# HoopAI Docs > HoopAI is an all-in-one CRM and marketing platform for businesses. This help center covers everything from initial setup to advanced automation, AI agents, payments, and the developer API. ## Getting Started - [Overview](https://docs.hoopai.com/getting-started/overview): Everything you need to hit the ground running with HoopAI. - [Account setup](https://docs.hoopai.com/getting-started/account-setup): Step-by-step checklist to get your HoopAI account fully configured and ready to use. - [First login](https://docs.hoopai.com/getting-started/first-login): How to log in to HoopAI for the first time, reset your password, and enable two-factor authentication. - [Setting up your business profile](https://docs.hoopai.com/getting-started/business-profile): Complete your business profile — company name, logo, address, time zone, and compliance fields. - [Inviting team members](https://docs.hoopai.com/getting-started/inviting-team-members): Add users to your HoopAI account, assign roles, and control what each team member can access. - [Connecting your domain](https://docs.hoopai.com/getting-started/connecting-your-domain): Connect a custom domain to HoopAI for your funnels, websites, client portal, and booking pages. - [Setting up your phone number](https://docs.hoopai.com/getting-started/phone-number-setup): Purchase and configure a phone number to enable calling and SMS, then complete A2P 10DLC registration. - [General CRM overview](https://docs.hoopai.com/getting-started/crm-overview): A tour of every section in the HoopAI platform — sidebar navigation, dashboard, contacts, conversations, and more. - [The dialer](https://docs.hoopai.com/getting-started/the-dialer): Make and manage calls directly inside HoopAI using the built-in dialer, accessible from any tab. - [Custom values](https://docs.hoopai.com/getting-started/custom-values): Use merge tags to automatically personalize messages, emails, and automations with contact, appointment, and account data. ## Dashboard - [Dashboard overview](https://docs.hoopai.com/dashboard/overview): An overview of the HoopAI dashboard and how to read your key metrics at a glance. - [Custom widgets](https://docs.hoopai.com/dashboard/custom-widgets): Add and configure custom widgets to display the data that matters most to your business. - [Dashboard elements](https://docs.hoopai.com/dashboard/dashboard-elements): A reference for every element available in the dashboard builder. - [Managing dashboards](https://docs.hoopai.com/dashboard/managing-dashboards): Create, rename, duplicate, and delete dashboards for different teams or use cases. - [Dashboard permissions](https://docs.hoopai.com/dashboard/dashboard-permissions): Control which team members can view or edit each dashboard. - [Dashboard theme](https://docs.hoopai.com/dashboard/dashboard-theme): Customize the color theme and appearance of your dashboards. - [Quick filters](https://docs.hoopai.com/dashboard/quick-filters): Use quick filters to slice dashboard data by date range, user, or other dimensions without editing the dashboard. ## Contacts - [Contacts overview](https://docs.hoopai.com/contacts/overview): An introduction to the HoopAI contacts database — storing, organizing, and accessing your leads and customers. - [Smart lists](https://docs.hoopai.com/contacts/smart-lists): Create dynamic, filtered contact lists that automatically update as contact data changes. - [Bulk actions](https://docs.hoopai.com/contacts/bulk-actions): Apply tags, update fields, send messages, and more to multiple contacts at once. - [Contact details](https://docs.hoopai.com/contacts/contact-details): A guide to the contact record — fields, activity timeline, notes, tasks, and linked opportunities. - [Tasks](https://docs.hoopai.com/contacts/tasks): Create, assign, and track tasks tied to specific contacts to manage your follow-up workflow. - [Tags](https://docs.hoopai.com/contacts/tags): Use tags to categorize contacts and trigger automations based on lifecycle stage or behavior. - [Importing contacts](https://docs.hoopai.com/contacts/importing-contacts): Import contacts from a CSV file, map fields, and handle duplicates during the import process. - [Duplicate management](https://docs.hoopai.com/contacts/duplicate-management): Identify and merge duplicate contact records to keep your CRM clean and accurate. ## Opportunities & Pipelines - [Opportunities overview](https://docs.hoopai.com/opportunities/overview): Track deals through your sales process using opportunities linked to contacts and pipelines. - [Pipelines](https://docs.hoopai.com/opportunities/pipelines): Create and configure sales pipelines with custom stages to match your sales process. - [Managing