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HoopAI Help Center — Gap Analysis vs GoHighLevel

Generated: 2026-03-06

How to read this document

  • HAVE = we have a page covering this topic
  • GAP = GHL covers this, we don’t — needs a new page or section
  • PARTIAL = we have something but it’s incomplete compared to GHL’s coverage
  • SKIP = agency-level only, not relevant to customer-facing docs
Priority: P1 (must-have, customers ask daily), P2 (important, covers a feature), P3 (nice-to-have, edge case)

1. CONTACTS & CRM

HAVE (covered)

  • Contact details / overview → contacts/contact-details.mdx
  • Importing contacts CSV → contacts/importing-contacts.mdx
  • Bulk actions → contacts/bulk-actions.mdx
  • Smart lists → contacts/smart-lists.mdx
  • Custom fields → contacts/custom-fields.mdx
  • Tags → contacts/tags.mdx
  • Notes → contacts/notes.mdx
  • Tasks → contacts/tasks.mdx
  • Do Not Contact (DND) → contacts/do-not-contact.mdx
  • Duplicate management → contacts/duplicate-management.mdx
  • Exporting contacts → contacts/exporting-contacts.mdx
  • Contact activity → contacts/contact-activity.mdx
  • Contact scoring → contacts/contact-scoring.mdx
  • Followers → contacts/followers.mdx
  • Associations → contacts/associations.mdx
  • Businesses (companies) → contacts/businesses.mdx
  • Appointments (from contact) → contacts/appointments.mdx

GAP — New pages needed

#TopicPriorityGHL articleSuggested path
1Restore deleted contacts / undo bulk deletesP1”Restore Deleted Contacts or Undo Bulk Deletes”contacts/restore-deleted-contacts.mdx
2Contact typesP2”Contact Types”contacts/contact-types.mdx
3Multiple phone numbers per contactP2”Adding Multiple Phone Numbers for a Contact”contacts/multiple-phone-numbers.mdx
4Multiple email addresses per contactP2”How to Manage Multiple Email Addresses for a Contact”contacts/multiple-email-addresses.mdx
5Contact profile pictureP3”Contact Profile Picture”Section in contacts/contact-details.mdx
6Date of birth / birthday fieldP3”Contact Date Of Birth Field (Birthday)“Section in contacts/custom-fields.mdx
7GDPR consent tracking / legal basisP1”How to get customer consent or track legal basis…”contacts/gdpr-consent-tracking.mdx
8CSV format guide for importsP2”CSV File Format for Importing Objects”contacts/csv-import-format.mdx
9Troubleshooting bulk importsP2”Troubleshooting Bulk Imports Via CSV”troubleshooting/bulk-import-issues.mdx
10Adding files to contacts via custom fieldP3”Adding Files To Contacts using a Custom Field”Section in contacts/custom-fields.mdx
11Auto-merge Facebook Messenger contacts with Lead Ad contactsP3”Automatically Merge Facebook Messenger Contacts…”Section in contacts/duplicate-management.mdx
12AND/OR filters explainedP2”AND/OR Filters”contacts/filters.mdx
13Share/manage documents via Client PortalP2”How to Share and Manage Documents via Client Portal and CRM?”Section in client-portal/portal-features.mdx
14Associating contacts with custom labelsP3”Associating Contacts using Custom Labels”Section in contacts/associations.mdx

2. OPPORTUNITIES & PIPELINES

HAVE (covered)

  • Pipeline overview → opportunities/pipelines.mdx
  • Pipeline stages → opportunities/pipeline-stages.mdx
  • Managing opportunities → opportunities/managing-opportunities.mdx
  • Opportunity details → opportunities/opportunity-details.mdx
  • Kanban board → opportunities/kanban-board.mdx
  • List view → opportunities/list-view.mdx
  • Custom fields → opportunities/custom-fields.mdx
  • Bulk actions → opportunities/bulk-actions.mdx
  • Automation triggers → opportunities/automation-triggers.mdx
  • Opportunity value → opportunities/opportunity-value.mdx
  • Opportunity reporting → opportunities/opportunity-reporting.mdx
  • Lost reasons → opportunities/lost-reasons.mdx
  • Followers → opportunities/followers.mdx

