# HoopAI Help Center > HoopAI is an all-in-one CRM, marketing, and business automation platform. This help center covers everything from initial setup and onboarding to CRM management, conversations, marketing campaigns, AI agents, website and funnel building, e-commerce, payments, reporting, and the developer API. ## Home - [HoopAI Help Center](https://help.hoopai.com/home/overview): Everything you need to get started ## Getting Started - [Welcome to HoopAI](https://help.hoopai.com/getting-started/overview): You're in. Here's how to get started in a few simple steps - [Platform overview](https://help.hoopai.com/getting-started/platform-overview): Explore every module and feature in HoopAI — browse by category to find exactly what you need - [General CRM overview](https://help.hoopai.com/getting-started/crm-overview): A tour of every section in the HoopAI platform — sidebar navigation, dashboard, contacts, conversations, and more - [Account overview](https://help.hoopai.com/getting-started/agency-vs-sub-account): HoopAI account structure overview - [Accounts and locations](https://help.hoopai.com/getting-started/sub-accounts-and-locations): Managing accounts in HoopAI - [Free trial](https://help.hoopai.com/getting-started/free-trial): Everything you need to know about the HoopAI 14-day free trial, including features, limitations, and what happens when it ends - [Account lifecycle](https://help.hoopai.com/getting-started/account-lifecycle): Understand every stage of your HoopAI account: free trial, activation, upgrades, downgrades, suspension, and cancellation - [Download HoopAI](https://help.hoopai.com/getting-started/download): Download the HoopAI platform app on iOS, Android, macOS, and Windows - [First login](https://help.hoopai.com/getting-started/first-login): How to log in to HoopAI for the first time, reset your password, and enable two-factor authentication - [Account setup](https://help.hoopai.com/getting-started/account-setup): Step-by-step checklist to get your HoopAI account fully configured and ready to use - [Navigating the platform](https://help.hoopai.com/getting-started/navigating-the-platform): A tour of the HoopAI sidebar, main sections, and navigation patterns - [Setting up your business profile](https://help.hoopai.com/getting-started/business-profile): Complete your business profile — company name, logo, address, time zone, and compliance fields - [Connecting your domain](https://help.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://help.hoopai.com/getting-started/phone-number-setup): Purchase and configure a phone number to enable calling and SMS, then complete A2P 10DLC registration - [A2P 10DLC SMS registration](https://help.hoopai.com/getting-started/a2p-10dlc-registration): Register your business for A2P 10DLC to comply with carrier requirements - [The dialer](https://help.hoopai.com/getting-started/the-dialer): Make and manage calls directly inside HoopAI using the built-in dialer - [Custom values](https://help.hoopai.com/getting-started/custom-values): Use merge tags to personalize messages, emails, and automations with dynamic data - [User roles and permissions](https://help.hoopai.com/getting-started/user-roles-and-permissions): Understand the built-in roles in HoopAI and how to customise permissions - [Inviting team members](https://help.hoopai.com/getting-started/inviting-team-members): Add users to your HoopAI account, assign roles, and control access - [Two-factor authentication](https://help.hoopai.com/getting-started/two-factor-auth): Enable 2FA on your account and enforce it across your team - [HIPAA compliance setup](https://help.hoopai.com/getting-started/hipaa-compliance): Enable HIPAA mode and configure your account to meet required technical safeguards - [Billing setup](https://help.hoopai.com/getting-started/rebilling-setup): HoopAI billing setup - [Platform settings](https://help.hoopai.com/getting-started/white-label-settings): HoopAI platform settings - [Template library](https://help.hoopai.com/getting-started/snapshot-library): HoopAI template library - [What to do next](https://help.hoopai.com/getting-started/next-steps): The most popular next steps after covering the basics ## Migration Guides - [Migrate from HubSpot](https://help.hoopai.com/getting-started/migrate-from-hubspot): Step-by-step guide to migrating contacts, deals, and workflows from HubSpot to HoopAI - [Migrate from Salesforce](https://help.hoopai.com/getting-started/migrate-from-salesforce): Step-by-step guide to migrating contacts, accounts, opportunities, and workflows from Salesforce to HoopAI - [Migrate from Mailchimp](https://help.hoopai.com/getting-started/migrate-from-mailchimp): Step-by-step guide to migrating contacts, email templates, and automations from Mailchimp to HoopAI - [Migrate from ActiveCampaign](https://help.hoopai.com/getting-started/migrate-from-activecampaign): Step-by-step guide to migrating contacts, automations, and email campaigns from ActiveCampaign to HoopAI - [Migrate from ClickFunnels](https://help.hoopai.com/getting-started/migrate-from-clickfunnels): Step-by-step guide to migrating funnels, contacts, and automations from ClickFunnels to HoopAI - [Migrate from Calendly](https://help.hoopai.com/getting-started/migrate-from-calendly): Step-by-step guide to migrating booking pages and scheduling from Calendly to HoopAI - [Migrate from Kajabi](https://help.hoopai.com/getting-started/migrate-from-kajabi): Step-by-step guide to migrating courses, memberships, and contacts from Kajabi to HoopAI ## Academy - [Academy overview](https://help.hoopai.com/academy/overview): Step-by-step learning program for mastering every feature of the HoopAI Platform - [Welcome](https://help.hoopai.com/academy/welcome/overview): Introduction to the HoopAI Academy learning journey - [Welcome & instructions](https://help.hoopai.com/academy/welcome/welcome-instructions): Getting started with the HoopAI Academy - [Onboarding overview](https://help.hoopai.com/academy/onboarding/overview): Walk through the most important initial setup steps - [Complete business profile](https://help.hoopai.com/academy/onboarding/complete-business-profile): Fill out your business profile in HoopAI - [My profile](https://help.hoopai.com/academy/onboarding/my-profile): Set up your personal user profile - [Add a domain or subdomain](https://help.hoopai.com/academy/onboarding/add-a-domain-or-subdomain): Connect a custom domain or subdomain - [Buy a phone number](https://help.hoopai.com/academy/onboarding/buy-a-phone-number): Purchase and configure a phone number - [A2P 10DLC registration](https://help.hoopai.com/academy/onboarding/a2p-10dlc-registration): Register for A2P 10DLC compliance - [Dedicated email domain](https://help.hoopai.com/academy/onboarding/dedicated-email-domain): Set up a dedicated email sending domain - [Connect integrations](https://help.hoopai.com/academy/onboarding/connect-integrations): Connect Google Calendar, Facebook, Instagram, Stripe, and other integrations - [Import & manage contacts](https://help.hoopai.com/academy/onboarding/how-to-import-manage-contacts): Add contacts manually, import CSV files, and organize your contact list - [Webchat widget](https://help.hoopai.com/academy/onboarding/webchat-widget): Set up the chat widget to collect leads and communicate with visitors - [Calendars training](https://help.hoopai.com/academy/calendars/overview): Set up calendars, sync integrations, and automate confirmations - [Create a calendar](https://help.hoopai.com/academy/calendars/create-calendar): Set up an appointment calendar - [Sync integrations](https://help.hoopai.com/academy/calendars/sync-integrations): Connect Google Calendar, Outlook, and Zoom - [Create your branded booking page](https://help.hoopai.com/academy/calendars/create-your-branded-booking-page): Design a booking page that matches your brand - [Configure appointment automation](https://help.hoopai.com/academy/calendars/configure-your-appointment-automation): Automate booking confirmations, reminders, and follow-ups - [Email messaging training](https://help.hoopai.com/academy/email-messaging/overview): Set up sending domains, send email blasts, and use CC & BCC - [Dedicated email domain](https://help.hoopai.com/academy/email-messaging/dedicated-email-domain): Set up a dedicated email sending domain - [Send an email blast](https://help.hoopai.com/academy/email-messaging/send-an-email-blast-to-your-contact-list): Send a bulk email campaign to your contact list - [CC & BCC in emails](https://help.hoopai.com/academy/email-messaging/utilizing-cc-bcc-in-emails): Use CC and BCC when sending emails from Conversations - [Funnels & websites training](https://help.hoopai.com/academy/funnels-websites/overview): Build landing pages, funnels, and websites with the drag-and-drop builder - [Creating a funnel](https://help.hoopai.com/academy/funnels-websites/creating-a-funnel): Build multi-step conversion funnels - [Creating a website](https://help.hoopai.com/academy/funnels-websites/creating-a-website): Build a full multi-page website - [Designing landing pages & websites](https://help.hoopai.com/academy/funnels-websites/designing-beautiful-landing-pages-websites): Design principles and builder techniques - [Using branded templates](https://help.hoopai.com/academy/funnels-websites/using-a-branded-templates-for-design): Create branded master pages and reusable templates - [Order forms](https://help.hoopai.com/academy/funnels-websites/order-forms): Add checkout experiences to funnel pages - [2-Way SMS chat widget](https://help.hoopai.com/academy/funnels-websites/2-way-sms-chat-widget): Add a live chat widget to funnel or website pages - [Media & social training](https://help.hoopai.com/academy/media-social-posting/overview): Manage media library and schedule social posts - [Media library](https://help.hoopai.com/academy/media-social-posting/media-library): Use the centralized media library - [Scheduling social media posts](https://help.hoopai.com/academy/media-social-posting/scheduling-social-media-posts): Schedule posts from the Social Planner - [Content & Image AI](https://help.hoopai.com/academy/media-social-posting/content-image-ai): Generate captions, copy, and images with AI - [Payments training](https://help.hoopai.com/academy/payments-purchases/overview): Create invoices, payment links, and product catalogs - [Products](https://help.hoopai.com/academy/payments-purchases/products): Build a product catalog - [Create an invoice](https://help.hoopai.com/academy/payments-purchases/create-an-invoice): Generate professional invoices - [Payment links](https://help.hoopai.com/academy/payments-purchases/payment-links): Generate shareable payment links - [SMS & phone training](https://help.hoopai.com/academy/sms-phone-numbers/overview): Phone numbers, SMS blasts, call settings, and automated follow-ups - [Buy a phone number](https://help.hoopai.com/academy/sms-phone-numbers/buy-a-phone-number): Purchase a business phone number - [A2P 10DLC registration](https://help.hoopai.com/academy/sms-phone-numbers/a2p-10dlc-registration): Brand and SMS campaign registration for compliance - [Send an SMS blast](https://help.hoopai.com/academy/sms-phone-numbers/send-an-sms-blast-to-your-contact-list): Send a bulk SMS message - [Call