opportunities](https://docs.hoopai.com/opportunities/managing-opportunities): Move deals through stages, update values, assign owners, and log activity on each opportunity. - [Bulk actions](https://docs.hoopai.com/opportunities/bulk-actions): Update stage, status, owner, or other fields across multiple opportunities simultaneously. - [Custom fields](https://docs.hoopai.com/opportunities/custom-fields): Add custom fields to opportunities to capture deal-specific information for your business. ## Calendars & Appointments - [Calendars overview](https://docs.hoopai.com/calendars/overview): An introduction to HoopAI's calendar system — types, settings, and booking flows. - [Appointments](https://docs.hoopai.com/calendars/appointments): View, create, reschedule, and cancel appointments from the calendar view or a contact record. - [Calendar types](https://docs.hoopai.com/calendars/calendar-types): Choose the right calendar type — simple, round-robin, collective, class, or service — for your booking needs. - [Creating calendars](https://docs.hoopai.com/calendars/creating-calendars): Step-by-step guide to creating a new calendar, setting availability, and configuring booking rules. - [Calendar settings](https://docs.hoopai.com/calendars/calendar-settings): Configure reminders, confirmations, cancellation policies, and custom form fields for each calendar. - [Service calendar](https://docs.hoopai.com/calendars/service-calendar): Set up a service-based calendar to let customers book specific services with specific staff members. - [Services](https://docs.hoopai.com/calendars/services-v2): Create and manage bookable services including duration, pricing, and assigned team members. - [Calendar integrations](https://docs.hoopai.com/calendars/calendar-integrations): Sync HoopAI calendars with Google Calendar, Outlook, or iCloud to avoid double-bookings. - [Booking pages](https://docs.hoopai.com/calendars/booking-pages): Customize the public-facing booking page that contacts use to schedule appointments. ## Conversations - [Conversations overview](https://docs.hoopai.com/conversations/overview): Manage all inbound and outbound messages — SMS, email, calls, and social — in a single unified inbox. - [Sending messages](https://docs.hoopai.com/conversations/sending-messages): Send SMS, email, WhatsApp, and other messages from within a conversation thread. - [Internal comments](https://docs.hoopai.com/conversations/internal-comments): Leave internal notes on a conversation that are visible only to your team, not the contact. - [Manual actions](https://docs.hoopai.com/conversations/manual-actions): Trigger manual workflow actions, tags, or status changes directly from a conversation. - [Snippets](https://docs.hoopai.com/conversations/snippets): Save and reuse frequently sent message templates to respond faster without losing personalization. - [Social messaging](https://docs.hoopai.com/conversations/social-messaging): Reply to Instagram DMs, Facebook messages, and Google Business Messages from your inbox. - [Trigger links](https://docs.hoopai.com/conversations/trigger-links): Create trackable links that fire an automation when a contact clicks them. - [Conversation AI](https://docs.hoopai.com/conversations/conversation-ai): Enable the AI bot to handle inbound messages automatically and hand off to a human when needed. - [Email composer](https://docs.hoopai.com/conversations/email-composer): Compose rich-text emails from within a conversation, with attachments and inline images. - [Filters and sorting](https://docs.hoopai.com/conversations/filters): Filter and sort your inbox by channel, assigned user, status, or date to focus on the right conversations. - [Unread and assigned](https://docs.hoopai.com/conversations/unread-assigned): Manage unread messages and conversation assignments across your team. - [Bulk actions](https://docs.hoopai.com/conversations/bulk-actions): Mark as read, assign, or update the status of multiple conversations at once. - [Conversation settings](https://docs.hoopai.com/conversations/settings): Configure default inbox behavior, auto-assignment rules, and away message settings. ## Marketing - [Email marketing overview](https://docs.hoopai.com/marketing/email-marketing): Send one-time broadcast emails and manage your email marketing campaigns. - [Email templates](https://docs.hoopai.com/marketing/email-templates): Build reusable email templates using the drag-and-drop editor or HTML. - [Email campaigns](https://docs.hoopai.com/marketing/campaigns): Create, schedule, and send email campaigns to contact lists or smart lists. - [Email analytics](https://docs.hoopai.com/marketing/email-analytics): Track open rates, click rates, unsubscribes, and deliverability for your email campaigns. - [Email sending