Everything from your first five minutes to a fully-trained follow-up machine. Each section is short — the whole setup genuinely takes about the length of a coffee.
The welcome wizard opens automatically. It asks what to call your business (prefilled from signup), what to call you, the voice you want your messages written in (watch the sample message change as you pick), and what kind of business you run.
That's it — you land on your dashboard. The Home screen shows setup bubbles for anything still missing (pricing, contact number, email). Click any bubble and it takes you straight to the right field.
Tip: the wizard's voice picker isn't cosmetic — every follow-up Adapix writes uses that tone. You can change it later in the Database tab.
02 · Teach Adapix your business
~10 minutes, once
Open the Database tab. This is one screen showing everything Adapix knows about your business — and everything on it is editable. Changes take effect on the very next message.
What to fill in
Identity — business name, what Adapix calls you, phone, hours. These appear in your messages ("call us at…").
What you do — a plain-English description, written like you'd brief a new hire. "We repair burst pipes, water heaters, and drains for homeowners. Same-week appointments."
Services & pricing — each service with its real price. One-time or subscription (with billing period and minimum term). Adapix quotes these exactly — it never invents a price you didn't enter.
Questions & answers — the questions you get every week, with your real answers. Anything you teach here, Adapix answers customers directly instead of bothering you.
The golden rule: Adapix only says what you taught it. Untaught questions get flagged to you with the full conversation attached — it never bluffs.
03 · Connect your email
~2 minutes
Open SMS & Email → "Your email connection". Connecting your real inbox means follow-up emails come from you@yourbusiness.com — not a shared sender your customers have never heard of.
Gmail / Google Workspace — one click. You approve access on Google's own consent screen; Adapix never sees your password.
Outlook / Microsoft 365 — one click via Microsoft's sign-in. (If your IT admin restricts new apps, they may need to approve "Adapix" once.)
iCloud, Yahoo, AOL, anything else — works with an app password: a special password your email provider generates just for apps. Click "Another email" and the form walks you through it, including auto-detecting your provider's server settings.
Until you connect: emails still send, but from Adapix's shared sender. Fine for testing — connect your real inbox before customers see them.
04 · Set up your calling line
~1 minute
Your business gets its own dedicated calling number — the same one every time, so customers learn it. Home screen → "Set up your calling number" bubble (or Database → phone section) → one click provisions it.
After every call Adapix places, you get the full recording and a written transcript in the Calls tab — you always know exactly what was said.
05 · How texting works
nothing to set up
Texting works out of the box — no setup on your end. Behind the scenes Adapix picks the best route for each message:
iMessage — customers on iPhones get blue-bubble messages from a dedicated line.
SMS — everyone else (and any iMessage failure) gets a standard text. Automatic — a message always goes out.
Every text supports STOP to opt out (honored automatically, can't be overridden) and HELP for help. Details: SMS program & opt-in.
06 · Add your customers
~2 minutes
Open Contacts. Two ways in:
Import a CSV — export from your spreadsheet or old CRM; Adapix maps names, phones, and emails.
Add one at a time — name, phone or email, and where they are with you (asked for a quote, missed an appointment, due for a visit).
The moment a customer is added, Adapix starts working: the first follow-up drafts immediately and waits in your Inbox for approval.
Consent matters: only add people who gave your business their contact info. That's both the right thing and a legal requirement for texting. See how opt-in works.
07 · The Inbox — where you stay in charge
~10 seconds per draft
Nothing Adapix writes ever sends on its own. Every draft waits in your Inbox:
Send — one tap, it goes out as your business.
Edit — fix the wording right there, then send.
Reject — toss it. Adapix learns nothing sent = don't repeat it.
Above the drafts sits "Reply to these yourself" — customers Adapix flagged for a human: emergencies, upset customers, questions it wasn't taught. Each flag includes the full conversation so you step in knowing everything.
The Inbox refreshes live — new drafts appear as they're written, and the badge count updates from any tab.
08 · The Station — see everything moving
a glance
The Station is the departures board for your follow-ups:
Departures — messages queued or waiting for your OK.
In queue — what the AI will write next, before it's even written. Cancel anything with one click.
Arrivals — replies and call outcomes coming back in.
It updates live every few seconds. You never find out about anything after the fact.
09 · Follow-up rules & auto-approve
~1 minute
Settings → Follow-up rules:
First follow-up after… — send the opening touch immediately, or wait 1–7 days.
Max tries — how many outbound messages before Adapix backs off. A customer reply resets the counter — it never pesters someone who's already talking to you.
Auto-approve — once you've read enough drafts to trust it, routine follow-ups can send without waiting for you. Your call, on your timeline; day one it asks permission for everything.
Pause Adapix — the button on your Home screen freezes everything instantly: no new drafts, no sends, until you resume.
10 · Your AI team
whenever you need advice
The AI Team tab holds 57 specialists — marketing, finance, sales, legal, operations, and more. Ask them anything, the way you'd text a friend who happens to be an expert. They can see your real customer list and numbers, so the advice is about your business — and some of them can do the work too, like drafting win-back messages straight into your approval Inbox.
11 · Troubleshooting & FAQ
"No messages due right now" when I hit Send follow-ups
Adapix paces follow-ups on a schedule (day 1, 3, 7, 14…). If everyone's been contacted recently, there's genuinely nothing due — that's the anti-pestering design working. Add a new contact and you'll see a draft within a minute.
My email connect failed
Gmail/Outlook: make sure you complete the provider's consent screen without closing the popup. Other inboxes: double-check the app password (it's not your normal password — your provider generates it in their security settings; the connect form links to instructions per provider).
A customer says they didn't get the text
Check the Station's Departures for the message status. "Failed" shows the reason (bad number is most common). Adapix automatically falls back between iMessage and SMS, so a delivery failure usually means the number itself.
How do I stop follow-ups to one customer?
Open their campaign in the Station and hit cancel — or if they replied STOP to a text, it's already done automatically.
Is my data shared?
No — never sold, never shared for marketing. Privacy Policy · Terms.