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.
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)
The widget row always shows the following metrics, updated in real time:
| Widget | What it shows |
|---|
| Unread messages | Count of unread conversations across all inboxes |
| Today’s appointments | Number of appointments scheduled for the current day |
| Tasks due | Overdue and due-today tasks assigned to you |
| Opportunity pipeline value | Total value of open opportunities in your active pipeline |
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:
- Tap the Edit icon (pencil) in the top-right corner of the home screen.
- Drag and drop modules to change the pinned selection.
- 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.
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.
Universal search
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.
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.
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.
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.
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