> ## Documentation Index
> Fetch the complete documentation index at: https://help.hoopai.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Review requests

> Send review requests to contacts via SMS, email, and WhatsApp — manually or automatically — from the HoopAI Platform.

The Requests section provides a comprehensive overview of all review requests you have sent, whether completed or still pending. It also displays essential customer details, enabling you to closely track engagement with your review outreach.

## Requests overview

Access the Requests tab within the Reputation section of your account.

<Frame caption="The Requests tab showing all sent review requests and their statuses">
  <img src="https://mintcdn.com/hoopai-84ec0cdc/hD-ppANqjXRzmsAJ/images/reputation-reviews-add.png?fit=max&auto=format&n=hD-ppANqjXRzmsAJ&q=85&s=fe77f81ddc872607b493a528ddf6c40b" alt="Requests Overview" width="1161" height="432" data-path="images/reputation-reviews-add.png" />
</Frame>

### Send review request

Click this button to issue a review request to a contact. You will be prompted to enter the contact's name, provide their contact details, and select the preferred delivery channel.

***

## Review request list

The Review Request List displays all your requests and their related data.

| Column                    | Description                                               |
| ------------------------- | --------------------------------------------------------- |
| **Invite sent to**        | The name of the recipient targeted for the review request |
| **Email or phone number** | The contact method used (email or SMS)                    |
| **Sent by**               | The team member who sent the request                      |
| **Date sent**             | The exact date the request was issued                     |
| **Status**                | Current state: Queued, Sent, Delivered, or Failed         |
| **Retries**               | Number of follow-up requests sent to the same customer    |
| **Action**                | Option to pause or resume queued requests                 |

### Status definitions

* **Queued** — The request is waiting to be dispatched. This can happen if other requests are ahead in the queue or if a delay is configured.
* **Sent** — The system has successfully sent the review request.
* **Delivered** — For SMS, Twilio confirms delivery once the message is received. Email requests via Mailgun do not provide delivery confirmation.
* **Failed** — The request failed to deliver due to an invalid phone number or other issue.

***

## Sending manual review requests

<Steps>
  <Step title="Configure review requests">
    Navigate to **Reputation > Settings** and ensure that review requests are enabled for each desired channel. Click **Save** to apply your settings.
  </Step>

  <Step title="Open the Requests tab">
    Go to the Requests tab within the Reputation section.
  </Step>

  <Step title="Click Send Review Request">
    Click the **Send Review Request** button to initiate the process.
  </Step>

  <Step title="Fill in contact details">
    Enter the required information:

    * Contact name
    * Valid phone number
    * Valid email address
    * Preferred channel (SMS, Email, WhatsApp, or all three)
    * Template selection
  </Step>

  <Step title="Add optional attachments">
    You may include up to 5 visual attachments — such as before-and-after photos or service snapshots — in SMS or email requests.
  </Step>

  <Step title="Send">
    Click **Send Review Request**. The request will be added to the queue and sent based on your configured settings.
  </Step>
</Steps>

<Frame caption="Send review request — enter contact details and select delivery channel (SMS, email, or WhatsApp)">
  <img src="https://mintcdn.com/hoopai-84ec0cdc/hD-ppANqjXRzmsAJ/images/reputation-reviews-summary.png?fit=max&auto=format&n=hD-ppANqjXRzmsAJ&q=85&s=ccfda7c8242cddae9b3068f53e0b6075" alt="Send review request" width="1627" height="563" data-path="images/reputation-reviews-summary.png" />
</Frame>

***

## Sending via WhatsApp

WhatsApp review requests reach contacts on their preferred messaging app.

