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The mobile dashboard is the first screen you see when you open the HoopAI app. It functions as a command center that gives you a real-time snapshot of your business — open conversations, upcoming appointments, pipeline value, and pending tasks — without needing to navigate into individual sections.

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Home screen layout

The dashboard home screen is organized into three areas:
  • Widget row — a fixed set of summary cards at the top of the screen
  • Pinned apps — up to four modules you pin for one-tap access
  • Quick actions — a floating bolt icon for the most common actions (new call, new SMS, scan business card, send invoice)
Mobile app home screen showing dashboard widgets and navigation

HoopAI mobile app home screen with widget row and pinned apps

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Dashboard widgets

The widget row always shows the following metrics, updated in real time: Tap any widget to jump directly to the corresponding section of the app. For example, tapping Unread messages opens your Conversations inbox with unread conversations pre-filtered.

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Pinned apps

Beneath the widget row you can pin up to four modules for one-tap access. By default, the pinned apps are Conversations, Contacts, Calendars, and Opportunities. To customize:
  1. Tap the Edit icon (pencil) in the top-right corner of the home screen.
  2. Drag and drop modules to change the pinned selection.
  3. Tap Save to apply your changes.
Pinned apps persist between sessions and are specific to your user account — different team members can maintain their own pinned layout.

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App drawer

Swipe up or tap All Apps to open the full app drawer. The drawer organizes every available module into four categories:
  • Insights and productivity — Dashboard, Reports, Tasks, Reviews
  • Communication — Conversations, Phone, Social planner
  • Sales and operations — Contacts, Opportunities, Calendars, Payments
  • Marketing and growth — Automations, Media library, Email campaigns
This categorized view makes it easier to navigate a large platform without memorizing icon positions.
App drawer showing all available modules organized by category

App drawer with categorized modules on the mobile app

Tap the search icon at the top of the dashboard to open Universal Search. You can search across Conversations, Contacts, and Opportunities simultaneously. The system remembers your last five searches for quick re-access.
Universal search is the fastest way to pull up a specific contact or conversation when you are in a hurry. Type the contact’s name, phone number, or email and tap the result to open their record directly.
Universal search showing contact and conversation results

Universal search results in the mobile app

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Ask AI assistant

The home screen includes an Ask AI button that opens a natural-language interface. You can type commands like:
  • “Draft a follow-up SMS for John Smith”
  • “Create a new contact for Jane Doe at Acme Corp”
  • “What appointments do I have tomorrow?”
The AI assistant drafts content or navigates the app on your behalf, reducing the number of taps required for common tasks.

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Dark mode

The dashboard fully supports dark mode. The app follows your device’s system dark mode setting automatically, or you can override it in App Settings > Appearance. Dark mode reduces eye strain in low-light conditions and conserves battery life on OLED screens.

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What is not on the mobile dashboard

Some desktop widgets — such as custom metric charts, attribution reports, and advanced custom dashboards — are not available on the mobile home screen. These require the desktop platform to configure, though you can view summary versions in the mobile reports section. The mobile dashboard is optimized for speed and the most frequently needed day-to-day data points.
Last modified on March 6, 2026