domains](https://docs.hoopai.com/marketing/email-sending-domains): Authenticate and verify sending domains to improve email deliverability. - [Email footer and compliance](https://docs.hoopai.com/marketing/email-footer): Configure required CAN-SPAM and GDPR compliance fields in your email footer. - [Social planner](https://docs.hoopai.com/marketing/social-planner): Schedule and publish social media posts across Facebook, Instagram, LinkedIn, TikTok, and Twitter. - [Social media accounts](https://docs.hoopai.com/marketing/social-media-accounts): Connect and manage social media accounts for posting from HoopAI. - [Brand boards](https://docs.hoopai.com/marketing/brand-boards): Store your brand colors, fonts, and logos in one place for consistent use across content. - [Reputation & reviews](https://docs.hoopai.com/marketing/reputation): Automate review requests, monitor new reviews, and respond to Google and Facebook reviews. - [Review requests](https://docs.hoopai.com/marketing/review-requests): Send automated or manual review request messages to contacts after a service interaction. - [Review responses](https://docs.hoopai.com/marketing/review-responses): Respond to Google and Facebook reviews directly from HoopAI. - [Affiliate manager](https://docs.hoopai.com/marketing/affiliate-manager): Manage your affiliate program, track referrals, and pay commissions inside HoopAI. - [Ad manager](https://docs.hoopai.com/marketing/ad-manager): Create, manage, and track Facebook and Google ad campaigns from inside HoopAI. - [Prospecting](https://docs.hoopai.com/marketing/prospecting): Find and import business leads using the built-in prospecting tool. ## Automation & Workflows - [Workflows overview](https://docs.hoopai.com/automation/workflows): Automate your follow-up, lead nurture, and internal processes using HoopAI's visual workflow builder. - [Workflow builder](https://docs.hoopai.com/automation/workflow-builder): A guide to the drag-and-drop workflow builder interface, canvas, and toolbar. - [Workflow triggers](https://docs.hoopai.com/automation/workflow-triggers): A reference for all available workflow triggers — contact events, form submissions, appointments, and more. - [Workflow actions](https://docs.hoopai.com/automation/workflow-actions): A reference for all available workflow actions — send messages, update contacts, add to lists, and more. - [Workflow recipes](https://docs.hoopai.com/automation/workflow-recipes): Pre-built workflow templates you can install and customize for common use cases. - [Advanced workflow builder](https://docs.hoopai.com/automation/advanced-workflow-builder): Use branches, conditions, wait steps, and loops to build complex multi-path automations. - [Premium actions](https://docs.hoopai.com/automation/premium-actions): Use advanced premium actions like AI steps, GPT integrations, and external API calls. - [SMS campaigns](https://docs.hoopai.com/automation/sms-campaigns): Send bulk SMS campaigns to a contact list from within a workflow or on a one-time basis. - [Zapier integration](https://docs.hoopai.com/automation/zapier-integration): Connect HoopAI to 5,000+ apps using Zapier triggers and actions. - [Workflow troubleshooting](https://docs.hoopai.com/automation/workflow-troubleshooting): Diagnose failed workflow executions, review logs, and fix common automation issues. ## AI Agents - [AI agents overview](https://docs.hoopai.com/ai-agents/overview): An introduction to HoopAI's suite of AI tools — conversation AI, voice AI, content AI, and reviews AI. - [Conversation AI](https://docs.hoopai.com/ai-agents/conversation-ai): Set up an AI-powered bot to handle inbound conversations, answer FAQs, and qualify leads automatically. - [Training your bot](https://docs.hoopai.com/ai-agents/train-your-bot): Add knowledge base content, FAQs, and custom instructions to improve your AI bot's responses. - [Conversation AI dashboard](https://docs.hoopai.com/ai-agents/conversation-ai-dashboard): Monitor AI bot performance, review handled conversations, and see handoff rates. - [Flow-based builder](https://docs.hoopai.com/ai-agents/flow-based-builder): Build structured conversation flows that guide the AI through a defined path for specific intents. - [Conversation AI actions](https://docs.hoopai.com/ai-agents/conversation-ai-actions): Configure what the AI can do — book appointments, capture information, send offers, and hand off to humans. - [Bot settings](https://docs.hoopai.com/ai-agents/bot-settings): Configure bot name, avatar, personality, fallback messages, and handoff rules. - [Voice AI](https://docs.hoopai.com/ai-agents/voice-ai): Deploy an AI voice agent to handle inbound phone calls, qualify callers, and book appointments. - [Knowledge