funnel & Website Page Speed

Page-speed work should improve the real visitor experience without breaking forms, tracking, layout, or conversion actions.

Wordpress

How to Install Popular WordPress Plugins During Site Creation

This article will show you how to streamline your WordPress site setup by selecting from a curated list of popular plugins during the creation process.

Privacy Policy

How to Link Your Privacy Policy When Collecting Personal Data

A privacy policy explains how your business collects, uses, and protects personal information—like names, phone numbers, or emails.

Scheduling Appointments

How to Manage Appointments with Appointment List View

Appointment List View in Adaptive AI provides a powerful way to manage appointments using a list-based workspace instead of a traditional calendar layout.

Conversations

How to Mark a Conversation as Read

Unread conversations help your team identify messages that still need attention. In Adaptive AI, opening a conversation does not automatically mark it as…

Orders, Subscriptions, and Transactions

How to Modify Existing Subscriptions

Practical Adaptive AI instructions for “How to Modify Existing Subscriptions,” including setup, verification, troubleshooting, and best practices by…

Social Planner

How to post Recurring Social Posts through the Social Planner?

Recurring posts provide a streamlined way to create evergreen content across various social platforms, scheduled daily, weekly, monthly, or yearly.

E-Commerce Store

How to Print Packing Slips for Your Ecommerce Orders

Practical Adaptive AI instructions for “How to Print Packing Slips for Your Ecommerce Orders,” including setup, verification, troubleshooting, and best…

Forms

How to Quickly Add and Edit Custom Fields in Forms and Surveys

Please Note: When a custom field contains the word "score" in its name, the system automatically interprets it as a numeric scoring element.

Troubleshooting Calendars

How to Re-Integrate Google Calendar for a User

This article guides you through re-integrating your Google Calendar with Adaptive AI to resolve sync issues and restore calendar functionality.

Funnel & Website Builder

How to Save & Use Element Templates in Page Builder

Practical Adaptive AI instructions for “How to Save & Use Element Templates in Page Builder,” including setup, verification, troubleshooting, and best…

Wordpress

How to Select Country Server Location for WordPress Hosting

This guide explains how to pick the best-fit data-center region while you’re creating a site using WordPress Hosting in Adaptive AI.

Wordpress

How to Setup SFTP for your WordPress Site

SFTP is a way for you to access the files and folders on a website via a client program on your local computer.

Contacts and Other Modules

How to Share and Manage Documents via Client Portal and CRM?

This guide explains how CRM users share documents with contacts and how contacts upload files back through the Client Portal.

Getting Started w/ Payments

How to Streamline Payments with Automated Invoice Reminders

Practical Adaptive AI instructions for “How to Streamline Payments with Automated Invoice Reminders,” including setup, verification, troubleshooting, and…

Blog

How to Update SEO for Blog Post

Blog SEO details control how a post is described to search engines and how it may appear when shared.

Brand Board

How to use Brand Boards in Funnels and Websites?

Brand Boards are here to make your life easier by simplifying the process of maintaining consistent brand guidelines across your funnels and websites.

Affiliate Campaigns

How to Use Commission Length & Variable Commissions in Affiliate Manager

Commission Length limits how many recurring transactions earn commission, while Variable Commissions can change the rate over time.

Getting Started with Opportunities

How to use Custom Fields for Opportunities

Custom Fields for Opportunities give you the flexibility to tailor your CRM to match your exact sales process.

Mobile App

How to Use Mobile App DND in Contacts

This article will walk you through the newly enhanced DND (Do Not Disturb) features available in the Adaptive AI mobile app.

Ad Manager

How to Use Opportunity Score in Ad Manager

Opportunity Score helps you review your Meta campaign setup in Adaptive AI Ad Manager before publishing.

Countdown Timer

How to Use the "Copy Code" Feature in Countdown Timers

Countdown timers are a powerful tool for adding urgency to your website or email campaigns.

Chat Widget

How to Use the All-in-One Chat Widget

The All-in-One Chat widget allows you to offer multiple communication channels—Live Chat, SMS/Email, WhatsApp, Facebook, Instagram, and Voice AI—in one…

Blog

How to Use the Blog Template Library

This article will show you how to save time and streamline your blog creation process using Adaptive AI's Blog Template Library.

