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The HoopAI mobile app provides full access to your media library and contact-level files — view, upload, and share assets without being at your desk. This section also covers the Conversation AI assistant on mobile and WhatsApp voice notes.

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Media library

The Media Library is a centralized hub for all your media files — images, videos, and documents used across the platform in emails, funnels, social posts, and more.

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Accessing the media library

From the navigation, tap the apps section, then select Media Library.
Mobile nav

HoopAI mobile app — navigation to Media Library

Media Library main

Media Library main view — browse all uploaded files

Media nav

Media Library navigation inside the app

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Uploading files

Tap the + or upload icon to add new files from:
  • Your device camera (capture a new photo or video)
  • Photo library or gallery
  • Files app (cloud storage, downloads)
Upload options

Upload options — camera, library, or files app

Media upload

Upload media from your device gallery

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Browsing and organizing files

What you can do in the media library:
Media files

Media files organized by folder

Camera capture

Camera capture for direct media upload

Browse

View all uploaded media organized by folder

Search

Quickly find a specific file by name

Share links

Copy a direct link to any file for use in messages or campaigns

Use in posts

Select media directly from the library when composing Social Planner posts

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Using media in social posts

When creating a social post in the Social Planner, tap the Media option to select images or videos directly from the Media Library without switching apps.

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Documents and files on contacts

Each contact record can have documents and files attached directly. Open, preview, and manage these from the mobile app without downloading to your device.

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Accessing contact documents

Open a contact’s profile and navigate to the Documents & Files section. Tap any document to open and preview it inline.
Contact files

Contact documents and files section

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Uploading files to a contact

From a contact’s Documents & Files section, tap the upload icon to add files from your device storage, camera, or cloud storage.
Upload to contact

Upload a file to a contact record

View contact file

View files attached to a contact

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Documents and contracts

For formal documents and contracts requiring signatures, navigate to the Documents section from within a contact profile or from the app’s main navigation.
Documents main

Documents section — all documents and contracts

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Creating a document from a template

1

Open documents and tap Add New

Navigate to the Documents section and tap Add New.
2

Select a template

Search for and select a saved template.
Document template

Select a document template

3

Name and review

Enter a name for the document and review the contents.
Document review

Review the document before sending

4

Send to the contact

Send via email to the contact for review or signature.
Send document

Send the document to the contact

Document templates must be created on the desktop platform before they are available in the mobile app.

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Collecting in-person signatures

In-person signature

Collect an in-person digital signature — customer signs directly on the device screen

  1. Open the document or contract from a contact record
  2. Present your device to the signer
  3. The signer draws their signature directly on the screen
  4. The signed document is automatically saved and timestamped to the contact record
See Payments and POS on mobile for more on document signing in the context of estimates and invoices.

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Conversation AI on mobile

The Conversation AI assistant can be enabled, paused, or monitored for individual contacts directly from the mobile app — giving you control without disabling AI globally.
Conversation AI main

Conversation AI — toggle and status in a contact conversation

AI settings

Conversation AI settings per conversation

AI status

AI status indicator — on, paused, or off

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Managing Conversation AI for a contact

1

Open the contact's conversation

Navigate to the Conversations tab and open a conversation with a contact.
2

Tap the AI icon

Tap the AI icon or the bot status indicator in the conversation toolbar.
AI toggle

AI toggle button in the conversation toolbar

3

Toggle AI on or off

Toggle the AI on or off for this specific conversation. This allows manual control when needed without affecting other contacts or the global AI setting.

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WhatsApp voice notes

In WhatsApp conversations, record and send voice notes directly from the mobile app.
WhatsApp voice conversation

WhatsApp conversation — voice note option in the toolbar

1

Open a WhatsApp conversation

Navigate to a WhatsApp conversation in the Conversations tab.
2

Start recording

Tap and hold the microphone icon to begin recording your voice note.
Recording voice note

Recording a voice note — hold to record

3

Send the voice note

Release to stop recording. Review the audio, then tap Send to deliver the voice note to the contact.
Send voice note

Send the recorded voice note

Last modified on March 4, 2026