base](https://docs.hoopai.com/ai-agents/knowledge-base): Build and manage the knowledge base your AI agents use to answer questions accurately. - [Content AI](https://docs.hoopai.com/ai-agents/content-ai): Use AI to generate email copy, social captions, blog posts, and other marketing content. - [Reviews AI](https://docs.hoopai.com/ai-agents/reviews-ai): Automatically generate and send personalized review responses using AI. ## Sites & Content - [Funnels](https://docs.hoopai.com/sites/funnels): Build multi-step sales funnels with opt-in pages, sales pages, upsells, and thank-you pages. - [Websites](https://docs.hoopai.com/sites/websites): Create full websites using the drag-and-drop website builder, with SEO settings and custom domains. - [Stores](https://docs.hoopai.com/sites/stores): Build an online store inside HoopAI to sell products, manage inventory, and process orders. - [Blogs](https://docs.hoopai.com/sites/blogs): Publish and manage a blog on your HoopAI website to drive organic traffic and showcase expertise. - [Forms](https://docs.hoopai.com/sites/forms): Build and embed lead capture forms that create or update contacts and trigger automations. - [Surveys](https://docs.hoopai.com/sites/surveys): Create multi-step surveys to gather feedback, qualify leads, or segment your audience. - [Quizzes](https://docs.hoopai.com/sites/quizzes): Build scored quizzes that segment contacts and trigger automations based on their results. - [Chat widget](https://docs.hoopai.com/sites/chat-widget): Add a live chat or AI-powered chat widget to your website to engage visitors. - [Client portal](https://docs.hoopai.com/sites/client-portal): Give clients a self-service portal to view invoices, sign contracts, and access their documents. - [WordPress plugin](https://docs.hoopai.com/sites/wordpress): Connect HoopAI forms and tracking to a WordPress site using the HoopAI WordPress plugin. - [QR codes](https://docs.hoopai.com/sites/qr-codes): Generate trackable QR codes that link to any HoopAI page or URL. - [Memberships](https://docs.hoopai.com/sites/memberships): Create gated membership areas with tiered access for courses, content, and communities. - [Communities](https://docs.hoopai.com/sites/communities): Build an online community with discussion feeds, channels, and member profiles. - [Courses](https://docs.hoopai.com/sites/courses): Create and sell online courses with video lessons, quizzes, and drip content scheduling. - [Media storage](https://docs.hoopai.com/sites/media-storage): Manage images, videos, and other files in the HoopAI media library. ## Payments - [Invoices](https://docs.hoopai.com/payments/invoices): Create, send, and track invoices and collect payments directly from HoopAI. - [Documents & contracts](https://docs.hoopai.com/payments/documents-contracts): Send contracts and documents for e-signature and link them to a payment. - [Orders](https://docs.hoopai.com/payments/orders): View and manage orders placed through your funnels, stores, or payment links. - [Payment links](https://docs.hoopai.com/payments/payment-links): Generate shareable payment links for one-time or recurring charges without needing a full checkout page. - [Transactions](https://docs.hoopai.com/payments/transactions): Review the history of all transactions, refunds, and disputes in your account. - [Products](https://docs.hoopai.com/payments/products): Create and manage products and pricing plans that can be sold through any HoopAI channel. - [Coupons](https://docs.hoopai.com/payments/coupons): Create discount codes and coupons for your products, subscriptions, and payment links. - [Subscriptions](https://docs.hoopai.com/payments/subscriptions): Set up and manage recurring billing subscriptions for contacts. - [Gift cards](https://docs.hoopai.com/payments/gift-cards): Create and sell gift cards that customers can redeem against your products. - [Payment integrations](https://docs.hoopai.com/payments/payment-integrations): Connect Stripe, PayPal, NMI, or other payment processors to accept payments. - [Payment settings](https://docs.hoopai.com/payments/payment-settings): Configure your currency, tax settings, and default payment behavior. ## Reporting - [Call reporting](https://docs.hoopai.com/reporting/call-reporting): View call logs, duration, outcomes, and recordings to monitor phone activity. - [Appointment report](https://docs.hoopai.com/reporting/appointment-report): Track appointment bookings, cancellations, no-shows, and completion rates over time. - [Agent reporting](https://docs.hoopai.com/reporting/agent-reporting): Monitor team member performance — conversations handled, response time, and activity. - [Ads reporting](https://docs.hoopai.com/reporting/ads-reporting): Review ad spend, impressions, clicks, and