Getting Started w/ Payments
Manage payment methods displayed with Stripe integration
Adaptive AI Phone displays payment methods dynamically if business users have Stripe connected as their default payment provider for processing payments…
Read guideAdaptive AI · By Adaptation Living LLC
Connect Integrations
Connect the services your business uses before activating automations.
57 guides in this area
Step-by-step library
Guides for Connect Integrations
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.
Social Planner
Connect Instagram: Facebook-Linked vs. Direct Instagram Integration
Easily connect and schedule posts to Instagram directly from Adaptive AI’s Social Planner—no Facebook Page needed!
Read guideTroubleshooting Calendars
Why Google Calendar Integration Breaks
What Causes the Google Calendar Integration to Break? When Google Calendar integration is disrupted, it's usually caused by one of the following:
Read guideCommerce
Getting Started - Connect Stripe
Connecting Stripe to Adaptive AI allows you to process supported payments through your sub-account and use Stripe across eligible Adaptive AI payment…
Read guideCalendar Integrations
Integrating Google with Adaptive AI Calendars
This article guides you through connecting your Google Account to Adaptive AI Calendars for seamless event syncing and efficient calendar management.
Read guideEvents
Events and Workflows Integration
Journey This article explains how to connect Adaptive AI Events with Workflows to automate registration confirmations, pre-event reminders, check-in…
Read guideInvoices & Estimates
How to view all "Chart of Accounts" in Xero Integration?
If you are unable to view your Chart of Accounts in your CRM after connecting with Xero, follow the steps below to enable it.
Read guideCalendar Integrations
Microsoft Teams Integration For Calendars
By connecting your Microsoft Teams account, you can automatically generate dynamic meeting links, reducing manual steps.
Read guideFAQs and Common Troubleshooting Steps
Fixing Google Ads Rejections Caused by Funnel URL Redirects or Extra Paths
When a funnel is published on a subdomain (example: offers.example.com ), Google Ads may reject the landing page due to:
Read guideFAQs and Common Troubleshooting Steps
Google Analytics (GA4) Debug Checklist
This checklist helps you verify that your Google Analytics (GA4) tag and events are properly installed and sending data from your funnel pages before…
Read guideCalendar Integrations
Setting Up Reserve with Google for Local Services Ads
Google has updated the Reserve with Google setup process for Local Services Ads. Businesses must now configure Google Organic Booking in Adaptive AI and…
Read guideAdaptive AI Email
Google Postmaster Tools
This guide explains why it matters, how to set it up, and how to connect it to Adaptive AI Phone so all your data lives in one place.
Read guideGetting Started w/ Workflows
Workflow Trigger and Action: Google Contact
Automate your CRM like a pro by connecting Adaptive AI Workflows with Google Contacts.
Read guideCalendar Integrations
Guide To iCloud Calendar Integration
Integrating your iCloud account and calendars with Adaptive AI allows seamless two-way syncing of events, availability, and appointment scheduling.
Read guideE-Commerce Store
How to Use the Printful Integration with Adaptive AI
This guide walks you through setting up the Printful integration in Adaptive AI, syncing your print-on-demand products to your e-commerce store, and…
Read guideSurveys
Payments Integration in Surveys | Collect Payments & Sell Products
What’s New: We’re excited to introduce Payments Integration into surveys! You can now seamlessly collect payments or sell products directly from your surveys.
Read guideInvoices & Estimates
Setting up QuickBooks Integration
Practical Adaptive AI instructions for “Setting up QuickBooks Integration,” including setup, verification, troubleshooting, and best practices by Adaptation…
Read guideSocial Planner
Connect TikTok in Social Planner
Connecting TikTok gives Social Planner permission to publish or manage content for the selected personal or business account.
Read guideSocial Planner
Connecting LinkedIn Profile and Business Pages to Social Planner
This article will walk you through the complete process of connecting your LinkedIn profile or company page to Adaptive AI’s Social Planner.
Read guideSales & Conversations
Getting Started - Connect Personal Inbox
Keeping track of client conversations can be tricky when you're juggling multiple inboxes.
Read guideSocial Planner
How to connect to your Facebook Page(s)
Social Planner gives you the ability to add all your fan pages to publish posts and engage with your Facebook audience through a Facebook Page.
Read guideWorkflow Triggers & Actions
Marketplace Apps - Managing External Connections
Marketplace applications that require an outside account establish a separate connection for each business account.
Read guideCalling
Using Call Connect to Ensure Accurate Call Status Tracking
This article explains how the Call Connect feature ensures your call outcomes—like voicemail, pickup, or missed call—are accurately tracked.
Read guideCalendar Integrations
How Calendly Syncs With Adaptive AI Calendars
This article explains how syncing works between Adaptive AI and Calendly after the integration is connected.
Read guideTroubleshooting Calendars
How to Re-Integrate Google Calendar for a User
This article guides you through re-integrating your Google Calendar with Adaptive AI to resolve sync issues and restore calendar functionality.
Read guideCalendar Integrations
Integrate Calendly with Adaptive AI Calendars
This article will walk you through connecting your Calendly account to Adaptive AI calendars.
