Operations
Data Agent

You ask The agent does the data work

Automate research and analysis for the questions your business cares about. The agent pulls from records, calls, emails, files, and approved sources to deliver insights where teams work.
A dashboard with an AI agent chatbot answering "How many sales calls last week?" and showing a report with sales data.

Automated insights from the data you already have.

Instead of prompting a generic model, the agent analyzes your company context at scale and writes back answers as properties, notes, and dataset columns you can use across Hoop.

Smarter building blocks

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Smart Properties

Create fields populated with AI-derived answers per record.

Smart Actions

Use workflow steps to research, categorize, and transform data.

Smart Columns

Add AI-generated columns in Data Studio to enrich datasets.

A dashboard showing a research query and an agent pulling insights from various data sources like CRM, calls, and files.

Activate insights in your workflows

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  • Branch automation using agent outputs.
  • Summarize calls and threads into next-step fields.
  • Fill ICP and segmentation attributes to personalize at scale.
A dashboard showing automated workflows branching based on agent outputs, with summarized calls and personalized attributes.

Governance and transparency

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Set access, approvals, and logs so teams see what the agent did and why. Keep humans in control while removing manual lift.

A dashboard showing agent activity logs, approval flows, and access controls for transparent governance.

Improve over time

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  • Feedback to refine prompts and outputs.
  • Exclusion rules for non-actionable events.
  • Quality dashboards for stakeholders.
A dashboard showing feedback loops, exclusion rules, and quality metrics improving over time.

Have a question for our sales team?

Give us a call and we'll walk you through it.

Frequently asked questions

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Related features

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Data Enrichment

Use AI to automatically enrich records with data from emails, calls, the web, and Hoop's dataset.

Business Insights

Gain key insights for your sales team with automatically populated company details from our database.
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