General
Call Forwarding to Your Adaptive AI Phone Number
This guide explains how to set up call forwarding from your personal phone—whether it’s a cell phone or landline—to your Adaptive AI phone number.
Read guideAdaptive AI · By Adaptation Living LLC
Phone & Voicemail
Configure calling, routing, voicemail, recordings, and phone-number behavior.
103 guides in this area
Step-by-step library
Guides for Phone & Voicemail
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.
Adaptive AI Phone System
Adaptive AI Phone - Inbound Call Routing by Working Hours
Inbound Call Routing by Working Hours helps prevent work calls from ringing outside a user’s scheduled availability.
Read guideA2P registration
A2P 10DLC Brand Approval Best Practices
When you register your A2P Brand with your Business Profile, Phone System will submit your business information to The Campaign Registry for review,…
Read guideA2P registration
Error 30034: How to Link a Phone Number to an Approved A2P Campaign
After your A2P brand and campaign are approved, each applicable phone number must be associated with the approved campaign before it can use the registered…
Read guideA2P registration
Forbidden message categories for SMS and MMS in the US and Canada
Canada This article covers the comprehensive messaging policy that applies to all sub-accounts using Adaptive AI Communications Phone Systems (L.C.
Read guideAdaptive AI Phone System
Adaptive AI Phone System - Error Code and Warning Dictionary
This article provides a comprehensive list of error codes and warnings you may encounter while using the Adaptive AI Phone System.
Read guideAdaptive AI Phone System
Avoiding Call Loops when routing calls to Internal Phone Numbers
Good news! Adaptive AI gives you the flexibility to use your Adaptive AI (Adaptive AI) phone number across different parts of your account, including as…
Read guideAdaptive AI Phone System
KYC Verification on Persona — Best Practices
KYC (Know Your Customer) verification is a crucial step to ensure the authenticity and security of user identities.
Read guideCalling
Geo Permissions - Voice
At Adaptive AI, protecting our customers from fraud while ensuring a smooth experience is our top priority.
Read guideCalling
How To Forward Inbound Calls to Mobile App
This article explains how to properly set up and receive inbound calls using the Adaptive AI Mobile App.
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 guideCalling
Outbound Calls with Dialer in Web App (Softphone)
You can make phone calls from your browser using the built-in Dialer (sometimes called a Softphone).
Read guideCalling
Remediate 'Spam Likely' on your Caller ID using Free Caller Registry
If the phone number flagged as 'spam likely' is relatively new or not critical to your business or has a FTC complaint, we recommend trashing the phone…
Read guideCalling
Ring Incoming call to multiple users
In this article, we will understand how 'Ring Incoming call to all Users'/' Ring Incoming call to multiple users' option works.
Read guideCalling
Ringless Voicemail and Voicemail Drops in Adaptive AI: Setup Guide
Voicemails are a great way to reach customers and let them know about your business.
Read guideCalling
SIM-based calling with the Mobile App
Skip the copy-paste and dial leads straight from Adaptive AI or Adaptive AI Communications using the mobile number already on your phone plan.
Read guideCalling
Using Call Connect to Ensure Accurate Call Status Tracking
This article explains how the Call Connect feature ensures your call outcomes—like voicemail, pickup, or missed call—are accurately tracked.
Read guideCalling
Why are my Calls marked as Spam, and How can I avoid it?
Carriers and mobile devices use algorithms to detect and flag suspicious calls. If your number is labeled as spam, customers may ignore or block your calls,…
Read guideCalling
Why doesn’t my Business Name display after CNAM registration?
CNAM (Caller ID Name), short for Caller Name Presentation, is a legacy technology from the 1990s that allows the display of a caller’s name, whether…
Read guideCalling
Workflow Trigger - Call Details
The Call Details workflow trigger allows workflows to start based on updates to call-related information.
