Managing 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 guideAdaptive AI · By Adaptation Living LLC
My Staff
Team members, user invites, roles, and permissions.
10 guides in this area
Step-by-step library
Guides for My Staff
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.
Calendar Availability Settings
How to Bulk Edit Calendar Availability for Multiple Team Members
Bulk Edit Availability in Adaptive AI helps you update availability for multiple team members from one calendar settings area.
Read guideCalling
Geo Permissions - Voice
At Adaptive AI, protecting our customers from fraud while ensuring a smooth experience is our top priority.
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 guideServices
Configuring Staff in Services
handle. This article walks through adding staff, assigning them to services and defining availability.
Read guideCommunities
Communities - How to Manage Members Inside Groups
Efficient member management keeps your Community organized, safe, and engaging. This guide covers roles and permissions, inviting and approving members, and…
Read guideScheduling Appointments
Manually Booking Calendar Appointments
Need to S chedule Calendar Appointments for someone else- leads, clients, or team members? Here’s how to manually book appointments across Adaptive AI.
Read guideSocial Planner
Connect TikTok in Social Planner
Connecting TikTok gives Social Planner permission to publish or manage content for the selected personal or business account.
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 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 guide