Orders, Subscriptions, and Transactions

Import Transactions and Orders using CSV files

This article will show you how to import historical transactions and orders into your Adaptive AI sub-account using CSV files.

Bulk Actions

Importing Contacts and Opportunities via CSV

Importing contacts and opportunities in bulk using a CSV file is an essential feature in Adaptive AI that helps streamline data entry and organization.

Getting Started with Contacts

Importing Contacts using a CSV file

This article shows you how to import contacts into Adaptive AI using a CSV file. You’ll learn how to upload, map, and confirm your data, and optionally…

Getting Started with Opportunities

Importing Opportunities using a CSV file

This article will guide you through importing opportunities into Adaptive AI using a CSV file.

Phone numbers

Improve your Phone Number's reputation with Voice Integrity

Practical Adaptive AI instructions for “Improve your Phone Number's reputation with Voice Integrity,” including setup, verification, troubleshooting, and…

Messaging

International SMS Compliance: UK & Turkey Regulations

This article covers two active international SMS compliance regulations that affect senders using the platform's Adaptive AI Phone or Adaptive AI…

Getting Started w/ Workflows

Introduction to Workflows and Automations

Workflow automation simplifies repetitive tasks by setting up sequences of predefined actions triggered by specific events.

Website & Content

Knowledge Base Web Crawler Sitemap-Powered URL Selection

This guide explains how sitemap-powered URL selection gives you precise control over which website pages are trained into your Adaptive AI Knowledge Base.

Adaptive AI Phone System

KYC Verification on Persona — Best Practices

KYC (Know Your Customer) verification is a crucial step to ensure the authenticity and security of user identities.

Managing Opportunities

List View for Opportunities

The new List View transforms how you can interact with your opportunities by providing a detailed, streamlined, and customizable view.

Conversations

Live Chat

Live Chat inside Conversations enables real-time communication between businesses and website visitors directly within Adaptive AI.

SEO

Local SEO: Tracking Local Rankings with Heatmaps

For businesses that rely on local customers - think brick-and-mortar stores or service providers in specific cities – ranking in Google’s local results is…

Reputation & Throttling

Low IP Reputation - Restore Sending IP Credibility

Your sending IP address has developed a poor reputation with email providers and security services, causing your emails to be blocked or rejected.

Getting Started w/ Payments

Manage payment methods displayed with Stripe integration

Adaptive AI Phone displays payment methods dynamically if business users have Stripe connected as their default payment provider for processing payments…

Services

Manage Service Appointments in the Appointment Modal

Practical Adaptive AI instructions for “Manage Service Appointments in the Appointment Modal,” including setup, verification, troubleshooting, and best…

Managing Affiliates

Managing Customers under Affiliates

Practical Adaptive AI instructions for “Managing Customers under Affiliates,” including setup, verification, troubleshooting, and best practices by…

Phone numbers

Mandatory 2FA for Phone Number Updates

Adaptive AI now requires two‑factor authentication (2FA) whenever a user’s phone number is changed.

Scheduling Appointments

Manually Booking Calendar Appointments

Need to S chedule Calendar Appointments for someone else- leads, clients, or team members? Here’s how to manually book appointments across Adaptive AI.

Workflow Triggers & Actions

Marketplace Apps - Managing External Connections

Marketplace applications that require an outside account establish a separate connection for each business account.

Workflow Triggers & Actions

Marketplace Workflow Actions

Marketplace Workflow Actions are the customizable workflow actions managed in Marketplace.

Mobile App

Media Library – Mobile App

becomes challenging when files are scattered across devices or apps. The Media Library in the Adaptive AI mobile app provides a centralized, organized hub…

Adaptive AI Email

Microsoft Smart Network Data Services (SNDS)

If you've purchased an IP subscription, you now have access to IP Status Monitoring through a Microsoft SNDS (Smart Network Data Services) integration.

Mobile Payments

Mobile UI Improvements for E-commerce Stores

Practical Adaptive AI instructions for “Mobile UI Improvements for E-commerce Stores,” including setup, verification, troubleshooting, and best practices by…

New Mobile App Experience

Multi-Location Incoming Calls on the Mobile App

The Multi-Location Incoming Calls feature in the Adaptive AI mobile app ensures that teams working across multiple sub-accounts never miss an important lead.

