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
Default Dashboard
Understand the default performance and activity view.
28 guides in this area
Step-by-step library
Guides for Default Dashboard
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.
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.
Read guideWebinars
Webinar Video Analytics
Webinar Video Analytics brings data-rich dashboards to your live, on-demand, and recurring webinars, so you can see exactly where viewers drop off, which…
Read guideWordpress
WordPress Plugin and Theme Management
you get a holistic, top-down view of every plugin and theme installed across your WordPress site—directly from your CRM dashboard.
Read guideGetting Started w/ Payments
How to add and manage your customer's cards on file
seamless customer experience. This document provides an overview of two key features designed to simplify payment management: adding cards on file and…
Read guideEvents Workflow Triggers
Workflow Trigger - Form Submitted
This article provides a comprehensive overview of the "Form Submitted" workflow trigger, a powerful tool that automates actions when a form is submitted in…
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