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Onboarding is the foundation of your success on the HoopAI Platform. Completing these steps correctly ensures your account is properly configured for email deliverability, SMS compliance, contact management, and seamless day-to-day operations. Work through these lessons in order for the best results.

Dedicated Email Domain

Set up a dedicated email sending domain to improve deliverability and separate marketing emails from regular communications.

Webchat Widget

Install the Two-Way Chat Widget on your website to capture leads and communicate with visitors in real time.

How To Import & Manage Contacts

Add contacts manually, import from a CSV file, create custom fields, and organize your list with Smart Lists.

Complete Business Profile

Fill in your business details, time zone, and authorized representative information — required for compliance and proper platform function.

Connect Integrations

Connect Google Calendar, Google My Business, Facebook, Instagram, and Stripe to unlock the full power of the platform.

My Profile

Set up your personal profile, email signature, meeting location, availability, and email sync.

A2P 10DLC Registration

Register your brand and campaign for compliant SMS sending in the United States.

Buy A Phone Number

Purchase and configure a dedicated business phone number for SMS and calls.

Add A Domain or Subdomain

Connect your custom domain or subdomain to your funnels and websites.
Last modified on March 4, 2026