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.
Read guideAdaptive AI · By Adaptation Living LLC
Automation Bulk Actions
Enroll, remove, or update groups of records in automation flows.
109 guides in this area
Step-by-step library
Guides for Automation Bulk Actions
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.
Getting Started w/ Workflows
Comprehensive workflow stats
Practical Adaptive AI instructions for “Comprehensive workflow stats,” including setup, verification, troubleshooting, and best practices by Adaptation…
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 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 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
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 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 guideWorkflow Triggers & Actions
Marketplace Workflow Actions
Marketplace Workflow Actions are the customizable workflow actions managed in Marketplace.
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 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
Troubleshooting Workflow Executions - Race Conditions
A Race Condition is when two (or more) updates happen at the same time (in the same second).
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 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 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 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 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 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 guideCommunication Workflow Actions
Workflow Action - WhatsApp
The WhatsApp action allows you to send WhatsApp messages directly from a workflow.
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 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 Builder
Workflow Settings - Overview
This article provides a comprehensive guide to every option within the 'Settings' tab of the workflow builder.
Read guideWorkflow Triggers
Workflow Trigger - Exact Match & Contains Phrase
Exact Match and Contains Phrase determine how narrowly an incoming phrase qualifies for a workflow.
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 guideQuizzes
Workflow Trigger - Quiz Submitted
The Quiz Submission Trigger enables automated actions whenever a quiz is completed.
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 guideSoftware Migration Guides
ActiveCampaign to Adaptive AI (Migration Guide)
This is a comprehensive guide to migrating key components from ActiveCampaign to Adaptive AI.
Read guideChat 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 guideChat 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 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 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 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 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 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 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 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 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 guideWorkflow Triggers & Actions
Marketplace Apps - Managing External Connections
Marketplace applications that require an outside account establish a separate connection for each business account.
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 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 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 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 guideBulk Actions
How to Add Contacts in Bulk to a Workflow
This article walks you through how to filter contacts (e.g., by tag) and add them to a workflow in bulk using the Add to Automation feature.
Read guideBulk 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…
Read guideBulk 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.
Read guideCustom 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.
Read guideQR 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…
Read guideCommunication 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.
Read guideScheduling Appointments
Create Appointment Note - Workflow Action
We have introduced a new action under the Appointments category called Create Appointment Note.
Read guideCRM 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.
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 guideWorkflow 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!
Read guideGetting Started w/ Workflows
If/Else Workflow Action - Appointment Filter Options
The Appointment option in If/Else conditions allows users to create more dynamic and customized workflow branches based on appointment-related events.
Read guideOpportunities Module Interactions
Multiple Opportunities Toggle in Workflows
Currently, only the most recent opportunity associated with a contact enters the workflow.
Read guideCommunication Workflow Actions
Workflow Action - Add Task
The Add Task action allows you to create a new task with a defined due date that will be assigned to a specific user.
Read guideCommunication Workflow Actions
Workflow Action - Manual SMS
The Manual SMS action allows you to create a task for a user to manually send an SMS to a contact.
Read guideCommunication 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.
Read guideCommunication Workflow Actions
Workflow Action - Send SMS
The Send SMS action enables direct communication with your contacts through text messages.
Read guideWorkflow Builder
Workflow Action - Update Contact Field
The Update Contact Field workflow action lets you write new values to standard or custom contact fields—or clear values on custom fields—directly from a…
Read guideWorkflow Builder
Workflow Action - Update Contact Field - Date type field
The Update Contact Field workflow action can write a custom date, the current date, or a fixed date into a date-type contact field.
Read guideCommunication 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…
Read guideCRM Workflow Actions
Workflow Action – Find Object Record / Find Company
The Find Object Record action searches your CRM for a specific custom object record using values from an Inbound Webhook trigger.
Read guideCRM 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.
Read guideDeliverability
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,…
Read guideScheduling Appointments
Workflow Action: Book Appointment
The Book Appointment workflow action lets your workflow automatically create an appointment on a selected calendar when a trigger fires.
Read guideMarketing 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.
Read guideWorkflow Recipes
Workflow Recipes - Facebook comments + Workflow AI
This recipe combines a Facebook comment trigger with generated reply text and sentiment-based branching.
Read guideAppointments Workflow Triggers
Workflow Trigger - Appointment Status
Adaptive AI automates actions based on appointment status updates, reducing manual work and ensuring timely follow-ups.
Read guideEvents 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.
Read guideCalling
Workflow Trigger - Call Details
The Call Details workflow trigger allows workflows to start based on updates to call-related information.
Read guideWorkflow 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.
Read guideEvents Workflow Triggers
Workflow Trigger - Customer Replied
The “Customer Replied” workflow trigger is a powerful tool designed to automate actions based on customer responses.
Read guideEvents 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.
Read guideEvents 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…
Read guideEvents 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.
Read guideWorkflow Triggers
Workflow Trigger - Messaging Error Code - SMS
The "Messaging Error - SMS" trigger allows you to initiate workflows automatically whenever a SMS has resulted in undelivered state and returned one of the…
Read guideEvents Workflow Triggers
Workflow Trigger - User Replied
The User Replied trigger fires whenever a user (member of your team), sends a message to a contact.
Read guideServices
Workflow Trigger – Service Booking (Services v2)
Learn what the Service Booking (Services v2) workflow trigger does, when it fires, and how it differs from the appointment status triggers.
Read guideGetting Started w/ Workflows
Workflow Trigger and Action: Google Contact
Automate your CRM like a pro by connecting Adaptive AI Workflows with Google Contacts.
Read guideBulk Actions
Adding Contact Tags to Multiple Contacts
This article will show you how to quickly apply tags to multiple contacts using "Add Tags" feature.
Read guideBulk 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.
Read guideBulk Actions
Removing Contact Tags From Multiple Contacts
This article will show you how to remove tags from multiple contacts at once using the “Remove Tags” bulk action.
Read guideMembership/Courses Sites
Adaptive AI Credentials Preview: Memberships
The All-New Credential Preview Experience modernizes how certificates look, load, and get shared in Adaptive AI.
Read guideNew 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.
Read guideGeneral
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…
Read guideWorkflow 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.
Read guideChat 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.
Read guideContact 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.
Read guideChat 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.
Read guideGetting 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.
Read guideAd Manager
Using AskAI for Ad Manager
This article explains how to use AskAI to handle advertising workflows across Meta and Google Ads.
Read guide