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.
Read guideAdaptive AI · By Adaptation Living LLC
Manage Apps
Configure or disconnect installed applications.
32 guides in this area
Step-by-step library
Guides for Manage Apps
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.
Client Portal
Branded Mobile App Builder: In-app Form and Customizer
This article provides guided steps for launching branded apps. Key features we have covered in this article are color-coded progress tracking, in-app help…
Read guideMembership/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…
Read guideFAQs 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:
Read guideMobile App
Local Presence Dialing in the Mobile App
Local Presence Dialing delivers several user-focused advantages that make every call count.
Read guideNew 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.
Read guideSurveys
Progress Bar for Surveys & Quizzes on Mobile
A sleek, mobile-only progress bar now lets your respondents see exactly where they are in multi-step Surveys and Quizzes.
Read guideSocial 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!
Read guideEvents
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…
Read guideCalendar 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.
Read guideE-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…
Read guideInvoices & Estimates
How to view all "Chart of Accounts" in Xero Integration?
If you are unable to view your Chart of Accounts in your CRM after connecting with Xero, follow the steps below to enable it.
Read guideGetting 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…
Read guideCalendar Integrations
Microsoft Teams Integration For Calendars
By connecting your Microsoft Teams account, you can automatically generate dynamic meeting links, reducing manual steps.
Read guideSurveys
Payments Integration in Surveys | Collect Payments & Sell Products
What’s New: We’re excited to introduce Payments Integration into surveys! You can now seamlessly collect payments or sell products directly from your surveys.
Read guideInvoices & Estimates
Setting up QuickBooks Integration
Practical Adaptive AI instructions for “Setting up QuickBooks Integration,” including setup, verification, troubleshooting, and best practices by Adaptation…
Read guideTroubleshooting Calendars
Why Google Calendar Integration Breaks
What Causes the Google Calendar Integration to Break? When Google Calendar integration is disrupted, it's usually caused by one of the following:
Read guideScheduling 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,…
Read guideScheduling 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.
Read guideFAQs and Common Troubleshooting Steps
Google Analytics (GA4) Debug Checklist
This checklist helps you verify that your Google Analytics (GA4) tag and events are properly installed and sending data from your funnel pages before…
Read guideCalendar Integrations
Hide Third-Party Calendar Details
Private Mode for Synced Events controls whether other platform users can read third-party event details.
Read guideCalendar Integrations
How Calendly Syncs With Adaptive AI Calendars
This article explains how syncing works between Adaptive AI and Calendly after the integration is connected.
Read guideCalendar 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.
Read guideCalendar 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…
Read guideCalendar Integrations
Integrate Calendly with Adaptive AI Calendars
This article will walk you through connecting your Calendly account to Adaptive AI calendars.
Read guideCalendar 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.
Read guideCalendar 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.
Read guideCalendar Integrations
Integrating Zoom with Adaptive AI Calendars
Learn how to integrate Zoom with Adaptive AI calendars to automatically generate Zoom meeting links for appointments.
Read guideMobile 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…
Read guideAdaptive 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.
Read guideCalendar 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…
Read guideCalendar 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…
Read guide