tracking & recording](https://help.hoopai.com/academy/sms-phone-numbers/call-tracking-recording): Track calls and enable call recording - [Auto follow-up for missed calls](https://help.hoopai.com/academy/sms-phone-numbers/auto-follow-up-for-missed-calls): Automatic text responses for missed calls - [Text 2 Pay invoicing](https://help.hoopai.com/academy/sms-phone-numbers/text-2-pay-invoicing): Send payment requests via text message - [Workflow training](https://help.hoopai.com/academy/workflow-automation/overview): Build automations with triggers, actions, recipes, and trigger links - [Understanding triggers](https://help.hoopai.com/academy/workflow-automation/understanding-workflow-triggers): Learn what workflow triggers are - [Configuring settings](https://help.hoopai.com/academy/workflow-automation/configuring-workflow-settings): Configure re-entry rules, time zones, and execution logs - [Customizing actions](https://help.hoopai.com/academy/workflow-automation/customizing-workflow-actions): Configure workflow action steps - [Pre-built recipes](https://help.hoopai.com/academy/workflow-automation/using-pre-built-workflow-recipes): Launch automation with pre-built templates - [Trigger links](https://help.hoopai.com/academy/workflow-automation/trigger-links-for-tracking-clicks): Track clicks and fire automated follow-ups - [Keyword SMS automation](https://help.hoopai.com/academy/workflow-automation/keyword-sms-marketing-automation): Build keyword-triggered workflows - [Quick start](https://help.hoopai.com/academy/quick-start/overview): Fast-track your results with essential lessons - [Conversation management](https://help.hoopai.com/academy/quick-start/conversation-management): Manage messages from all channels in a unified inbox - [Forms & pop-ups](https://help.hoopai.com/academy/quick-start/forms-pop-ups): Create and embed forms and pop-up overlays - [Google My Business chat](https://help.hoopai.com/academy/quick-start/google-my-business-chat): Connect GMB to receive chat messages - [Keyword SMS automation](https://help.hoopai.com/academy/quick-start/keyword-sms-marketing-automation): Keyword-triggered workflows for lead capture - [Manage listings with Yext](https://help.hoopai.com/academy/quick-start/manage-listings-with-yext): Sync business information across directories - [Mobile app](https://help.hoopai.com/academy/quick-start/mobile-app): Download the HoopAI mobile app - [Pipeline & opportunities](https://help.hoopai.com/academy/quick-start/pipeline-opportunities): Use pipelines to track leads and close deals - [Reviews & reputation](https://help.hoopai.com/academy/quick-start/reviews-reputation-management): Request and manage Google and Facebook reviews - [Email blast](https://help.hoopai.com/academy/quick-start/send-an-email-blast-to-your-contact-list): Send email to a large group of contacts - [SMS blast](https://help.hoopai.com/academy/quick-start/send-an-sms-blast-to-your-contact-list): Send text to a large group of contacts ## Dashboard - [Dashboard overview](https://help.hoopai.com/dashboard/overview): Custom widgets, date filters, permissions, themes, goal tracking, sharing, and exporting - [Dashboard elements](https://help.hoopai.com/dashboard/dashboard-elements): Add titles, text boxes, images, and embedded content to your dashboard - [Dashboard templates](https://help.hoopai.com/dashboard/dashboard-templates): Create, apply, and share dashboard templates - [Managing dashboards](https://help.hoopai.com/dashboard/managing-dashboards): Create, clone, pin, set as default, and organize multiple dashboards - [Custom widgets](https://help.hoopai.com/dashboard/custom-widgets): Add and customize data visualization widgets - [Appointment widget](https://help.hoopai.com/dashboard/appointment-widget): Track upcoming meetings and booking trends - [Conversation widget](https://help.hoopai.com/dashboard/conversation-widget): Monitor unread messages and conversation volume - [Email widget](https://help.hoopai.com/dashboard/email-widget): Monitor email open rates, click rates, and delivery metrics - [Funnel widget](https://help.hoopai.com/dashboard/funnel-widget): Visualize pipeline stage conversion rates - [Google Analytics widget](https://help.hoopai.com/dashboard/google-analytics-widget): Display website traffic and conversion data from GA - [Payments widget](https://help.hoopai.com/dashboard/payments-widget): Track revenue, transactions, and payment status - [Reputation widget](https://help.hoopai.com/dashboard/reputation-widget): Display review ratings and trends from Google and Facebook - [Revenue widget](https://help.hoopai.com/dashboard/revenue-widget): Track total revenue and transaction counts - [Sales efficiency widget](https://help.hoopai.com/dashboard/sales-efficiency-widget): Track pipeline velocity and conversion rates - [Visitor data widget](https://help.hoopai.com/dashboard/visitor-data-widget): Track website visitor analytics - [Dashboard theme](https://help.hoopai.com/dashboard/dashboard-theme): Apply a color theme to match your brand - [Dashboard permissions](https://help.hoopai.com/dashboard/dashboard-permissions): Control who can view, edit, and manage dashboards - [Sharing dashboards](https://help.hoopai.com/dashboard/dashboard-sharing): Grant access using permission-based sharing and shareable links - [Date range filters](https://help.hoopai.com/dashboard/date-range-filters): Control time periods displayed across widgets - [Quick filters](https://help.hoopai.com/dashboard/quick-filters): Apply personalized dashboard filters without affecting other users - [Goal tracking](https://help.hoopai.com/dashboard/goal-tracking): Set performance targets and track progress - [Exporting dashboards](https://help.hoopai.com/dashboard/exporting-dashboards): Export widget data as CSV files ## Contacts & CRM - [Contacts overview](https://help.hoopai.com/contacts/overview): Manage contacts with smart lists, bulk actions, tasks, tags, importing, and duplicate management - [Contact details](https://help.hoopai.com/contacts/contact-details): View and manage every aspect of a contact record - [Contact types](https://help.hoopai.com/contacts/contact-types): Assign and manage contact types such as lead, customer, and subscriber - [Contact activity](https://help.hoopai.com/contacts/contact-activity): View a complete timeline of every interaction for a contact - [Associations](https://help.hoopai.com/contacts/associations): Link contacts to other contacts, opportunities, companies, and custom objects - [Businesses](https://help.hoopai.com/contacts/businesses): Create and manage business (company) records - [Smart lists](https://help.hoopai.com/contacts/smart-lists): Create dynamic filtered contact lists that automatically update - [Contact filters](https://help.hoopai.com/contacts/filters): Use AND/OR logic and advanced filter groups to segment contacts - [Tags](https://help.hoopai.com/contacts/tags): Create, apply, and automate tags to organize contacts - [Notes](https://help.hoopai.com/contacts/notes): Create, edit, pin, and search notes on contact records - [Tasks](https://help.hoopai.com/contacts/tasks): Create, assign, and manage tasks linked to contacts - [Appointments](https://help.hoopai.com/contacts/appointments): Book and manage appointments from a contact record - [Followers](https://help.hoopai.com/contacts/followers): Add followers to contact records for notifications - [Custom fields](https://help.hoopai.com/contacts/custom-fields): Create custom fields to capture business-specific data - [Multiple email addresses](https://help.hoopai.com/contacts/multiple-email-addresses): Add and manage multiple email addresses per contact - [Multiple phone numbers](https://help.hoopai.com/contacts/multiple-phone-numbers): Add and manage multiple phone numbers per contact - [Contact scoring](https://help.hoopai.com/contacts/contact-scoring): Score contacts based on behaviors and attributes to prioritise leads - [Importing contacts](https://help.hoopai.com/contacts/importing-contacts): Import contacts from a CSV file - [CSV import format](https://help.hoopai.com/contacts/csv-import-format): CSV format requirements for importing contacts - [Exporting contacts](https://help.hoopai.com/contacts/exporting-contacts): Export filtered contact lists to CSV - [Bulk actions](https://help.hoopai.com/contacts/bulk-actions): Import, export, delete, tag, and message multiple contacts at once - [Duplicate management](https://help.hoopai.com/contacts/duplicate-management): Detect, review, and merge duplicate contact records - [Data quality & cleanup](https://help.hoopai.com/contacts/data-quality): Keep your CRM data clean with duplicate detection and cleanup workflows - [Restore deleted contacts](https://help.hoopai.com/contacts/restore-deleted-contacts): Recover accidentally deleted contacts - [Do not contact](https://help.hoopai.com/contacts/do-not-contact): Manage DND settings, opt-outs, and channel restrictions - [GDPR consent tracking](https://help.hoopai.com/contacts/gdpr-consent-tracking): Track consent and handle data subject requests for GDPR compliance ## Opportunities & Pipelines - [Opportunities overview](https://help.hoopai.com/opportunities/overview): Track deals through custom pipelines with stages, kanban board, and automation - [Opportunity details](https://help.hoopai.com/opportunities/opportunity-details): Everything inside an opportunity record - [Managing opportunities](https://help.hoopai.com/opportunities/managing-opportunities): Create, sort, filter, and track opportunities - [Opportunity value](https://help.hoopai.com/opportunities/opportunity-value): Assign monetary value to deals for forecasting - [Pipelines](https://help.hoopai.com/opportunities/pipelines): Create and manage sales pipelines - [Pipeline stages](https://help.hoopai.com/opportunities/pipeline-stages): Create and configure pipeline stages - [Kanban board](https://help.hoopai.com/opportunities/kanban-board): Visual kanban board to manage opportunities by stage - [List view](https://help.hoopai.com/opportunities/list-view): Sortable table view for opportunities - [Notes](https://help.hoopai.com/opportunities/notes): Add and manage notes on opportunity records - [Followers](https://help.hoopai.com/opportunities/followers): Add team members as followers on opportunities - [Custom fields](https://help.hoopai.com/opportunities/custom-fields): Create custom fields for opportunity records - [Lost reasons](https://help.hoopai.com/opportunities/lost-reasons): Configure standardized lost reasons - [Sales playbooks](https://help.hoopai.com/opportunities/playbooks): Guided scripts and call guides for sales reps - [Automation triggers](https://help.hoopai.com/opportunities/automation-triggers): Opportunity-based workflow triggers - [Bulk actions](https://help.hoopai.com/opportunities/bulk-actions): Import, export, and bulk edit opportunities - [Sales forecasting](https://help.hoopai.com/opportunities/forecasting): Predict revenue and track weighted pipeline values - [Opportunity reporting](https://help.hoopai.com/opportunities/opportunity-reporting): Track pipeline value, conversion rates, and deal velocity ## Calendars & Appointments - [Calendars overview](https://help.hoopai.com/calendars/overview): Appointment management, calendar