What is Hoop's AI feature and who benefits from it?
Hoop's Artificial Intelligence feature is a complete solution built into the platform to enhance productivity, automate tasks, and quickly deliver actionable insights. It includes a complete set of AI capabilities, from assistants for daily work to agents for end-to-end autonomous execution.
This feature is designed for all customer-facing teams within an organization, helping them accelerate outcomes across the board. Key teams that benefit include:
- Marketing: Plan campaigns and generate personalized assets at scale.
- Sales: Summarize calls, draft outreach, and receive recommended next steps.
- Service: Instantly resolve common questions and surface helpful content for customers.
How does the Artificial Intelligence feature work to accelerate business outcomes?
The AI works by operating within the teams' existing workflows and utilizing unified data from your customer platform. This ensures all outputs are contextual and consistent. AI assistants handle daily tasks like generating and refining content (pages, posts, ads, emails), while AI agents run multi-step, autonomous workflows.
The integration into your CRM means the AI understands objects, timelines, and conversations. It uses this deep context to recommend high-quality actions, enrich customer records, and maintain data quality, enabling teams to act efficiently based on a full picture of the customer journey.
Which Hoop platform editions include Artificial Intelligence capabilities?
AI capabilities are available across various Hoop platform products. Specifically, the core, pro, and enterprise pricing plans include access to AI features.
While the feature is generally available, advanced AI features and deeper automation capabilities are typically found in the higher tiers. For example, autonomous agents might be limited to Pro or Enterprise plans, while basic assistants are available starting in the Core plan. You should check the specific product pages for the most detailed information on feature availability and usage limits within each edition.
How does Hoop's Artificial Intelligence manage and utilize our customer data?
Hoop's AI is built directly into your CRM, allowing it to reference customer and content context from your data to generate relevant and accurate outputs. This ensures high contextuality and consistency for all AI actions, whether it's drafting content or summarizing a customer interaction.
Data usage respects all defined permissions and admin controls you have set up within the Hoop platform. This includes referencing historical data for predictive analytics and personalization, and using conversation timelines to enrich records. User-defined guardrails and handoffs are implemented, especially with autonomous agents, to maintain security and privacy standards while leveraging your data effectively.
Can we control the tone, branding, and approval process for AI-generated content?
Yes, you maintain full control over the AI's output to ensure brand compliance and quality standards are met before publishing. Hoop allows you to set brand guidance that the AI follows when generating content, such as tone of voice and key messaging.
You can also define and implement review steps and publishing permissions for all AI-generated assets, posts, and emails. This means human oversight is maintained throughout the process. Key control areas include:
- Defining brand guidelines for content generation.
- Setting up mandatory approval workflows for publishing.
- Utilizing human-defined guardrails for autonomous agents.
What is the typical setup process for integrating AI into our teams' daily workflows?
Since the AI is built directly into the Hoop platform, setup is straightforward and designed for quick time to value. The main AI capabilities are embedded within the tools your teams already use, minimizing the need for extensive separate deployment.
Initial setup involves activating the feature within your account settings, which is instant in most cases. You should then configure administrative controls, permissions, and brand guidance. Training materials and documentation are available within Hoop to help your teams quickly adopt AI assistants for tasks like:
- Learning how to prompt the AI for content creation.
- Implementing new multi-step workflows using AI agents.
- Utilizing summary and analysis tools for conversations.