AdaptCXProduct Documentation

Build conversational bots, deploy them across channels, and operate your tenant end-to-end.

Building Bots

Design conversation flows visually, connect knowledge bases, configure AI response nodes, and give your bot tools that call your APIs.

Open Flow Builder

Knowledge Bases

Upload documents or connect SharePoint, Google Drive, S3, and other external sources. Retrieval-augmented generation keeps your bot's answers grounded in your content.

Manage knowledge

Deploying

Embed the web chat widget on your site, connect messaging channels, and route to live agents via CCaaS integrations.

Deploy your bot

Operating

Manage users and roles, configure integrations, monitor usage and billing, and enforce compliance across your tenant.

Tenant admin

Reference

Widget JavaScript API, REST endpoints, and webhook signatures — the technical surface for embedding AdaptCX into your systems.

Developer reference

Security

SSO, MFA, PII encryption, tenant isolation, and compliance framework mapping — how AdaptCX protects your data.

Security overview

Where to start

New to AdaptCX? The Quick Start walks you from a blank tenant to a live bot in under 15 minutes.

Setting up your organization? Getting Started covers the first-login checklist — inviting users, wiring integrations, and choosing your default AI model.

Building your first bot? The Flow Builder is where every conversation is designed. Every node type is documented in the Nodes Reference.

Handling live conversations? Agents use the Agent Desktop for chat, voice, and supervisor tooling.

What AdaptCX is

AdaptCX is a multi-tenant platform for building AI-powered conversational bots and deploying them across chat, voice, and CCaaS. Your organization runs on its own isolated tenant — separate database schema, separate encryption keys, separate identity — with the platform's shared services doing the heavy lifting (LLM orchestration, retrieval, agent handoff, telephony).

The platform ships as a base (Virtual Agent — chat + voice bots) with opt-in solutions layered on top:

Assist — real-time agent coaching for CCaaS agents (live, in production).
Fax — inbound + outbound fax handling.
DARS — hearing management for regulated administrative bodies.

Only solutions your organization licenses are deployed to your cluster — the rest aren't reachable, aren't billed, and don't consume resources.