types, booking pages, and integrations - [Calendar types](https://help.hoopai.com/calendars/calendar-types): Event, round robin, class, collective, personal, or service booking - [Creating calendars](https://help.hoopai.com/calendars/creating-calendars): Step-by-step guide to creating every calendar type - [Appointments](https://help.hoopai.com/calendars/appointments): Book, edit, cancel, and track appointments - [Appointment notes](https://help.hoopai.com/calendars/appointment-notes): Add and sync notes on appointments - [Appointment notifications](https://help.hoopai.com/calendars/appointment-notifications): Configure confirmations, reminders, and follow-ups - [Recurring appointments](https://help.hoopai.com/calendars/recurring-appointments): Set up repeating appointment series - [Cancellation and rescheduling](https://help.hoopai.com/calendars/cancellation-rescheduling): Set up cancellation and rescheduling policies - [No-shows](https://help.hoopai.com/calendars/no-shows): Track and follow up on missed appointments - [Availability hours](https://help.hoopai.com/calendars/availability-hours): Configure weekly hours, overrides, and holidays - [Round robin calendars](https://help.hoopai.com/calendars/round-robin): Distribute appointments across a team - [Group and class booking](https://help.hoopai.com/calendars/group-booking): Accept multiple attendees per time slot - [Service calendars](https://help.hoopai.com/calendars/service-calendar): Service-based booking with staff assignments - [Services](https://help.hoopai.com/calendars/services-v2): Create a full service catalog with staff, resources, and add-ons - [Calendar groups](https://help.hoopai.com/calendars/calendar-groups): Combine multiple calendars into a single booking page - [Calendar resources](https://help.hoopai.com/calendars/calendar-resources): Manage rooms, equipment, and physical resources - [Booking pages](https://help.hoopai.com/calendars/booking-pages): Share booking links and embed your calendar - [Scheduling links](https://help.hoopai.com/calendars/scheduling-links): Share booking links and embed calendar widgets - [One-time booking links](https://help.hoopai.com/calendars/one-time-links): Create single-use booking links - [Custom booking forms](https://help.hoopai.com/calendars/custom-forms): Attach intake forms to calendars - [Widget customization](https://help.hoopai.com/calendars/widget-customization): Customize booking widget appearance - [Rentals](https://help.hoopai.com/calendars/rentals): Use calendars for rental bookings and resource scheduling - [Payment calendars](https://help.hoopai.com/calendars/payment-calendars): Collect payments at time of booking - [Calendar integrations](https://help.hoopai.com/calendars/calendar-integrations): Connect Google Calendar, iCloud, Teams, and Zoom - [Google organic booking](https://help.hoopai.com/calendars/google-organic-booking): Book appointments from Google Business Profile - [Calendar settings](https://help.hoopai.com/calendars/calendar-settings): Configure availability, integrations, notifications, and compliance ## Conversations - [Conversations overview](https://help.hoopai.com/conversations/overview): Unified inbox for SMS, email, calls, live chat, WhatsApp, and social messages - [Sending messages](https://help.hoopai.com/conversations/sending-messages): Compose and send SMS, email, and scheduled messages - [Scheduled messages](https://help.hoopai.com/conversations/scheduled-messages): Schedule messages to send at a future date - [Message templates](https://help.hoopai.com/conversations/templates): Create reusable SMS, email, and WhatsApp templates - [Snippets](https://help.hoopai.com/conversations/snippets): Reusable text and email templates for fast replies - [Attachments](https://help.hoopai.com/conversations/attachments): Send files via SMS and email - [Email threads](https://help.hoopai.com/conversations/email-threads): Manage email conversations as threaded discussions - [Two-way SMS](https://help.hoopai.com/conversations/two-way-sms): Set up dedicated two-way SMS - [Group chat](https://help.hoopai.com/conversations/group-chat): Send SMS to multiple recipients in a single thread - [RCS messaging](https://help.hoopai.com/conversations/rcs-messaging): Rich media messaging with branding and read receipts - [SMS metrics](https://help.hoopai.com/conversations/sms-metrics): SMS delivery and performance metrics - [Live chat](https://help.hoopai.com/conversations/live-chat): Respond to website visitors in real time - [Call quality](https://help.hoopai.com/conversations/call-quality): Troubleshoot call quality and read status codes - [Call recordings](https://help.hoopai.com/conversations/call-recording): Enable, access, and transcribe call recordings - [Call scripts](https://help.hoopai.com/conversations/call-scripts): Create and assign call scripts for dialers - [Call dispositions](https://help.hoopai.com/conversations/call-dispositions): Tag calls with custom outcomes - [Inbound call routing](https://help.hoopai.com/conversations/inbound-call-routing): Ring groups, IVR, forwarding, and after-hours handling - [Local presence dialing](https://help.hoopai.com/conversations/local-presence-dialing): Outbound calls from local area codes - [Missed call text back](https://help.hoopai.com/conversations/missed-call-text-back): Automatic SMS reply for missed calls - [Voicemail](https://help.hoopai.com/conversations/voicemail): Access voicemails and use voicemail drops - [Ringless voicemail](https://help.hoopai.com/conversations/ringless-voicemail): Send voicemails without ringing the phone - [WhatsApp overview](https://help.hoopai.com/conversations/whatsapp-overview): WhatsApp Business API on HoopAI - [WhatsApp messaging](https://help.hoopai.com/conversations/whatsapp-messaging): Send messages, templates, and media through WhatsApp - [WhatsApp 24-hour window](https://help.hoopai.com/conversations/whatsapp-24hr-window): Understand the 24-hour messaging window rules - [WhatsApp templates](https://help.hoopai.com/conversations/whatsapp-templates-advanced): Template categories, Meta approval, and interactive buttons - [WhatsApp automation](https://help.hoopai.com/conversations/whatsapp-automation): Automate WhatsApp messaging with workflows - [WhatsApp coexistence](https://help.hoopai.com/conversations/whatsapp-coexistence): Use WhatsApp Business App alongside HoopAI - [WhatsApp pricing](https://help.hoopai.com/conversations/whatsapp-pricing): WhatsApp Business API pricing and conversation categories - [WhatsApp troubleshooting](https://help.hoopai.com/conversations/whatsapp-troubleshooting): Fix common WhatsApp issues - [Social messaging](https://help.hoopai.com/conversations/social-messaging): Handle Instagram, Facebook Messenger, and WhatsApp conversations - [Comment automation](https://help.hoopai.com/conversations/comment-automation): Auto-reply to Facebook and Instagram comments - [Activity cards](https://help.hoopai.com/conversations/activity-cards): Track appointments, invoices, and changes inline - [Contact details panel](https://help.hoopai.com/conversations/contact-details-panel): View and edit contact info from the conversation sidebar - [Engagement score](https://help.hoopai.com/conversations/contact-engagement-score): Score and filter conversations by engagement - [Conversation assignment](https://help.hoopai.com/conversations/conversation-assignment): Assign conversations to team members - [Conversation labels](https://help.hoopai.com/conversations/conversation-labels): Create and apply labels to categorize conversations - [Filters and bulk actions](https://help.hoopai.com/conversations/filters-and-bulk-actions): Apply filters, run bulk actions, and save views - [Unread management](https://help.hoopai.com/conversations/unread-management): Mark conversations read or unread - [Internal comments](https://help.hoopai.com/conversations/internal-comments): Add private team notes in conversations - [Manual actions](https://help.hoopai.com/conversations/manual-actions): Manage pending manual call and SMS task queues - [Bot status](https://help.hoopai.com/conversations/bot-status): Enable or disable AI bot for individual contacts - [Requesting payment](https://help.hoopai.com/conversations/requesting-payment): Send payment request links in conversations - [Trigger links](https://help.hoopai.com/conversations/trigger-links): Create trackable links that fire workflow actions - [Do not disturb](https://help.hoopai.com/conversations/do-not-disturb): Block outgoing messages per contact - [SMS compliance](https://help.hoopai.com/conversations/sms-compliance): TCPA, opt-in requirements, and SMS best practices - [SMS troubleshooting](https://help.hoopai.com/conversations/sms-troubleshooting): SMS delivery failures and error codes - [Conversations settings](https://help.hoopai.com/conversations/conversations-settings): SLA timers, channel targets, and workflow message rules ## Chat Widget - [Chat widget overview](https://help.hoopai.com/chat-widget/overview): Installation, customization, settings, and AI chat - [Installation](https://help.hoopai.com/chat-widget/installation): Add the chat widget to funnels, websites, and external platforms - [Customization](https://help.hoopai.com/chat-widget/customization): Adjust colors, position, greeting messages, and agent avatars - [Chat settings](https://help.hoopai.com/chat-widget/chat-settings): Configure operating hours, offline behavior, and routing - [AI chat](https://help.hoopai.com/chat-widget/ai-chat): Enable AI for the chat widget to automate responses 24/7 - [Platform install guides](https://help.hoopai.com/chat-widget/platform-guides): Install on Squarespace, Wix, Weebly, Shopify, and WordPress ## Marketing - [Marketing overview](https://help.hoopai.com/marketing/overview): Email marketing, social media scheduling, ad campaigns, affiliate management, and prospecting tools - [Email marketing](https://help.hoopai.com/marketing/email-marketing): Design and send email campaigns, manage templates, and track analytics - [Email campaigns](https://help.hoopai.com/marketing/email-campaigns): Create, send, schedule, A/B test, and track email campaigns - [Email builder](https://help.hoopai.com/marketing/email-builder): Build emails using the drag-and-drop editor - [Email templates](https://help.hoopai.com/marketing/email-templates): Build reusable email templates - [Email A/B testing](https://help.hoopai.com/marketing/email-ab-testing): Test subject lines and content variations - [Email personalization](https://help.hoopai.com/marketing/email-personalization): Use merge tags and conditional content - [Email automation](https://help.hoopai.com/marketing/email-automation): Build automated email sequences and drip campaigns - [RSS email campaigns](https://help.hoopai.com/marketing/email-rss): Auto-send newsletters from RSS feeds - [AI smart send time](https://help.hoopai.com/marketing/email-ai-scheduling): AI-powered send time optimization - [Email analytics](https://help.hoopai.com/marketing/email-analytics): Track open rates, click rates, bounces, and revenue - [Email list management](https://help.hoopai.com/marketing/email-list-management): Organize and segment your contact list - [Email suppression](https://help.hoopai.com/marketing/email-suppression): Manage