Browse every module in HoopAI. Select a category below to see all available features and jump straight to the documentation.
CRM
Conversations
Marketing
Automation & AI
Sites & Content
Learning
Payments
Reporting
Settings
Contacts overview
Manage your contact database, smart lists, and segments.
Contact details
View and edit individual contact records, activity, and history.
Custom fields
Create fields for data unique to your business.
Import contacts
Bring in contacts via CSV with field mapping.
Smart lists
Dynamic lists that auto-update based on filters.
Tags
Organize contacts with labels and categories.
Bulk actions
Mass-update, tag, or delete contacts at once.
Duplicate management
Find and merge duplicate contact records.
Contact scoring
Score leads based on engagement and activity.
Businesses
Manage B2B company records linked to contacts.
Tasks
Assign and track tasks tied to contacts.
Do not contact
Manage opt-outs and suppression lists.
Opportunities & Pipelines
Pipelines
Build and customize your sales pipelines.
Managing opportunities
Create, update, and track deals through stages.
Kanban board
Visual drag-and-drop deal management.
Pipeline stages
Define the steps in your sales process.
Opportunity details
View full deal history, notes, and activity.
Reporting
Track win rates, revenue, and pipeline velocity.
Dashboard
Dashboard overview
Your command center for pipeline, conversations, and appointments.
Custom widgets
Add and configure widgets to personalize your view.
Goal tracking
Set and monitor team and individual goals.
Calendars
Calendars overview
All calendar types and scheduling features.
Creating calendars
Set up event, round-robin, class, and service calendars.
Booking pages
Branded pages where leads self-book appointments.
Round robin
Auto-distribute bookings across your team.
Integrations
Sync with Google Calendar, Outlook, and more.
Availability hours
Set when each team member is bookable.
Notifications
Automated reminders via SMS and email.
Payment calendars
Collect payment at the time of booking.
Services
Configure service menus with durations and pricing.
Team inbox
Inbox overview
Unified inbox for SMS, email, calls, and social.
Sending messages
Compose and send messages across all channels.
Live chat
Real-time website chat with visitors.
Email threads
Full email conversation history in one view.
SMS metrics
Delivery rates, open rates, and response tracking.
Social messaging
Facebook, Instagram, and Google messages in one place.
WhatsApp
Send and receive WhatsApp messages from your inbox.
Call recording
Record and review phone conversations.
Voicemail
Manage voicemail drops and listen to messages.
Filters & bulk actions
Sort, filter, and mass-manage conversations.
Templates
Pre-written message templates for quick replies.
Snippets
Short text shortcuts you can insert in any message.
Scheduled messages
Queue messages to send at a specific time.
Labels
Categorize conversations for easy filtering.
Assignment
Route conversations to the right team member.
Bot status
See when AI is handling a conversation.
Internal comments
Leave private notes for your team on any conversation.
Requesting payment
Send payment requests directly inside a conversation.
Chat widget overview
Add a live chat widget to your website.
Installation
Embed the widget on any site with a code snippet.
Customization
Match colors, position, and branding to your site.
AI chat
Let your AI agent handle widget conversations.
Email marketing
Email campaigns
Build and send branded email blasts to your list.
Email builder
Drag-and-drop email design with templates.
Email templates
Pre-built and custom templates for every use case.
A/B testing
Test subject lines and content to optimize opens.
Analytics
Opens, clicks, bounces, and unsubscribe tracking.
Deliverability
Best practices to keep emails out of spam.
SMTP setup
Connect your own SMTP or use Mailgun.
List management
Segment, clean, and manage your subscriber lists.
Dedicated domain
Authenticate your sending domain for better inbox placement.
Social planner
Social planner
Schedule and publish posts across platforms.
Platforms
Connect Facebook, Instagram, Google, LinkedIn, and TikTok.
Social calendar
Visual calendar view of all scheduled posts.
AI writer
Generate post captions and ideas with AI.
Brand boards
Save brand colors, logos, and fonts for consistent posts.
Analytics
Track engagement, reach, and follower growth.
Ad manager
Ad manager
Create and manage ads from inside HoopAI.
Google Ads
Run Google search and display campaigns.
Facebook Ads
Create Facebook and Instagram ad campaigns.
Ads reporting
Track spend, clicks, conversions, and ROI.
Reputation & reviews
Reputation overview
Monitor and manage your online reputation.
Review requests
Send automated review requests to customers.
Manage reviews
View and respond to reviews from one dashboard.
GBP optimization
Optimize your Google Business Profile listing.
Review widget
Embed review widgets on your website.
Competitor tracking
Monitor competitor reviews and ratings.
Affiliate manager
Affiliate manager
Set up and manage your affiliate program.
Campaigns
Create campaigns with custom commission structures.
Tracking
Track referrals, clicks, and conversions.
Payouts
Manage and process affiliate payments.
Workflows
Workflows overview
Automate repetitive tasks with visual workflows.
Workflow builder
Drag-and-drop builder for creating automations.
Triggers
Events that start a workflow — form submissions, tags, dates, and more.
Actions
Send messages, update fields, add tags, create tasks, and more.
If/else conditions
Branch workflows based on contact data or behavior.
Wait actions
Pause workflows for a set time or until a condition is met.
Recipes
Pre-built workflow templates you can import and customize.
Troubleshooting
Debug and fix workflow issues.
Webhooks
Send data to external systems from your workflows.
Zapier
Connect HoopAI to 5,000+ apps with Zapier.