<Note>
  WhatsApp requests require a WhatsApp-enabled phone number and a Meta-approved message template. Template approval typically takes 1–2 minutes.
</Note>

<Steps>
  <Step title="Enable WhatsApp in Reputation Settings">
    Navigate to **Reputation > Settings** and enable the WhatsApp Review Requests feature. Customize your message template with dynamic placeholders and a call-to-action link, then submit for Meta approval.
  </Step>

  <Step title="Send the request">
    Go to the Requests tab, click **Send Review Request**, fill in the contact details, and select WhatsApp as the delivery channel.
  </Step>

  <Step title="Monitor status">
    Track each request's delivery status in the Requests tab.
  </Step>
</Steps>

<Tip>
  WhatsApp review requests can also be sent via Automation workflows or directly from the Contacts tab, once the WhatsApp option is enabled in Reputation Settings.
</Tip>

<Frame caption="WhatsApp review request — Meta-approved template with dynamic placeholders and review CTA link">
  <img src="https://mintcdn.com/hoopai-84ec0cdc/dif11QvMekN9AcKH/images/settings-whatsapp-template.png?fit=max&auto=format&n=dif11QvMekN9AcKH&q=85&s=a6678b394a536ceb6c56f23e18dd30fe" alt="WhatsApp review request" width="1586" height="662" data-path="images/settings-whatsapp-template.png" />
</Frame>

***

## Sending review requests via automation

Review requests can be triggered automatically through the Automation module — no manual action required after the workflow is configured.

<Steps>
  <Step title="Choose a trigger">
    Create or edit a workflow in **Automation > Workflows**. Common triggers for review requests include appointment status changes (Showed Up), invoice payments, or form submissions.
  </Step>

  <Step title="Add a review request action">
    Add a **Send Review Request** action to the workflow. Select the delivery channel (SMS, email, or WhatsApp) and confirm the template.
  </Step>

  <Step title="Set a delay (optional)">
    Add a **Wait** step before the review request to send it a few hours or days after the triggering event — giving the customer time to experience your service before being asked for feedback.
  </Step>

  <Step title="Activate the workflow">
    Enable the workflow. Review requests will now be sent automatically to contacts who meet the trigger criteria.
  </Step>
</Steps>

<Tip>
  Automating review requests after appointments or completed jobs is one of the most effective ways to grow your review volume consistently without manual effort.
</Tip>

***

## Channels available

<CardGroup cols={2}>
  <Card title="SMS" icon="comment-sms">
    Send a short text message with a review link directly to the contact's phone
  </Card>

  <Card title="Email" icon="envelope">
    Send a customizable email template with your review link
  </Card>

  <Card title="WhatsApp" icon="whatsapp">
    Reach contacts on WhatsApp with a Meta-approved review request message
  </Card>
</CardGroup>

***

## FAQs

<AccordionGroup>
  <Accordion title="Why does my request show 'Failed' status?">
    A Failed status typically means the phone number was invalid, the contact opted out, or a carrier-level block was applied. Verify the contact's phone number and ensure it is a valid mobile number before retrying.
  </Accordion>

  <Accordion title="What is the difference between 'Sent' and 'Delivered' status?">
    **Sent** means the platform dispatched the request successfully. **Delivered** means Twilio confirmed the SMS was received on the contact's device. Email requests via Mailgun do not provide delivery confirmation, so email requests remain at Sent.
  </Accordion>

  <Accordion title="Can I cancel a queued review request?">
    Yes. Click the **Pause** action next to any request with a Queued status. You can also resume it later by clicking **Resume**.
  </Accordion>

  <Accordion title="Can I send review requests via automation workflows?">
    Yes. Review requests can be triggered through Automation workflows, allowing you to send them automatically based on events like job completion, appointment status changes, or invoice payments.
  </Accordion>

  <Accordion title="How many attachments can I include in a review request?">
    You can attach up to 5 images per SMS or email review request. Use before-and-after photos or service snapshots to give context and increase the likelihood of a response.
  </Accordion>

  <Accordion title="Does WhatsApp require special setup?">
    Yes. You need a WhatsApp-enabled phone number and a Meta-approved message template. Enable WhatsApp Review Requests in **Reputation > Settings**, build your template, and submit it for Meta approval — which typically takes 1–2 minutes.
  </Accordion>
</AccordionGroup>