unsubscribes, bounces, and DND settings - [Email compliance](https://help.hoopai.com/marketing/email-compliance): CAN-SPAM, GDPR, and CASL compliance - [Email deliverability](https://help.hoopai.com/marketing/email-deliverability): Avoid spam folders and maintain sender reputation - [Email deliverability guide](https://help.hoopai.com/marketing/email-deliverability-guide): SPF, DKIM, DMARC, domain warm-up, and list hygiene - [Email bounce management](https://help.hoopai.com/marketing/email-bounce-management): Handle hard and soft bounces - [DMARC authentication](https://help.hoopai.com/marketing/email-dmarc): Set up DMARC to prevent spoofing - [Email domain warm-up](https://help.hoopai.com/marketing/email-warmup): Warm up a new sending domain - [Google and Yahoo sender requirements](https://help.hoopai.com/marketing/email-sender-requirements): 2024+ email sender compliance - [Google Postmaster Tools](https://help.hoopai.com/marketing/google-postmaster): Monitor domain reputation and spam rate - [Email & SMTP setup](https://help.hoopai.com/marketing/email-smtp): Connect SMTP providers and configure DNS - [Dedicated email domain](https://help.hoopai.com/marketing/dedicated-email-domain): Set up a dedicated sending domain - [Mailgun setup](https://help.hoopai.com/marketing/mailgun-setup): Connect Mailgun for email delivery - [Mailgun DNS by registrar](https://help.hoopai.com/marketing/mailgun-registrar-guides): DNS setup for GoDaddy, Namecheap, Cloudflare, and more - [Social planner](https://help.hoopai.com/marketing/social-planner): Schedule and publish posts across all social platforms - [Social planner features](https://help.hoopai.com/marketing/social-planner-features): Bulk scheduling, hashtag groups, RSS auto-posting, and recurring posts - [Social calendar](https://help.hoopai.com/marketing/social-calendar): View and manage all social posts from a unified calendar - [Social post types](https://help.hoopai.com/marketing/social-post-types): Reels, Stories, Shorts, carousels, and standard posts - [Social content specs](https://help.hoopai.com/marketing/social-content-specs): Image sizes, video limits, and character counts - [Content categories and queues](https://help.hoopai.com/marketing/social-categories-queues): Organize posts into themed categories and automated queues - [AI caption writer](https://help.hoopai.com/marketing/social-ai-writer): Generate and refine social captions with AI - [Bulk scheduling via CSV](https://help.hoopai.com/marketing/social-csv-import): Import and schedule up to 90 posts at once - [Connecting social platforms](https://help.hoopai.com/marketing/social-planner-platforms): Connect Facebook, Instagram, LinkedIn, TikTok, Twitter/X, and more - [Social media](https://help.hoopai.com/marketing/social-media): Platform-specific guides for social accounts - [Comment management](https://help.hoopai.com/marketing/social-comment-management): View, reply to, and moderate social comments - [Post approval workflow](https://help.hoopai.com/marketing/social-approval-workflow): Route posts through team review before publishing - [Social analytics](https://help.hoopai.com/marketing/social-analytics): Track engagement, reach, impressions, and follower growth - [Social listening](https://help.hoopai.com/marketing/social-listening): Monitor brand mentions and track keywords - [TikTok integration](https://help.hoopai.com/marketing/social-tiktok): Connect TikTok, post videos, and track analytics - [Ad manager](https://help.hoopai.com/marketing/ad-manager): Launch and manage Facebook, Google, LinkedIn, and TikTok ads - [Facebook and Instagram ads](https://help.hoopai.com/marketing/facebook-ads): Create and manage Meta ad campaigns - [Meta Conversion API](https://help.hoopai.com/marketing/facebook-capi): Server-side conversion tracking - [Google Ads](https://help.hoopai.com/marketing/google-ads): Create and manage Google Search and Demand Gen campaigns - [LinkedIn Ads](https://help.hoopai.com/marketing/linkedin-ads): LinkedIn ad campaigns with professional targeting - [Ad audiences](https://help.hoopai.com/marketing/ad-audiences): Custom and lookalike audience management - [Ads reporting](https://help.hoopai.com/marketing/ads-reporting): Monitor ad performance across Meta and Google - [Affiliate manager](https://help.hoopai.com/marketing/affiliate-manager): Build and manage a full affiliate program - [Affiliate campaigns](https://help.hoopai.com/marketing/affiliate-campaigns): Create campaigns with commission structures - [Affiliate tracking](https://help.hoopai.com/marketing/affiliate-tracking): How referrals are tracked with links and coupons - [Affiliate payouts](https://help.hoopai.com/marketing/affiliate-payouts): Review and process commission payouts - [Affiliate portal](https://help.hoopai.com/marketing/affiliate-portal): Self-service dashboard for affiliates - [Affiliate automation](https://help.hoopai.com/marketing/affiliate-automation): Automate affiliate enrollment and notifications - [Reputation management](https://help.hoopai.com/marketing/reputation-management): Manage reviews, requests, and listings - [Brand boards](https://help.hoopai.com/marketing/brand-boards): Store logos, colors, fonts, and brand voices - [Countdown timers](https://help.hoopai.com/marketing/countdown-timers): Create urgency timers for emails and funnels - [Trigger links](https://help.hoopai.com/marketing/trigger-links): Create links that fire workflows on click - [Prospecting tool](https://help.hoopai.com/marketing/prospecting-tool): Search for local businesses and generate audit reports ## Reputation & Reviews - [Reputation overview](https://help.hoopai.com/reputation/overview): Review requests, management, listings sync, GBP optimization, and competitor tracking - [Reputation tab](https://help.hoopai.com/reputation/reputation-tab-overview): Stats, invite trends, review trends, AI summaries, and competitor analysis - [Reviews](https://help.hoopai.com/reputation/reviews): View and manage Google and Facebook reviews - [Google review integration](https://help.hoopai.com/reputation/google-review-integration): Connect Google Business Profile to sync reviews - [Facebook review integration](https://help.hoopai.com/reputation/facebook-review-integration): Connect Facebook Page to sync recommendations - [Add reviews manually](https://help.hoopai.com/reputation/add-reviews-manually): Import offline reviews via CSV - [Negative review handling](https://help.hoopai.com/reputation/negative-review-handling): Strategies and workflows for negative reviews - [Reviews AI agent](https://help.hoopai.com/reputation/reviews-ai-agent): AI-powered automatic review responses - [Review requests](https://help.hoopai.com/reputation/requests): Send review requests via SMS, email, and WhatsApp - [Review automation](https://help.hoopai.com/reputation/review-automation): Automated review request workflows - [Review email templates](https://help.hoopai.com/reputation/review-email-templates): Customize email templates for review follow-ups - [Review QR codes](https://help.hoopai.com/reputation/review-qr-code): Generate QR codes linking to your review page - [Review website widget](https://help.hoopai.com/reputation/review-website-widget): Embed a review widget on your website - [Review widget customization](https://help.hoopai.com/reputation/review-widget-customization): Build branded review widgets - [Review showcase](https://help.hoopai.com/reputation/review-showcase): Use reviews in marketing materials - [Review response templates](https://help.hoopai.com/reputation/review-response-templates): Reusable response templates for reviews - [Video testimonials](https://help.hoopai.com/reputation/video-testimonials): Collect branded video reviews from customers - [Listings](https://help.hoopai.com/reputation/listings): Sync business info across online directories - [Listing sync](https://help.hoopai.com/reputation/listing-sync): How HoopAI syncs NAP data via Yext - [GBP optimization](https://help.hoopai.com/reputation/gbp-optimization): Update and optimize your Google Business Profile - [GBP posts](https://help.hoopai.com/reputation/gbp-posts): Schedule Google Business Profile posts - [Reputation settings](https://help.hoopai.com/reputation/reputation-settings): Configure AI responses, templates, and integrations - [Review reporting](https://help.hoopai.com/reputation/review-reporting): Track review performance and sentiment trends - [Competitor tracking](https://help.hoopai.com/reputation/competitor-tracking): Monitor competitor reviews and ratings ## Automation & Workflows - [Automation overview](https://help.hoopai.com/automation/overview): No-code workflow builder with 100+ triggers and actions - [Workflows](https://help.hoopai.com/automation/workflows): Create, organize, and publish workflow automations - [Workflow builder](https://help.hoopai.com/automation/workflow-builder): Drag-and-drop workflow builder interface - [Workflow AI builder](https://help.hoopai.com/automation/workflow-ai): Generate and edit workflows with AI - [Workflow triggers](https://help.hoopai.com/automation/workflow-triggers): Reference for all available triggers - [Triggers reference](https://help.hoopai.com/automation/triggers-reference): Complete trigger reference organized by category - [Workflow actions](https://help.hoopai.com/automation/workflow-actions): Reference for all available actions - [Actions reference](https://help.hoopai.com/automation/actions-reference): Complete action reference organized by category - [If/else conditions](https://help.hoopai.com/automation/if-else-conditions): Conditional branching in workflows - [Wait actions](https://help.hoopai.com/automation/wait-actions): Pause workflows for a duration or until an action completes - [Goal events](https://help.hoopai.com/automation/goal-events): Set milestone checkpoints that fast-track or exit contacts - [Advanced workflow builder](https://help.hoopai.com/automation/advanced-workflow-builder): Conditional logic, math operations, and the AI assistant - [Enrollment settings](https://help.hoopai.com/automation/enrollment-settings): Control how contacts enter workflows - [Workflow recipes](https://help.hoopai.com/automation/workflow-recipes): Step-by-step guides for common automation use cases - [Workflow templates](https://help.hoopai.com/automation/workflow-templates): Pre-built workflow templates - [Premium actions](https://help.hoopai.com/automation/premium-actions): Google Sheets, Slack, custom code, and AI actions - [Trigger links](https://help.hoopai.com/automation/trigger-links): Trackable links that fire workflow automations - [Drip sequences](https://help.hoopai.com/automation/drip-sequences): Time-based nurture campaigns - [SMS campaigns](https://help.hoopai.com/automation/sms-campaigns): Automated SMS campaign workflows - [Zapier integration](https://help.hoopai.com/automation/zapier-integration): Connect to thousands of apps via Zapier - [Make integration](https://help.hoopai.com/automation/make-integration): Connect to Make (formerly Integromat) - [Custom webhooks](https://help.hoopai.com/automation/custom-webhooks): Send data to external systems via HTTP - [Inbound webhooks](https://help.hoopai.com/automation/inbound-webhooks): Trigger workflows from external