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Navigating the HoopAI Platform effectively is essential to unlocking its full potential and maximizing your business productivity. Whether you’re managing contacts, tracking opportunities, or automating workflows, understanding the layout and functionality of each section will empower you to manage and optimize your operations efficiently. Feature availability may vary by plan.
This overview covers the main sections accessible from the left sidebar. Your available features depend on your subscription plan.
The left sidebar is your central navigation hub, offering access to all platform sections. If you manage multiple accounts, switch between them using the drop-down menu in the upper section of the navigation sidebar. Located below the account selector, the search bar lets you quickly find contacts by name and access related opportunities or payment information.

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Quick actions

The green lightning bolt icon on the right side of the search bar opens the Quick Actions menu — a set of shortcuts for common tasks.
Quick actions menu
You can quickly:
  • Add a new contact
  • Schedule an appointment
  • Send a review request
  • Create an opportunity

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Dashboard

The Dashboard displays general reports on contacts, pipelines, and other key business metrics. It is the default page shown after logging into your account.
Dashboard overview

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Conversations

The Conversations section is a unified communications center consolidating all interactions with your contacts, including emails, SMS, and other communication channels.
Conversations view
Set up and manage manual tasks like calls. Pending calls are listed automatically, and the next task triggers on completion.
Create reusable email and SMS templates for consistent, time-saving messaging.

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Calendar

The Calendar section provides an overview of all calendars and upcoming events. The Appointments tab displays all booked appointments in a centralized view.
Calendar interface
Navigate to Calendars from the sidebar to access the Appointments tab.

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Contacts

The Contacts section allows you to store and manage all contacts. You can add contacts individually, import in bulk, or collect them through marketing forms.
Apply campaigns to large contact groups, streamlining your marketing efforts.
Recover contacts that were previously deleted.
Create, assign, and monitor tasks linked to specific contacts.
Manage and store information about companies or organizations associated with your contacts.
Create dynamic contact lists using saved filter rules, simplifying contact segmentation.

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Opportunities

Track and manage contacts through pipeline stages. The Opportunities, Pipelines, and Bulk Actions tabs provide an overview of your entire deal flow.

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Payments

Manage products, transactions, and integrations with payment processors like Stripe or PayPal.
Invoices, Documents & Contracts, Orders, Subscriptions, Payment Links, Transactions, Products, Coupons, Settings, and Integrations.

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Marketing

Tools for managing your marketing activities across channels.

Social planner

Schedule and create social media posts across connected platforms.

Emails

Design and send targeted email campaigns.

Ad manager

Launch and manage ad campaigns directly from the platform.

Affiliate manager

Automate the tracking of referrals, commissions, and payouts.
Additional tools: snippets, countdown timers, trigger links, brand boards, and prospecting.

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Automation

Design and implement automated workflows to replace manual campaigns and triggers, streamlining tasks that previously required manual intervention.
If you prefer traditional campaigns and triggers, enable them in Settings under the “Enable/Disable Deprecated Features” toggle.
Navigate to Automation from the sidebar to access Workflows and Content AI.

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Sites

Build and manage your digital assets from one place.

Funnels and websites

Build multi-page funnels and full websites.

Forms and surveys

Collect visitor information and feedback.

Blogs

Publish and organize blog content.

Client portal

Set up and customize client-facing portals.
Additional tools: stores, webinars, analytics, WordPress integration, quizzes, chat widget, and QR codes.

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Membership

Create and manage online courses with structured learning experiences. Tools include course building, content organization, performance tracking, certificate issuance, and access to the Gokollab Marketplace.

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Media storage

A centralized repository for organizing and accessing your digital assets such as images and videos. Click Media Storage from the sidebar to access it.

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Reputation

Manage your online reputation by sending review requests, responding to reviews, and managing your business listings and profile visibility.

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Reporting

Access detailed insights and analytics across the platform.

Custom reports

Build tailored reports with specific metrics and KPIs.

Ads reporting

Monitor Google Ads and Facebook Ads campaign performance.

Attribution

Track lead conversion paths and traffic sources.

Agent reports

Review individual user and team performance.
Additional reports: call reports and appointment reports.

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Settings

Located at the bottom of the sidebar, Settings is the central hub for configuring integrations, managing users, enabling features, and aligning the platform with your business needs.
Last modified on March 4, 2026