Sign Up & Onboarding

Create your adaptlive account, connect your business phone number, and run through the quick-start checklist in under 20 minutes.

signuponboardingsetupcall forwardingfirst call

Create Your Account

Visit my.adaptlive.app/sign-up and enter your name, email, and a strong password. You'll receive a verification email — click the link to activate your account.

Step 1 — Enter Business Details

Tell us about your business so adaptlive can pre-load the right defaults:

  • Business Name — Appears in the assistant UI and on wrap-up drafts.
  • Industry — Choose from Plumbing, HVAC, Electrical, Law, Insurance, Auto, Property Management, and more. This pre-populates relevant playbook templates.
  • Team Size — Helps us recommend the right plan tier.

Step 2 — Connect Your Number

adaptlive works by forwarding your existing business number through our system. You keep your number — we route calls through adaptlive and back to your staff in under a second.

  1. In the onboarding wizard, click Set Up Call Forwarding.
  2. Enter your current business phone number.
  3. Follow the carrier-specific forwarding instructions shown for your carrier (AT&T, Verizon, T-Mobile, Google Voice, etc.).
  4. Call the number from a different phone to verify that the assistant cockpit lights up.

Step 3 — Create Your First Playbook

A playbook is the AI script that guides your staff during a call. In the wizard, choose one of the built-in templates (e.g., "New Customer Intake" or "Service Appointment Booking") or start from scratch.

Step 4 — Run a Test Call

Call your business number, answer from a staff device, and watch the cockpit fill in questions and draft your wrap-up in real time. When satisfied, click Go Live to enable adaptlive for all incoming calls.

Was this article helpful?

← Back to Getting Started

We use essential cookies to keep the app secure. Optional cookies help us improve reliability and measure campaigns. Cookie policy