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?
Read guideAdaptive AI · By Adaptation Living LLC
Automation
Build workflows with triggers, actions, waits, branches, logs, and bulk controls.
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WorkflowsCreate and manage active, inactive, and draft workflows.106 related guides
Workflow History & LogsReview executions, errors, action results, and contact history.1 related guides
Campaigns (Legacy)Understand and maintain supported legacy campaign sequences.49 related guides
Triggers (Legacy)Understand and maintain supported legacy trigger behavior.28 related guides
Automation Bulk ActionsEnroll, remove, or update groups of records in automation flows.109 related guides
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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?
Read guideChat 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?
Read guideChat 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.
Read guideCommunication 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…
Read guideCommunication Workflow Actions
Workflow Action - Drip
The Drip Action in workflows helps regulate the flow of contacts by processing them in batches at set intervals.
Read guideCommunication Workflow Actions
Workflow Action - Facebook Interactive Messenger
The Facebook Interactive Messenger action in workflows enables automatic replies through Facebook Messenger.
Read guideCommunication 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.
Read guideCommunication Workflow Actions
Workflow Action - Internal Notification
Internal Notifications in workflows allow teams to stay instantly updated on important events.
Read guideCommunication 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.
Read guideCommunication 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…
Read guideCommunication Workflow Actions
Workflow Action - WhatsApp
The WhatsApp action allows you to send WhatsApp messages directly from a workflow.
Read guideConversations
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…
Read guideE-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…
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 guideFAQs 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.
Read guideForms
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…
Read guideGetting Started w/ Workflows
Comprehensive workflow stats
Practical Adaptive AI instructions for “Comprehensive workflow stats,” including setup, verification, troubleshooting, and best practices by Adaptation…
Read guideGetting 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…
Read guideGetting Started w/ Workflows
Introduction to Workflows and Automations
Workflow automation simplifies repetitive tasks by setting up sequences of predefined actions triggered by specific events.
Read guideGetting Started w/ Workflows
New Discover button - Workflows
We’ve made it easier to discover and install marketplace apps directly within the workflow builder.
Read guideGetting 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…
Read guideGetting 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.
Read guideGetting 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.
Read guideGetting 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,…
Read guideInvoices & 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.
Read guideInvoices & 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.
Read guideManual 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.
Read guideMembership/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.
Read guideMembership/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.
Read guideNew 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…
Read guideQuizzes
Workflow Trigger - Quiz Submitted
The Quiz Submission Trigger enables automated actions whenever a quiz is completed.
Read guideSend 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.
Read guideSoftware Migration Guides
ActiveCampaign to Adaptive AI (Migration Guide)
This is a comprehensive guide to migrating key components from ActiveCampaign to Adaptive AI.
Read guideSoftware 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.
Read guideSoftware 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.
Read guideSoftware 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.
Read guideSoftware 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.
Read guideSoftware Migration Guides
Kartra to Adaptive AI (Migration Guide)
This comprehensive guide outlines the steps necessary for migrating from Kartra to Adaptive AI.
Read guideSoftware 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,…
Read guideSoftware 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,…
Read guideSoftware 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,…
Read guideSoftware 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.
Read guideSoftware 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.
Read guideSoftware 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.
Read guideSoftware 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.
Read guideSoftware 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.
Read guideTemplate Library
Template Library for Workflows
You can quickly get your automation setup in Adaptive AI with the new Template Library for Workflows.
Read guideWorkflow 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.
Read guideWorkflow Builder
Troubleshooting Workflow Executions - Race Conditions
A Race Condition is when two (or more) updates happen at the same time (in the same second).
Read guideWorkflow Builder
Workflow Action - Edit Conversation
Conversation Workflow Action in Adaptive AI automates conversation management by marking messages as read/unread and archiving/unarchiving them.
Read guideWorkflow 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.
Read guideWorkflow Builder
Workflow Settings - Overview
This article provides a comprehensive guide to every option within the 'Settings' tab of the workflow builder.
Read guideWorkflow 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.
Read guideWorkflow 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.
Read guideWorkflow Recipes
Workflow Recipes - Facebook Comment Automation
The Facebook comment recipe is a starting workflow for a “comment to receive the resource” journey.
Read guideWorkflow Recipes
Workflow Recipes - Instagram Comment Automation
The Instagram comment recipe provides a draft “comment to receive the resource” workflow.
Read guideWorkflow Triggers & Actions
Marketplace Apps - Managing External Connections
Marketplace applications that require an outside account establish a separate connection for each business account.
Read guideWorkflow Triggers & Actions
Marketplace Workflow Actions
Marketplace Workflow Actions are the customizable workflow actions managed in Marketplace.
Read guideWorkflow Triggers
Workflow Trigger - Exact Match & Contains Phrase
Exact Match and Contains Phrase determine how narrowly an incoming phrase qualifies for a workflow.
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