GAP — New pages needed

#TopicPriorityGHL articleSuggested path
1Customize opportunity cards in board viewP2”Customize Opportunity Cards in Board View”Section in opportunities/kanban-board.mdx
2Opportunity notesP2”How to Use Opportunity Notes?”opportunities/notes.mdx
3Decouple owners for contacts and opportunitiesP3”How to Decouple Owners for Contacts and Opportunities”Section in opportunities/managing-opportunities.mdx
4Multiple opportunities toggle in workflowsP2”Multiple Opportunities Toggle in Workflows”Section in opportunities/automation-triggers.mdx
5Add prospects from prospecting toolP3”Add Prospects to a Pipeline from the Prospecting Tool”Section in marketing/prospecting-tool.mdx
6Importing opportunities via CSVP2”Importing Contacts and Opportunities via CSV”Already have troubleshooting/importing-opportunities.mdx — expand

3. CALENDARS & APPOINTMENTS

HAVE (covered)

  • Overview → calendars/overview.mdx
  • Creating calendars → calendars/creating-calendars.mdx
  • Calendar types → calendars/calendar-types.mdx
  • Booking pages → calendars/booking-pages.mdx
  • Appointments → calendars/appointments.mdx
  • Availability hours → calendars/availability-hours.mdx
  • Appointment notifications → calendars/appointment-notifications.mdx
  • Calendar integrations → calendars/calendar-integrations.mdx
  • Calendar settings → calendars/calendar-settings.mdx
  • Cancellation & rescheduling → calendars/cancellation-rescheduling.mdx
  • Custom forms → calendars/custom-forms.mdx
  • Group booking → calendars/group-booking.mdx
  • No-shows → calendars/no-shows.mdx
  • Payment calendars → calendars/payment-calendars.mdx
  • Recurring appointments → calendars/recurring-appointments.mdx
  • Round robin → calendars/round-robin.mdx
  • Scheduling links → calendars/scheduling-links.mdx
  • Service calendar → calendars/service-calendar.mdx
  • Services v2 → calendars/services-v2.mdx
  • Calendar resources → calendars/calendar-resources.mdx

GAP — New pages needed

#TopicPriorityGHL articleSuggested path
1Rentals / listings (entire section — 10 articles)P2”Understanding Listings & Categories”, “Create & Edit Listings”, etc.calendars/rentals/ directory
2One-time booking linksP2”One Time Link” + “Workflow Action for Generating One Time Link”calendars/one-time-links.mdx
3iCloud calendar integrationP2”Guide To iCloud Calendar Integration”Section in calendars/calendar-integrations.mdx
4Calendly syncP3”How Calendly Syncs With Calendars”Section in calendars/calendar-integrations.mdx
5Google organic bookingP2”Google Organic Booking”calendars/google-organic-booking.mdx
6Partial payment / deposit for bookingsP2”Partial Payment: Collect Deposit Amount”Section in calendars/payment-calendars.mdx
7Consent checkbox for complianceP2”Consent checkbox for compliance”Section in calendars/booking-pages.mdx
8Restore deleted calendarsP3”Restore Deleted Calendars”Section in calendars/calendar-settings.mdx
9Calendar widget customization / reorderP2”Calendar Widget Customization” + “Calendar Widget Reorder”calendars/widget-customization.mdx
10Multiple meeting location selectorP2”Multiple Meeting Location Selector in Calendar”Section in calendars/creating-calendars.mdx
11View calendar in user timezoneP2”View Calendar & Appointments in User Timezone”Section in calendars/calendar-settings.mdx
12Calendar troubleshooting (10 articles)P1Missing time slots, Google writer access error, etc.troubleshooting/calendar-issues.mdx
13Pre/post buffersP2”Pre and Post buffers”Section in calendars/availability-hours.mdx
14Show seats per slot for class bookingP3”Show seats per slot for Class booking on the booking widget”Section in calendars/group-booking.mdx
15In-app calendar viewP2”In App Calendar view”Section in calendars/overview.mdx
16Calendar groups (5 articles)P2”Group Calendar Overview and Setup Guide”, etc.calendars/calendar-groups.mdx
17Appointment notes (create, sync across records)P2”How to Create & Manage Appointment Notes…”calendars/appointment-notes.mdx
18Appointment list viewP2”How to Manage Appointments with Appointment List View”Section in calendars/appointments.mdx

