Bulk 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 guideAdaptive AI · By Adaptation Living LLC
Contacts
Create, organize, import, segment, update, and restore CRM contact records.
42 guides in this area
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Every Contacts area
All ContactsCreate and manage complete contact records.106 related guides
Smart ListsBuild automatically updating contact segments with filters.14 related guides
Bulk ActionsUpdate, message, tag, export, or enroll many contacts at once.8 related guides
Import & ExportImport contacts and their fields or tags by CSV, then export clean data when needed.27 related guides
Restore Deleted ContactsRecover deleted records and understand restore limitations.1 related guides
Complete section library
All Contacts guides
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…
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
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 guideChat 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.
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 guideContact 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.
Read guideContact 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…
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 guideContacts
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…
Read guideContacts
How to Use Contact Types to Organize and Segment Contacts
Contact Types give you a simple way to classify each contact based on their primary relationship with your business, such as Lead, Customer, Supplier, or…
Read guideContacts
Internal Tasks for your Team
without associating them with a contact, making it easier to manage team responsibilities and other operational work.
Read guideContacts
Restore Deleted Contacts or Undo Bulk Deletes
Quickly recover accidentally deleted leads with Adaptive AI’s updated Contacts → Restore page.
Read guideContacts 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.
Read guideConversations
Contact Engagement score
The Contact Engagement Score is a metric that helps businesses track, prioritize, and engage with leads based on their level of interaction.
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 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 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 guideDocuments & 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.
Read guideForms
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…
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 guideGetting 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…
Read guideMobile App
Documents and Files in the Mobile App
This article will show you how to streamline your document management using the new Docs and Files tab inside contact records!
Read guideMobile 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.
Read guideQuizzes
Map Quiz Results Directly to CRM Custom Fields
Quiz Result → CRM Field Mapping allows quiz results to automatically populate into contact-level custom fields in your CRM.
Read guideSmart 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.
Read guideSmart Lists
Advanced Filters in Smart Lists
Use Advanced Filters in Smart Lists to segment contacts with more precision in Adaptive AI.
Read guideSmart 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.
Read guideSmart 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.
Read guideSmart 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…
Read guideSmart 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…
Read guideSmart Lists
Contacts – Revamped List View & SmartLists
Discover Adaptive AI’s revamped Contacts module featuring a modernized List View and SmartLists 2.0.
Read guideSmart Lists
CSV File Format for Importing Objects
This article will help you format your CSV file correctly before importing it into Adaptive AI.
Read guideSmart Lists
How to Create & Manage Smart Lists
This guide provides everything you need to know about Smart Lists in Adaptive AI.
Read guideSmart 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.
Read guideSmart 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.
Read guideUpdating Contact Properties
Associating Contacts using Custom Labels
Managing relationships between contacts is an important aspect of organizing customer data efficiently.
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 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 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.
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