Conversations
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 guideAdaptive AI · By Adaptation Living LLC
Create Conversation
Start a new customer conversation from the platform.
33 guides in this area
Step-by-step library
Guides for Create Conversation
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.
Conversations
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…
Read guideConversations
How to Save Draft Messages in Conversations
Conversation drafts preserve unfinished outbound messages and internal comments automatically.
Read guideMessaging
Incoming SMS shows up in Conversations but isn’t forwarded to the forwarding number.
If you'd like incoming SMS messages to appear in the Conversations tab and be automatically forwarded to a designated number as a notification, this guide…
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 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 guideWorkflow Builder
Workflow Action - Edit Conversation
Conversation Workflow Action in Adaptive AI automates conversation management by marking messages as read/unread and archiving/unarchiving them.
Read guideChat Widget
Chat Widget - Business Office Hours in Live Chat
If Business Office Hours is enabled and the end user's timezone aligns with the set business hours, the welcome message will be displayed from the Live Chat…
Read guideChat Widget
Collect Visitor Details Before Live Chat Starts
This article explains how to collect contact information (like name, email, or phone number) from visitors before they can start chatting in your Live Chat…
Read guideConversations
Contact Engagement score
The Contact Engagement Score is a metric that helps businesses track, prioritize, and engage with leads based on their level of interaction.
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 guideSales & Conversations
Getting Started - Connect Personal Inbox
Keeping track of client conversations can be tricky when you're juggling multiple inboxes.
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 guideSales & Conversations
Getting Started - Setup Facebook and Instagram Messenger
Ever feel overwhelmed jumping between different platforms to answer messages from your customers?
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 guideCountdown Timer
How to Add a Countdown Timer in WhatsApp Templates
Add real urgency to WhatsApp campaigns by attaching live countdown timers to your message templates.
Read guideChat Widget
How to create an Embedded Voice AI Chat Widget
Add a Voice AI Chat Widget directly inside your website or funnel content for a more natural, on-page conversation experience.
Read guideChat Widget
How to Create Multiple Chat Widgets in a Single Sub-Account
Use multiple Chat Widgets in Adaptive AI to tailor conversations. This article explains how to create several widgets in a single sub-account and how to…
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 guideChat Widget
How to Use the All-in-One Chat Widget
The All-in-One Chat widget allows you to offer multiple communication channels—Live Chat, SMS/Email, WhatsApp, Facebook, Instagram, and Voice AI—in one…
Read guideChat Widget
How to Use Voice Notes and Attachments in Live Chat Widgets
Live Chat Widgets now make it easier for website visitors to share context without typing long messages.
Read guideConversations
Live Chat
Live Chat inside Conversations enables real-time communication between businesses and website visitors directly within Adaptive AI.
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 guidePayment Links
Text-To-Pay Links
Text-To-Pay Links let you request and collect payments instantly via SMS directly from a conversation. No website required!
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 guideCommunication Workflow Actions
Workflow Action - Instagram Interactive Messenger
The Instagram Interactive Messenger action in workflows helps you automate Instagram DM conversations with interactive elements like buttons and quick replies.
Read guide