Getting Started w/ Workflows

New Discover button - Workflows

We’ve made it easier to discover and install marketplace apps directly within the workflow builder.

E-Commerce Store

New product collection element and SEO Improvements

Select and map collections directly on the canvas To speed up setup, you can now select items inside the Collections List element directly from the canvas.

Wordpress

New WordPress Site From Template

You can create a new Wordpress Website from scratch, by copying an existing site, or by starting from a Template.

Creating Calendars

One Time Link

Practical Adaptive AI instructions for “One Time Link,” including setup, verification, troubleshooting, and best practices by Adaptation Living LLC.

Managing Opportunities

Opportunities - FAQs

Practical Adaptive AI instructions for “Opportunities - FAQs,” including setup, verification, troubleshooting, and best practices by Adaptation Living LLC.

Forms

Payment in Forms (Including Donations)

Practical Adaptive AI instructions for “Payment in Forms (Including Donations),” including setup, verification, troubleshooting, and best practices by…

Orders, Subscriptions, and Transactions

Payments - What is listed on the Subscriptions page?

Practical Adaptive AI instructions for “Payments - What is listed on the Subscriptions page?,” including setup, verification, troubleshooting, and best…

Scheduling Appointments

Payments Tab in Calendars

The Payments tab in Adaptive AI’s appointment modal centralizes payment tracking and collection for any booking.

Calendar Settings & Preferences

PayPal in Calendars

Adaptive AI now lets you accept PayPal for calendar bookings—giving clients a familiar, trusted checkout experience while you get paid instantly.

Invoices & Estimates

PDF Generation for Invoices and Receipts

This article outlines the recent upgrade to the PDF generation pipeline for invoices and receipts in Adaptive AI.

Phone numbers

Phone Number Edit Configuration (Incoming Calls Settings)

The Incoming Call Settings interface centralizes all routing, ringing, voicemail, and backup behaviors for inbound calls into a single configuration view.

QR Codes

QR Code Bulk Actions, Renaming & Copy Link Shortcut

Take control of large QR-code libraries in less time. From the QR Codes List View, you can now multi‑select QR Codes to move, download, or delete, rename…

Funnel & Website Builder

QR Code Element in Page Builder

Give visitors a simple way to open any link by scanning a QR code placed directly on your website or funnel page.

QR Codes

QR Code Features Landing Page

The QR Code area supports creating, organizing, and measuring codes for destinations such as pages, forms, messages, calls, email, and payments.

QR Codes

QR Code Generation and Download Guide

This article will show you how to create, customize, and download QR codes using Adaptive AI’s QR Code Builder!

Quizzes

Quiz Template Library: Create Quizzes Faster with Pre-Built Templates

This article will show you how to use the Template Library inside Adaptive AI’s Quiz builder to save time and create high-converting quizzes with ease.

Webinars

Recurring Webinar Settings

Recurring Webinar Settings let you automate a series of live sessions in minutes—no more cloning events, juggling dates, or confusing your audience.

A2P registration

Registering Your A2P Brand

This article explains how to choose the correct Brand type for your business, what information you need before registering, and how to submit your A2P Brand…

Calling

Remediate 'Spam Likely' on your Caller ID using Free Caller Registry

If the phone number flagged as 'spam likely' is relatively new or not critical to your business or has a FTC complaint, we recommend trashing the phone…

Rentals

Rentals - Blocked Slots for Listings

Blocked Slots for Rental Listings help you reserve rental inventory when items are unavailable for reasons outside of customer bookings.

Rentals

Rentals - Creating a Booking

This article explains how to manually create a booking in Rentals. It walks through every field in the Create Booking form, how to add listings, customers,…

Rentals

Rentals - Editing a Booking

This article provides a complete guide to editing bookings in Rentals. It explains how to access the Edit Booking screen, understand what each section…

Rentals

Rentals - Listings & Categories

This article explains what Listings and Categories are in Rentals, how to access the Rentals module, and how they work together to organize your rental…

Rentals

Rentals - Taxes

Manage rental bookings in Adaptive AI with transparent manual taxes in Rentals. This guide article what the feature is, who it’s for, how it works, and how…

Services

Resources in Services

Resources in Services let you reserve the real-world assets needed to deliver an appointment, like rooms, chairs, or stations, so booking stays accurate.