leads generated from connected ad accounts. - [Custom reports](https://docs.hoopai.com/reporting/custom-reports): Build custom reports with filters, groupings, and metrics tailored to your business. - [Audit reports](https://docs.hoopai.com/reporting/audit-reports): View a log of account-level changes — who changed what and when. - [Email reporting](https://docs.hoopai.com/reporting/email-reporting): Track email deliverability, open rates, click rates, and bounces for campaigns. - [Funnel reports](https://docs.hoopai.com/reporting/funnel-reports): Measure funnel page views, opt-in rates, and conversion at each step. - [Report scheduling](https://docs.hoopai.com/reporting/report-scheduling): Schedule reports to be emailed automatically to you or your team on a recurring basis. ## Settings - [Business profile](https://docs.hoopai.com/settings/business-profile): Update your company name, logo, address, time zone, and other account-level details. - [My profile](https://docs.hoopai.com/settings/my-profile): Manage your personal login details, notification preferences, and connected calendar. - [Notifications](https://docs.hoopai.com/settings/notifications): Configure how and when you receive email, SMS, and in-app notifications. - [My staff](https://docs.hoopai.com/settings/my-staff): Manage team member accounts, roles, permissions, and calendar availability. - [Email services](https://docs.hoopai.com/settings/email-services): Configure your email sending provider, dedicated IPs, and SMTP settings. - [Phone system](https://docs.hoopai.com/settings/phone-system): Manage your phone numbers, call forwarding, voicemail, and call recording settings. - [Trust center](https://docs.hoopai.com/settings/trust-center): Complete A2P 10DLC registration and manage compliance settings for SMS messaging. - [Custom fields](https://docs.hoopai.com/settings/custom-fields): Create custom fields for contacts, opportunities, and other objects to capture your specific data. - [Custom values](https://docs.hoopai.com/settings/custom-values): Manage account-level merge tags that can be used across messages and automations. - [Domains & URL redirects](https://docs.hoopai.com/settings/domains-url-redirects): Connect custom domains and set up URL redirects for your funnels and websites. - [Integrations](https://docs.hoopai.com/settings/integrations): Connect HoopAI to third-party tools like Google, Facebook, Stripe, QuickBooks, and more. - [Private integrations](https://docs.hoopai.com/settings/private-integrations): Create custom API integrations using private tokens and webhooks. - [Tags](https://docs.hoopai.com/settings/tags): Manage the full list of tags available in your account for contacts and conversations. - [Webhooks](https://docs.hoopai.com/settings/webhooks): Configure outbound webhooks to send real-time event data to external systems. - [Objects](https://docs.hoopai.com/settings/objects): Create and manage custom objects to store structured data beyond standard contacts. - [WhatsApp](https://docs.hoopai.com/settings/whatsapp): Connect a WhatsApp Business account to send and receive WhatsApp messages from HoopAI. - [SaaS mode](https://docs.hoopai.com/settings/saas-mode): Enable SaaS mode to resell HoopAI as a white-labeled platform to your own clients. - [Audit logs](https://docs.hoopai.com/settings/audit-logs): Review a full activity log of changes made to your account for compliance and troubleshooting. ## Mobile App - [Mobile app overview](https://docs.hoopai.com/mobile-app/overview): Download and use the HoopAI mobile app on iOS and Android. - [Getting started on mobile](https://docs.hoopai.com/mobile-app/getting-started): Log in, configure notifications, and navigate the mobile app for the first time. - [Conversations on mobile](https://docs.hoopai.com/mobile-app/conversations): Manage your inbox, reply to messages, and handle conversations from your phone. - [Contacts on mobile](https://docs.hoopai.com/mobile-app/contacts): View, add, and update contact records from the mobile app. - [Calendars and appointments on mobile](https://docs.hoopai.com/mobile-app/calendars-and-appointments): View your schedule, manage bookings, and create appointments from your phone. - [Opportunities on mobile](https://docs.hoopai.com/mobile-app/opportunities): Track and update deals in your pipeline from the mobile app. - [Phone and dialer on mobile](https://docs.hoopai.com/mobile-app/phone-and-dialer): Make and receive calls using the mobile dialer with call recording and voicemail. - [Payments and POS on mobile](https://docs.hoopai.com/mobile-app/payments-and-pos): Accept in-person payments using the mobile point-of-sale feature. - [Social planner on mobile](https://docs.hoopai.com/mobile-app/social-planner): Create