Navigating the platform

HoopAI organises every feature into a consistent sidebar that runs down the left side of the screen. Once you understand its structure, you can move between contacts, conversations, automations, and settings in seconds. This page walks through every section and what you’ll find inside.

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The sidebar at a glance

The sidebar is divided into two zones:

• Top zone — the primary feature sections you’ll use every day (CRM, conversations, marketing, automation, sites, payments, and reporting)
• Bottom zone — account-level utilities: settings, notifications, and your profile

Click any icon to expand the section or navigate directly to that area. On smaller screens the sidebar collapses to icon-only mode; click the hamburger icon at the top to re-expand it.

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Primary sections

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Dashboard

The first item in the sidebar is your Dashboard. This is the home screen you land on after logging in. It shows live widgets for:

• Conversation activity (new leads, unread messages)
• Appointment count for the day or week
• Pipeline value by stage
• Ad spend and form submission summaries (if integrations are connected)

You can customise which widgets appear by clicking Edit Dashboard in the top-right corner. Each widget can be resized, repositioned, or removed.

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Contacts (CRM)

The Contacts section is the heart of your database. From here you can:

• Search, filter, and bulk-manage your contact list
• Open individual contact records to see their full timeline — messages, calls, appointments, tasks, notes, and opportunities
• Create smart lists (saved filtered views) to segment your audience
• Import contacts from a CSV file
• Manually add individual contacts

Each contact record has a left-side detail panel (name, phone, email, tags, custom fields) and a right-side activity timeline that logs every interaction automatically.

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Conversations

Conversations is your unified inbox. Every inbound and outbound message — SMS, email, phone call, Facebook Messenger, Instagram DM, Google Business Message, and live chat — arrives in a single thread per contact. The left panel lists all open conversations, sortable by last activity, unread status, or assigned team member. The right panel shows the full conversation thread and a composer bar at the bottom where you can reply via any channel. Use the filter bar at the top of the inbox to narrow conversations by channel, assigned user, campaign tag, or date range.

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Opportunities

Opportunities is your visual sales pipeline. Each opportunity card represents a deal or lead moving through your defined stages. Drag cards between columns to update the stage, or click a card to open the full detail view where you can log notes, schedule follow-ups, and see the linked contact. You can have multiple pipelines — one for each product line, service type, or team.

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Calendars

The Calendars section lets you view all bookings across all team members. It displays appointments in day, week, or month view. You can create new appointments manually, manage availability windows, and access booking link settings from this section.

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Marketing

Marketing covers:

• Email campaigns — broadcast emails to your contact list
• Social planner — schedule posts to Facebook, Instagram, LinkedIn, TikTok, and Google Business
• Ads — connect and manage Facebook and Google ad campaigns
• Reputation — send review requests and monitor your ratings on Google and Facebook

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Automation

Automation contains the workflow builder. Workflows are sequences of triggers and actions that run automatically — for example, sending a follow-up SMS when a new lead fills out a form, or moving a contact through a pipeline stage when they book an appointment. You can also access Triggers (legacy), Campaigns (drip sequences), and the Email Builder from this section.

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Sites

Sites is where you build customer-facing web assets:

• Funnels — multi-step landing pages and lead capture flows
• Websites — full multi-page sites with navigation
• Forms — embeddable lead forms and surveys
• Chat widget — live chat bubble you can add to any site
• Memberships — gated course and content portals
• Blogs — content publishing for SEO

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Payments

Payments covers invoicing, products, payment links, subscriptions, and the transactions ledger. Connect a Stripe account or use the built-in payment processor to charge customers, collect recurring subscription fees, or send one-off invoices.

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Reporting

Reporting aggregates data across the platform:

• Call and SMS logs
• Appointment reports
• Ad performance (if connected)
• Funnel and website analytics
• Agent and team activity reports

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The top bar

The horizontal bar at the top of the screen contains:

• Search — a global search box (or press / as a keyboard shortcut) that finds contacts, conversations, opportunities, and settings pages
• Notifications — bell icon showing new activity alerts and system messages
• Help — question mark icon linking to this documentation and support chat
• Profile menu — click your avatar to access your profile settings, switch accounts (if you belong to multiple sub-accounts), or log out

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Settings

Click the Settings gear icon at the bottom of the sidebar to access all account configuration. Settings are grouped into categories:

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Keyboard shortcuts

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Tips for navigating efficiently

• Use global search (/) to jump directly to a contact, conversation, or settings page without clicking through the sidebar
• Use smart lists in Contacts to pre-filter views you check regularly — for example, “New leads this week” or “Contacts with no activity in 30 days”
• Use multiple pipelines rather than cramming everything into one — each pipeline has its own column view and reporting
• The back button in your browser always works; HoopAI uses standard browser history so you can navigate forward and back naturally