Foundational 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 guideAdaptive AI · By Adaptation Living LLC
Launchpad
Set up Adaptive AI in the right order, from communications and contacts through campaigns and funnels.
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Setup ChecklistComplete the essential account setup steps in a proven order.147 related guides
Onboarding StepsFollow the guided onboarding sequence for a dependable launch.53 related guides
Connect IntegrationsConnect the services your business uses before activating automations.57 related guides
Quick Start LinksOpen the most important first-use guides from one page.194 related guides
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Foundational Setup
Getting Started - Create and Manage Contacts
Creating and managing contacts in Adaptive AI helps you keep customer information organized and up to date.
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Getting Started - Import Existing Contacts
Your audience is the heartbeat of your business. Quickly import your existing contacts from various platforms into one convenient space and start engaging…
Read guideFoundational Setup
Getting Started - Setup A Booking Calendar
schedule without lifting a finger. Sounds great, right? Let's walk you through getting this set up so you can easily secure up to 20 appointments in your…
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Getting Started - Setup Pipelines and Opportunities
Organizing your sales pipeline might sound intimidating, but think of it like setting up your workspace for success—everything has a place, and nothing gets…
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Getting Started - Automatic Email and SMS Followup
Automated email follow-ups can transform your lead nurturing strategy. Think of this as your virtual assistant, handling responses seamlessly so you can…
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Getting Started - Launch an Email Campaign
Ready to captivate your audience? Launching an email campaign is one of the best ways to engage your contacts and drive real results.
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How to Launch an Adaptive AI Funnel
Ready to turn your website visitors into loyal customers? Setting up a high-converting funnel is easier than you think!
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