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Welcome to the HoopAI Platform. This section gives you the foundations to get up and running quickly, whether you’re a brand-new user exploring the platform for the first time or an admin onboarding your team.

General CRM overview

A tour of every section in the platform — sidebar navigation, dashboard, contacts, conversations, and more.

The dialer

Make and receive calls directly inside the platform using the built-in dialer.

Custom values

Use merge tags to personalize messages automatically with contact, appointment, and account data.

Dashboard

Track your business performance with real-time widgets and reports.

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What’s in the knowledge base

The HoopAI Platform documentation is organized by feature area. Here is what you will find:
Foundational guides for new users — platform navigation, the dialer, and custom values.
Step-by-step instructions for common tasks such as creating email campaigns, setting up calendars, building automation workflows, and managing contacts.
Solutions to common issues and answers to frequently asked questions.
Deep-dives into sophisticated tools including AI Agents, attribution reporting, custom dashboards, and membership sites.
Feature availability varies by plan. Some tools described in these articles may not be visible in your account depending on your subscription level.

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Before you begin

To get the most out of the HoopAI Platform, make sure you have:
  • Your login credentials (email and password)
  • A configured phone number if you plan to use calling or SMS features
  • Your business information ready for account settings
Start with the General CRM overview to get a full picture of the platform layout before diving into individual features.
Last modified on March 4, 2026