adaptlive
Real-time call guidance

Answer your phone with backup.

The proactive, never-forgets, knows-your-customers-by-name kind of backup.

No new phone system.Keep your number.Set up the same day.

my.adaptlive.appLive · 1:42
SM
Sarah MillerExisting
123 Main St · 2 prior jobs · last call Apr 14
Detected workflow
Emergency Water Leak
Complete
12%
  • Caller identity
  • Service address
  • Issue type
  • Inside / outside
  • Active leak status
  • Water shutoff status
LiveContext Whisper

Can I get the address where the water is coming in?

Live transcript
    UrgentJob draft · Water leak at 123 Main St
    iPad Pro 13

    In a world of increasingly humanless experiences, your business instantly becomes more human. Every detail remembered, every pattern recognized — so your customers are instant VIPs.

    Built for the businesses that still answer the phone

    • Plumbing
    • HVAC
    • Electrical
    • Property Mgmt
    • Auto Service
    • Insurance FNOL
    • Towing
    • Veterinary
    • Law Firms
    • Funeral Homes
    The problem

    Every missed detail is a missed job.

    Most small businesses lose more revenue at the phone than anywhere else in the operation. Not because the work is bad — because the call was incomplete.

    01

    Your best person can’t answer every call.

    They’re on the truck. They’re at lunch. They’re on vacation. Meanwhile the new hire is freezing on a leaky-pipe call.

    02

    Half the call ends up on a sticky note.

    Address right, callback wrong, “they said something about the back gate”… and dispatch finds out the hard way.

    03

    The big chains are buying ears in your town.

    National competitors run 24/7 phone teams with playbooks. You’re competing with a flip phone and a prayer.

    How it works

    From Hello to a complete record. Before you hang up.

    1

    Keep your number.

    Forward your existing line through . Setup takes about 5 minutes, and you can switch it off any time — no porting required.

    2

    Your staff answers like normal.

    No headset, no script-reading. They pick up and talk to the customer. ’s InstantExpert listens quietly on the AI side.

    3

    LiveContext Whispers surface what to ask next.

    As the call unfolds, InstantExpert detects the workflow, fills in the facts, and whispers the one next question that matters most.

    4

    The record writes itself.

    Before hang-up, the job, work order, or case is drafted, the confirmation is queued, and every connected system — CRM, scheduler, billing — is updated. One click to approve.

    The hang-up moment

    Wrap-up that feels like magic.

    The instant the caller hangs up, shows you a finished record — workflow detected, fields populated, follow-up tasks queued, confirmation text drafted. Your employee reads it for five seconds and clicks Approve.

    No more end-of-day “I’ll write that up later.” No more guessing what was promised.

    Call wrapped
    Job drafted · confirmation queued
    • Urgent plumbing job created
    • Customer record updated
    • Dispatch task assigned
    • SMS confirmation drafted
    Suggested confirmation

    “Thanks Sarah — we have an urgent water issue logged at 123 Main St. A dispatcher will call you within 15 minutes.”

    A phone system that pulls its weight

    doesn’t just answer the phone. It finishes the call for you.

    Voicemails. Coworker hand-offs. Hold queues. Missed-call follow-up. The grunt work around every call — done for you, the moment it matters, with one tap.

    Auto-triage

    It chases the answer so you don't have to.

    Caller mentions she left her sunglasses on the jobsite. We'll ring the techs there for you.

    While she's still on the line, the assistant calls the employees at her last job — asks if they have it, and either holds them on the line to talk to you or sets up a callback. Either way, your customer hangs up with an answer.

    1 / 8
    auto-triage in progresslive
    1. 1
      Sarah Miller (caller)
      I left my sunglasses at the install yesterday — can you check?
    2. 2
      Assistant → Jake (truck 4)
      Sarah Miller left sunglasses at yesterday's install. Got them?
    3. 3
      Jake
      Yep, on my dash. I can stay on if she wants to talk.
    4. 4
      Assistant
      Holding Jake. Ready to merge when you tap.
    Merge Jake in
    Workipedia in action

    Every employee gets the memory of your best employee.

    pulls the right customer context forward while the work is happening — then learns from what your team confirms, edits, rejects, and escalates.

    SM
    Sarah Miller
    Plumbing · inbound
    Caller just said

    I have water dripping under my kitchen sink again.

    Customer memory updating…
    Context surfaced
    1 / 3
    • Same fixture, third visit this year
      Prior visits show the same kitchen P-trap issue. Last note: replacement recommended, customer declined.
    • Suggest replacement quote
      Two repairs in 90 days. Offer a fixture-replacement estimate before dispatch repeats the same fix.
    • Plan member · zero balance
      Customer is in good standing. Service plan may cover part of the repeat visit.
    Self-correcting memory

    Corrections become training data.

    Edited drafts, rejected facts, missed prompts, and escalations tell Workipedia what to do differently next time.

    Auto-schema intelligence

    Fields emerge from real work.