Make
Advanced integrations with Make (Integromat).
Premium actions
Advanced actions like GPT, webhooks, and more.
AI agents
AI agents overview
AI-powered bots that handle conversations for you.
Conversation AI
Auto-respond to leads across SMS, chat, and social.
Train your bot
Teach your AI with your business knowledge.
Flow builder
Build guided conversation flows with drag-and-drop.
Voice AI
AI-powered phone call handling.
Knowledge base
Upload documents and URLs to train your bot.
Content AI
Generate emails, SMS, and social posts with AI.
Reviews AI
Auto-respond to reviews with AI-generated replies.
Bot settings
Configure bot behavior, tone, and escalation rules.
Sites & funnels
Sites overview
Build websites, funnels, and landing pages.
Funnel builder
Multi-step sales funnels with opt-in pages and order forms.
Website builder
Full multi-page websites with navigation.
A/B testing
Split-test pages to optimize conversions.
SEO settings
Meta titles, descriptions, and Open Graph tags.
Custom code
Add HTML, CSS, and JavaScript to any page.
Tracking pixels
Add Facebook Pixel, Google Analytics, and more.
Order forms
Collect payments directly on your funnel pages.
Blogs
Blog overview
Built-in blogging with categories and authors.
Creating posts
Write and publish blog articles.
Categories & tags
Organize posts for easy browsing.
Blog analytics
Track views, engagement, and top posts.
Online stores
Store overview
Full e-commerce with products, checkout, and orders.
Product catalog
Add products with images, variants, and pricing.
Shipping
Configure shipping zones and rates.
Checkout
Customize the checkout experience.
Order fulfillment
Process and ship orders.
Abandoned cart
Recover lost sales with automated follow-ups.
Forms overview
Build forms, surveys, and quizzes.
Building forms
Drag-and-drop form builder with conditional logic.
Multi-step forms
Break long forms into steps for better completion rates.
E-signature
Collect legally-binding signatures on forms.
Embedding
Add forms to any website with embed code.
Surveys
Collect feedback and measure satisfaction.
QR codes
QR codes overview
Create and manage QR codes for any use case.
Dynamic QR codes
QR codes you can update without reprinting.
Analytics
Track scans, locations, and devices.
Media storage
Upload and manage images, videos, and files.
AI images
Generate images with AI directly in the media library.
Video hosting
Host videos without third-party platforms.
Webinars
Webinars
Host live and automated webinars.
Creating webinars
Set up registration pages and webinar rooms.
Client portal
Portal overview
A branded portal where clients access their account.
Portal setup
Configure portal features and branding.
Custom domain
Use your own domain for the client portal.
Memberships & communities
Memberships overview
Courses, communities, and gated content.
Course builder
Create online courses with lessons and modules.
Communities
Build community spaces for members to interact.
Drip content
Release content on a schedule over time.
Certificates
Award certificates on course completion.
Gamification
Points, badges, and leaderboards for engagement.
Course pricing
Free, one-time, or subscription-based access.
Live events
Schedule live sessions within your community.
Invoicing
Invoices
Create and send professional invoices.
Estimates
Send estimates that convert to invoices on approval.
Recurring invoices
Auto-generate invoices on a schedule.
Payment plans
Split payments into installments.
Documents & contracts
Send contracts and collect signatures.
Collecting payments
Payment links
Shareable links that accept payment instantly.
Text-to-pay
Send payment requests via SMS.
Point of sale
Accept in-person payments with a card reader.
Orders
Track and manage customer orders.
Payment methods
Apple Pay & Google Pay
Accept digital wallet payments.
ACH bank transfers
Accept direct bank payments with lower fees.
Buy now, pay later
Offer installment options through Klarna and Afterpay.
Products & catalog
Products
Create your product catalog.
Subscriptions
Recurring billing for services and memberships.
Coupons
Create discount codes and promotions.
Gift cards
Sell and manage digital gift cards.
Configuration
Payment integrations
Connect Stripe, PayPal, Authorize.net, and more.
Taxes
Configure tax rates and automated tax collection.
Accounting integrations
Sync with QuickBooks, Xero, and FreshBooks.
Reports
Reporting overview
All built-in reports and custom reporting tools.
Call reporting
Call volume, duration, and agent performance.
Appointment report
Booking rates, no-shows, and cancellations.
Agent reporting
Track team member performance and response times.
Email reporting
Campaign performance — opens, clicks, bounces.
Revenue reporting
Sales, pipeline value, and payment tracking.
Attribution reporting
See which channels drive the most conversions.
Custom reports
Build your own reports with custom metrics.
Google Analytics
Connect GA for website and funnel analytics.
Account settings
Settings overview
All account settings.
Business profile
Company name, address, logo, and timezone.
My profile
Your personal profile, password, and preferences.
My staff
Add team members and assign roles and permissions.
Phone system
Buy numbers, configure call routing, and voicemail.
Email services
Sending domains, SMTP, and email provider setup.
Custom fields
Create and manage fields across contacts and opportunities.
Custom values
Dynamic values for personalization across the platform.
Integrations
Connect Google, Facebook, Stripe, Twilio, and more.
Domains & redirects
Manage custom domains and URL redirects.
Trust center
A2P 10DLC registration and compliance.
WhatsApp
Connect and configure WhatsApp Business.
Webhooks
Send real-time event data to external systems.
Audit logs
Track all changes made by users in your account.
Last modified on March 7, 2026
