Mobile 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 · By Adaptation Living LLC
Files & Folders
Organize reusable files and assets into folders.
37 guides in this area
Step-by-step library
Guides for Files & Folders
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.
Membership/Courses Sites
Courses - Import from Media Storage
Adding video and audio to course lessons is faster when you can reuse media you’ve already uploaded.
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 guideWebsite & Content
Disable or Enable the Mandatory Profile Modal for Community Members
Adaptive AI now allows Community Admins and Group Owners to control whether new members are required to complete their profile before entering a group.
Read guideSocial Planner
@Mention or Tag Profile in Posts from Social Planner
Planner The Social Planner now allows users to add @Mentions in posts! @Mentions will work for socials like Facebook, LinkedIn (Only company pages) and…
Read guideSmart Lists
Adding Files To Contacts using a Custom Field
This article explains how to add and manage files for contacts in Adaptive AI using a File Upload custom field.
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 guideSmart Lists
Contact Profile Picture
This article will show you how the profile picture feature works in Adaptive AI, including how to upload images for contacts and where these images appear…
Read guideVoicemail
Create an Audio File for Voicemail and Voicemail Drops
You can upload your own audio recording in Adaptive AI to use as a custom voicemail greeting or voicemail drop.
Read guideSmart Lists
CSV File Format for Importing Objects
This article will help you format your CSV file correctly before importing it into Adaptive AI.
Read guideMobile App
Documents and Files in the Mobile App
This article will show you how to streamline your document management using the new Docs and Files tab inside contact records!
Read guideMessaging
File Size Limits for Attachments in SMS and Email
This article explains the file size limits of attachments for both SMS and email sent through the platform.
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 guideQR Codes
How to Create Custom Profile Card QR Codes
and important destinations from one mobile-friendly page. Visitors can save your contact information, submit their own details through an Exchange Contact…
Read guideContact Details View
How to Create Subscriptions & Invoices from Contact's Profile
Practical Adaptive AI instructions for “How to Create Subscriptions & Invoices from Contact's Profile,” including setup, verification, troubleshooting, and…
Read guideOrders, Subscriptions, and Transactions
Import Transactions and Orders using CSV files
This article will show you how to import historical transactions and orders into your Adaptive AI sub-account using CSV files.
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 guideWordpress
How to Setup SFTP for your WordPress Site
SFTP is a way for you to access the files and folders on a website via a client program on your local computer.
Read guideA2P registration
A2P 10DLC Brand Approval Best Practices
When you register your A2P Brand with your Business Profile, Phone System will submit your business information to The Campaign Registry for review,…
Read guideInvoices & Estimates
Attachments in Estimates and Invoices
You can now attach up to 10 files (with a 20MB total size limit ) directly to your estimates, invoices, recurring invoices, and estimate templates.
Read guideConversations
Attachments Made Easy in Conversations
Attachments play a crucial role in enhancing communication by allowing users to share aimportant files, documents, images, and videos.
Read guideQR Codes
Bulk QR Code Creation
Bulk QR Code Creation lets you generate multiple QR codes at once. Simply drop in a CSV file and Adaptive AI will create a QR Code for each instance.
Read guideSmart Lists
Company Object Feature: A Manual Way to Organize Contacts
The Company Object feature in Adaptive AI helps users group related contacts under a shared company profile.
Read guideContacts
Contacts: Sync Attachments to Document Management Tab
Conversation attachments can be copied into a contact's Documents area so important files are available from the contact record rather than buried in a…
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 Transactions as CSV
This document explains how to export transaction records, how the export file is delivered, and how to interpret the CSV format — including multiple line…
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 guideBlog
How to Add Author(s) to The Blog Builder
Blog authors create a consistent byline, biography, profile image, and optional social presence that can be assigned to posts.
Read guideE-Commerce Store
How to Add Product Weights, Dimension, and SKU Information in Your Ecom Store
Weight, dimensions, SKU, inventory, and digital-file settings live on the saved price or variant detail page, not only on the product's first creation screen.
Read guideBrand Board
How to Create Brand Voice from Text or URL
This article explains how to use Adaptive AI's AI-powered Brand Voice generation to instantly create brand messaging profiles from existing content.
Read guideContacts and Other Modules
How to Share and Manage Documents via Client Portal and CRM?
This guide explains how CRM users share documents with contacts and how contacts upload files back through the Client Portal.
Read guideInvoices & Estimates
Import Invoices Using CSV
Importing invoices using a CSV file provides a range of efficiency and accuracy benefits that streamline operations and eliminate redundant data entry.
Read guideBulk Actions
Importing Contacts and Opportunities via CSV
Importing contacts and opportunities in bulk using a CSV file is an essential feature in Adaptive AI that helps streamline data entry and organization.
Read guideManaging Affiliates
Manage Affiliates with Quick Campaign Actions
Easily manage affiliate assignments, add, remove, suspend, or move affiliates between campaigns without opening their profiles using the Quick Campaign…
Read guideSmart Lists
Troubleshooting Bulk Imports Via CSV
This article will help you resolve errors you may encounter when importing contacts through a CSV file in Adaptive AI.
Read guideGeneral Setup
XML Sitemaps
A sitemap is a file where you provide information about the pages on your site and the relationships between them.
Read guide