Capitalized terms not defined here have the meanings given in the Terms of Service.
1. CRM
1. CRM
Contact management, pipelines, and deals
HoopAI’s CRM includes contact management, pipeline management, deals, smart lists, custom fields, tags, and company records.Data handling:- All CRM data is Customer Data — you own it and control it at all times
- HoopAI processes CRM data strictly as directed by you and in accordance with our Data Processing Agreement
- You may export your CRM data at any time during your subscription term
- Upon termination, CRM data is retained for 30 days before permanent deletion unless otherwise required by law
| Feature | Details |
|---|---|
| Contacts | Varies by plan tier; additional contacts may be purchased |
| Custom fields | Varies by plan tier |
| Pipelines | Varies by plan tier |
| Smart lists | Varies by plan tier |
2. Marketing
2. Marketing
Email, SMS, social media, forms, and surveys
HoopAI’s marketing tools include email campaigns, SMS/MMS messaging, social media posting and scheduling, forms, surveys, and funnel/landing page builders.Messaging compliance:- SMS and MMS messaging is subject to HoopAI Communications Terms (see Section 10 below)
- A2P 10DLC registration is required for all US-based SMS/MMS messaging campaigns
- You must comply with CAN-SPAM Act requirements for all commercial email, including providing a valid physical address and functioning unsubscribe mechanism
- You must comply with the Telephone Consumer Protection Act (TCPA) for all SMS/MMS communications, including obtaining prior express written consent
- Bulk messaging is subject to sending limits based on your plan tier and sender reputation
- You are responsible for complying with each social platform’s terms of service and advertising policies
- HoopAI is not responsible for changes to third-party platform APIs that may affect functionality
3. Conversations
3. Conversations
Live chat, SMS, email, social DMs, phone, and voicemail
HoopAI Conversations provides a unified inbox for live chat, SMS conversations, email inbox, Facebook Messenger, Instagram DMs, Google Business Messages, WhatsApp, phone calls, and voicemail.Recording and consent:- Call recording features are available but you are responsible for complying with all applicable recording consent laws
- Many jurisdictions require two-party consent for call recording — you must disclose recording to all participants where required
- Recorded calls are stored as Customer Data and subject to your data retention settings
- SMS conversations are subject to HoopAI Communications Terms (Section 10)
- Social media messaging is subject to each platform’s terms and policies
- Email conversations are processed through HoopAI’s email infrastructure and subject to our Acceptable Use Policy
4. AI Agents
4. AI Agents
Chatbots, voice AI, and agent actions
HoopAI’s AI features include conversational chatbots, voice AI agents, AI-powered content generation, conversation intelligence, and automated agent actions.Data usage:- HoopAI does not use your Customer Data to train AI models for public or cross-customer use
- Your inputs and outputs may be processed by specialized AI subprocessors as listed in our Data Processing Agreement
- AI-generated content is provided “as is” without warranty of accuracy
- You must disclose the use of AI to end users where required by applicable law or regulation
- Certain jurisdictions require explicit notice when consumers interact with automated systems — you are responsible for compliance
- You agree to use AI features in compliance with our Acceptable Use Policy and all applicable laws governing automated decision-making
- You are responsible for reviewing and validating all AI-generated outputs before use
AI capabilities and available models may change over time. HoopAI reserves the right to update, replace, or discontinue specific AI features with reasonable notice.