systems - [Workflow folders](https://help.hoopai.com/automation/workflow-folders): Organize workflows into folders - [Workflow history](https://help.hoopai.com/automation/workflow-history): Review execution logs and enrollment history - [Workflow statistics](https://help.hoopai.com/automation/workflow-statistics): SMS and email performance metrics per workflow - [Workflow troubleshooting](https://help.hoopai.com/automation/workflow-troubleshooting): Diagnose and fix common workflow issues ## AI Agents & AI Tools - [AI overview](https://help.hoopai.com/ai/getting-started/overview): All AI capabilities in HoopAI - [Quick start: your first AI agent](https://help.hoopai.com/ai/getting-started/quick-start): Build and deploy your first AI chatbot in under 10 minutes - [Choosing the right AI feature](https://help.hoopai.com/ai/getting-started/choosing-ai): Find the perfect AI feature for your needs - [AI launch checklist](https://help.hoopai.com/ai/getting-started/checklist): Pre-launch checklist for AI agents - [AI agents overview](https://help.hoopai.com/ai-agents/overview): Conversation AI, Voice AI, Content AI, Reviews AI, and Agent Studio - [Agent Studio](https://help.hoopai.com/ai-agents/agent-studio): Create, manage, test, and deploy AI agents from a unified hub - [Ask AI assistant](https://help.hoopai.com/ai-agents/ask-ai): Use Ask AI to build funnels, create workflows, and answer questions - [AI models](https://help.hoopai.com/ai/overview/models): Which AI models power HoopAI features - [AI pricing](https://help.hoopai.com/ai/overview/pricing): AI feature costs and usage tracking - [AI features matrix](https://help.hoopai.com/ai/overview/features-matrix): Complete overview of every AI feature - [AI glossary](https://help.hoopai.com/ai/overview/glossary): Definitions of AI terms used in HoopAI - [Conversation AI](https://help.hoopai.com/ai-agents/conversation-ai): AI agents that automate customer conversations - [Conversation AI overview](https://help.hoopai.com/ai/conversation-ai/overview): Build AI chatbots for SMS, email, web chat, and social - [Bot settings](https://help.hoopai.com/ai-agents/bot-settings): Configure conversation AI agents and assign channels - [Bot setup](https://help.hoopai.com/ai/conversation-ai/bot-setup): Create and configure your Conversation AI bot - [Flow-based builder](https://help.hoopai.com/ai-agents/flow-based-builder): Build structured decision-tree conversations - [Knowledge base](https://help.hoopai.com/ai-agents/knowledge-base): Train AI agents with knowledge sources - [Train your bot](https://help.hoopai.com/ai-agents/train-your-bot): Add knowledge sources and training data - [Conversation AI actions](https://help.hoopai.com/ai-agents/conversation-ai-actions): Actions like appointment booking and human handover - [Conversation AI dashboard](https://help.hoopai.com/ai-agents/conversation-ai-dashboard): Track AI agent performance metrics - [Multi-channel deployment](https://help.hoopai.com/ai/conversation-ai/multi-channel): Deploy bots across SMS, Instagram, WhatsApp, and web - [Multi-bot orchestration](https://help.hoopai.com/ai/conversation-ai/multi-bot): Use multiple bots for departments or languages - [Conversation AI troubleshooting](https://help.hoopai.com/ai/conversation-ai/troubleshooting): Fix bot silence, wrong answers, and escalation issues - [Voice AI](https://help.hoopai.com/ai-agents/voice-ai): AI voice agents for inbound and outbound calls - [Voice AI overview](https://help.hoopai.com/ai/voice-ai/overview): Build AI phone agents that answer calls and book appointments - [Creating Voice AI agents](https://help.hoopai.com/ai/voice-ai/creating-agents): Step-by-step guide to creating a Voice AI agent - [Voice AI phone setup](https://help.hoopai.com/ai/voice-ai/phone-setup): Phone number setup for Voice AI - [Inbound vs outbound calling](https://help.hoopai.com/ai/voice-ai/inbound-outbound): Differences between inbound and outbound Voice AI - [Outbound calling](https://help.hoopai.com/ai/voice-ai/outbound-calling): AI-powered outbound call campaigns - [Voice selection](https://help.hoopai.com/ai/voice-ai/voice-selection): Choose and customize AI voices - [Voice AI appointment booking](https://help.hoopai.com/ai/voice-ai/appointment-booking): Schedule appointments during phone calls - [Call escalation](https://help.hoopai.com/ai/voice-ai/call-escalation): Transfer calls to human team members - [Voice AI website widget](https://help.hoopai.com/ai/voice-ai/website-widget): Let visitors call Voice AI from their browser - [Testing Voice AI](https://help.hoopai.com/ai/voice-ai/testing-debugging): Test and debug Voice AI agents - [Voice AI troubleshooting](https://help.hoopai.com/ai/voice-ai/troubleshooting): Diagnose call quality and connectivity issues - [Content AI](https://help.hoopai.com/ai-agents/content-ai): Generate marketing copy, AI images, and track usage - [Content AI in email builder](https://help.hoopai.com/ai/content-ai/email-builder): Generate email subject lines and body copy - [Content AI in social planner](https://help.hoopai.com/ai/content-ai/social-planner): Create AI-powered social posts - [Content AI in page builder](https://help.hoopai.com/ai/content-ai/page-builder): Generate headlines and SEO content - [Content AI best practices](https://help.hoopai.com/ai/content-ai/best-practices): Get the most from Content AI - [Reviews AI](https://help.hoopai.com/ai-agents/reviews-ai): Automatic AI-powered review responses - [Workflow AI: GPT actions](https://help.hoopai.com/ai/workflow-ai/gpt-actions): Add AI actions to workflows - [AI Decision Maker](https://help.hoopai.com/ai/workflow-ai/ai-decision-maker): Natural language conditions in workflows - [Connecting bots to workflows](https://help.hoopai.com/ai/workflow-ai/connecting-bots): Trigger workflows from bot interactions - [Workflow AI examples](https://help.hoopai.com/ai/workflow-ai/examples): Ready-to-use AI workflow recipes - [Prompt engineering](https://help.hoopai.com/ai/prompt-engineering/overview): Writing effective prompts for AI agents - [Conversation AI prompts](https://help.hoopai.com/ai/prompt-engineering/conversation-ai-prompts): Crafting prompts for chatbots - [Voice AI prompts](https://help.hoopai.com/ai/prompt-engineering/voice-ai-prompts): Writing prompts for phone agents - [Advanced prompt techniques](https://help.hoopai.com/ai/prompt-engineering/advanced-techniques): Advanced strategies and patterns - [Prompt optimization](https://help.hoopai.com/ai/prompt-engineering/optimization): Test and optimize prompts - [Common prompt mistakes](https://help.hoopai.com/ai/prompt-engineering/common-mistakes): Top 10 mistakes and fixes - [Prompt library](https://help.hoopai.com/ai/prompt-library/overview): Ready-to-use prompt templates - [Customer support prompts](https://help.hoopai.com/ai/prompt-library/customer-support): Templates for support bots - [Sales qualification prompts](https://help.hoopai.com/ai/prompt-library/sales-qualification): Templates for lead qualification - [Appointment booking prompts](https://help.hoopai.com/ai/prompt-library/appointment-booking): Templates for scheduling - [E-commerce prompts](https://help.hoopai.com/ai/prompt-library/ecommerce): Templates for online store bots - [Real estate prompts](https://help.hoopai.com/ai/prompt-library/real-estate): Templates for real estate agents - [Healthcare prompts](https://help.hoopai.com/ai/prompt-library/healthcare): Templates for healthcare businesses - [Agency and SaaS prompts](https://help.hoopai.com/ai/prompt-library/agency-saas): Templates for agencies and SaaS - [Voice AI templates](https://help.hoopai.com/ai/prompt-library/voice-ai-templates): Phone-optimized prompt templates - [AI use cases](https://help.hoopai.com/ai/use-cases/overview): End-to-end AI implementation guides - [AI receptionist](https://help.hoopai.com/ai/use-cases/ai-receptionist): Build a Voice AI receptionist - [Appointment scheduler](https://help.hoopai.com/ai/use-cases/appointment-scheduler): Multi-channel AI scheduling agent - [Lead qualification bot](https://help.hoopai.com/ai/use-cases/lead-qualification-bot): AI bot that qualifies and scores leads - [After-hours support](https://help.hoopai.com/ai/use-cases/after-hours-support): AI bot for outside business hours - [Review automation](https://help.hoopai.com/ai/use-cases/review-automation): Automate review responses - [E-commerce support bot](https://help.hoopai.com/ai/use-cases/ecommerce-support): AI for orders, returns, and cart recovery - [Real estate AI assistant](https://help.hoopai.com/ai/use-cases/real-estate-agent): AI for property inquiries and showings - [Multi-location bot](https://help.hoopai.com/ai/use-cases/multi-location): AI agents across multiple locations - [AI safety](https://help.hoopai.com/ai/trust-safety/overview): Responsible AI principles and guidelines - [AI guardrails](https://help.hoopai.com/ai/trust-safety/guardrails): Configure safety guardrails for AI agents - [AI data privacy](https://help.hoopai.com/ai/trust-safety/data-privacy): Data processing, retention, and consent - [AI security](https://help.hoopai.com/ai/trust-safety/security): Access controls and prompt injection prevention - [AI compliance](https://help.hoopai.com/ai/trust-safety/compliance): GDPR, HIPAA, TCPA compliance guidance - [AI limitations](https://help.hoopai.com/ai/trust-safety/limitations): What AI can and cannot do - [AI performance optimization](https://help.hoopai.com/ai/advanced/performance): Faster response times and better accuracy - [AI cost optimization](https://help.hoopai.com/ai/advanced/cost-optimization): Reduce AI costs without sacrificing quality - [Multi-language AI](https://help.hoopai.com/ai/advanced/multi-language): Configure multi-language AI agents - [AI API reference](https://help.hoopai.com/ai/advanced/api-reference): Programmatic access to AI features - [AI migration](https://help.hoopai.com/ai/advanced/migration): Migrate from other AI platforms ## Site Hub - [Sites overview](https://help.hoopai.com/sites/overview): Build funnels, websites, and web experiences with the drag-and-drop builder - [Funnel / website builder](https://help.hoopai.com/sites/funnel-website-builder): Comprehensive guide to the page builder - [Funnels](https://help.hoopai.com/sites/funnels): Create and manage multi-step sales funnels - [Websites](https://help.hoopai.com/sites/websites): Build multi-page websites with custom domains - [Blogs](https://help.hoopai.com/sites/blogs): Create and publish SEO-optimized blog posts - [Forms](https://help.hoopai.com/sites/forms): Build and embed lead capture forms - [Form / survey builder](https://help.hoopai.com/sites/form-survey-builder): Shared builder features for forms and surveys - [Surveys](https://help.hoopai.com/sites/surveys): Create multi-slide surveys for feedback and qualification - [Quizzes](https://help.hoopai.com/sites/quizzes): Build interactive scored quizzes - [Stores](https://help.hoopai.com/sites/stores): Launch an e-commerce store - [Webinars](https://help.hoopai.com/sites/webinars): Create live and on-demand webinar funnels - [WordPress](https://help.hoopai.com/sites/wordpress): Host and integrate WordPress sites - [Client portal](https://help.hoopai.com/sites/client-portal): Branded self-service portal for clients - [Chat widget](https://help.hoopai.com/sites/chat-widget): Add a real-time chat widget - [QR codes](https://help.hoopai.com/sites/qr-codes): Generate, customize, and track QR codes - [Sites analytics](https://help.hoopai.com/sites/analytics-dashboard): Track page views, opt-in rates, and conversions ## Funnels - [Funnels overview](https://help.hoopai.com/funnels/overview): Steps, templates, domains, SEO, analytics, and A/B testing - [AI builder](https://help.hoopai.com/funnels/ai-builder): Use AI to generate complete funnels - [Funnel templates](https://help.hoopai.com/funnels/funnel-templates): Pre-built templates for fast launches - [Funnel steps](https://help.hoopai.com/funnels/funnel-steps): Add and configure individual funnel pages - [Funnel domains](https://help.hoopai.com/funnels/funnel-domains): Connect custom domains to funnels - [Global sections](https://help.hoopai.com/funnels/global-sections): Reusable page sections across funnels - [Order forms](https://help.hoopai.com/funnels/order-forms): Add checkout to funnel steps - [Upsells and downsells](https://help.hoopai.com/funnels/upsells-downsells): One-click upsell and downsell pages - [Hosted video](https://help.hoopai.com/funnels/hosted-video): Built-in video hosting with playback tracking - [Exit-intent popups](https://help.hoopai.com/funnels/exit-intent-popups): Popups triggered when visitors leave - [Cookie consent](https://help.hoopai.com/funnels/cookie-consent): GDPR and CCPA-compliant cookie banner - [Geo-fencing](https://help.hoopai.com/funnels/geo-fencing): Show content based on visitor location - [Custom code](https://help.hoopai.com/funnels/custom-code): Add HTML, CSS, and JavaScript - [Tracking pixels](https://help.hoopai.com/funnels/tracking-pixels): Add Facebook Pixel, Google Tag, and more - [Funnel sharing](https://help.hoopai.com/funnels/funnel-sharing): Share funnels with other HoopAI accounts - [Funnel redirects](https://help.hoopai.com/funnels/funnel-redirects): Set up URL redirects - [A/B testing](https://help.hoopai.com/funnels/ab-testing): Split test funnel pages - [SEO settings](https://help.hoopai.com/funnels/seo-settings): Meta titles, descriptions, and keywords - [Schema markup](https://help.hoopai.com/funnels/schema-markup): Add structured data for rich results - [Page speed](https://help.hoopai.com/funnels/page-speed): Optimize loading speed - [Funnel analytics](https://help.hoopai.com/funnels/funnel-analytics): Track views, opt-ins, and conversions ## Websites - [Websites overview](https://help.hoopai.com/websites/overview): Multi-page navigation, blog integration, and popups - [Multi-page navigation](https://help.hoopai.com/websites/multi-page-navigation): Build website navigation menus - [Blog integration](https://help.hoopai.com/websites/blog-integration): Add a blog to a HoopAI website - [Popups and widgets](https://help.hoopai.com/websites/popup-widgets): Popups, sticky bars, and exit-intent overlays ## Blogs - [Blogs overview](https://help.hoopai.com/blogs/overview): Creating posts, categories, authors, and analytics - [Creating blog posts](https://help.hoopai.com/blogs/creating-posts): Write and publish blog posts - [Blog templates](https://help.hoopai.com/blogs/blog-templates): Pre-built blog templates - [Blog categories and tags](https://help.hoopai.com/blogs/blog-categories-tags): Organize content with categories and tags - [Blog authors](https://help.hoopai.com/blogs/blog-authors): Add and manage author profiles - [Blog settings](https://help.hoopai.com/blogs/blog-settings): Configure domain, SEO, RSS, and authors - [Importing posts](https://help.hoopai.com/blogs/importing-posts): Import from WordPress or via URL - [Blog analytics](https://help.hoopai.com/blogs/blog-analytics): Track page views and popular posts ## Webinars - [Webinars overview](https://help.hoopai.com/webinars/overview): Creating webinars and configuring rooms - [Creating webinars](https://help.hoopai.com/webinars/creating-webinars): Set up live or on-demand webinar funnels - [Webinar rooms](https://help.hoopai.com/webinars/webinar-rooms): Configure the webinar room experience ## Forms & Surveys - [Forms overview](https://help.hoopai.com/forms/overview): Building forms, fields, settings, styling, conditional logic, and analytics - [Building forms](https://help.hoopai.com/forms/building-forms): Create a form with the drag-and-drop builder - [Form fields](https://help.hoopai.com/forms/form-fields): Reference for every field type - [Form settings](https://help.hoopai.com/forms/form-settings): Submission behavior and redirects - [Submission actions](https://help.hoopai.com/forms/form-submission-actions): Automate what happens after submission - [Form notifications](https://help.hoopai.com/forms/form-notifications): Email alerts for submissions - [Form styling](https://help.hoopai.com/forms/form-styling): Customize colors, fonts, and layout - [Conditional logic](https://help.hoopai.com/forms/conditional-logic): Show/hide fields based on answers - [Multi-step forms](https://help.hoopai.com/forms/multi-step-forms): Split forms into multiple pages - [Embedding forms](https://help.hoopai.com/forms/embedding-forms): Inline, popup, sticky, and slide-in layouts - [Payment forms](https://help.hoopai.com/forms/payment-forms): Accept payments through forms - [E-signature forms](https://help.hoopai.com/forms/e-signature-forms): Collect digital signatures - [File uploads](https://help.hoopai.com/forms/file-uploads): Collect documents through forms - [Math calculations](https://help.hoopai.com/forms/math-calculations): Calculated fields in forms - [Spam protection](https://help.hoopai.com/forms/spam-protection): CAPTCHA and validation - [Submissions](https://help.hoopai.com/forms/importing-submissions): Access, filter, and export form submissions - [Form analytics](https://help.hoopai.com/forms/form-analytics): Track views, submissions, and completion rates - [Surveys overview](https://help.hoopai.com/surveys/overview): Rating scales, NPS questions, and multi-slide logic - [Survey templates](https://help.hoopai.com/surveys/survey-templates): Pre-built survey templates - [NPS surveys](https://help.hoopai.com/surveys/nps-surveys): Net Promoter Score surveys - [CSAT surveys](https://help.hoopai.com/surveys/csat-surveys): Customer satisfaction surveys - [Survey analytics](https://help.hoopai.com/surveys/survey-analytics): Analyze responses and track trends - [Quizzes](https://help.hoopai.com/quizzes/overview): Scored quizzes for lead qualification ## E-commerce - [Online stores overview](https://help.hoopai.com/stores/overview): Product catalog, variants, shipping, checkout, and analytics - [Store setup](https://help.hoopai.com/stores/store-setup): Create your first store - [Product catalog](https://help.hoopai.com/stores/product-catalog): Add products and configure types - [Product pricing](https://help.hoopai.com/stores/product-pricing): One-time, recurring, and compare-at pricing - [Product variants](https://help.hoopai.com/stores/product-variants): Size, color, and option-based variants - [Product collections](https://help.hoopai.com/stores/product-collections): Group products into collections - [Digital products](https://help.hoopai.com/stores/digital-products): Downloadable products and delivery - [Inventory management](https://help.hoopai.com/stores/inventory-management): Track stock levels and SKUs - [Checkout settings](https://help.hoopai.com/stores/checkout-settings): Customize checkout experience - [Shipping zones](https://help.hoopai.com/stores/shipping-zones): Define geographic shipping zones - [Shipping rates](https://help.hoopai.com/stores/shipping-rates): Flat, free, and carrier-calculated rates - [Shipping integrations](https://help.hoopai.com/stores/shipping-integrations): Connect Shippo, ShipStation, and more - [Tax settings](https://help.hoopai.com/stores/tax-settings): Configure tax rates and calculation - [Order fulfillment](https://help.hoopai.com/stores/order-fulfillment): Fulfill orders and attach tracking - [Product reviews](https://help.hoopai.com/stores/product-reviews): Enable customer reviews - [Abandoned cart recovery](https://help.hoopai.com/stores/abandoned-cart): Recover lost sales with follow-up emails - [Wishlists](https://help.hoopai.com/stores/wishlists): Allow customers to save products - [Customer portal](https://help.hoopai.com/stores/customer-portal): Customer login for order history - [Social commerce](https://help.hoopai.com/stores/social-commerce): Sell on Facebook and Instagram Shops - [Dropshipping](https://help.hoopai.com/stores/dropshipping): Connect suppliers for dropshipping - [Printful integration](https://help.hoopai.com/stores/printful-integration): Print-on-demand fulfillment - [Shopify integration](https://help.hoopai.com/stores/shopify-integration): Sync contacts, orders, and products with Shopify - [Store analytics](https://help.hoopai.com/stores/store-analytics): Track revenue, orders, and conversions ## Content & Media - [Content overview](https://help.hoopai.com/content/overview): Blogs, stores, memberships, file hosting, and digital products - [Media storage overview](https://help.hoopai.com/media-storage/overview): File uploads, AI images, video hosting, and CDN delivery - [Uploading files](https://help.hoopai.com/media-storage/uploading-files): Upload images, videos, audio, and documents - [Managing files and folders](https://help.hoopai.com/media-storage/managing-files-and-folders): Upload, organize, and manage media files - [Supported media types](https://help.hoopai.com/media-storage/supported-media-types): File formats and size limits - [Storage limits](https://help.hoopai.com/media-storage/storage-limits): Per-file size limits and storage tracking - [Image editor](https://help.hoopai.com/media-storage/image-editing): Crop, resize, and annotate images - [AI images](https://help.hoopai.com/media-storage/creating-ai-images): Generate images with Content AI - [Video hosting](https://help.hoopai.com/media-storage/video-hosting): Upload and stream videos - [Font files](https://help.hoopai.com/media-storage/font-files): Upload custom fonts - [Backgrounds](https://help.hoopai.com/media-storage/backgrounds): Curated background image library - [Sharing files](https://help.hoopai.com/media-storage/sharing-files): Generate direct links to files - [CDN delivery](https://help.hoopai.com/media-storage/cdn-delivery): Global content delivery network - [Custom CDN domain](https://help.hoopai.com/media-storage/custom-domain-cdn): Serve media from your own domain - [Google Drive](https://help.hoopai.com/media-storage/google-drive): Connect Google Drive - [Unsplash](https://help.hoopai.com/media-storage/unsplash): Free stock photography - [Pixabay](https://help.hoopai.com/media-storage/pixabay): Free royalty-free stock images - [QR codes overview](https://help.hoopai.com/qr-codes/overview): Creating, customizing, analytics, and campaigns - [Creating QR codes](https://help.hoopai.com/qr-codes/creating-qr-codes): Create every type of QR code - [Dynamic QR codes](https://help.hoopai.com/qr-codes/dynamic-qr-codes): Update destinations without reprinting - [Customizing QR codes](https://help.hoopai.com/qr-codes/customizing-qr-codes): Colors, dot styles, logos, and frames - [QR code