Contacts

Restore Deleted Contacts or Undo Bulk Deletes

Quickly recover accidentally deleted leads with Adaptive AI’s updated Contacts → Restore page.

Blog

RSS Feed for Blogs

This article shows how to generate an RSS feed from your Adaptive AI blog, enabling you to automatically distribute your latest posts via email campaigns or…

Surveys

Save Progress for Forms, Surveys & Quizzes

This article explains how the Save Progress feature automatically preserves respondent data in multi-step forms, surveys, and quizzes, enabling them to…

Social Planner

Schedule Posts using RSS URL

Practical Adaptive AI instructions for “Schedule Posts using RSS URL,” including setup, verification, troubleshooting, and best practices by Adaptation…

SEO

SEO - How to Delete Site Projects

Free up your SEO Site Projects quota by safely deleting unneeded projects. Learn what gets reverted, who can delete, and how to confirm removal to manage…

Calendar Settings & Preferences

Setting Up Linked Calendars & Conflict Calendars

Adaptive AI lets you synchronize external calendars (Google, Office 365, Outlook.com) to keep your availability up to date and prevent double-bookings.

Invoices & Estimates

Setting up QuickBooks Integration

Practical Adaptive AI instructions for “Setting up QuickBooks Integration,” including setup, verification, troubleshooting, and best practices by Adaptation…

Calendar Integrations

Setting Up Reserve with Google for Local Services Ads

Google has updated the Reserve with Google setup process for Local Services Ads. Businesses must now configure Google Organic Booking in Adaptive AI and…

Messaging

Shortened URLs and SMS Deliverability

Shortened URLs are often used in SMS campaigns for link tracking (which helps measure the success of text message campaigns) and to save character space.

Funnels and Websites

Show Popup on Entering Funnel/Website

This article will show you how to create a popup that appears shortly after a visitor lands on a funnel or website page.

Creating Calendars

Show seats per slot for Class booking on the booking widget

The “Show seats per slot” setting allows you to display the total remaining seat availability for each time slot on Class Booking calendars.

Calling

SIM-based calling with the Mobile App

Skip the copy-paste and dial leads straight from Adaptive AI or Adaptive AI Communications using the mobile number already on your phone plan.

SEO

Site Audit: Monitor, Analyze, and Optimize Your Website’s Technical SEO

Site Projects in Adaptive AI SEO are your hub for tracking the health and performance of websites (domains).

Analytics (Funnels, Websites, & QR Codes)

Sites - Traffic Source Analytics

Traffic Source Analytics in Adaptive AI helps you quickly see where website and funnel traffic originates.

Managing Opportunities

Smart Lists in Opportunities

Opportunity Smart Lists help teams save and reuse customized views in the Opportunities area of Adaptive AI.

Authentication & Security

Spam Filter Blocks - Improve Content and Sender Reputation

Your emails are being blocked or rejected because recipient email servers, ISPs, or spam filters have identified your messages as spam-like, unsolicited, or…

Wordpress

SSH access for WordPress

For developers and advanced users, Secure Shell (SSH) access provides a direct, secure, and encrypted connection to your WordPress server environment.

Deliverability

Step by Step guide to Creating Custom Unsubscribe Links

This guide walks you through replacing the platform's default unsubscribe link with a custom one that lands contacts on a branded page and automatically…

Getting Started with Opportunities

Step-by-Step Guide to Creating Opportunities

Opportunities are pivotal in managing potential sales within Adaptive AI. This guide walks you through how to create opportunities, enabling you to track…

Getting Started with Opportunities

Step-by-Step Guide: Creating Pipelines

Pipelines in Adaptive AI help you organize and automate your sales or service workflows by visually tracking opportunities through defined stages.