4. DASHBOARDS & REPORTING

HAVE (covered)

  • Dashboard overview → dashboard/overview.mdx
  • Managing dashboards → dashboard/managing-dashboards.mdx
  • Dashboard elements → dashboard/dashboard-elements.mdx
  • Dashboard permissions → dashboard/dashboard-permissions.mdx
  • Dashboard sharing → dashboard/dashboard-sharing.mdx
  • Dashboard theme → dashboard/dashboard-theme.mdx
  • Date range filters → dashboard/date-range-filters.mdx
  • Exporting dashboards → dashboard/exporting-dashboards.mdx
  • Quick filters → dashboard/quick-filters.mdx
  • Custom widgets → dashboard/custom-widgets.mdx
  • Appointment widget → dashboard/appointment-widget.mdx
  • Conversation widget → dashboard/conversation-widget.mdx
  • Funnel widget → dashboard/funnel-widget.mdx
  • Google Analytics widget → dashboard/google-analytics-widget.mdx
  • Goal tracking → dashboard/goal-tracking.mdx
  • Reputation widget → dashboard/reputation-widget.mdx
  • Revenue widget → dashboard/revenue-widget.mdx
  • Reporting overview → reporting/overview.mdx
  • Ad reporting → reporting/ads-reporting.mdx
  • Agent reporting → reporting/agent-reporting.mdx
  • Appointment report → reporting/appointment-report.mdx
  • Attribution reporting → reporting/attribution-reporting.mdx
  • Call reporting → reporting/call-reporting.mdx
  • Contact growth report → reporting/contact-growth-report.mdx
  • Conversion reporting → reporting/conversion-reporting.mdx
  • Custom reports → reporting/custom-reports.mdx
  • Email reporting → reporting/email-reporting.mdx
  • Facebook pixel → reporting/facebook-pixel-reporting.mdx
  • Funnel reports → reporting/funnel-reports.mdx
  • Google Analytics integration → reporting/google-analytics-integration.mdx
  • Revenue reporting → reporting/revenue-reporting.mdx
  • SMS reporting → reporting/sms-reporting.mdx
  • Social media reporting → reporting/social-media-reporting.mdx
  • Workflow reporting → reporting/workflow-reporting.mdx
  • Audit reports → reporting/audit-reports.mdx
  • Report scheduling → reporting/report-scheduling.mdx
  • Reputation reporting → reporting/reputation-reporting.mdx

GAP — New pages needed

#TopicPriorityGHL articleSuggested path
1Dashboard AI summaryP2”Dashboard Summary AI”Section in dashboard/managing-dashboards.mdx
2Dashboard templatesP2”How to Create Dashboard Templates”dashboard/dashboard-templates.mdx
3Clone/duplicate dashboardsP2”How To Clone A Subaccount Dashboard”Section in dashboard/managing-dashboards.mdx
4Pin favorite dashboardsP3”How To Pin Favorite Dashboards”Section in dashboard/managing-dashboards.mdx
5Embed external content on dashboardsP2”How To Embed External Content On A Dashboard”Section in dashboard/custom-widgets.mdx
6Sales efficiency widgetP2”How to Add and Utilize the New Sales Efficiency Widget”dashboard/sales-efficiency-widget.mdx
7Insight widgetsP2”How to Add Insight Widgets to Your Dashboard from Key Pages”Section in dashboard/custom-widgets.mdx
8Custom metrics for dashboard reportsP2”How to Create and Use Custom Metrics For Dashboard Reports”Section in reporting/custom-reports.mdx
9Visitor data widgetsP2”Visitor Data Widgets”dashboard/visitor-data-widget.mdx
10Table chart widgetsP3”How to use Table Charts for Dashboard Widgets”Section in dashboard/custom-widgets.mdx
11Payments widgetP2”Payments Widget - Dashboard”dashboard/payments-widget.mdx
12Email widgetsP2”Email Widgets”dashboard/email-widget.mdx
13Marketing audit reportsP2”How to Use Local Marketing Audits & Compare Reports…”reporting/marketing-audit-reports.mdx
14Sales velocity in agent reportingP2”Understanding Sales Velocity In Agent Reporting”Section in reporting/agent-reporting.mdx
15Chat widget attributionP2”Chat Widget Attribution”Section in reporting/attribution-reporting.mdx
16Custom report template libraryP2”Template Library for Custom Reports”Section in reporting/custom-reports.mdx
17Dashboard timezone switchingP3”How to switch Timezones for your Dashboards”Section in dashboard/managing-dashboards.mdx
18Set default dashboardP3”How to set a Default Dashboard”Section in dashboard/managing-dashboards.mdx

