Create Your Account
Start from the marketing trial CTA, which opens the GENIUS Phone setup flow. Clerk account and organization setup happen inside that onboarding path before the workspace wizard opens.
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.
- In the onboarding wizard, click Set Up Call Forwarding.
- Enter your current business phone number.
- Follow the carrier-specific forwarding instructions shown for your carrier (AT&T, Verizon, T-Mobile, Google Voice, etc.).
- 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.