> ## 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.

# Welcome to HoopAI

> You're in. Here's how to get started in a few simple steps.

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.

<Info>
  **Help is always available.** Use the built-in **AI Copilot** (chat icon in the platform) for instant answers, browse the [Academy](/academy/overview) 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.
</Info>

***

## Your first 5 steps

<Steps>
  <Step title="Log in">
    Open your browser and go to **[platform.hoopai.com](https://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.

    <Tip>
      Bookmark **platform.hoopai.com** so you can access it instantly from any device.
    </Tip>

    [Login help →](/getting-started/first-login)
  </Step>

  <Step title="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 →](/getting-started/inviting-team-members)
  </Step>

  <Step title="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.
  </Step>

  <Step title="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 →](/contacts/importing-contacts)
  </Step>

  <Step title="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 →](/settings/integrations)
  </Step>
</Steps>

***

## You're not on your own

<CardGroup cols={3}>
  <Card title="AI Copilot" icon="robot">
    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.
  </Card>

  <Card title="Academy videos" icon="graduation-cap" href="/academy/overview">
    Video walkthroughs for every feature — from your first login to advanced automations. Learn at your own pace, on your schedule.
  </Card>

  <Card title="Support team" icon="headset" href="mailto:support@hoopai.com">
    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.
  </Card>
</CardGroup>

***

## What's in the platform

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

<CardGroup cols={2}>
  <Card title="CRM & Contacts" icon="address-book" href="/contacts/overview">
    Your full contact database, sales pipelines, and appointment management.
  </Card>

  <Card title="Conversations" icon="message" href="/conversations/overview">
    One unified inbox for SMS, email, calls, and social messages.
  </Card>

  <Card title="Marketing" icon="bullhorn" href="/marketing/overview">
    Email campaigns, social media planner, and review management.
  </Card>

  <Card title="Automation & AI" icon="bolt" href="/automation/overview">
    Workflows, triggers, and AI-powered agents to save you time.
  </Card>

  <Card title="Websites & Funnels" icon="globe" href="/sites/overview">
    Build landing pages, full websites, and lead capture funnels — no code needed.
  </Card>

  <Card title="Payments" icon="credit-card" href="/payments/overview">
    Invoices, subscriptions, payment links, and online stores.
  </Card>

  <Card title="Mobile App" icon="mobile-screen" href="/mobile-app/overview">
    Manage everything from your phone — iOS and Android.
  </Card>

  <Card title="Reporting" icon="chart-bar" href="/reporting/overview">
    Track your leads, campaigns, and revenue all in one place.
  </Card>
</CardGroup>

***

## Frequently asked questions

<AccordionGroup>
  <Accordion title="Where do I log in?">
    Go to [platform.hoopai.com](https://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.
  </Accordion>

  <Accordion title="What is the Launch Pad?">
    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.
  </Accordion>

  <Accordion title="How do I import my contacts?">
    Go to **Contacts → Import** and upload a CSV file. The import wizard walks you through mapping your columns to HoopAI fields. [Import guide →](/contacts/importing-contacts)
  </Accordion>

  <Accordion title="What is the mobile app?">
    The HoopAI app is available on iOS, Android, Mac, and Windows. [Download the app →](/getting-started/download)
  </Accordion>

  <Accordion title="What support is available?">
    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.
  </Accordion>

  <Accordion title="Do I need to complete everything in the Launch Pad before using the platform?">
    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.
  </Accordion>
</AccordionGroup>

<Card title="Still need help?" icon="headset" href="mailto:support@hoopai.com">
  Our support team is here for you. Reach out any time and we'll get back to you.
</Card>