> ## Documentation Index
> Fetch the complete documentation index at: https://help.hoopai.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Sending messages

> Compose and send SMS, email, group SMS, and scheduled messages from the Hoop conversations inbox.

The message box at the bottom of every conversation lets you send across any connected channel. Switch channels mid-conversation by clicking the channel icons above the message box.

## Choosing a channel

Available channels depend on which integrations the contact has. Current options in Hoop:

* Email
* SMS
* Facebook & Instagram Messages
* GMB Messages
* TikTok DMs
* Web Chat Widget
* WhatsApp
* Internal Comments (private team notes, not visible to contacts)

<Frame caption="Channel selector above the message box">
  <img src="https://mintcdn.com/hoopai-84ec0cdc/6wlH0ZEykyQqefII/images/conversations-sending-channel.png?fit=max&auto=format&n=6wlH0ZEykyQqefII&q=85&s=9c57a0c85fdc9544e940577d9f600e18" alt="Channel selector" width="718" height="306" data-path="images/conversations-sending-channel.png" />
</Frame>

## Starting a new conversation

Click the **+** bubble icon to compose a fresh message to any contact or team member.

<Frame caption="New message dialog">
  <img src="https://mintcdn.com/hoopai-84ec0cdc/6wlH0ZEykyQqefII/images/conversations-sending-new-message.png?fit=max&auto=format&n=6wlH0ZEykyQqefII&q=85&s=3bdccd5ba3246aea12318c5378ca44ff" alt="New message options" width="693" height="254" data-path="images/conversations-sending-new-message.png" />
</Frame>

<Steps>
  <Step title="Choose conversation type">
    A pop-up asks whether you are messaging **contacts** or **team members**.
  </Step>

  <Step title="Single contact conversation">
    Select **Single Contact Conversation**, choose the contact, pick a channel, then click **Create Conversation**.
  </Step>

  <Step title="Group SMS">
    Select **Group Conversation**, choose a phone number, add 2–10 contacts, then click **Create Conversation**.

    <Note>
      All participants can see each other's phone numbers in a group SMS thread.
    </Note>
  </Step>

  <Step title="Internal chat">
    Select one or more team members, then click **Create Internal Chat**. Search by name or email address.
  </Step>
</Steps>

<Frame caption="Contact selector for new conversations">
  <img src="https://mintcdn.com/hoopai-84ec0cdc/6wlH0ZEykyQqefII/images/conversations-sending-contacts.png?fit=max&auto=format&n=6wlH0ZEykyQqefII&q=85&s=7ab90111b2af6423a8a53795db435fb5" alt="Select contacts" width="474" height="463" data-path="images/conversations-sending-contacts.png" />
</Frame>

***

## Sending an SMS

<Steps>
  <Step title="Open the SMS channel">
    Open a conversation and click the **SMS** tab. The message box appears at the bottom.

    <Frame caption="SMS message box">
      <img src="https://mintcdn.com/hoopai-84ec0cdc/6wlH0ZEykyQqefII/images/conversations-sms-window.png?fit=max&auto=format&n=6wlH0ZEykyQqefII&q=85&s=c0465e24ac1f11501148385f720519e8" alt="SMS window" width="1114" height="584" data-path="images/conversations-sms-window.png" />
    </Frame>
  </Step>

  <Step title="Compose your message">
    Type your message. Use the toolbar icons for additional features:

    * **Smiley face** — emoji picker (search by keyword or browse categories)
    * **Paperclip** — attach files or images (keep total size under 500 KB for best delivery)
    * **Paper icon** — insert a saved SMS snippet
    * **Lightning bolt** — insert a trigger link
    * **Tag icon** — insert a custom value (e.g., first name)
    * **Dollar sign** — request payment via a payment link
  </Step>

  <Step title="Send now or schedule">
    * **Send now** — click the paper plane button.
    * **Schedule** — click the timer icon, set date, time, and timezone, click **Schedule**, then **Send Later**.
  </Step>
</Steps>

<Frame caption="SMS snippets panel">
  <img src="https://mintcdn.com/hoopai-84ec0cdc/6wlH0ZEykyQqefII/images/conversations-sms-snippets.png?fit=max&auto=format&n=6wlH0ZEykyQqefII&q=85&s=d60d3e90234ea08e1f7aadbf37dd21a3" alt="SMS snippets" width="395" height="200" data-path="images/conversations-sms-snippets.png" />
</Frame>