Read guideGeneral
The Phone Dialer Overview
The Phone Dialer offers a streamlined calling experience within Adaptive AI. It delivers faster call initiation, seamless incoming-call transfers, and…
Read guideMessaging
International SMS Compliance: UK & Turkey Regulations
This article covers two active international SMS compliance regulations that affect senders using the platform's Adaptive AI Phone or Adaptive AI…
Read guideMessaging
Why SMS in Mexico May Appear from a Different Number
When sending SMS in Mexico, recipients may sometimes see a different number than the one listed in your Phone Numbers tab.
Read guideMobile App
Outbound Calling Using the Adaptive AI Mobile App
The mobile calling experience goes beyond just “Hello.” Whether you’re speaking to a lead, a client, or a teammate, everything you need to take action is…
Read guidePhone numbers
Enhanced Number Pool Management for Visitor Activity Tracking
Take control of your visitor tracking campaigns with Adaptive AI’s enhanced Number Pool Management features.
Read guidePhone numbers
How to Assign Adaptive AI Phone Numbers to Users
This guide outlines methods for assigning a dedicated Adaptive AI number to an individual user in your system.
Read guidePhone numbers
How to buy a toll free number inside Adaptive AI?
provides a straightforward walkthrough on purchasing a toll-free number for your subaccounts.
Read guidePhone numbers
How to request a number that's not available?
This guide explains the process of requesting an Adaptive AI Phone number that is not currently available on Adaptive AI.
Read guidePhone numbers
Identity Verification for Phone Number Purchases (US/CA/PR/IL)
Identity verification via Persona helps keep your +1 and +972 phone numbers compliant and reduces spam/abuse.
Read guidePhone numbers
Mandatory 2FA for Phone Number Updates
Adaptive AI now requires two‑factor authentication (2FA) whenever a user’s phone number is changed.
Read guidePhone numbers
Number Hosting Guidelines for Adaptive AI Phone Locations
Number Hosting (Hosted SMS / Hosted Messaging) allows you to enable SMS/MMS messaging on phone numbers you already own with another carrier, while…
Read guidePhone numbers
Phone Number Edit Configuration (Incoming Calls Settings)
The Incoming Call Settings interface centralizes all routing, ringing, voicemail, and backup behaviors for inbound calls into a single configuration view.
Read guideVoicemail
Create an Audio File for Voicemail and Voicemail Drops
You can upload your own audio recording in Adaptive AI to use as a custom voicemail greeting or voicemail drop.
Read guideAdaptive AI Phone System
How to Enable Call Transcriptions for Recorded Calls
Call transcriptions make it easy to review and understand recorded conversations without listening to the entire call.
Read guideA2P registration
How to get your phone number A2P approved in 2026
A2P 10DLC registration is a process used by U.S. cellular carriers (e.g. Verizon, AT&T, T-Mobile, etc) to verify who is sending SMS (text messages) and what…
Read guideA2P registration
A2P 10DLC Campaign Approval Best Practices
A2P 10DLC Campaign approval depends on whether your Campaign information clearly and consistently explains who is sending messages, what is being sent, why…
Read guideA2P registration
A2P Campaign Registration: Step by Step Guide and FAQs
This article walks you through completing A2P Campaign registration in Adaptive AI.
Read guideA2P registration
A2P Campaign Rejections, Required Fixes & Vetting Errors
When an A2P 10DLC campaign is rejected, it's important to understand exactly what went wrong, and what needs to change before you resubmit.
Read guideMessaging
Best Practices for SMS deliverability and Avoiding SMS Restrictions
This article outlines essential best practices to help you improve SMS deliverability and avoid carrier restrictions.
Read guideCalendar Settings & Preferences
Calendar: Email, In-App, SMS & Whatsapp Appointment Notifications
With customizable calendar notifications, you can send In-App and tailored emails, SMS and WhatsApp messages when appointments are booked, canceled,…
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 guideGetting Started w/ Payments
Customize Email and SMS notifications for invoicing
This feature lets businesses make email and text notifications for invoicing instead of using the system's default ones.
