Is adaptlive built for enterprise phone rooms?

No. adaptlive is built for small businesses and service teams that rely on phone calls, including contractors, property managers, auto shops, law firms, medical offices, and funeral homes.

Can adaptlive work with my current phone system?

Yes. Bridge mode lets a business forward calls from its current phone system to adaptlive while keeping familiar phones, numbers, and habits in place.

Can adaptlive provide phone service?

Yes. Complete mode includes the phone layer, SMS, direct team numbers, app calling, call recording, transcription, and follow-up workflows in adaptlive.

Editing Fields & Stages

Fork a template, change the fields and stages that don't fit, ship. The editor isn't fancy — it doesn't need to be.

workflow editorfieldsstageseditfork

Editing a Workflow

Fork a template, change the fields and stages that don't fit, ship.

Fork it first

On the Workflows page, click the fork icon on any template. That copies it into your org under your control — the original template stays untouched.

Edit the fields

Add a field, drag to reorder, mark as required.
Each field has a type (text, number, address, date, choice, etc.) and an optional list of "say to confirm" phrases the cockpit will read.
Delete a field — historical records keep the data, but new records won't capture it.

Edit the stages

Stages are linear by default. Reorder, rename, or insert a new one. Set which stage is "live" (counts as in-progress on the Pipeline) and which is "synced" (terminal — pushed to the CRM).