Read guideCalendar Integrations
Integrating Outlook with Adaptive AI Calendars
This article guides you through connecting your Outlook Account to Adaptive AI Calendars for seamless event syncing and efficient calendar management.
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 guideGet Started w/ App Marketplace
Automated Webhook Retries
Practical Adaptive AI instructions for “Automated Webhook Retries,” including setup, verification, troubleshooting, and best practices by Adaptation Living LLC.
Read guideClient Portal
Branded Mobile App Builder: In-app Form and Customizer
This article provides guided steps for launching branded apps. Key features we have covered in this article are color-coded progress tracking, in-app help…
Read guideMembership/Courses Sites
Courses Mobile- How to Navigate the New Lessons & Courses UI
Practical Adaptive AI instructions for “Courses Mobile- How to Navigate the New Lessons & Courses UI,” including setup, verification, troubleshooting, and…
Read guideCalendar Integrations
Hide Third-Party Calendar Details
Private Mode for Synced Events controls whether other platform users can read third-party event details.
Read guideCalendar Groups
How to Find Group Calendar ID in Adaptive AI
This article shows you how to locate the ID for any Group Calendar in Adaptive AI, a key step for integrations, automation, and API use.
Read guideCalendar Integrations
iCloud - How to Integrate iCloud with Adaptive AI Calendars
Practical Adaptive AI instructions for “iCloud - How to Integrate iCloud with Adaptive AI Calendars,” including setup, verification, troubleshooting, and…
Read guideCalendar Integrations
Integrating Zoom with Adaptive AI Calendars
Learn how to integrate Zoom with Adaptive AI calendars to automatically generate Zoom meeting links for appointments.
Read guideMobile App
Local Presence Dialing in the Mobile App
Local Presence Dialing delivers several user-focused advantages that make every call count.
Read guideMobile App
Media Library – Mobile App
becomes challenging when files are scattered across devices or apps. The Media Library in the Adaptive AI mobile app provides a centralized, organized hub…
Read guideAdaptive AI Email
Microsoft Smart Network Data Services (SNDS)
If you've purchased an IP subscription, you now have access to IP Status Monitoring through a Microsoft SNDS (Smart Network Data Services) integration.
Read guideNew Mobile App Experience
Multi-Location Incoming Calls on the Mobile App
The Multi-Location Incoming Calls feature in the Adaptive AI mobile app ensures that teams working across multiple sub-accounts never miss an important lead.
Read guideSurveys
Progress Bar for Surveys & Quizzes on Mobile
A sleek, mobile-only progress bar now lets your respondents see exactly where they are in multi-step Surveys and Quizzes.
Read guideCalendar Integrations
Use Embedded Adaptive AI Calendar Booking for Facebook Lead Ads
Embedded Appointment Booking helps Facebook Lead Ads convert more form submissions into booked appointments by letting leads schedule directly after…
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 guideOpportunities Module Interactions
Add Prospects to a Pipeline from the Prospecting Tool
Prospecting is now more tightly connected to your CRM, making it easier to move from discovery to deal tracking without extra manual steps.
Read guideWebsite & Content
Getting Started - Launch a Website From Template
Launching a website in Adaptive AI involves building the site, connecting and assigning a domain, and publishing the final version.
Read guideMarketing & Lead Generation
Getting Started - Setup Social Planner
Social Planner helps you connect social accounts, create content, and schedule posts from one calendar.
Read guideBlog
How to add Blog Sitemap?
A blog sitemap gives search engines a discoverable list of the selected blog home and post URLs on a connected domain.
Read guideSMTP Providers
How to Add Your Own Email Service (SMTP)
The platform allows you to connect your own third-party email sending service (SMTP) instead of using the default Adaptive AI Phone Email System.
Read guideCalendar Rooms & Equipment
How to Create Equipment
or projectors—used during scheduled services. By connecting equipment to calendars, you prevent double-bookings and maintain operational efficiency.
Read guideAd Manager Setup & Configuration
Setting a Facebook page as Default for Ad Manager
In this article, we will be describing how to set a connected Facebook page from the list of all the connected pages as the default page.
Read guideSocial Planner
Social Planner - How to Add Multiple Watermarks
Keep every post on-brand by assigning a unique watermark to each connected social account in Social Planner.
Read guideWordpress
SSH access for WordPress
For developers and advanced users, Secure Shell (SSH) access provides a direct, secure, and encrypted connection to your WordPress server environment.
Read guideCommunication Workflow Actions
Workflow Action - Call
The Call workflow action helps your team respond quickly by automatically calling the person responsible for a contact and then connecting that person with…
Read guideSEO
Local SEO: Tracking Local Rankings with Heatmaps
For businesses that rely on local customers - think brick-and-mortar stores or service providers in specific cities – ranking in Google’s local results is…
Read guideCalendar Settings & Preferences
Setting Up Linked Calendars & Conflict Calendars
Adaptive AI lets you synchronize external calendars (Google, Office 365, Outlook.com) to keep your availability up to date and prevent double-bookings.
Read guideAd Manager
Using AskAI for Ad Manager
This article explains how to use AskAI to handle advertising workflows across Meta and Google Ads.
Read guide