Bulk 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 guideAdaptive AI · By Adaptation Living LLC
Quick Actions
Create records, communicate, schedule, and assign work without leaving your current screen.
24 guides in this area
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Every Quick Actions area
Create ContactAdd a person or lead and start a complete CRM record.4 related guides
Create OpportunityAdd a deal to a pipeline and assign its stage, owner, and value.11 related guides
Create ConversationStart a new customer conversation from the platform.33 related guides
Send SMSSend an individual, bulk, campaign, or automated text message.5 related guides
Send EmailSend a direct, bulk, campaign, or automated email.9 related guides
Add AppointmentBook an appointment for a contact and manage its status.95 related guides
Create TaskCreate, assign, and track an internal task for your team.3 related guides
Recommended guides
Best guides for Quick Actions
This platform area draws on guides from several parts of the manual. The topic pages above organize the most relevant instructions for each task.
Contacts
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 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 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 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 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 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 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 guideOpportunities Module Interactions
How to Use Opportunity Notes?
We’ve launched Opportunity Notes that lets you link notes to both Opportunities and Contacts independently.
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 guideManaging Opportunities
Opportunity Forecasting in Adaptive AI
Opportunity Forecasting in Adaptive AI helps teams move beyond simple pipeline tracking and into more accurate revenue planning.
Read guideManaging Opportunities
Conditional Custom Fields for Opportunities
Conditional Custom Fields let Admins control which opportunity fields appear and which fields must be completed based on a deal’s pipeline, stage, status,…
Read guideOpportunities Module Interactions
Multiple Opportunities Toggle in Workflows
Currently, only the most recent opportunity associated with a contact enters the workflow.
Read guideManaging Opportunities
Reordering Pipelines in Opportunities
Pipeline order is account-wide navigation, not a change to pipeline stages or opportunity records.
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 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 guideConversations
Conversations - Activity Cards
We are thrilled to introduce a feature that redefines how users interact with our platform—Activity Cards.
Read guideConversations
Conversations - How to Add Internal Comments & Mention Users
Use Internal Comments and @mentions in Adaptive AI Conversations to collaborate privately inside a contact thread without exposing notes to the contact.
Read guideConversations
Conversations - Snippets
Snippets are a time-saving tool designed to streamline communication by providing reusable pre-crafted text templates.
Read guideMessaging
Conversations Glitching? Here's What’s Going On?
Are your calls and messages acting weird in the platform? Maybe you're seeing different people showing up under the same number — or replies scattered…
Read guideConversations
Conversations: Group Chat for SMS (Mobile & Desktop)
Group Chat for SMS lets your team message small groups of contacts from a single conversation thread on both desktop and mobile.
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 guideAd Campaign Creation and Management
How to create a conversation form in Ad Manager
A Conversation Form is used with a Meta Engagement campaign whose conversion location is messaging.
Read guideConversations
How to Mark a Conversation as Read
Unread conversations help your team identify messages that still need attention. In Adaptive AI, opening a conversation does not automatically mark it as…
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