    When the same detail keeps showing up — access code, claim number, document status, preferred time — Workipedia proposes a field instead of burying it in notes.

    Overnight review

    Yesterday improves tomorrow.

    After the day ends, Workipedia looks for open loops, repeated mistakes, customer preferences, and rules worth reviewing.

    The system does not silently rewrite the business. It proposes, asks, and learns from the people doing the work.

    Workipedia

    Want to see what’s under the hood?

    Everything does is powered by Workipedia — a self-learning knowledge engine that extracts operating schema from your team’s calls, messages, and daily decisions. No documentation project required.

    Go under the hoodThe intelligence layer
    Auto-schema learning

    Fields and procedures emerge from how your best people actually work.

    Overnight synthesis

    Every day gets reviewed. Patterns become memory, memory becomes better prompts.

    Human feedback loop

    Corrections compound. The system gets smarter because your team keeps operating.

    Integrations

    Plugs into the tools you already pay for.

    CRMs, calendars, email, field-service platforms, accounting — if your business runs on it, connects to it.

    100+integrations via native
    connectors, Zapier & Merge
    Gmail
    Salesforce
    HubSpot
    Slack
    QuickBooks
    ST
    ServiceTitan
    Calendly
    Stripe
    J
    Jobber
    Z
    Zoho CRM
    F
    Freshdesk
    Monday.com
    Outlook
    Google Calendar
    Microsoft Teams
    Square
    Z
    Zendesk
    HC
    Housecall Pro
    Airtable
    Notion
    RC
    RingCentral
    N
    Nextiva
    Zapier
    C
    Clio
    Native connections
    Google Workspace, Microsoft 365, and Zapier
    Need another system? If it has an API or can support a browser-based extraction layer, we’ll build the connection for your Workipedia.
    Google Workspace
    Gmail + Google Calendar
    Microsoft 365
    Outlook Mail + Calendar
    Zapier
    1,000+ app connections
    01

    One customer, every channel

    Match calls, texts, emails, calendar events, and chat back to the same person or company. If the match is uncertain, AdaptLive asks first.

    02

    Email with memory built in

    Gmail and Outlook connect directly. AdaptLive email gives teams a cockpit-style interface with the same customer data, reminders, and AI drafting.

    03

    Messages and chatbot built in

    SMS/RCS and web chat live in the same operating memory. Draft replies, route escalations, and keep the human in control.

    04

    Any system, reviewed first

    If a customer needs a system connected, we will review it. If it has an API or can support a browser-based extraction layer, we will build the connection their Workipedia needs.

    Every conversation should make the next one smarter.

    Customers call, text, email, schedule, reply from different addresses, and use chat after hours. turns those scattered moments into one usable customer memory.

    Your team gets context while replying. The chatbot escalates with history. Owners stop losing the thread between calls, inboxes, and follow-up.

    Email cockpit
    Customer data, reminders, and AI drafts
    Built in
    Google + Microsoft
    Gmail, Outlook, and calendar history
    Connected
    Custom systems
    API or browser extraction when available
    Reviewed

    Zapier integrations are currently private beta.

    What’s inside

    A mission-control screen for every call you take.

    ’s InstantExpert doesn’t just transcribe. It listens, classifies, fills in the blanks, and surfaces LiveContext Whispers for your team — live, on the call.

    Live workflow detection

    Built-in playbooks across plumbing, HVAC, legal, vet, property mgmt, auto, FNOL — plus your own custom ones.

    New-hire mode

    Show new employees exactly what to say, what to ask, and what NEVER to promise — only when they need it.

    Forbidden-promise warnings

    “I can have a tech there in 30 min” — flagged, before dispatch finds out. Protect the brand on every call.

    Owner dashboard

    Calls handled, jobs drafted, missing-info prompts, drafts approved, sync status. The numbers your team actually works with.

    Human approval before sync

    Nothing writes to your connected systems until a human clicks approve. Full edit history per field. Configurable recording consent.

    Works with what you have

    RingCentral, Nextiva, Zoom Phone, OpenPhone, Comcast, AT&T — if it forwards, we’re live in minutes.

    Owner dashboard
    This week · Apr 28 – May 4
    Calls handled
    312
    Jobs drafted
    184
    Missing-info prompts
    47
    Drafts approved
    178of 184
    Calls handled · last 12 daysToday

    Usage you can show the owner.

    Most call platforms report minutes used. surfaces the work itself — calls handled, jobs drafted, missing-info prompts triggered, drafts approved and synced.

    You decide what success looks like. The dashboard counts it.

    Pricing

    We don’t replace your people. We pay for ourselves.

    Keep all your staff. InstantExpert isn’t a headcount play — it’s a revenue-recovery tool. The calls that go unanswered, the questions that don’t get asked, the wrong info relayed to dispatch, the procedures that get skipped — that’s real money walking out the door every week. We bring it back.

    AnnualMonthly

    Keep your current setup and carrier.

    Bridge Starter

    For owner-led teams getting calls under control.