and schedule social media posts from your phone. - [Media and files on mobile](https://docs.hoopai.com/mobile-app/media-and-files): Upload and access media files from the mobile app. - [App settings](https://docs.hoopai.com/mobile-app/app-settings): Configure mobile-specific settings, push notifications, and connected accounts. ## API Reference - [API overview](https://docs.hoopai.com/api-reference/overview): Introduction to the HoopAI REST API, authentication, rate limits, and versioning. - [OAuth 2.0 authorization](https://docs.hoopai.com/api-reference/oauth/authorization): Authenticate your app with HoopAI using the OAuth 2.0 authorization code flow. - [OAuth scopes](https://docs.hoopai.com/api-reference/oauth/scopes): A full list of OAuth permission scopes available to API integrations. - [External authentication](https://docs.hoopai.com/api-reference/oauth/external-authentication): Authenticate users from external systems using HoopAI's SSO and token exchange flows. - [External billing](https://docs.hoopai.com/api-reference/oauth/external-billing): Integrate custom billing logic for white-label SaaS resellers. - [Webhook authentication](https://docs.hoopai.com/api-reference/oauth/webhook-authentication): Verify the authenticity of incoming webhook payloads using HMAC signatures. - [User context](https://docs.hoopai.com/api-reference/oauth/user-context): Retrieve the current user context after OAuth token exchange. - [Country list](https://docs.hoopai.com/api-reference/oauth/country-list): Supported country codes and dialing codes for use with the HoopAI API. - [OAuth FAQs](https://docs.hoopai.com/api-reference/oauth/faqs): Common questions about HoopAI OAuth integration and troubleshooting tips. ## Webhook Events - [Appointment created](https://docs.hoopai.com/api-reference/webhooks/appointment-create): Fired when a new appointment is booked. - [Appointment updated](https://docs.hoopai.com/api-reference/webhooks/appointment-update): Fired when an existing appointment is modified. - [Appointment deleted](https://docs.hoopai.com/api-reference/webhooks/appointment-delete): Fired when an appointment is cancelled or deleted. - [Contact created](https://docs.hoopai.com/api-reference/webhooks/contact-create): Fired when a new contact is added to the CRM. - [Contact updated](https://docs.hoopai.com/api-reference/webhooks/contact-update): Fired when a contact's fields are updated. - [Contact deleted](https://docs.hoopai.com/api-reference/webhooks/contact-delete): Fired when a contact is removed from the CRM. - [Contact DND updated](https://docs.hoopai.com/api-reference/webhooks/contact-dnd-update): Fired when a contact's do-not-disturb status changes. - [Contact tag updated](https://docs.hoopai.com/api-reference/webhooks/contact-tag-update): Fired when a tag is added or removed from a contact. - [Inbound message](https://docs.hoopai.com/api-reference/webhooks/inbound-message): Fired when a contact sends an inbound message via any channel. - [Outbound message](https://docs.hoopai.com/api-reference/webhooks/outbound-message): Fired when a message is sent to a contact via any channel. - [Provider outbound message](https://docs.hoopai.com/api-reference/webhooks/provider-outbound-message): Fired when a provider-level outbound message is delivered. - [Conversation unread](https://docs.hoopai.com/api-reference/webhooks/conversation-unread): Fired when a conversation has an unread message. - [Invoice created](https://docs.hoopai.com/api-reference/webhooks/invoice-create): Fired when a new invoice is created. - [Invoice sent](https://docs.hoopai.com/api-reference/webhooks/invoice-sent): Fired when an invoice is sent to a contact. - [Invoice paid](https://docs.hoopai.com/api-reference/webhooks/invoice-paid): Fired when an invoice is paid in full. - [Invoice partially paid](https://docs.hoopai.com/api-reference/webhooks/invoice-partially-paid): Fired when a partial payment is made on an invoice. - [Invoice voided](https://docs.hoopai.com/api-reference/webhooks/invoice-void): Fired when an invoice is voided. - [Invoice deleted](https://docs.hoopai.com/api-reference/webhooks/invoice-delete): Fired when an invoice is deleted. - [Invoice updated](https://docs.hoopai.com/api-reference/webhooks/invoice-update): Fired when an invoice's details are changed. - [Opportunity created](https://docs.hoopai.com/api-reference/webhooks/opportunity-create): Fired when a new opportunity is added to a pipeline. - [Opportunity updated](https://docs.hoopai.com/api-reference/webhooks/opportunity-update): Fired when an opportunity's details are updated. - [Opportunity deleted](https://docs.hoopai.com/api-reference/webhooks/opportunity-delete): Fired when an opportunity is removed