Services
Services (v2) – Reporting Guide (Migrate from old widgets)
We’ve introduced Services (v2) Reporting, a dedicated module within the Reporting Dashboard for all service-based insights.
Read guideAdaptive AI · By Adaptation Living LLC
Dashboard
Configure dashboards, widgets, reporting views, and date-range filters.
24 guides in this area
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Every Dashboard area
Default DashboardUnderstand the default performance and activity view.28 related guides
Custom DashboardsBuild role-specific views around the metrics that matter.20 related guides
Widget LibraryChoose and configure dashboard widgets.34 related guides
Date Range FiltersChange reporting periods and compare performance windows.24 related guides
Recommended guides
Best guides for Dashboard
This platform area draws on guides from several parts of the manual. The topic pages above organize the most relevant instructions for each task.
Statistics
How to Access the All-in-One Dashboard for Email Marketing
This article will show you how to use Adaptive AI’s All-in-One Dashboard for Email Marketing.
Read guideMobile Payments
Mobile Estimates Dashboard and Builder
Estimates can be built and managed from the dedicated "Estimates" section in the mobile app.
Read guideCalendar Groups
Adaptive AI Group Calendar Overview and Setup Guide
This article explains how to use Group Calendars in Adaptive AI to streamline bookings by combining multiple calendars under one link for flexible…
Read guideAd Manager Setup & Configuration
Audiences Tab Overview - Ad Manager Settings
In this article, we will explore how to locate your existing custom and lookalike audiences, along with the actions you can take, such as creating a new…
Read guideAd Campaign Creation and Management
Instagram Ads: Overview
In order to give users the option to publish their ad campaigns on Instagram too, we have added the option to either add their own Instagram professional…
Read guideChat Widget
Overview of Chat Widget Customizations
Practical Adaptive AI instructions for “Overview of Chat Widget Customizations,” including setup, verification, troubleshooting, and best practices by…
Read guideConversations
Overview of Conversation Filters
In this article, you’ll learn how to enable filters, manage multiple conversations effectively, and use additional tools to streamline communication.
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 guideRentals
Rentals - Overview & How to Get Started
Use this article as your starting point, then follow the linked guides to set up your rentals with confidence.
Read guideRentals
Rentals - Overview of Bookings
This article explains the Appointments List View for Bookings in Rentals — where you can view and manage all listings that have been booked, along with…
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 guideWorkflow Builder
Workflow Settings - Overview
This article provides a comprehensive guide to every option within the 'Settings' tab of the workflow builder.
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 guideMembership/Courses Sites
Courses: In-App Notifications for Comment, Unlocked & Drip Content
Course notifications alert learners about replies, newly unlocked material, and released drip content, while instructors can be notified of learner comments.
Read guideBlog
Create Blog Posts
Adaptive AI’s Blog Post feature lets you create, format, and publish SEO‑ready articles directly from your dashboard, giving your brand a powerful…
Read guideOrders, Subscriptions, and Transactions
Export or Download Orders as CSV
This help guide explains how to export Orders records into a CSV file for reporting, reconciliation, financial analysis, fulfillment, and product…
Read guideOrders, Subscriptions, and Transactions
Export or Download Subscriptions as CSV
The Subscriptions CSV Export feature allows you to download subscription records from the Payments → Subscriptions dashboard.
Read guideEmail Marketing
Exporting Email Marketing Data
Exporting Email Marketing Data in Adaptive AI allows users to download email performance metrics directly from the Email Statistics dashboard as a CSV file.
Read guideAnalytics (Funnels, Websites, & QR Codes)
Funnels and Websites - Browsers and IPs in Funnel Analytics
the Funnels & Websites Analytics Dashboard, you can now see the Top Browsers and Top Client IPs accessing your site.
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 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 guideQuizzes
Setting Up Personality-Style Quizzes (Highest/Lowest Category)
This article shows you how to configure quizzes so that the result page displays either the highest or lowest scoring category.
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.
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