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.
Read guideAdaptive AI · By Adaptation Living LLC
All Contacts
Create and manage complete contact records.
106 guides in this area
Step-by-step library
Guides for All Contacts
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.
Communication 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 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 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 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 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.
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 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 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 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 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 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 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 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 guideContacts
Restore Deleted Contacts or Undo Bulk Deletes
Quickly recover accidentally deleted leads with Adaptive AI’s updated Contacts → Restore page.
Read guideSmart Lists
Advanced Filters in Smart Lists
Use Advanced Filters in Smart Lists to segment contacts with more precision in Adaptive AI.
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 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
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 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 guideContacts
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…
Read guideFoundational Setup
Getting Started - Create and Manage Contacts
Creating and managing contacts in Adaptive AI helps you keep customer information organized and up to date.
Read guideFoundational 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…
Read guideGetting 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.
Read guideGeneral
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 —…
Read guideSmart 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!
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 guideStatistics
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…
Read guideOpportunities Module Interactions
Add Prospects to a Pipeline from the Prospecting Tool
Prospecting is now more tightly connected to your CRM, making it easier to move from discovery to deal tracking without extra manual steps.
Read guideManaging Affiliates
Affiliate Pay Per Sale for Forms, Surveys, Calendars
Pay Per Sale commissions for Forms, Surveys, and Calendars allow you to reward affiliates when a tracked contact completes a qualifying purchase.
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
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.
Read guideOpportunities Module Interactions
Automating Opportunities
Practical Adaptive AI instructions for “Automating Opportunities,” including setup, verification, troubleshooting, and best practices by Adaptation Living LLC.
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 guideChat 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…
Read guideManaging Opportunities
Conditional Custom Fields for Opportunities
Conditional Custom Fields let Admins control which opportunity fields appear and which fields must be completed based on a deal’s pipeline, stage, status,…
Read guideConversations
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.
Read guideConversations
Conversations: Group Chat for SMS (Mobile & Desktop)
Group Chat for SMS lets your team message small groups of contacts from a single conversation thread on both desktop and mobile.
Read guideManaging 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…
Read guideGetting 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.
Read guideFoundational 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.
Read guideCountdown 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.
Read guideFunnels 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…
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 guideQR 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…
Read guideManaging Opportunities
How to Customize Pipeline Stage Colors in Opportunities
Streamlined pipeline navigation lets you create and edit pipelines from the same dropdown you already use to switch pipelines.
Read guideCreating 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.
Read guideManaging Opportunities
How to Filter Opportunities
Adaptive AI’s filtering tools help you find the right opportunities fast across busy pipelines.
Read guideInvoices & Estimates
How To Link Opportunities with Invoices and Estimates
Quickly link an invoice or estimate while managing an individual deal in the CRM.
Read guideManaging Opportunities
How to Manage Pipeline Permissions
Control exactly who can see or change each sales pipeline, keep sensitive deals private, and give every team member a clutter-free view that matches their…
Read guideDeliverability
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…
Read guideGetting 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.
Read guideOpportunities Module Interactions
How to Use Opportunity Notes?
We’ve launched Opportunity Notes that lets you link notes to both Opportunities and Contacts independently.
Read guideAd 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.
Read guideGetting Started with Opportunities
Importing Opportunities using a CSV file
This article will guide you through importing opportunities into Adaptive AI using a CSV file.
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 guideManaging 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.
Read guideCalling
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.
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 guideManaging Opportunities
Multiple Opportunities For The Same Person In The Same Pipeline
Allow Multiple Opportunities per Contact lets your team track more than one active deal for the same person in the same pipeline.
Read guideOpportunities Module Interactions
Multiple Opportunities Toggle in Workflows
Currently, only the most recent opportunity associated with a contact enters the workflow.
Read guideManaging Opportunities
Opportunities - FAQs
Practical Adaptive AI instructions for “Opportunities - FAQs,” including setup, verification, troubleshooting, and best practices by Adaptation Living LLC.
Read guideManaging Opportunities
Opportunity Forecasting in Adaptive AI
Opportunity Forecasting in Adaptive AI helps teams move beyond simple pipeline tracking and into more accurate revenue planning.
Read guideDeliverability
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…
Read guideManaging Opportunities
Reordering Pipelines in Opportunities
Pipeline order is account-wide navigation, not a change to pipeline stages or opportunity records.
Read guideTemplates
Set Defaults for Custom Values in Emails
Default values help keep personalized emails complete when contact information is missing.
Read guideManaging Opportunities
Smart Lists in Opportunities
Opportunity Smart Lists help teams save and reuse customized views in the Opportunities area of Adaptive AI.
Read guideDeliverability
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…
Read guideGetting 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…
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 guideIntroduction to Opportunities
Understanding Opportunities in Adaptive AI
Opportunities in Adaptive AI represent potential sales or deals at various stages of the sales pipeline.
Read guideManaging Opportunities
Use Kanban View in Opportunities
Kanban view in Adaptive AI Opportunities gives your team a visual way to manage deals across pipeline stages.
Read guideSurveys
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…
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 - 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 - 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 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 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 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 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 guide