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Welcome to HoopAI — your all-in-one platform for managing customers, conversations, marketing, and growth. Everything you need to run and grow your business is here in one place. This guide will walk you through the first steps. You don’t need to do everything at once, and you’re not on your own — we have videos, an AI assistant, and a support team ready to help you at every stage.
Help is always available. Use the built-in AI Copilot (chat icon in the platform) for instant answers, browse the Academy for video walkthroughs, or reach our support team anytime. Depending on your plan, you may also have access to live Zoom onboarding calls and dedicated onboarding support.

Your first 5 steps

1

Log in

Open your browser and go to platform.hoopai.com.Sign in with the email address and password from your welcome email. First time logging in? Click the activation link in your welcome email to set your password, then sign in.
Bookmark platform.hoopai.com so you can access it instantly from any device.
Login help →
2

Invite your team (optional)

If you have staff or colleagues who will use the platform, add them now — or any time later.Go to Settings → My Staff → Add Employee, enter their email address, and assign them a role. They’ll receive an invitation email with a link to activate their account.How to invite team members →
3

Open the Launch Pad

Once you’re logged in, find the Launch Pad in your dashboard. It’s your personalized setup checklist built right into the platform.The Launch Pad guides you through connecting your tools at your own pace — your social channels, payment gateway (like Stripe), calendar, and more. It tracks what you’ve completed so you can always pick up where you left off.You don’t need to finish everything at once. Start with the steps that matter most to your business.
4

Import your contacts

Already have a customer list? Bring it in quickly.Go to Contacts → Import, upload your CSV file, and the import wizard will help you map your columns to HoopAI fields. Your contacts will be ready to message and manage immediately.Import contacts guide →
5

Connect your social channels

Connect Facebook, Instagram, Google Business, and other channels so all your messages arrive in one unified inbox — no more switching between apps.Go to Settings → Integrations to connect your accounts.Integrations guide →

You’re not on your own

AI Copilot

A built-in AI assistant is available on every page. Click the chat icon anywhere in the platform to get instant, step-by-step help — no waiting required.

Academy videos

Video walkthroughs for every feature — from your first login to advanced automations. Learn at your own pace, on your schedule.

Support team

Our support team is ready to help. Depending on your plan, you may also have access to live Zoom onboarding sessions and a dedicated onboarding specialist.

What’s in the platform

Once you’re set up, everything you need is here:

CRM & Contacts

Your full contact database, sales pipelines, and appointment management.

Conversations

One unified inbox for SMS, email, calls, and social messages.

Marketing

Email campaigns, social media planner, and review management.

Automation & AI

Workflows, triggers, and AI-powered agents to save you time.

Websites & Funnels

Build landing pages, full websites, and lead capture funnels — no code needed.

Payments

Invoices, subscriptions, payment links, and online stores.

Mobile App

Manage everything from your phone — iOS and Android.

Reporting

Track your leads, campaigns, and revenue all in one place.

Frequently asked questions

Go to platform.hoopai.com and sign in with the email and password from your welcome email. If you’ve forgotten your password, click Forgot password on the login screen.
The Launch Pad is a built-in setup checklist inside your HoopAI dashboard. It shows which setup steps are complete and guides you through connecting your tools — social channels, payment gateway, calendar, and more. You can complete steps in any order and return to it any time.
Go to Contacts → Import and upload a CSV file. The import wizard walks you through mapping your columns to HoopAI fields. Import guide →
The HoopAI app is available on iOS, Android, Mac, and Windows. Download the app →
All accounts include access to the AI Copilot (built into the platform) and our support team. Depending on your plan, you may also have access to live Zoom onboarding calls, a dedicated onboarding specialist, and the full Academy video library.
No — you can start using HoopAI immediately. The Launch Pad helps you get more out of the platform over time. Complete the steps that are relevant to your business and skip the rest for now.

Still need help?

Our support team is here for you. Reach out any time and we’ll get back to you.
Last modified on March 7, 2026