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
Onboarding Steps
Follow the guided onboarding sequence for a dependable launch.
53 guides in this area
Step-by-step library
Guides for Onboarding Steps
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.
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.
Read guideFoundational Setup
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…
Read guideFoundational Setup
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…
Read guideFoundational Setup
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…
Read guideFoundational Setup
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.
Read guideFoundational Setup
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!
Read guideSales & Conversations
Getting Started - Connect Personal Inbox
Keeping track of client conversations can be tricky when you're juggling multiple inboxes.
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 guideCommerce
Getting Started - Create and Send Invoices
Practical Adaptive AI instructions for “Getting Started - Create and Send Invoices,” including setup, verification, troubleshooting, and best practices by…
Read guideCommerce
Getting Started - Launch a Course
you think! With just a few clicks, you'll be on your way to sharing your expertise, building your audience, and even earning some income.
Read guideWebsite & Content
Getting Started - Launch a Website from Blank
Launching your own website from scratch can feel overwhelming, but don't let the blank page stop you.
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 - Launch an SMS Campaign
A bulk SMS campaign should reach a permissioned, deliberately selected audience at a controlled rate.
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 guideMarketing & Lead Generation
Getting Started - Setup Facebook and Instagram Lead Ads
directly from social media. Facebook and Instagram Lead Ads let you capture prospect information from Meta ads and manage campaign setup directly in…
Read guideSales & Conversations
Getting Started - Setup Facebook and Instagram Messenger
Ever feel overwhelmed jumping between different platforms to answer messages from your customers?
Read guideCommerce
Getting Started - Setup Payment Links
A Payment Link creates a hosted checkout for a selected product. It can be shared as a generic link, a recipient-specific link, or sent directly to saved…
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
Getting Started with Blogs and Blog Posts
Kickstart your content strategy with Blogs in Adaptive AI. This guide walks you through creating your blog, writing posts, adding authors and categories,…
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 guideConversations
Getting Started with the Conversations Tab
Adaptive AI’s redesigned Conversations experience delivers a faster, clearer inbox with four flexible panels, upgraded filtering (including tags + AND/OR),…
Read guideGetting Started w/ Calendars
Add Guests Features in Calendar Bookings
The Add Guests feature allows customers to include additional attendees during the appointment booking process.
Read guideGetting Started w/ Affiliate Manager
Affiliate Manager: Import FirstPromoter Campaigns, Affiliates & Commissions
Welcome! This guide shows how to migrate your FirstPromoter programs into Adaptive AI Affiliate Manager using the new guided import.
Read guideGetting Started w/ Workflows
Comprehensive workflow stats
Practical Adaptive AI instructions for “Comprehensive workflow stats,” including setup, verification, troubleshooting, and best practices by Adaptation…
Read guideGetting Started w/ Payments
Customize Email and SMS notifications for invoicing
This feature lets businesses make email and text notifications for invoicing instead of using the system's default ones.
Read guideGetting Started with Opportunities
Editing Opportunities
Adaptive AI offers robust tools for managing opportunities, enabling users to efficiently update information to keep pace with evolving sales processes.
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.
Read guideGetting Started w/ Workflows
Highlighting & Resolving Errors in a Workflow
Practical Adaptive AI instructions for “Highlighting & Resolving Errors in a Workflow,” including setup, verification, troubleshooting, and best practices…
Read guideGetting Started w/ Affiliate Manager
How does the Affiliate Manager work?
Practical Adaptive AI instructions for “How does the Affiliate Manager work?,” including setup, verification, troubleshooting, and best practices by…
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 guideGetting Started with Opportunities
How to Decouple Owners for Contacts and Opportunities
Adaptive AI now allows you to assign different owners to contacts and their related opportunities.
Read guideGetting Started w/ Payments
How to Manage Sales Receipts for Order Form, Calendar and Invoice payments
Receipts are crucial in business transactions, providing customers with documented confirmation of their purchases.
Read guideGetting Started w/ Payments
How to Streamline Payments with Automated Invoice Reminders
Practical Adaptive AI instructions for “How to Streamline Payments with Automated Invoice Reminders,” including setup, verification, troubleshooting, and…
Read guideGetting Started with Opportunities
How to use Custom Fields for Opportunities
Custom Fields for Opportunities give you the flexibility to tailor your CRM to match your exact sales process.
Read guideGetting Started w/ Workflows
If/Else Workflow Action - Appointment Filter Options
The Appointment option in If/Else conditions allows users to create more dynamic and customized workflow branches based on appointment-related events.
Read guideGetting Started with Contacts
Importing Contacts using a CSV file
This article shows you how to import contacts into Adaptive AI using a CSV file. You’ll learn how to upload, map, and confirm your data, and optionally…
Read guideGetting Started with Opportunities
Importing Opportunities using a CSV file
This article will guide you through importing opportunities into Adaptive AI using a CSV file.
Read guideGetting Started w/ Workflows
Introduction to Workflows and Automations
Workflow automation simplifies repetitive tasks by setting up sequences of predefined actions triggered by specific events.
Read guideGetting 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 guideGetting Started w/ Workflows
New Discover button - Workflows
We’ve made it easier to discover and install marketplace apps directly within the workflow builder.
Read guideGetting Started w/ Payments
Selling products on order forms with available payment providers
Both one-time and recurring products can be sold on 1-step and 2-step order forms for Funnels version 2.
Read guideGetting Started with Opportunities
Step-by-Step Guide to Creating Opportunities
Opportunities are pivotal in managing potential sales within Adaptive AI. This guide walks you through how to create opportunities, enabling you to track…
Read guideGetting Started with Opportunities
Step-by-Step Guide: Creating Pipelines
Pipelines in Adaptive AI help you organize and automate your sales or service workflows by visually tracking opportunities through defined stages.
Read guideGetting Started w/ Calendars
User Permissions in Calendars
The Calendar module now supports granular user permissions, allowing you to control who can view and manage different aspects of the calendar system.
Read guideGetting Started w/ Calendars
Using Custom Values in Calendars
You can now use Custom Values directly inside Calendar settings to personalize appointment details, notifications, and booking experiences.
Read guideGetting Started w/ Payments
What happens in case of a payment failure for a Subscription?
When a subscription payment fails, an invoice is generated and sent to the customer.
Read guideGetting Started w/ Workflows
Workflow Builder: Learn More Using AI
Practical Adaptive AI instructions for “Workflow Builder: Learn More Using AI,” including setup, verification, troubleshooting, and best practices by…
Read guideGetting Started w/ Workflows
Workflow Notes, Action Notes & Sticky Notes
Workflow Notes describe the automation as a whole, Action Notes explain one step, and Sticky Notes place visible guidance on the builder canvas.
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 guideGetting Started w/ Workflows
Workflows Nested Folders
In the Automations > Workflows section you can create and nest folders to better organize your workflows, improve communication, and streamline operations.
Read guideGetting Started w/ Workflows
Workflows- Improved Execution Logs & Enrollment History
This article walks you through the latest enhancements to Execution Logs and Enrollment History in Workflows, so you can see exactly how contacts progress,…
Read guide