    Phone setup
    Bring Your Own Phones
    $19/seat
    + $49/mo platform
    1,000 pooled minutes included
    + 250 minutes per seat · $0.12/min overage
    • 1 main business number
    • 1 direct team number per seat
    • Live cockpit + wrap-up
    • Calls, texts, recordings, and transcripts
    • 1 system connection included
    • Email support
    Most popular

    Bridge Growth

    For teams sharing calls across the front office.

    Phone setup
    Bring Your Own Phones
    $29/seat
    + $99/mo platform
    2,250 pooled minutes included
    + 250 minutes per seat · $0.12/min overage
    • Everything in Starter
    • Custom workflow builder
    • Warm transfers inside adaptlive
    • Signals + customer memory
    • Native sync catalog available
    • Priority support + onboarding
    • HIPAA add-on available

    Bridge Pro

    For high-volume teams and multi-location operations.

    Phone setup
    Bring Your Own Phones
    $49/seat
    + $199/mo platform
    4,500 pooled minutes included
    + 250 minutes per seat · $0.12/min overage
    • Everything in Growth
    • Multi-location dashboards
    • Advanced reporting
    • Supervisor whisper (beta)
    • Salesforce + custom adapters available
    • Concierge onboarding + SLA

    See full pricing, connections & HIPAA details →

    Need more? Talk to us about Enterprise.

    Vertical packs

    Your trade’s playbook, on day one.

    We’ve already encoded the calls your shop hears most — across every vertical we serve. Fork one, tweak it, or build your own in our visual workflow editor.

    Home services

    Plumbing · HVAC · Electrical · Roofing · Pest
    • Emergency water leak
    • No heat / no cool
    • Estimate request
    • Schedule + reschedule

    Property management

    Multifamily · Single-family · HOA
    • Maintenance request
    • Emergency maintenance
    • Rent question
    • Leasing inquiry

    Auto + towing

    Service · Body shop · Recovery · Mobile
    • Service quote
    • Roadside dispatch
    • Estimate follow-up
    • Insurance handoff

    Professional services

    Law · Insurance · Vet · Funeral · Medical intake
    • New client intake
    • FNOL
    • Triage / first appt
    • Records request
    Our mission

    Local business owners show up every day with grit & determination, working to put food on the table and build something that lasts. Big chains don’t outwork them — they overwhelm them with resources. We’re working to erase that advantage — bringing cutting-edge systems once only available to the big chains and making them accessible and functional for every business to use.

    Our story

    The phone is still Main Street’s front door.

    We grew up in towns where the plumber knew your grandparents, the body shop kept your spare key, and the law office above the diner remembered every neighbor by name.

    That kind of business runs on the phone. Not on chatbots. Not on web forms. On a real person, picking up on the second ring, knowing exactly what to do.

    The trouble is: that knowledge usually lives in one person’s head — the owner’s, the senior tech’s, the front-desk veteran’s. When they’re out, calls fall through. Jobs get half-written. Customers get half-promised.

    ’s InstantExpert turns that one person’s instincts into a live operating script — so any trained employee can answer the phone like they’ve been there for fifteen years.

    Live, not after-the-fact.
    Guidance during the call. Drafting before hang-up. Not a transcript you read tomorrow.
    Human-led, not an AI receptionist.
    Your people stay on the phone. InstantExpert sits quietly behind them and surfaces LiveContext Whispers — the details that matter.
    Number setup
    Your existing line · (614) 555-0100
    Forwarding active
    → adaptlive bridge · all hours
    Verified
    Rings (614) 555-0142
    After-hours → voicemail + SMS
    Test call succeeded · 2 sec ago
    Call wrapped
    Job drafted · confirmation queued
    • Urgent plumbing job created
    • Customer record updated
    • Dispatch task assigned
    • SMS confirmation drafted
    Suggested confirmation

    “Thanks Sarah — we have an urgent water issue logged at 123 Main St. A dispatcher will call you within 15 minutes.”

    Phone setup

    Come as you are.

    Some teams want help on top of the phone system they already have. Some teams want adaptlive to be the phone service too. Either way, the work feels the same to your staff: answer, transfer, text, review, and wrap up from one live cockpit.

    Bridge

    Keep your current phones

    Option

    Calls can still ring where they ring today, while adaptlive adds the cockpit, app calling, texting, call history, transfers, and wrap-up without forcing a phone-system switch.

    • Good when contracts or hardware need to stay in place
    • Transfers can ring the current phone and the adaptlive app
    • Staff can pick up at the desk, on a computer, or in the mobile app
    • Same live guidance, call memory, texts, and reporting

    Complete

    All-in phone service

    Option

    Replace the old phone setup with adaptlive phone service, voicemail, routing, direct team numbers, texting, and the same live cockpit.

    • Good when you are ready to leave the old phone bill behind
    • Each seat can answer from a desk phone, computer app, or mobile app
    • Same customer history whether the call is answered or transferred

    Answer your next call with backup.

    Free trial. No credit card. Keep your number, keep your team. Run your first AI-guided call before the day’s over.

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