5. WORKFLOWS & AUTOMATIONS

HAVE (covered)

  • Overview → automation/overview.mdx
  • Workflow builder → automation/workflow-builder.mdx
  • Advanced workflow builder → automation/advanced-workflow-builder.mdx
  • Workflow triggers (general) → automation/workflow-triggers.mdx
  • Workflow actions (general) → automation/workflow-actions.mdx
  • If/Else conditions → automation/if-else-conditions.mdx
  • Wait actions → automation/wait-actions.mdx
  • Goal events → automation/goal-events.mdx
  • Drip sequences → automation/drip-sequences.mdx
  • Enrollment settings → automation/enrollment-settings.mdx
  • Trigger links → automation/trigger-links.mdx
  • Workflow recipes → automation/workflow-recipes.mdx
  • Workflow templates → automation/workflow-templates.mdx
  • Workflow history → automation/workflow-history.mdx
  • Workflow statistics → automation/workflow-statistics.mdx
  • Workflow folders → automation/workflow-folders.mdx
  • Workflow troubleshooting → automation/workflow-troubleshooting.mdx
  • SMS campaigns → automation/sms-campaigns.mdx
  • Custom webhooks → automation/custom-webhooks.mdx
  • Inbound webhooks → automation/inbound-webhooks.mdx
  • Premium actions → automation/premium-actions.mdx
  • Zapier integration → automation/zapier-integration.mdx
  • Make integration → automation/make-integration.mdx

GAP — New pages needed

#TopicPriorityGHL coverageSuggested path
1Individual trigger reference (30+ triggers)P1Each trigger has own articleautomation/triggers/ directory — or comprehensive reference page
2Individual action reference (40+ actions)P1Each action has own articleautomation/actions/ directory — or comprehensive reference page
3Workflow AI builder (generate/edit with AI)P14 articlesautomation/workflow-ai.mdx
4A/B split action (up to 5 paths)P2”Workflow Action - Split”Section in automation/workflow-actions.mdx
5Go To actionP2”Workflow Action - Go To”Section in automation/workflow-actions.mdx
6Math/Number/Date/Text formatter actionsP24 separate articlesautomation/formatter-actions.mdx
7Google Sheets workflow actionP23 articlesautomation/google-sheets-action.mdx
8Error notifications in workflowsP2”Error Notifications in Workflows”Section in automation/workflow-troubleshooting.mdx
9Workflow folder permissionsP2”Workflow Folder Permission”Section in automation/workflow-folders.mdx
10Send recurring invoices via workflowsP2”How to Send Recurring Invoices Using Workflows”Section in automation/workflow-actions.mdx
11Proposal templates in workflowsP2”Proposal Templates and Send Proposals inside Workflows”automation/proposal-actions.mdx
12Company-based workflowsP2”Company-Based Workflows: Triggers & Actions”automation/company-workflows.mdx
13Cross-object workflow actionsP2”Cross-Object Workflow Actions: Add, Remove & Find”Section in automation/workflow-actions.mdx
14Log external calls actionP3”Workflow Actions - Log External Calls”Section in automation/workflow-actions.mdx
15Stop on response / disable voicemail detectP2”Workflow Setting - Stop On Response…”Section in automation/enrollment-settings.mdx

6. AI FEATURES

HAVE (covered)