<Frame caption="Schedule SMS for later delivery">
  <img src="https://mintcdn.com/hoopai-84ec0cdc/6wlH0ZEykyQqefII/images/conversations-sms-schedule.png?fit=max&auto=format&n=6wlH0ZEykyQqefII&q=85&s=7bbf19fbecba4c033de95c1fa39dd0a7" alt="Schedule SMS" width="334" height="139" data-path="images/conversations-sms-schedule.png" />
</Frame>

### Canceling a scheduled SMS

Click **Cancel** next to the queued message and confirm. The draft is permanently deleted.

<Tip>
  Drafts are saved automatically. Close a conversation before sending and your draft is waiting when you return. Collapse the message box with the line icon at the top right.
</Tip>

***

## Sending an email

<Steps>
  <Step title="Open the email channel">
    Click the **Email** tab in the conversation.

    <Frame caption="Email composer">
      <img src="https://mintcdn.com/hoopai-84ec0cdc/evc3PeLCJMLz3iUG/images/conversations-email-compose.png?fit=max&auto=format&n=evc3PeLCJMLz3iUG&q=85&s=dc78770ad13918dc20cc0fc1002025d8" alt="Email compose" width="1189" height="813" data-path="images/conversations-email-compose.png" />
    </Frame>
  </Step>

  <Step title="Fill in header fields">
    * **Sender** — name and address shown to the contact
    * **Recipient** — contact email; add CC or BCC as needed
    * **Subject** — first line recipients see in their inbox
  </Step>

  <Step title="Format and enrich the body">
    * Click **A** for formatting options (bold, italic, lists, etc.)
    * Click **\{…}** to insert custom merge fields
    * Click the link icon to add a hyperlink (opens in same or new tab)
    * Click the paperclip to attach files
    * Click the paper icon to insert a saved email template

    <Frame caption="Email formatting toolbar">
      <img src="https://mintcdn.com/hoopai-84ec0cdc/evc3PeLCJMLz3iUG/images/conversations-email-formatting.png?fit=max&auto=format&n=evc3PeLCJMLz3iUG&q=85&s=ab66cbb892ec3f2c0ab8eb215b1d4179" alt="Email formatting" width="1077" height="342" data-path="images/conversations-email-formatting.png" />
    </Frame>
  </Step>

  <Step title="Send now, schedule, or use AI scheduling">
    * **Send now** — click **Send**.
    * **Schedule** — click the dropdown arrow next to Send → **Send Later** → set date/time/timezone → **Send Schedule**.
    * **AI Scheduling** — choose a time window (e.g., next 48 hours) → **Send with AI Optimization**. The AI picks the highest-engagement moment in that window based on the recipient's historical patterns.

    <Frame caption="Email scheduling options">
      <img src="https://mintcdn.com/hoopai-84ec0cdc/evc3PeLCJMLz3iUG/images/conversations-email-schedule.png?fit=max&auto=format&n=evc3PeLCJMLz3iUG&q=85&s=5c8ff2e4c8f169cd640645f9499b3957" alt="Email schedule" width="934" height="236" data-path="images/conversations-email-schedule.png" />
    </Frame>

    <Frame caption="AI scheduler for emails">
      <img src="https://mintcdn.com/hoopai-84ec0cdc/evc3PeLCJMLz3iUG/images/conversations-email-ai-schedule.png?fit=max&auto=format&n=evc3PeLCJMLz3iUG&q=85&s=2a83f7cda40b5f2085dbe9d27fd74522" alt="AI email schedule" width="1083" height="348" data-path="images/conversations-email-ai-schedule.png" />
    </Frame>
  </Step>
</Steps>

### CC and BCC

In the email composer, click **CC** or **BCC** next to the To field. Type an address or pick from your contacts. CC recipients can see each other; BCC recipients are hidden from all others.

***

## Sending a group SMS

<Steps>
  <Step title="Open new conversation">
    Click the **+** icon in Conversations.