Read guideMessaging
File Size Limits for Attachments in SMS and Email
This article explains the file size limits of attachments for both SMS and email sent through the platform.
Read guideMarketing & Lead Generation
Getting Started - Launch an SMS Campaign
A bulk SMS campaign should reach a permissioned, deliberately selected audience at a controlled rate.
Read guideMessaging
How to Prevent SMS Filtering by Carriers: Error 30007
Carrier filtering (Error 30007) occurs when messages are blocked because they appear to be unwanted, spammy, or non-compliant with carrier or legal policies.
Read guideMessaging
Incoming SMS shows up in Conversations but isn’t forwarded to the forwarding number.
If you'd like incoming SMS messages to appear in the Conversations tab and be automatically forwarded to a designated number as a notification, this guide…
Read guideA2P registration
Pre-Built A2P Campaign Registration with Chat Widget
Adaptive AI's Pre-Built A2P Campaign (Widget-First) flow eliminates manual compliance writing and reduces carrier rejections by bundling an auto-generated…
Read guideA2P registration
Registering Your A2P Brand
This article explains how to choose the correct Brand type for your business, what information you need before registering, and how to submit your A2P Brand…
Read guideDocuments & Contracts
Send Adaptive AI Documents and Contracts via SMS
SMS delivery option for Documents & Contracts makes it easier to reach clients quickly and reliably.
Read guideMessaging
Shortened URLs and SMS Deliverability
Shortened URLs are often used in SMS campaigns for link tracking (which helps measure the success of text message campaigns) and to save character space.
Read guideSMS & Email Templates
Text Snippets (Templates)
Easily streamline your email creation process by inserting pre-saved text snippets into any email editor—whether you’re building templates or launching…
Read guideMessaging
Track SMS Restriction History
The SMS Restriction History dashboard gives you transparent visibility into any warnings or temporary restrictions applied to SMS sending in a sub-account.
Read guideMessaging
Understanding Common SMS Delivery Errors
SMS delivery errors occur when a message cannot be delivered to the intended recipient due to issues like invalid numbers, carrier filtering, user opt-outs,…
Read guideMessaging
Using media in SMS campaign - how will it look on receiver's device?
This article explains how media (images or videos) behaves when used in SMS campaigns on the platform.
Read guideA2P registration
What is Message Throughput (MPS)?
A2P 10DLC message throughput is the speed at which SMS message segments can be sent through an approved Campaign using registered 10-digit numbers in the…
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 SMS
The Send SMS action enables direct communication with your contacts through text messages.
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 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 guideMessaging
Conversations Glitching? Here's What’s Going On?
Are your calls and messages acting weird in the platform? Maybe you're seeing different people showing up under the same number — or replies scattered…
Read guideConversations
How to Mark a Conversation as Read
Unread conversations help your team identify messages that still need attention. In Adaptive AI, opening a conversation does not automatically mark it as…
Read guideConversations
How to Save Draft Messages in Conversations
Conversation drafts preserve unfinished outbound messages and internal comments automatically.
Read guideGeneral
Audio Device Settings in the Web Dialer
The web dialer audio settings give you precise control over which devices handle your call audio, from choosing your primary speaker and microphone to…
Read guideSurveys
Enhanced Consent Checking for Voice AI Outbound Calling (Forms, Surveys, Calendars)
Voice AI outbound calling in Adaptive AI now validates consent across Forms, Surveys, and Appointment Forms/Calendars before dialing.