  • AI overview → ai-agents/overview.mdx + ai/overview/ (full section)
  • Conversation AI → ai-agents/conversation-ai.mdx + ai/conversation-ai/ (6 pages)
  • Voice AI → ai-agents/voice-ai.mdx + ai/voice-ai/ (9 pages)
  • Content AI → ai-agents/content-ai.mdx + ai/content-ai/ (4 pages)
  • Reviews AI → ai-agents/reviews-ai.mdx
  • Knowledge base → ai-agents/knowledge-base.mdx + ai/conversation-ai/knowledge-base.mdx
  • Bot settings → ai-agents/bot-settings.mdx
  • Train your bot → ai-agents/train-your-bot.mdx
  • Flow-based builder → ai-agents/flow-based-builder.mdx
  • Conversation AI dashboard → ai-agents/conversation-ai-dashboard.mdx
  • Conversation AI actions → ai-agents/conversation-ai-actions.mdx
  • AI pricing → ai/overview/pricing.mdx
  • AI models → ai/overview/models.mdx
  • Prompt engineering → ai/prompt-engineering/ (6 pages)
  • Prompt library → ai/prompt-library/ (9 pages)
  • Trust & safety → ai/trust-safety/ (6 pages)
  • Use cases → ai/use-cases/ (9 pages)
  • Workflow AI → ai/workflow-ai/ (4 pages)

GAP — New pages needed

#TopicPriorityGHL coverageSuggested path
1Ask AI assistant / Agent StudioP13 articlesai-agents/ask-ai.mdx
2Voice AI outbound calling (dashboard + compliance)P13 articlesai/voice-ai/outbound-calling.mdx
3Voice AI voice selection / ElevenLabs importsP2”Voice AI Voice Selection & ElevenLabs”ai/voice-ai/voice-selection.mdx
4Voice AI custom actionsP2”Voice AI Custom Actions”Section in ai/voice-ai/creating-agents.mdx
5Voice AI multi-language (26 languages)P2”Voice AI Multi-Language Support”Section in ai/advanced/multi-language.mdx
6Voice AI translation serviceP2”Voice AI Translation Service for Call Transcript & Summary”Section in ai/voice-ai/creating-agents.mdx
7Voice AI permissionsP2”Voice AI Granular Permissions Setup”Section in ai/voice-ai/creating-agents.mdx
8Voice AI public APIsP3”Voice AI Public APIs Overview”Section in ai/advanced/api-reference.mdx
9Conversation AI guided form-based setupP2”Guided Form-Based Setup”Section in ai/conversation-ai/bot-setup.mdx
10Conversation AI auto-pilot modeP2”Auto-Pilot Mode in Conversation AI”Section in ai/conversation-ai/overview.mdx
11Conversation AI multiple calendars bookingP2”Multiple Calendars Support”Section in ai/voice-ai/appointment-booking.mdx
12Conversation AI transfer bot actionP2”Transfer Bot Action”Section in ai-agents/conversation-ai-actions.mdx
13Conversation AI human handoverP2”Human Handover Action”Section in ai-agents/conversation-ai-actions.mdx
14Conversation AI auto follow-upP2”Auto Follow-Up Action”Section in ai-agents/conversation-ai-actions.mdx
15Document support in knowledge base (DOC/DOCX/PDF)P2”Document Support in Knowledge Base”Section in ai-agents/knowledge-base.mdx
16Auto refresh knowledge base linksP3”Auto Refresh of Knowledge Base Trained Links”Section in ai-agents/knowledge-base.mdx
17Reviews AI suggestive vs auto-pilot modesP2”Maximizing Customer Engagement with Reviews AI”Section in ai-agents/reviews-ai.mdx
18AI-powered review summariesP2”Generate AI-Powered Review Summaries”Section in ai-agents/reviews-ai.mdx
19Funnel creation agent in Ask AIP2”Funnel Creation Agent in Ask AI”Section in ai-agents/ask-ai.mdx
20AI marketplace templatesP3”Conversation AI and Voice AI Templates on the Marketplace”Section in ai-agents/overview.mdx

7. CONVERSATIONS

HAVE (covered)