from the pipeline. - [Opportunity stage updated](https://docs.hoopai.com/api-reference/webhooks/opportunity-stage-update): Fired when an opportunity moves to a new pipeline stage. - [Opportunity status updated](https://docs.hoopai.com/api-reference/webhooks/opportunity-status-update): Fired when an opportunity status changes (open, won, lost, abandoned). - [Opportunity value updated](https://docs.hoopai.com/api-reference/webhooks/opportunity-value-update): Fired when the monetary value of an opportunity is changed. - [Opportunity assigned](https://docs.hoopai.com/api-reference/webhooks/opportunity-assigned-update): Fired when an opportunity is assigned to a different team member. - [Order created](https://docs.hoopai.com/api-reference/webhooks/order-create): Fired when a new purchase order is placed. - [Order status updated](https://docs.hoopai.com/api-reference/webhooks/order-status-update): Fired when an order's fulfillment status changes. - [Product created](https://docs.hoopai.com/api-reference/webhooks/product-create): Fired when a new product is added to the catalog. - [Product updated](https://docs.hoopai.com/api-reference/webhooks/product-update): Fired when a product's details are changed. - [Product deleted](https://docs.hoopai.com/api-reference/webhooks/product-delete): Fired when a product is removed from the catalog. - [Price created](https://docs.hoopai.com/api-reference/webhooks/price-create): Fired when a new price variant is added to a product. - [Price updated](https://docs.hoopai.com/api-reference/webhooks/price-update): Fired when a price variant is modified. - [Price deleted](https://docs.hoopai.com/api-reference/webhooks/price-delete): Fired when a price variant is removed. - [Task created](https://docs.hoopai.com/api-reference/webhooks/task-create): Fired when a new task is created on a contact. - [Task completed](https://docs.hoopai.com/api-reference/webhooks/task-complete): Fired when a task is marked as complete. - [Task deleted](https://docs.hoopai.com/api-reference/webhooks/task-delete): Fired when a task is deleted. - [Note created](https://docs.hoopai.com/api-reference/webhooks/note-create): Fired when a note is added to a contact. - [Note updated](https://docs.hoopai.com/api-reference/webhooks/note-update): Fired when a note is edited. - [Note deleted](https://docs.hoopai.com/api-reference/webhooks/note-delete): Fired when a note is removed from a contact. - [User created](https://docs.hoopai.com/api-reference/webhooks/user-create): Fired when a new team member account is created. - [Location created](https://docs.hoopai.com/api-reference/webhooks/location-create): Fired when a new sub-account location is created. - [Location updated](https://docs.hoopai.com/api-reference/webhooks/location-update): Fired when a location's details are changed. - [Campaign status updated](https://docs.hoopai.com/api-reference/webhooks/campaign-status-update): Fired when a campaign's status changes (active, paused, completed). - [App installed](https://docs.hoopai.com/api-reference/webhooks/app-install): Fired when your app integration is installed on an account. ## Academy - [Academy overview](https://docs.hoopai.com/academy/overview): An introduction to the HoopAI Academy — structured learning paths to get the most out of the platform. - [Onboarding walkthrough](https://docs.hoopai.com/academy/onboarding/overview): A guided onboarding sequence covering the essential platform setup steps. - [SMS and phone number setup](https://docs.hoopai.com/academy/sms-phone/overview): Video-guided training on purchasing numbers, A2P registration, and sending your first SMS. - [Email messaging setup](https://docs.hoopai.com/academy/email/overview): Learn how to set up email sending, build templates, and send your first campaign. - [Quick start guides](https://docs.hoopai.com/academy/quick-start/overview): Short, task-focused guides for the most common platform actions. - [Workflow automation training](https://docs.hoopai.com/academy/workflows/overview): Step-by-step video training on building automations with HoopAI workflows. - [Media and social posting](https://docs.hoopai.com/academy/social/overview): Learn to plan and publish social content from HoopAI. - [Funnels and websites](https://docs.hoopai.com/academy/funnels/overview): Build your first funnel or website with guided video walkthroughs. - [Calendars and booking](https://docs.hoopai.com/academy/calendars/overview): Set up calendars and booking pages to start taking appointments. - [Payments and purchasing](https://docs.hoopai.com/academy/payments/overview): Configure products, invoices, and payment processing in HoopAI. ## API Specifications - [HoopAI REST API](https://docs.hoopai.com/api-reference/openapi.json)