folders](https://help.hoopai.com/qr-codes/qr-code-folders): Organize QR codes by campaign or team - [QR code redirect options](https://help.hoopai.com/qr-codes/qr-code-redirect-options): Connect to payment links, WhatsApp, funnels, and forms - [Bulk actions](https://help.hoopai.com/qr-codes/bulk-actions): Export, delete, and move multiple QR codes - [Importing QR codes](https://help.hoopai.com/qr-codes/importing-qr-codes): Bulk create QR codes from CSV - [Exporting QR codes](https://help.hoopai.com/qr-codes/exporting-qr-codes): Download as PNG, SVG, or PDF - [Print-ready QR codes](https://help.hoopai.com/qr-codes/print-ready): Sizing and format guidelines for print - [QR code campaigns](https://help.hoopai.com/qr-codes/qr-code-campaigns): Connect QR codes to marketing campaigns - [QR codes in page builder](https://help.hoopai.com/qr-codes/qr-code-in-page-builder): Add QR codes to pages - [vCard QR codes](https://help.hoopai.com/qr-codes/vcard-qr-code): Save contact details with a scan - [Business card QR codes](https://help.hoopai.com/qr-codes/business-card-qr-code): Digital business card QR codes - [Wi-Fi QR codes](https://help.hoopai.com/qr-codes/wifi-qr-code): Connect to Wi-Fi with a scan - [SMS, call, and email QR codes](https://help.hoopai.com/qr-codes/sms-call-email-qr-codes): QR codes for communication - [Review QR codes](https://help.hoopai.com/qr-codes/review-qr-code): Direct customers to your review page - [QR code analytics](https://help.hoopai.com/qr-codes/qr-code-analytics): Track scans, devices, and locations ## Memberships & Courses - [Memberships overview](https://help.hoopai.com/memberships-and-communities/overview): Course builder, membership access, drip content, communities, and gamification - [Memberships](https://help.hoopai.com/memberships-and-communities/memberships): Create and manage membership products - [Membership access](https://help.hoopai.com/memberships-and-communities/membership-access): Control access with offers and automations - [Courses](https://help.hoopai.com/memberships-and-communities/courses): Deliver online courses with modules and quizzes - [Course builder](https://help.hoopai.com/memberships-and-communities/course-builder): Build courses with sections, lessons, and video - [Course pricing](https://help.hoopai.com/memberships-and-communities/course-pricing): Payments, subscriptions, and free trials - [Drip content](https://help.hoopai.com/memberships-and-communities/drip-content): Schedule when content becomes available - [Student progress](https://help.hoopai.com/memberships-and-communities/student-progress): Monitor completion and quiz results - [Student notifications](https://help.hoopai.com/memberships-and-communities/student-notifications): Welcome emails and unlock alerts - [Certificates](https://help.hoopai.com/memberships-and-communities/certificates): Issue completion certificates - [Course import](https://help.hoopai.com/memberships-and-communities/course-import): Migrate courses from Skool and Kajabi - [Importing courses](https://help.hoopai.com/memberships-and-communities/importing-courses): Import course content from other platforms - [Course analytics](https://help.hoopai.com/memberships-and-communities/course-analytics): Track enrollment, completion, and revenue - [Communities](https://help.hoopai.com/memberships-and-communities/communities): Build an interactive community space - [Community groups](https://help.hoopai.com/memberships-and-communities/community-groups): Organize members by topic or interest - [Community posts](https://help.hoopai.com/memberships-and-communities/community-posts): Create posts, react, and moderate discussions - [Community events](https://help.hoopai.com/memberships-and-communities/community-events): Create virtual and in-person events - [Community newsletters](https://help.hoopai.com/memberships-and-communities/community-newsletters): Send automatic newsletter digests - [Go Live](https://help.hoopai.com/memberships-and-communities/go-live): Host live meetings and broadcasts - [Live events](https://help.hoopai.com/memberships-and-communities/live-events): Schedule Q&A sessions and workshops - [Gamification](https://help.hoopai.com/memberships-and-communities/gamification): Points, badges, and leaderboards - [GoKollab marketplace](https://help.hoopai.com/memberships-and-communities/gokollab-marketplace): List communities on the marketplace - [Mobile app access](https://help.hoopai.com/memberships-and-communities/mobile-app-access): Access courses and communities on mobile - [Branded membership app](https://help.hoopai.com/memberships-and-communities/mobile-app-pwa): Create a branded Progressive Web App - [Client portal overview](https://help.hoopai.com/client-portal/overview): Portal setup, features, and custom domains - [Portal setup](https://help.hoopai.com/client-portal/portal-setup): Enable and configure the client portal - [Portal features](https://help.hoopai.com/client-portal/portal-features): Invoices, documents, courses, and affiliates - [Custom portal domain](https://help.hoopai.com/client-portal/custom-domain): Connect your own domain to the portal ## Payments & Billing - [Payments overview](https://help.hoopai.com/payments/overview): Invoices, transactions, subscriptions, products, and integrations - [Invoices](https://help.hoopai.com/payments/invoices): Create, send, and manage invoices - [Estimates](https://help.hoopai.com/payments/estimates): Send professional estimates and quotes - [Recurring invoices](https://help.hoopai.com/payments/recurring-invoices): Auto-generated invoices on a schedule - [Invoice reminders](https://help.hoopai.com/payments/invoice-reminders): Automatic reminders for unpaid invoices - [Payment plans](https://help.hoopai.com/payments/payment-plans): Scheduled installment payments - [Documents and contracts](https://help.hoopai.com/payments/documents-contracts): Build and collect e-signatures on contracts - [E-signatures](https://help.hoopai.com/payments/e-signatures): How e-signatures work in HoopAI - [Orders](https://help.hoopai.com/payments/orders): View and manage e-commerce orders - [Subscriptions](https://help.hoopai.com/payments/subscriptions): Manage recurring subscriptions - [Transactions](https://help.hoopai.com/payments/transactions): View and filter all payment transactions - [Refunds](https://help.hoopai.com/payments/refunds): Issue full or partial refunds - [Payment links](https://help.hoopai.com/payments/payment-links): Create shareable payment links - [Text-to-Pay](https://help.hoopai.com/payments/text-to-pay): Send payment requests via text - [Apple Pay and Google Pay](https://help.hoopai.com/payments/apple-pay-google-pay): Accept one-tap payments - [ACH and bank transfers](https://help.hoopai.com/payments/ach-bank-transfers): ACH Direct Debit and SEPA - [Bank transfers](https://help.hoopai.com/payments/bank-transfers): ACH and SEPA bank transfer payments - [Manual payments](https://help.hoopai.com/payments/manual-payments): Record cash, check, and wire transfers - [Buy now, pay later](https://help.hoopai.com/payments/buy-now-pay-later): Klarna, AfterPay, and Affirm - [Point of sale](https://help.hoopai.com/payments/point-of-sale): In-person card payments with Tap to Pay - [Products](https://help.hoopai.com/payments/products): Create physical, digital, and subscription products - [Coupons](https://help.hoopai.com/payments/coupons): Percentage and fixed-amount discount codes - [Gift cards](https://help.hoopai.com/payments/gift-cards): Create and sell digital gift cards - [Taxes](https://help.hoopai.com/payments/taxes): Configure tax rates and international VAT/GST - [Payment integrations](https://help.hoopai.com/payments/payment-integrations): Connect Stripe, PayPal, Square, NMI, and more - [PayPal integration](https://help.hoopai.com/payments/paypal-integration): Connect PayPal for payments - [NMI integration](https://help.hoopai.com/payments/nmi-integration): Connect NMI as a payment processor - [Accounting integrations](https://help.hoopai.com/payments/accounting-integrations): Sync with Xero and QuickBooks - [Default gateways](https://help.hoopai.com/payments/default-gateways): Set gateways per checkout channel - [Checkout themes](https://help.hoopai.com/payments/checkout-themes): Customize checkout appearance - [Processing charges](https://help.hoopai.com/payments/processing-charges): Add surcharges and handling fees - [Payment settings](https://help.hoopai.com/payments/payment-settings): Configure taxes, receipts, and shipping - [Import and export](https://help.hoopai.com/payments/import-export): Import and export payment data ## Reporting & Analytics - [Reporting overview](https://help.hoopai.com/reporting/overview): Call reports, appointment analytics, agent performance, and custom reports - [Custom reports](https://help.hoopai.com/reporting/custom-reports): Build tailored reports with your own metrics - [Report scheduling](https://help.hoopai.com/reporting/report-scheduling): Schedule automatic report delivery - [Call reporting](https://help.hoopai.com/reporting/call-reporting): Analyze inbound and outbound call metrics - [Email reporting](https://help.hoopai.com/reporting/email-reporting): Track email open rates and deliverability - [SMS reporting](https://help.hoopai.com/reporting/sms-reporting): Monitor SMS delivery and opt-out rates - [Ads reporting](https://help.hoopai.com/reporting/ads-reporting): Monitor Google Ads and Facebook Ads performance - [Social media reporting](https://help.hoopai.com/reporting/social-media-reporting): Track post performance and engagement - [Facebook Pixel reporting](https://help.hoopai.com/reporting/facebook-pixel-reporting): Set up Facebook Pixel and Conversions API - [Reputation reporting](https://help.hoopai.com/reporting/reputation-reporting): Track review volume and sentiment trends - [Revenue reporting](https://help.hoopai.com/reporting/revenue-reporting): Track total revenue and MRR - [Appointment report](https://help.hoopai.com/reporting/appointment-report): Analyze bookings, outcomes, and calendar performance - [Agent reporting](https://help.hoopai.com/reporting/agent-reporting): Measure team member performance - [Attribution reporting](https://help.hoopai.com/reporting/attribution-reporting): First touch and last touch attribution - [Conversion reporting](https://help.hoopai.com/reporting/conversion-reporting): Track form submissions and call conversions - [Contact growth report](https://help.hoopai.com/reporting/contact-growth-report): Track new contacts over time - [Funnel reports](https://help.hoopai.com/reporting/funnel-reports): Lead-to-close conversion rates - [Workflow reporting](https://help.hoopai.com/reporting/workflow-reporting): Automation performance stats - [Google Analytics integration](https://help.hoopai.com/reporting/google-analytics-integration): Connect GA4 to track website activity - [Audit reports](https://help.hoopai.com/reporting/audit-reports): Generate local marketing audits - [Marketing audit reports](https://help.hoopai.com/reporting/marketing-audit-reports): SEO, listings, reputation, and social audits ## Settings & Administration - [Settings overview](https://help.hoopai.com/settings/overview): Business profile, team, email, phone, integrations, fields, and billing - [My