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
Widget Library
Choose and configure dashboard widgets.
34 guides in this area
Step-by-step library
Guides for Widget Library
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 guideChat Widget
Add Adaptive AI's Chat Widget to Your Shopify Website
Are you looking for an easy way to connect with your website visitors and convert them into customers?
Read guideChat Widget
Add Adaptive AI's Chat Widget to Your Squarespace Website
Are you looking for an easy way to connect with your website visitors and convert them into customers?
Read guideChat Widget
Add Adaptive AI's Chat Widget to Your Wix Website
Are you looking for an easy way to connect with your website visitors and convert them into customers?
Read guideChat 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 guideCreating Calendars
Calendar Widget Customization
Practical Adaptive AI instructions for “Calendar Widget Customization,” including setup, verification, troubleshooting, and best practices by Adaptation…
Read guideCreating Calendars
Calendar Widget Reorder
The Calendar Widget Reorder feature allows users to customize the order of steps in the calendar widget: the Date & Time Selector, the Form, and Payments…
Read guideCreating Calendars
Cancellation & Reschedule Policy (Booking Widget)
The Cancellation & Reschedule Policy setting allows you to define the time frame during which bookers can access the cancellation or reschedule link on the…
Read guideChat Widget
Chat Widget - Business Office Hours in Live Chat
If Business Office Hours is enabled and the end user's timezone aligns with the set business hours, the welcome message will be displayed from the Live Chat…
Read guideCalendar Settings & Preferences
Configuring Calendar Widget Style (Classic & Neo)
Adaptive AI provides two calendar widget styles—Classic and Neo—that determine how your booking calendar is displayed to clients.
Read guideSales & Conversations
Getting Started - Set Up a Live Chat Widget
Adaptive AI’s Chat Widget lets you add different chat experiences to your website.
Read guideChat Widget
Getting Started with Chat Widget
Chat Widget is one of ways to convert visitors to potential leads. Chat Widget helps you to enhance customer experience to provide immediate support when…
Read guideChat Widget
How to create an Embedded Voice AI Chat Widget
Add a Voice AI Chat Widget directly inside your website or funnel content for a more natural, on-page conversation experience.
Read guideChat Widget
How to Create Multiple Chat Widgets in a Single Sub-Account
Use multiple Chat Widgets in Adaptive AI to tailor conversations. This article explains how to create several widgets in a single sub-account and how to…
Read guideChat Widget
How to Install Adaptive AI's Chat Widget
Installing the Adaptive AI Chat Widget on client websites is one of the easiest ways to generate leads without ad spend.
Read guideChat Widget
How to set up and use the Voice AI Chat Widget
This guide explains what the Voice AI Chat Widget does, how to set it up, and how to use it effectively for both new and existing accounts.
Read guideChat Widget
How to Use the All-in-One Chat Widget
The All-in-One Chat widget allows you to offer multiple communication channels—Live Chat, SMS/Email, WhatsApp, Facebook, Instagram, and Voice AI—in one…
Read guideChat Widget
How to Use Voice Notes and Attachments in Live Chat Widgets
Live Chat Widgets now make it easier for website visitors to share context without typing long messages.
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 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 guideCreating Calendars
Show seats per slot for Class booking on the booking widget
The “Show seats per slot” setting allows you to display the total remaining seat availability for each time slot on Class Booking calendars.
Read guideChat Widget
Track Chat Widget Activity Using Google Analytics 4 (GA4)
This article provides guidance on integrating Adaptive AI's Chat Widget with Google Analytics 4 to monitor user interactions effectively across funnel…
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 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 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 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 guideScheduling Appointments
Coupon Codes in Calendars
Coupon Codes allow you to offer discounts on calendar bookings made via the booking widget.
Read guideGetting Started w/ Calendars
Embedding Adaptive AI Calendars using HTML Code
A calendar embed places the live booking widget on an external page. Use the generated snippet so the calendar identifier and required resources remain intact.
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