> ## 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. # Platform overview > Explore every module and feature in HoopAI — browse by category to find exactly what you need. Browse every module in HoopAI. Select a category below to see all available features and jump straight to the documentation. ### Contacts Manage your contact database, smart lists, and segments. View and edit individual contact records, activity, and history. Create fields for data unique to your business. Bring in contacts via CSV with field mapping. Dynamic lists that auto-update based on filters. Organize contacts with labels and categories. Mass-update, tag, or delete contacts at once. Find and merge duplicate contact records. Score leads based on engagement and activity. Manage B2B company records linked to contacts. Assign and track tasks tied to contacts. Manage opt-outs and suppression lists. ### Opportunities & Pipelines Build and customize your sales pipelines. Create, update, and track deals through stages. Visual drag-and-drop deal management. Define the steps in your sales process. View full deal history, notes, and activity. Track win rates, revenue, and pipeline velocity. ### Dashboard Your command center for pipeline, conversations, and appointments. Add and configure widgets to personalize your view. Set and monitor team and individual goals. ### Calendars All calendar types and scheduling features. Set up event, round-robin, class, and service calendars. Branded pages where leads self-book appointments. Auto-distribute bookings across your team. Sync with Google Calendar, Outlook, and more. Set when each team member is bookable. Automated reminders via SMS and email. Collect payment at the time of booking. Configure service menus with durations and pricing. ### Team inbox Unified inbox for SMS, email, calls, and social. Compose and send messages across all channels. Real-time website chat with visitors. Full email conversation history in one view. Delivery rates, open rates, and response tracking. Facebook, Instagram, and Google messages in one place. Send and receive WhatsApp messages from your inbox. Record and review phone conversations. Manage voicemail drops and listen to messages. ### Conversation tools Sort, filter, and mass-manage conversations. Pre-written message templates for quick replies. Short text shortcuts you can insert in any message. Queue messages to send at a specific time. Categorize conversations for easy filtering. Route conversations to the right team member. See when AI is handling a conversation. Leave private notes for your team on any conversation. Send payment requests directly inside a conversation. ### Chat widget Add a live chat widget to your website. Embed the widget on any site with a code snippet. Match colors, position, and branding to your site. Let your AI agent handle widget conversations. ### Email marketing Build and send branded email blasts to your list. Drag-and-drop email design with templates. Pre-built and custom templates for every use case. Test subject lines and content to optimize opens. Opens, clicks, bounces, and unsubscribe tracking. Best practices to keep emails out of spam. Connect your own SMTP or use Mailgun. Segment, clean, and manage your subscriber lists. Authenticate your sending domain for better inbox placement. ### Social planner Schedule and publish posts across platforms. Connect Facebook, Instagram, Google, LinkedIn, and TikTok. Visual calendar view of all scheduled posts. Generate post captions and ideas with AI. Save brand colors, logos, and fonts for consistent posts. Track engagement, reach, and follower growth. ### Ad manager Create and manage ads from inside HoopAI. Run Google search and display campaigns. Create Facebook and Instagram ad campaigns. Track spend, clicks, conversions, and ROI. ### Reputation & reviews Monitor and manage your online reputation. Send automated review requests to customers. View and respond to reviews from one dashboard. Optimize your Google Business Profile listing. Embed review widgets on your website. Monitor competitor reviews and ratings. ### Affiliate manager Set up and manage your affiliate program. Create campaigns with custom commission structures. Track referrals, clicks, and conversions. Manage and process affiliate payments. ### Workflows Automate repetitive tasks with visual workflows. Drag-and-drop builder for creating automations. Events that start a workflow — form submissions, tags, dates, and more. Send messages, update fields, add tags, create tasks, and more. Branch workflows based on contact data or behavior. Pause workflows for a set time or until a condition is met. Pre-built workflow templates you can import and customize. Debug and fix workflow issues. Send data to external systems from your workflows. Connect HoopAI to 5,000+ apps with Zapier. Advanced integrations with Make (Integromat). Advanced actions like GPT, webhooks, and more. ### AI agents AI-powered bots that handle conversations for you. Auto-respond to leads across SMS, chat, and social. Teach your AI with your business knowledge. Build guided conversation flows with drag-and-drop. AI-powered phone call handling. Upload documents and URLs to train your bot. Generate emails, SMS, and social posts with AI. Auto-respond to reviews with AI-generated replies. Configure bot behavior, tone, and escalation rules. ### Sites & funnels Build websites, funnels, and landing pages. Multi-step sales funnels with opt-in pages and order forms. Full multi-page websites with navigation. Split-test pages to optimize conversions. Meta titles, descriptions, and Open Graph tags. Add HTML, CSS, and JavaScript to any page. Add Facebook Pixel, Google Analytics, and more. Collect payments directly on your funnel pages. ### Blogs Built-in blogging with categories and authors. Write and publish blog articles. Organize posts for easy browsing. Track views, engagement, and top posts. ### Online stores Full e-commerce with products, checkout, and orders. Add products with images, variants, and pricing. Configure shipping zones and rates. Customize the checkout experience. Process and ship orders. Recover lost sales with automated follow-ups. ### Forms & surveys Build forms, surveys, and quizzes. Drag-and-drop form builder with conditional logic. Break long forms into steps for better completion rates. Collect legally-binding signatures on forms. Add forms to any website with embed code. Collect feedback and measure satisfaction. ### QR codes Create and manage QR codes for any use case. QR codes you can update without reprinting. Track scans, locations, and devices. ### Media storage Upload and manage images, videos, and files. Generate images with AI directly in the media library. Host videos without third-party platforms. ### Webinars Host live and automated webinars. Set up registration pages and webinar rooms. ### Client portal A branded portal where clients access their account. Configure portal features and branding. Use your own domain for the client portal. ### Memberships & communities Courses, communities, and gated content. Create online courses with lessons and modules. Build community spaces for members to interact. Release content on a schedule over time. Award certificates on course completion. Points, badges, and leaderboards for engagement. Free, one-time, or subscription-based access. Schedule live sessions within your community. ### Invoicing Create and send professional invoices. Send estimates that convert to invoices on approval. Auto-generate invoices on a schedule. Split payments into installments. Send contracts and collect signatures. ### Collecting payments Shareable links that accept payment instantly. Send payment requests via SMS. Accept in-person payments with a card reader. Track and manage customer orders. ### Payment methods Accept digital wallet payments. Accept direct bank payments with lower fees. Offer installment options through Klarna and Afterpay. ### Products & catalog Create your product catalog. Recurring billing for services and memberships. Create discount codes and promotions. Sell and manage digital gift cards. ### Configuration Connect Stripe, PayPal, Authorize.net, and more. Configure tax rates and automated tax collection. Sync with QuickBooks, Xero, and FreshBooks. ### Reports All built-in reports and custom reporting tools. Call volume, duration, and agent performance. Booking rates, no-shows, and cancellations. Track team member performance and response times. Campaign performance — opens, clicks, bounces. Sales, pipeline value, and payment tracking. See which channels drive the most conversions. Build your own reports with custom metrics. Connect GA for website and funnel analytics. ### Account settings All account settings. Company name, address, logo, and timezone. Your personal profile, password, and preferences. Add team members and assign roles and permissions. Buy numbers, configure call routing, and voicemail. Sending domains, SMTP, and email provider setup. Create and manage fields across contacts and opportunities. Dynamic values for personalization across the platform. Connect Google, Facebook, Stripe, Twilio, and more. Manage custom domains and URL redirects. A2P 10DLC registration and compliance. Connect and configure WhatsApp Business. Send real-time event data to external systems. Track all changes made by users in your account.