Forms

Sticky Contact in Forms, Surveys, and Calendars

This article explains the Sticky Contact feature in Adaptive AI forms, which simplifies the form-filling process for repeat users by pre-filling previously…

Surveys

Surveys - How to Setup and Use Order Bumps

This article shows how to use Order Bumps in Adaptive AI’s Surveys. By adding engaging bump offers, you can increase revenue and provide upsell…

Template Library

Template Library for Workflows

You can quickly get your automation setup in Adaptive AI with the new Template Library for Workflows.

SMS & Email Templates

Text Snippets (Templates)

Easily streamline your email creation process by inserting pre-saved text snippets into any email editor—whether you’re building templates or launching…

Forms

Themes in Forms/Surveys

Launch polished, on‑brand Forms and Surveys faster with Themes in Adaptive AI. Themes are ready‑made presets that apply a cohesive design in a single step.

Countdown Timer

Timezone Adaptation in Countdown Timers

Gain full control over how end times are calculated for your countdown timers across emails, funnels, and websites with Timezone Adaptation.

Chat Widget

Track Chat Widget Activity Using Google Analytics 4 (GA4)

This article provides guidance on integrating Adaptive AI's Chat Widget with Google Analytics 4 to monitor user interactions effectively across funnel…

Smart Lists

Troubleshooting Bulk Imports Via CSV

This article will help you resolve errors you may encounter when importing contacts through a CSV file in Adaptive AI.

Troubleshooting Calendars

Troubleshooting Tool for Calendar

AI, such as booking conflicts or missing availability. It provides visibility into common setup problems, helping users take immediate action to restore…

Workflow Builder

Troubleshooting Workflow Executions - Race Conditions

A Race Condition is when two (or more) updates happen at the same time (in the same second).

Marketing Audit Reports

Understanding the Grades in Your Marketing Audit Report

This document provides detailed information on the visual representation and calculation of scores within the Marketing Audit Report.

Client Portal

Unified Client Portal Experience

This article explains the key benefits of the unified portal, how it improves customer experience and discoverability, and how to enable it for your business.

Managing Opportunities

Use Kanban View in Opportunities

Kanban view in Adaptive AI Opportunities gives your team a visual way to manage deals across pipeline stages.

Calling

Using Call Connect to Ensure Accurate Call Status Tracking

This article explains how the Call Connect feature ensures your call outcomes—like voicemail, pickup, or missed call—are accurately tracked.

Getting Started w/ Calendars

Using Custom Values in Calendars

You can now use Custom Values directly inside Calendar settings to personalize appointment details, notifications, and booking experiences.

Funnel & Website Builder

Using Global Sections in the Page Builder

Global Sections allow you to reuse shared sections across multiple pages in the Page Builder.

SMTP Providers

Using Zoho as your SMTP Provider

SMTP (Simple Mail Transfer Protocol) is what reliably delivers email sent from the platform.

Webinars

Webinar Video Analytics

Webinar Video Analytics brings data-rich dashboards to your live, on-demand, and recurring webinars, so you can see exactly where viewers drop off, which…

A2P registration

What is Message Throughput (MPS)?

A2P 10DLC message throughput is the speed at which SMS message segments can be sent through an approved Campaign using registered 10-digit numbers in the…

Surveys

Where Do Survey Answers Show Up

Adaptive AI surveys allow you to collect valuable feedback and data from your contacts, but where do those answers actually go once someone submits a…

Troubleshooting Calendars

Why Appointment Time Slots Are Missing on Your Calendar

If appointment time slots are missing, unavailable, or appearing unexpectedly on your calendar, several configuration factors may be responsible.

Wordpress

WordPress - Staging Environment Access

Use Adaptive AI WordPress staging to safely test updates before impacting your live site.

Wordpress

WordPress Access & Activity Logs

This guide is designed to help users understand the new Access & Activity Logs feature available in their WordPress Admin Panel on the Adaptive AI platform.

Wordpress

WordPress Plugin and Theme Management

you get a holistic, top-down view of every plugin and theme installed across your WordPress site—directly from your CRM dashboard.

Wordpress

WordPress: Automatic Updates Management for Core, Plugins, and Themes

Effortlessly keep your WordPress site secure and up to date! With enhanced update management, you can individually enable automatic updates for WordPress…

Communication Workflow Actions

Workflow Action - Call

The Call workflow action helps your team respond quickly by automatically calling the person responsible for a contact and then connecting that person with…

Communication Workflow Actions

Workflow Action - Drip

The Drip Action in workflows helps regulate the flow of contacts by processing them in batches at set intervals.