Read guidePhone numbers
Improve your Phone Number's reputation with Voice Integrity
Practical Adaptive AI instructions for “Improve your Phone Number's reputation with Voice Integrity,” including setup, verification, troubleshooting, and…
Read guideAdaptive AI Phone System
Phone System Messaging Analytics Overview
This article provides a detailed overview of Messaging Analytics within the Adaptive AI Phone System, helping users track, analyze, and enhance SMS/MMS…
Read guideCalling
Recommendations and Best Practices for Maintaining a Positive Caller Reputation
Maintaining consumer trust in the voice communication channel is critical. Consumers expect to receive wanted and personalized communications, while being…
Read guideFoundational Setup
Getting Started - Setup Email, Phone, and SMS
This guide walks you through setting up Email, Phone, and SMS inside Adaptive AI, so you can manage all communications from one platform.
Read guideWordpress
The Complete Guide to the Adaptive AI Phone WordPress Plugin
Bridging the gap between your CRM and your WordPress website has never been easier.
Read guideFunnels and Websites
Click-To-Call, Click-To-Text, and Click-To-Email Links & Buttons for Websites and Funnels
This article shows you how to add click-to-call, click-to-text, and click-to-email links and buttons in your Adaptive AI Funnels and Websites.
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 guideManaging Affiliates
How to Automatically Level Up Affiliates Based on Performance
This guide explains how to automatically promote affiliates to new campaigns based on performance milestones in Adaptive AI.
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 guideTemplates
Spintax: Create dynamic email variations automatically
Improve personalization and reduce repetitive messaging by generating multiple content variations from one template.
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 - Manual Call
The Manual Call action allows you to create a call task for a user to manually send an call the contact.
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 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 guideAd Campaign Creation and Management
Ad Manager - Custom Values in Ad Copy
Custom Values in ad copy let you insert reusable, account-level placeholders like business name, city, phone number, and offer name, directly into supported…
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 guideAdaptive AI Email
Google Postmaster Tools
This guide explains why it matters, how to set it up, and how to connect it to Adaptive AI Phone so all your data lives in one place.
Read guideSMTP Providers
How to Add Your Own Email Service (SMTP)
The platform allows you to connect your own third-party email sending service (SMTP) instead of using the default Adaptive AI Phone Email System.
Read guidePrivacy Policy
How to Link Your Privacy Policy When Collecting Personal Data
A privacy policy explains how your business collects, uses, and protects personal information—like names, phone numbers, or emails.
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 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 guideMembership/Courses Sites
Courses: Pick a Video Frame as Lesson Thumbnail
Choosing a thumbnail strategically helps learners recognize content quickly, improves perceived production value, and supports a consistent brand experience…
Read guideScheduling Appointments
Create Appointment Note - Workflow Action
We have introduced a new action under the Appointments category called Create Appointment Note.
Read guideCountdown Timer
Help Guide: Redirection links in Countdown Timer
Redirection (dynamic) links change automatically based on whether the countdown timer is active or expired.
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 guideForms
How to Quickly Add and Edit Custom Fields in Forms and Surveys
Please Note: When a custom field contains the word "score" in its name, the system automatically interprets it as a numeric scoring element.
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
Local Presence Dialing in the Mobile App
Local Presence Dialing delivers several user-focused advantages that make every call count.
Read guideReputation & Throttling
Low Domain Reputation - Rebuild Trust and Improve Deliverability
What's Happening? When your domain reputation is low, major email providers like Gmail, Outlook, and Yahoo will automatically reject or quarantine your…
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 guideCalendar Integrations
Microsoft Teams Integration For Calendars
By connecting your Microsoft Teams account, you can automatically generate dynamic meeting links, reducing manual steps.
Read guideQR Codes
QR Code Features Landing Page
The QR Code area supports creating, organizing, and measuring codes for destinations such as pages, forms, messages, calls, email, and payments.
Read guideBlog
RSS Feed for Blogs
This article shows how to generate an RSS feed from your Adaptive AI blog, enabling you to automatically distribute your latest posts via email campaigns or…
Read guideSurveys
Save Progress for Forms, Surveys & Quizzes
This article explains how the Save Progress feature automatically preserves respondent data in multi-step forms, surveys, and quizzes, enabling them to…
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 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 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 guide