  • Overview → conversations/overview.mdx
  • Sending messages → conversations/sending-messages.mdx
  • Email threads → conversations/email-threads.mdx
  • WhatsApp (7 pages) → conversations/whatsapp-*.mdx
  • Social messaging → conversations/social-messaging.mdx
  • Live chat → conversations/live-chat.mdx
  • Call recording → conversations/call-recording.mdx
  • Call quality → conversations/call-quality.mdx
  • Conversation assignment → conversations/conversation-assignment.mdx
  • Conversation labels → conversations/conversation-labels.mdx
  • Filters and bulk actions → conversations/filters-and-bulk-actions.mdx
  • Internal comments → conversations/internal-comments.mdx
  • Snippets → conversations/snippets.mdx
  • Templates → conversations/templates.mdx
  • Scheduled messages → conversations/scheduled-messages.mdx
  • Do not disturb → conversations/do-not-disturb.mdx
  • Voicemail → conversations/voicemail.mdx
  • Bot status → conversations/bot-status.mdx
  • SMS compliance → conversations/sms-compliance.mdx
  • SMS metrics → conversations/sms-metrics.mdx
  • SMS troubleshooting → conversations/sms-troubleshooting.mdx
  • Two-way SMS → conversations/two-way-sms.mdx
  • Attachments → conversations/attachments.mdx
  • Contact details panel → conversations/contact-details-panel.mdx
  • Contact engagement score → conversations/contact-engagement-score.mdx
  • Activity cards → conversations/activity-cards.mdx
  • Manual actions → conversations/manual-actions.mdx
  • Requesting payment → conversations/requesting-payment.mdx
  • Trigger links → conversations/trigger-links.mdx
  • Unread management → conversations/unread-management.mdx
  • Conversations settings → conversations/conversations-settings.mdx

GAP — New pages needed

#TopicPriorityGHL coverageSuggested path
1Group chat for SMSP2”Conversations: Group Chat for SMS”conversations/group-chat.mdx
2Inbound call routing explainedP1”Inbound Call Routing Explained”conversations/inbound-call-routing.mdx
3Missed call text back setupP12 articlesconversations/missed-call-text-back.mdx
4Custom dispositions for voice callsP2”Custom Dispositions for Voice Calls”conversations/call-dispositions.mdx
5Phone dialer / softphone overviewP2”The Phone Dialer Overview” + “Outbound Calls with Dialer”Expand getting-started/the-dialer.mdx
6Facebook/Instagram comment automationP22 articles + FAQconversations/comment-automation.mdx
7Web chat in conversations setupP2”Web Chat inside Conversations”Section in conversations/live-chat.mdx

8. CHAT WIDGET

HAVE (covered)

  • Overview → chat-widget/overview.mdx
  • Installation → chat-widget/installation.mdx
  • Customization → chat-widget/customization.mdx
  • Chat settings → chat-widget/chat-settings.mdx
  • AI chat → chat-widget/ai-chat.mdx

GAP — New pages needed

#TopicPriorityGHL coverageSuggested path
1Multiple chat widgets on same websiteP2”Add Multiple Chat Widgets to the Same Website”Section in chat-widget/installation.mdx
2Platform-specific install guides (Squarespace, Wix, Weebly)P23 separate articleschat-widget/platform-guides.mdx
3Chat widget office hours / business hoursP2”Chat Widget Office Hours for Live Chat”Section in chat-widget/chat-settings.mdx
4File attachments in live chatP3”Chat Widget: Using File Attachments in Live Chat”Section in chat-widget/chat-settings.mdx
5Voice AI chat widgetP23 articlesSection in chat-widget/ai-chat.mdx
6All-in-one chat widget overviewP2”How to Use the All-in-One Chat Widget”Section in chat-widget/overview.mdx
7Facebook/Instagram/WhatsApp chat widgetsP22 articlesSection in chat-widget/installation.mdx

SECTIONS 9-12: PENDING (waiting for research agents)

  • Marketing & Email (agent 2)
  • Sites & Payments (agent 4)
  • Settings & Account (agent 5)

RUNNING SUMMARY

CategoryGHL articlesHoopAI pagesGaps identified
Contacts & CRM~401714
Opportunities~19136
Calendars~1032018
Dashboards & Reporting~693718
Workflows & Automations~1002315
AI Features~5540+20
Conversations~30317
Chat Widget~1557
Marketing & Emailpending
Sites & Paymentspending
Settings & Accountpending
Total so far~431186105 gaps
Of the 105 gaps: ~30 need new standalone pages, ~75 can be added as sections to existing pages.

Top P1 gaps (must-fix first)

  1. Workflow trigger & action reference pages (individual docs for each trigger/action)
  2. Ask AI assistant / Agent Studio
  3. Voice AI outbound calling
  4. Restore deleted contacts
  5. GDPR consent tracking
  6. Calendar troubleshooting
  7. Inbound call routing
  8. Missed call text back
Last modified on March 6, 2026