profile](https://help.hoopai.com/settings/my-profile): Personal account details and preferences - [My staff](https://help.hoopai.com/settings/my-staff): Manage team members and roles - [Business profile](https://help.hoopai.com/settings/business-profile): Company name, address, logo, and timezone - [Teams & permissions](https://help.hoopai.com/settings/teams-permissions): Create teams and configure access control - [Notifications](https://help.hoopai.com/settings/notifications): In-app, email, and SMS notification preferences - [Security checklist](https://help.hoopai.com/settings/security-checklist): Step-by-step guide to securing your account - [SSO and SAML](https://help.hoopai.com/settings/sso-saml): Set up single sign-on - [Audit logs](https://help.hoopai.com/settings/audit-logs): View account-level change history - [Phone system](https://help.hoopai.com/settings/phone-system): Purchase numbers, configure calling and SMS - [Phone system setup](https://help.hoopai.com/settings/phone-system-explained): Call routing, pricing, and voicemail - [Phone system pricing](https://help.hoopai.com/settings/phone-system-pricing): Call rates, SMS costs, and billing - [Phone number management](https://help.hoopai.com/settings/phone-number-management): Buy, port, and configure phone numbers - [Phone number porting](https://help.hoopai.com/settings/phone-number-porting): Port existing phone numbers - [Caller ID verification](https://help.hoopai.com/settings/caller-id-verification): CNAM and SHAKEN/STIR authentication - [VoIP deskphones](https://help.hoopai.com/settings/voip-deskphones): Connect physical desk phones via SIP - [A2P 10DLC](https://help.hoopai.com/settings/a2p-10dlc): Brand and campaign registration for SMS - [Trust center](https://help.hoopai.com/settings/trust-center): A2P 10DLC registration and SMS compliance - [Email services](https://help.hoopai.com/settings/email-services): Dedicated domains, SMTP, and DNS - [Email deliverability](https://help.hoopai.com/settings/email-deliverability): Sending domains, warm-up, and reputation - [Email signatures](https://help.hoopai.com/settings/email-signatures): Create and manage email signatures - [Custom fields](https://help.hoopai.com/settings/custom-fields): Create custom data fields - [Custom values](https://help.hoopai.com/settings/custom-values): Create reusable dynamic variables - [Objects](https://help.hoopai.com/settings/objects): Create custom objects beyond contacts - [Tags](https://help.hoopai.com/settings/tags): Create and manage tags - [Manage scoring](https://help.hoopai.com/settings/manage-scoring): Configure engagement scoring rules - [Domains and URL redirects](https://help.hoopai.com/settings/domains-url-redirects): Connect custom domains and configure redirects - [External tracking](https://help.hoopai.com/settings/external-tracking): Install tracking scripts on external websites - [Integrations](https://help.hoopai.com/settings/integrations): Connect Google, Facebook, Shopify, and more - [Facebook integration](https://help.hoopai.com/settings/facebook-integration): Connect Facebook pages and Lead Ads - [TikTok integration](https://help.hoopai.com/settings/tiktok-integration): Connect TikTok for ads and messaging - [QuickBooks integration](https://help.hoopai.com/settings/quickbooks-integration): Sync invoices and payments - [Xero integration](https://help.hoopai.com/settings/xero-integration): Sync financial data with Xero - [Private integrations](https://help.hoopai.com/settings/private-integrations): Create OAuth access tokens for API - [Webhooks](https://help.hoopai.com/settings/webhooks): Send real-time event data to external apps - [WhatsApp](https://help.hoopai.com/settings/whatsapp): Connect and configure WhatsApp Business - [Data export](https://help.hoopai.com/settings/data-export): Export contacts and account records - [Billing portal](https://help.hoopai.com/settings/billing-portal): Manage plan, payment methods, and invoices - [Billing taxes and refunds](https://help.hoopai.com/settings/billing-taxes-refunds): Payments, methods, and refund policy - [Payment issues](https://help.hoopai.com/settings/payment-issues): Fix failed payments and avoid suspension - [Usage and add-ons](https://help.hoopai.com/settings/usage-and-addons): Metered billing and overage charges - [Plan comparison](https://help.hoopai.com/settings/plan-comparison): Compare plan tiers side by side - [Platform limits](https://help.hoopai.com/settings/platform-limits): Contact, email, API, and storage limits - [Pricing add-ons](https://help.hoopai.com/settings/pricing-addons): Premium add-ons and optional features - [AI pricing](https://help.hoopai.com/settings/pricing-ai): Per-use rates for all AI features - [Conversation pricing](https://help.hoopai.com/settings/pricing-conversations): Per-use rates for SMS, calls, and email - [Onboarding pricing](https://help.hoopai.com/settings/pricing-onboarding): Onboarding packages and professional services - [Cancel or downgrade](https://help.hoopai.com/settings/cancel-or-downgrade): Cancel or downgrade your subscription - [Getting support](https://help.hoopai.com/settings/support): Live chat, email support, and community resources ## Mobile App - [Mobile app overview](https://help.hoopai.com/mobile-app/overview): iOS and Android app for conversations, contacts, calendars, payments, and more - [Getting started](https://help.hoopai.com/mobile-app/getting-started): Download, enable 2FA, and start using the mobile app - [iOS and Android](https://help.hoopai.com/mobile-app/ios-android): Download links, feature differences, and platform notes - [Dashboard](https://help.hoopai.com/mobile-app/dashboard): Mobile dashboard widgets and quick actions - [Conversations](https://help.hoopai.com/mobile-app/conversations): Manage SMS, email, and WhatsApp on mobile - [Contacts](https://help.hoopai.com/mobile-app/contacts): Browse and manage contacts on mobile - [Calendars and appointments](https://help.hoopai.com/mobile-app/calendars-and-appointments): Book and manage appointments on mobile - [Opportunities](https://help.hoopai.com/mobile-app/opportunities): Track and update your sales pipeline on mobile - [Phone and dialer](https://help.hoopai.com/mobile-app/phone-and-dialer): Make and receive calls on mobile - [Camera and scanner](https://help.hoopai.com/mobile-app/camera-scanner): Scan business cards to create contacts - [Payments and POS](https://help.hoopai.com/mobile-app/payments-and-pos): Accept Tap to Pay and manage invoices - [Social planner](https://help.hoopai.com/mobile-app/social-planner): Schedule social posts from mobile - [Reviews](https://help.hoopai.com/mobile-app/reviews): Manage reviews and reputation on mobile - [Reports](https://help.hoopai.com/mobile-app/reports-mobile): View reports and analytics on mobile - [Workflows](https://help.hoopai.com/mobile-app/workflows-mobile): Manage workflows from mobile - [Media and files](https://help.hoopai.com/mobile-app/media-and-files): Upload and manage media on mobile - [Push notifications](https://help.hoopai.com/mobile-app/notifications): Configure real-time alerts - [Offline mode](https://help.hoopai.com/mobile-app/offline-mode): What works offline and data sync - [iPad support](https://help.hoopai.com/mobile-app/ipad-support): iPad and tablet support - [App settings](https://help.hoopai.com/mobile-app/app-settings): Push notifications, biometric login, and permissions ## Developer & API - [Developer platform](https://help.hoopai.com/developer/introduction): Build integrations and automate workflows on HoopAI - [Quick start](https://help.hoopai.com/developer/quick-start): Make your first API call in under 5 minutes - [API keys](https://help.hoopai.com/developer/getting-started/api-keys): Generate a Private Integration key - [Location ID](https://help.hoopai.com/developer/getting-started/location-id): Find your Location ID for API requests - [First request](https://help.hoopai.com/developer/getting-started/first-request): Test your API key with a real call - [Authentication guide](https://help.hoopai.com/developer/guide/authentication): Authenticate with the HoopAI API - [Making requests](https://help.hoopai.com/developer/guide/making-requests): Structure API requests, handle pagination, and filter results - [Webhooks guide](https://help.hoopai.com/developer/guide/webhooks): Receive real-time event notifications - [SDKs and tools](https://help.hoopai.com/developer/guide/sdks-and-tools): Libraries and tools for HoopAI development - [Best practices](https://help.hoopai.com/developer/guide/best-practices): Build robust and secure integrations - [Marketplace apps](https://help.hoopai.com/developer/guide/marketplace-apps): Build and publish marketplace apps - [API reference](https://help.hoopai.com/api-reference/introduction): Complete REST API reference - [OAuth overview](https://help.hoopai.com/api-reference/oauth/overview): API authentication - [OAuth authorization](https://help.hoopai.com/api-reference/oauth/authorization): OAuth 2.0 authorization flow - [OAuth scopes](https://help.hoopai.com/api-reference/oauth/scopes): Complete list of permission scopes - [External authentication](https://help.hoopai.com/api-reference/oauth/external-authentication): External auth for integrations - [External billing](https://help.hoopai.com/api-reference/oauth/external-billing): Configure external billing for marketplace apps - [Webhook authentication](https://help.hoopai.com/api-reference/oauth/webhook-authentication): Verify webhook payloads - [User context](https://help.hoopai.com/api-reference/oauth/user-context): Access user context in marketplace apps - [OAuth FAQs](https://help.hoopai.com/api-reference/oauth/faqs): Common OAuth questions - [Country list](https://help.hoopai.com/api-reference/oauth/country-list): Supported country codes - [Objects and records](https://help.hoopai.com/api-reference/overview/objects): Custom objects and records - [Create a record](https://help.hoopai.com/api-reference/overview/objects-create-record): Create custom object records - [Update a record](https://help.hoopai.com/api-reference/overview/objects-update-record): Update custom object records - [Associations](https://help.hoopai.com/api-reference/overview/associations): How associations connect records - [Contacts search API](https://help.hoopai.com/api-reference/overview/contacts-search): Advanced contact search - [Opportunities search API](https://help.hoopai.com/api-reference/overview/opportunities-search): Advanced opportunity search - [MCP server overview](https://help.hoopai.com/developer/mcp/overview): Connect AI assistants to your HoopAI data - [MCP quickstart](https://help.hoopai.com/developer/mcp/quickstart): Connect your AI client in 3 steps - [MCP tool reference](https://help.hoopai.com/developer/mcp/platform-mcp-server): 36 MCP tools and required scopes - [MCP + n8n](https://help.hoopai.com/developer/mcp/hoopai-proxy): Connect MCP to n8n workflows - [Build an AI agent](https://help.hoopai.com/developer/mcp/subagents): Build a multi-agent system with LangGraph and MCP - [Connect AI tools to docs](https://help.hoopai.com/developer/mcp/ai-docs-access): Let ChatGPT, Perplexity, and Claude search HoopAI docs ## API Specifications - [HoopAI REST API](https://help.hoopai.com/api-reference/openapi.json)