Rentals
Rentals - Overview & How to Get Started
Use this article as your starting point, then follow the linked guides to set up your rentals with confidence.
Read guideAdaptive AI · By Adaptation Living LLC
Filters & Views
Organize property records with targeted views and filters.
57 guides in this area
Step-by-step library
Guides for Filters & Views
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.
Rentals
Rentals - Overview of Bookings
This article explains the Appointments List View for Bookings in Rentals — where you can view and manage all listings that have been booked, along with…
Read guideConversations
Overview of Conversation Filters
In this article, you’ll learn how to enable filters, manage multiple conversations effectively, and use additional tools to streamline communication.
Read guideAnalytics (Funnels, Websites, & QR Codes)
Advanced Filters in Site Analytics
Advanced Filters in Site Analytics helps you narrow analytics data so you can focus on the traffic segments that matter most.
Read guideSmart Lists
Advanced Filters in Smart Lists
Use Advanced Filters in Smart Lists to segment contacts with more precision in Adaptive AI.
Read guideGeneral
How to Filter Contacts by Email Statistics
Quickly segment contacts by real engagement signals inside Adaptive AI. Use Email Analytics to filter by metrics like Opened, Clicked, Bounced, and more —…
Read guideManaging Opportunities
How to Filter Opportunities
Adaptive AI’s filtering tools help you find the right opportunities fast across busy pipelines.
Read guideMessaging
How to Prevent SMS Filtering by Carriers: Error 30007
Carrier filtering (Error 30007) occurs when messages are blocked because they appear to be unwanted, spammy, or non-compliant with carrier or legal policies.
Read guideE-Commerce Store
How to Sort and Filter Products in Adaptive AI Ecommerce Site Builder
Arrangement of products within the Product list page was an issue. Buyers always faced issue with the discoverability of products and as a store owner this…
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 guideAuthentication & Security
Spam Filter Blocks - Improve Content and Sender Reputation
Your emails are being blocked or rejected because recipient email servers, ISPs, or spam filters have identified your messages as spam-like, unsolicited, or…
Read guideMembership/Courses Sites
Adaptive AI Credentials Preview: Memberships
The All-New Credential Preview Experience modernizes how certificates look, load, and get shared in Adaptive AI.
Read guideCalendar Groups
Adaptive AI Group Calendar Overview and Setup Guide
This article explains how to use Group Calendars in Adaptive AI to streamline bookings by combining multiple calendars under one link for flexible…
Read guideAd Manager Setup & Configuration
Audiences Tab Overview - Ad Manager Settings
In this article, we will explore how to locate your existing custom and lookalike audiences, along with the actions you can take, such as creating a new…
Read guideSmart Lists
Contacts – Revamped List View & SmartLists
Discover Adaptive AI’s revamped Contacts module featuring a modernized List View and SmartLists 2.0.
Read guideMembership/Courses Sites
Course Preview and Drip Scheduling Improvements
Learn how Adaptive AI’s latest course enhancements improve admin previews, Kajabi imports, and drip scheduling reliability to help deliver smoother and more…
Read guideManaging Opportunities
Customize Opportunity Cards in Board View
Practical Adaptive AI instructions for “Customize Opportunity Cards in Board View,” including setup, verification, troubleshooting, and best practices by…
Read guideAd Campaign Creation and Management
Editing a Published or In-Review Meta Ad Campaigns
In this article, we will understand the importance of editing a live campaign and how it can be done in Ad Manager.
Read guideScheduling Appointments
How to Manage Appointments with Appointment List View
Appointment List View in Adaptive AI provides a powerful way to manage appointments using a list-based workspace instead of a traditional calendar layout.
Read guideCalendar Settings & Preferences
How to Use List View in the Adaptive AI Mobile Calendar
This article will show you how to use the new List View in Adaptive AI’s mobile Calendar module.
Read guideAd Manager
How to view advanced preview and get shareable preview links for Meta Ads
Advanced Preview shows how a Meta ad renders across placements, while a shareable preview link supports review by people who have access to the associated…
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 guideAd Campaign Creation and Management
Instagram Ads: Overview
In order to give users the option to publish their ad campaigns on Instagram too, we have added the option to either add their own Instagram professional…
Read guideManaging Opportunities
List View for Opportunities
The new List View transforms how you can interact with your opportunities by providing a detailed, streamlined, and customizable view.