Workflow Builder

Workflow Action - Edit Conversation

Conversation Workflow Action in Adaptive AI automates conversation management by marking messages as read/unread and archiving/unarchiving them.

Communication Workflow Actions

Workflow Action - Facebook Interactive Messenger

The Facebook Interactive Messenger action in workflows enables automatic replies through Facebook Messenger.

Communication Workflow Actions

Workflow Action - Instagram Interactive Messenger

The Instagram Interactive Messenger action in workflows helps you automate Instagram DM conversations with interactive elements like buttons and quick replies.

Communication Workflow Actions

Workflow Action - Internal Notification

Internal Notifications in workflows allow teams to stay instantly updated on important events.

Communication Workflow Actions

Workflow Action - Manual Call

The Manual Call action allows you to create a call task for a user to manually send an call the contact.

Workflow Builder

Workflow Action - Math Operation

The Math Operation action in workflows allows users to perform calculations on numbers and dates, enabling automated lead scoring and scheduling.

Communication Workflow Actions

Workflow Action - Reply In Comments

Practical Adaptive AI instructions for “Workflow Action - Reply In Comments,” including setup, verification, troubleshooting, and best practices by…

Send Data Workflow Actions

Workflow Action - Update Custom Values

The Update Custom Value workflow action in Adaptive AI allows you to dynamically update or replace existing custom values within workflows.

Communication Workflow Actions

Workflow Action - WhatsApp

The WhatsApp action allows you to send WhatsApp messages directly from a workflow.

Communication Workflow Actions

Workflow Action - WhatsApp Customer Service Window Check

Practical Adaptive AI instructions for “Workflow Action - WhatsApp Customer Service Window Check,” including setup, verification, troubleshooting, and best…

CRM Workflow Actions

Workflow Action – Remove Associated Records from Workflow

The Remove Associated Records from Workflow action is available in all workflow types — Contact-based, Company-based, and Custom Object-based workflows.

Marketing Audit Reports

Workflow Action: Generate Marketing Audit Report

Automatically create a Marketing Audit Report for new or updated contacts so your team can qualify leads faster and start more personalized outreach.

Getting Started w/ Workflows

Workflow Notes, Action Notes & Sticky Notes

Workflow Notes describe the automation as a whole, Action Notes explain one step, and Sticky Notes place visible guidance on the builder canvas.

Workflow Recipes

Workflow Recipes - Facebook Comment Automation

The Facebook comment recipe is a starting workflow for a “comment to receive the resource” journey.

Workflow Recipes

Workflow Recipes - Instagram Comment Automation

The Instagram comment recipe provides a draft “comment to receive the resource” workflow.

Appointments Workflow Triggers

Workflow Trigger - Appointment Status

Adaptive AI automates actions based on appointment status updates, reducing manual work and ensuring timely follow-ups.

Workflow Builder

Workflow Trigger - Contact Tag

Tags are a way of categorizing your contacts. You can tag any contact in your contacts list with one or more tags to help you find it again later.

Workflow Builder

Workflow Trigger - Order Submitted

The Order Submitted trigger is a powerful new workflow trigger that allows businesses to upsell customers after they have submitted an order.

Workflow Builder

Workflow Trigger - Payment received

The Payment Received trigger is designed to act as a centralized mechanism for capturing all incoming payments across the CRM.

Quizzes

Workflow Trigger - Quiz Submitted

The Quiz Submission Trigger enables automated actions whenever a quiz is completed.

Getting Started w/ Workflows

Workflow Trigger and Action: Google Contact

Automate your CRM like a pro by connecting Adaptive AI Workflows with Google Contacts.

Getting Started w/ Workflows

Workflows Nested Folders

In the Automations > Workflows section you can create and nest folders to better organize your workflows, improve communication, and streamline operations.

Getting Started w/ Workflows

Workflows- Improved Execution Logs & Enrollment History

This article walks you through the latest enhancements to Execution Logs and Enrollment History in Workflows, so you can see exactly how contacts progress,…

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