    <Frame caption="Start a group SMS">
      <img src="https://mintcdn.com/hoopai-84ec0cdc/evc3PeLCJMLz3iUG/images/conversations-group-sms-create.png?fit=max&auto=format&n=evc3PeLCJMLz3iUG&q=85&s=f916638b497fce658ec1defa5b6caa9b" alt="Group SMS create" width="1061" height="586" data-path="images/conversations-group-sms-create.png" />
    </Frame>
  </Step>

  <Step title="Select Group Conversation">
    Choose **Group Conversation** and select the CRM number to send from.

    <Frame caption="Group conversation type selection">
      <img src="https://mintcdn.com/hoopai-84ec0cdc/evc3PeLCJMLz3iUG/images/conversations-group-sms-group.png?fit=max&auto=format&n=evc3PeLCJMLz3iUG&q=85&s=88f0cabdb7cded9b17235d0e18a5bc93" alt="Group SMS setup" width="441" height="301" data-path="images/conversations-group-sms-group.png" />
    </Frame>
  </Step>

  <Step title="Add participants">
    Select 2–10 contacts from your contact list.
  </Step>

  <Step title="Send">
    Click **Create Conversation**, compose your message, and send. All participants receive it and can reply to the entire group.
  </Step>
</Steps>

<Frame caption="Participant management in group SMS">
  <img src="https://mintcdn.com/hoopai-84ec0cdc/evc3PeLCJMLz3iUG/images/conversations-group-sms-participants.png?fit=max&auto=format&n=evc3PeLCJMLz3iUG&q=85&s=43dce42b0403f4b6d34baa6160717121" alt="Group participants" width="663" height="261" data-path="images/conversations-group-sms-participants.png" />
</Frame>

<AccordionGroup>
  <Accordion title="Key benefits of group SMS">
    * Enhanced collaboration — stakeholders stay in one thread.
    * Centralized messaging — no need for individual messages.
    * Real-time engagement — all participants can reply in context.
  </Accordion>

  <Accordion title="Delivery tracking">
    Click the three dots below a sent message → **Details** to see per-contact delivery status (sent, delivered, or failed). Tags like "Updated" or "Deleted" appear beside contacts whose numbers have changed.
  </Accordion>

  <Accordion title="Access permissions">
    Users with assigned data access can only create group chats with their assigned contacts. Admins have access to all account numbers; users access their assigned and unassigned numbers.
  </Accordion>
</AccordionGroup>

***

## Scheduling messages

Any channel supports scheduled sending.

<Steps>
  <Step title="Compose your message">
    Choose your channel and write your message.

    <Frame caption="Choose channel before scheduling">
      <img src="https://mintcdn.com/hoopai-84ec0cdc/6wlH0ZEykyQqefII/images/conversations-schedule-channel.png?fit=max&auto=format&n=6wlH0ZEykyQqefII&q=85&s=61737935d6cb429c84ae3651ebe7e2a6" alt="Schedule channel" width="499" height="182" data-path="images/conversations-schedule-channel.png" />
    </Frame>
  </Step>

  <Step title="Open Send Later">
    Click the dropdown arrow next to Send and choose **Send Later**.

    <Frame caption="Send Later option">
      <img src="https://mintcdn.com/hoopai-84ec0cdc/6wlH0ZEykyQqefII/images/conversations-schedule-later.png?fit=max&auto=format&n=6wlH0ZEykyQqefII&q=85&s=fcd7d47defa0d299948a08d4aff92a90" alt="Send later" width="500" height="245" data-path="images/conversations-schedule-later.png" />
    </Frame>
  </Step>

  <Step title="Set date and time">
    Pick a date, set the time (24-hour format), and choose the timezone. The contact's timezone is pre-selected if available.

    <Frame caption="Date and time picker">
      <img src="https://mintcdn.com/hoopai-84ec0cdc/6wlH0ZEykyQqefII/images/conversations-schedule-date.png?fit=max&auto=format&n=6wlH0ZEykyQqefII&q=85&s=ab5afa59ac21b17f24bcf84f182dd207" alt="Schedule date" width="575" height="377" data-path="images/conversations-schedule-date.png" />
    </Frame>
  </Step>

  <Step title="Confirm">
    Click **Schedule**. The message shows a **Cancel** link until the send time passes.
  </Step>
</Steps>

<Warning>
  Once a scheduled message's send time has passed, the Cancel option is no longer available.
</Warning>