5. Calendars
5. Calendars
Booking widgets, scheduling, and round-robin
HoopAI Calendars includes booking widgets, appointment scheduling, round-robin distribution, group calendars, and calendar sync with Google Calendar and Outlook.Data classification:- All calendar data — including appointment details, attendee information, and scheduling preferences — is Customer Data
- Calendar sync operates through authorized OAuth connections to your calendar providers
- HoopAI does not access calendar data beyond what is necessary to provide the scheduling service
6. Sites and content
6. Sites and content
Funnels, websites, blogs, memberships, communities, and courses
HoopAI’s Sites and Content tools allow you to build and host websites, funnels, landing pages, blogs, membership sites, communities, and online courses.Content responsibility:- You are solely responsible for all content published on sites built with HoopAI, including compliance with applicable laws, intellectual property rights, and our Acceptable Use Policy
- HoopAI provides the hosting infrastructure but does not review, approve, or endorse customer-published content
- Standard SSL certificates are provided on all HoopAI-hosted content at no additional charge
- Custom domains are supported and configured through your DNS provider
- HoopAI may remove or disable content that violates our Acceptable Use Policy or applicable law
- Access control for membership content is managed through the platform’s built-in authentication
- You are responsible for managing member access, billing, and content delivery
7. Payments
7. Payments
Invoicing, subscriptions, payment processing, and order forms
HoopAI’s payment tools include invoicing, recurring subscriptions, one-time payments, order forms, and payment link generation.Payment processing:- HoopAI integrates with third-party payment processors (e.g., Stripe). You must maintain your own account with the payment processor and agree to their terms
- HoopAI facilitates payment workflows but does not act as a payment processor — we do not directly handle, store, or process payment card data
- You are responsible for PCI DSS compliance as it relates to your use of payment features and your handling of cardholder data
- Certain payment features may be subject to transaction fees in addition to your subscription fees
- Current fee schedules are available in your account settings
8. Automation
8. Automation
Workflows, triggers, actions, and if/else logic
HoopAI’s automation tools include visual workflow builders, event-based triggers, multi-step actions, conditional if/else branching, wait steps, and webhook integrations.Customer responsibility:- You are solely responsible for the design, configuration, and outcomes of your automated workflows
- HoopAI is not liable for actions taken by automated workflows, including but not limited to messages sent, records modified, deals moved, or contacts added/removed
- You should thoroughly test all workflows before activating them in production
- Workflow execution is subject to fair use limits based on your plan tier
- HoopAI may throttle or pause workflows that consume excessive resources or negatively impact platform performance
We recommend using workflow error handling and notification steps to monitor automated processes and catch issues early.
9. Reporting and analytics
9. Reporting and analytics
Dashboards, attribution, and call tracking
HoopAI’s reporting tools include customizable dashboards, marketing attribution, call tracking, conversion reporting, and revenue analytics.Data usage:- Reporting data is derived from your Customer Data and presented solely within your account
- HoopAI may aggregate and anonymize reporting data across the platform for the purpose of improving product features, benchmarking, and platform optimization
- Anonymized, aggregated data cannot be traced back to any individual customer or end user
- Call tracking numbers are provisioned through HoopAI Communications (see Section 10)
- Call recordings and transcriptions are Customer Data and subject to your data retention settings
10. Communication services
10. Communication services
Phone numbers, messaging, and voice services
HoopAI Communications provides phone number provisioning, SMS/MMS messaging, voice calls, and related telecommunications services.Phone numbers:- Phone numbers provisioned through HoopAI are released 14 days after account termination — you must port numbers before this deadline to retain them
- Number availability varies by region and type (local, toll-free, etc.)
- A2P 10DLC registration is required for all US-based business messaging. You must complete registration and campaign verification before sending SMS/MMS
- All messaging must comply with carrier policies, TCPA, and applicable telecommunications regulations
- Message throughput limits vary based on your 10DLC trust score and campaign type
- Carrier surcharges, regulatory fees, and per-message/per-minute rates apply to all communication services
- Current rate schedules are available in your account settings and are subject to change with notice
| Service | Billing basis |
|---|---|
| Local phone numbers | Monthly per number |
| Toll-free numbers | Monthly per number |
| Outbound SMS | Per message segment |
| Outbound MMS | Per message |
| Inbound SMS/MMS | Per message |
| Outbound voice | Per minute |
| Inbound voice | Per minute |
11. API and integrations
11. API and integrations
Rate limits, fair use, and third-party data handling
HoopAI provides RESTful APIs and webhook integrations for extending platform functionality and connecting with third-party applications.Rate limits:- API access is subject to rate limits based on your plan tier. Current rate limits are published in our API documentation
- HoopAI reserves the right to modify rate limits at any time to ensure platform stability
- API usage is subject to a fair use policy. Excessive API calls, bulk data extraction, or patterns that negatively impact platform performance may be throttled or restricted
- Automated scraping of the HoopAI platform or API is prohibited
- You are solely responsible for the security and data handling practices of third-party applications you connect to HoopAI
- HoopAI is not responsible for data breaches, data loss, or privacy violations caused by third-party integrations
- You should review the privacy policies and security practices of all third-party applications before granting them access to your HoopAI data
OAuth-based integrations are recommended over API key-based authentication for improved security and granular permission control.