Adaptive AI Knowledge Base
Phone, SMS & Calling
Skip the copy-paste and dial leads straight from Adaptive AI or Adaptive AI Communications using the mobile number already on your phone plan. SIM-based calling launches your device’s native dialer with the contact’s digits pre-filled, so you can act on opportunities the moment you see them—no business number or extra setup required.
What Is SIM-Based Calling?
SIM-based calling is a one-tap shortcut that hands a lead’s phone number from the Adaptive AI mobile app to your phone’s built-in dialer. Because the call routes through your personal or carrier-issued SIM, you can start conversations even if your workspace hasn’t purchased a dedicated business line.
Important: This will work only when an Adaptive AI Phone is not purchased and active at the sub-account
level. Once Adaptive AI Phone is setup, SIM-based calling is no longer available.
Key Benefits of SIM-Based Calling
Empower your team with friction-free outreach while you work toward a full Voice setup.
- Zero Setup: Works automatically before enabling Adaptive AI Phone
- Faster Outreach: One tap launches the dialer with the number pre‑filled, no copy & paste
- Mobile First Experience: Perfect for users who live inside the app
- Bridges the Gap: Teams can start calling today and upgrade to built-in business numbers later
Prerequisites & Limitations
- No Adaptive AI Phone number must exist at the sub‑account level. Once a number is purchased, SIM calling is no longer available
- No call recording, transfer, or analytics are available (these rely on Adaptive AI Phone)
- Manual logging is required to track SIM-based calls in Adaptive AI
Where You Can Place SIM‑based Calls
Find the Call icon wherever phone numbers surface in the mobile app. This includes:
- Top-right of the profile header
- Inside the Kanban card and detail view
- Quick-action toolbar above each thread
Manuel Call Logging
SIM calls are not auto-logged inside Adaptive AI. T rack outcomes manually so your pipeline stays accurate. Here are three easy ways to capture every outcome:
- Tap on the contact profile to record outcomes
- Log External Call to attribute manual notes to reporting fields. To learn more, see:
- Manual Call to schedule follow‑ups. To learn more, see:
How to Place a SIM-Based Call
Follow these three moves—no settings to toggle.
- 1Open,, or
- 2Tap the next to the lead’s number
- 3Your device’s dialer pops up with the number pre-filled. Just press the Number to place the call
Frequently Asked Questions
No. Calls use your existing mobile plan minutes or VoLTE data. Nothing is billed through Adaptive AI.
Q: Will contacts see my personal caller ID?
Yes. Because the call originates from your SIM, recipients will see the name or number attached to your carrier line.
Q: Will Adaptive AI log my SIM‑based calls? A: Automatic logging is only available for Adaptive AI Phone (VoIP) calls. SIM calls use your carrier network and calls are not logged automatically through Adaptive AI. This must be done manually.
Q: The option to place a SIM-based call disappeared after I bought an Adaptive AI Phone number—why? When an Adaptive AI Phone number is active in a sub‑account, the mobile app defaults to VoIP calling and SIM-based calling is no longer available. SIM-based calling is only meant to be a bridge to use while setting up Adaptive AI Phone.