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 guideAdaptive AI Phone System
Phone System Messaging Analytics Overview
This article provides a detailed overview of Messaging Analytics within the Adaptive AI Phone System, helping users track, analyze, and enhance SMS/MMS…
Read guideGeneral
The Phone Dialer Overview
The Phone Dialer offers a streamlined calling experience within Adaptive AI. It delivers faster call initiation, seamless incoming-call transfers, and…
Read guideManaging Opportunities
Use Kanban View in Opportunities
Kanban view in Adaptive AI Opportunities gives your team a visual way to manage deals across pipeline stages.
Read guideConversations
View & Edit AI Response Info in Conversations
This article provides a comprehensive guide about how to view the components of AI-generated responses and edit knowledge base entries directly from the…
Read guideCreating Calendars
View Calendar & Appointments in User Timezone
You can now choose any timezone to view appointments across the platform. This user-specific setting controls how appointment times appear in Calendar View,…
Read guideScheduling Appointments
View Custom Form Submissions (Appointment Side Drawer)
The View Form Submissions feature allows users to see responses from custom booking forms directly within the Appointment Modal.
Read guideWorkflow Builder
Workflow Settings - Overview
This article provides a comprehensive guide to every option within the 'Settings' tab of the workflow builder.
Read guideBulk Actions
Bulk Actions For Contacts & SmartLists
The Bulk Actions page now uses Adaptive AI’s unified UX for faster filtering, clearer status tracking, and one-click access to job metrics and error logs—so…
Read guideSmart Lists
Contacts - Date Of Birth (Birthday)
The Birthday field in contacts allows you to personalize communications, build automation campaigns based on contact birthdays, and filter contacts by age…
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 guideBulk Actions
How to Add Contacts in Bulk to a Workflow
This article walks you through how to filter contacts (e.g., by tag) and add them to a workflow in bulk using the Add to Automation feature.
Read guideMessaging
Understanding Common SMS Delivery Errors
SMS delivery errors occur when a message cannot be delivered to the intended recipient due to issues like invalid numbers, carrier filtering, user opt-outs,…
Read guideDeliverability
Workflow Action based on Email Event Clicked/Opened
Workflow Trigger workflows the moment a contact opens or clicks an email. This guide walks through adding an Email Events trigger, filtering by event type,…
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 guideBulk Actions for Opportunities
Bulk Actions for Opportunity Cards
Take control of your sales pipeline with the Bulk Actions feature in Adaptive AI’s Opportunities Kanban/Card view.
Read guideSmart Lists
Contact Activity Tab on Mobile
The Activity tab in the Adaptive AI mobile app gives users a quick way to review a contact’s history while working from their phone.
Read guideContacts
Contact and Opportunity Followers in Adaptive AI
Followers are users added to a contact or opportunity who gain access to view and manage that record, even if they normally have restricted data access…
Read guideContact Details View
Contacts – All-New Contact Detail Page
The all-new Adaptive AI Contact Detail Page delivers a faster, cleaner, and smarter way to view every customer interaction in one place.
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 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 guideContact Details View
How to Customize the Contact Detail Page
Contact Detail Page customization in Adaptive AI lets admins tailor contact records to match each workflow.
Read guideAdaptive AI Phone System
How to Enable Call Transcriptions for Recorded Calls
Call transcriptions make it easy to review and understand recorded conversations without listening to the entire call.
Read guideManaging Opportunities
How to Manage Pipeline Permissions
Control exactly who can see or change each sales pipeline, keep sensitive deals private, and give every team member a clutter-free view that matches their…
Read guideAd Manager
How to Use Opportunity Score in Ad Manager
Opportunity Score helps you review your Meta campaign setup in Adaptive AI Ad Manager before publishing.
Read guidePhone numbers
Phone Number Edit Configuration (Incoming Calls Settings)
The Incoming Call Settings interface centralizes all routing, ringing, voicemail, and backup behaviors for inbound calls into a single configuration view.
Read guideQR Codes
QR Code Bulk Actions, Renaming & Copy Link Shortcut
Take control of large QR-code libraries in less time. From the QR Codes List View, you can now multi‑select QR Codes to move, download, or delete, rename…
Read guideSEO
SEO: AI Recommendations - Infinite Scroll
Save time reviewing SEO fixes—AI Recommendations now uses infinite scroll. Rows load continuously as you move through the table, respecting any active…
Read guideManaging Opportunities
Smart Lists in Opportunities
Opportunity Smart Lists help teams save and reuse customized views in the Opportunities area of Adaptive AI.
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 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 guideEvents Workflow Triggers
Workflow Trigger - Form Submitted
This article provides a comprehensive overview of the "Form Submitted" workflow trigger, a powerful tool that automates actions when a form is submitted in…
Read guide