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Move agents between environments easily
Export and import agents to back up, share, and migrate configurations while preserving structure and governance.

Move agents between environments easily
Export and import agents to back up, share, and migrate configurations while preserving structure and governance.

Move agents between environments easily


Portability without the pain
Bundle logic and settings, then validate dependencies on import so agents run as expected.
Bundle logic and settings, then validate dependencies on import so agents run as expected.
Back up and share
Export an agent to move across environments or share with another workspace, complete with nodes, variables, and settings.
Export an agent to move across environments or share with another workspace, complete with nodes, variables, and settings.

Import with confidence
Validate dependencies and map connections during import so everything works the first time.
Validate dependencies and map connections during import so everything works the first time.

Collaborate
Exchange best-practice agents with partners or teams to accelerate delivery.
Exchange best-practice agents with partners or teams to accelerate delivery.

Keep a paper trail
Export history and checks provide auditability for governance.
Export history and checks provide auditability for governance.




Frequently asked questions
What’s included in an export?
Flow structure, node configuration, variables, and metadata. Connection credentials are excluded for security.
Can I import between accounts?
Yes, with proper permissions. You will map connections to destination systems during import.
Does export cover versions?
Snapshots capture the state you export so you can restore later.
Related features

AI Agents

AI Agents

AI Agents
Your AI agent growth team
Discover, customize, and deploy agents that handle repetitive work from planning through execution. Choose prebuilt agents or create your own, then manage them centrally with clear guardrails and analytics.

Extend your team without adding headcount.
Agents operate within your platform and CRM context, taking on tasks like prospecting, personalization, and support resolution. You choose where humans review and when agents act autonomously.

Meet the agents
Customer Agent
Resolves common inquiries with instant, accurate responses and escalates when needed.
Prospecting Agent
Researches accounts, detects signals, and drafts personalized outreach.
Closing Agent
Surfaces blockers, answers buyer questions from approved content, and accelerates deals.
Knowledge Base Agent
Identifies content gaps and drafts help articles from real tickets.
Personalization Agent
Builds tailored pages and CTAs for priority segments.
Data Agent
Answers custom business questions by analyzing CRM data and documents.

Set up and customize in Studio
- Discover agents in the marketplace and install what you need.
- Configure behavior, brand voice, and approval flows before deployment.
- Define data access and guardrails to match your processes.
- Iterate quickly as performance improves over time.

Operate with guardrails

Measure and improve

Your AI agent growth team
Discover, customize, and deploy agents that handle repetitive work from planning through execution. Choose prebuilt agents or create your own, then manage them centrally with clear guardrails and analytics.

Extend your team without adding headcount.
Agents operate within your platform and CRM context, taking on tasks like prospecting, personalization, and support resolution. You choose where humans review and when agents act autonomously.

Meet the agents
Customer Agent
Resolves common inquiries with instant, accurate responses and escalates when needed.
Prospecting Agent
Researches accounts, detects signals, and drafts personalized outreach.
Closing Agent
Surfaces blockers, answers buyer questions from approved content, and accelerates deals.
Knowledge Base Agent
Identifies content gaps and drafts help articles from real tickets.
Personalization Agent
Builds tailored pages and CTAs for priority segments.
Data Agent
Answers custom business questions by analyzing CRM data and documents.

Set up and customize in Studio
- Discover agents in the marketplace and install what you need.
- Configure behavior, brand voice, and approval flows before deployment.
- Define data access and guardrails to match your processes.
- Iterate quickly as performance improves over time.

Operate with guardrails

Measure and improve


Agent Studio Builder

Agent Studio Builder

Agent Studio Builder

Version Control

Version Control

Version Control

Automation

Automation

Automation
Set your marketing on autopilot
Build powerful workflows that use your CRM data to trigger emails, update records, score leads, and orchestrate cross-channel journeys. Scale personalization and save hours so teams focus on strategy, not busywork.

Automate campaigns and journeys with CRM context.
Design automation once and let it run reliably. Use behaviors, lifecycle changes, and deal activity to tailor every step without manual effort or spreadsheets.

Build workflows fast
- Drag-and-drop editor for actions, delays, branches, and goals.
- Triggers from form fills, page views, list joins, and property updates.
- Re-enrollment and suppression to prevent over-messaging.

Personalize and segment at scale
Target precisely with granular filters and dynamic lists. Insert tokens, conditional content, and smart send times so every email, ad, and message fits the moment.

Orchestrate complete journeys

Measure and improve

Set your marketing on autopilot
Build powerful workflows that use your CRM data to trigger emails, update records, score leads, and orchestrate cross-channel journeys. Scale personalization and save hours so teams focus on strategy, not busywork.

Automate campaigns and journeys with CRM context.
Design automation once and let it run reliably. Use behaviors, lifecycle changes, and deal activity to tailor every step without manual effort or spreadsheets.

Build workflows fast
- Drag-and-drop editor for actions, delays, branches, and goals.
- Triggers from form fills, page views, list joins, and property updates.
- Re-enrollment and suppression to prevent over-messaging.

Personalize and segment at scale
Target precisely with granular filters and dynamic lists. Insert tokens, conditional content, and smart send times so every email, ad, and message fits the moment.

Orchestrate complete journeys

Measure and improve


Workflows

Workflows

Workflows
Orchestrate your customer journey.
Build workflows that enroll records based on triggers, branch on conditions, and execute actions that keep teams aligned and customers engaged.

Automation that scales with you.
Start with templated flows, then add branches, delays, and if/then logic to model real processes—no code required.

Powerful enrollment
- Trigger on property changes, form submits, stage moves, or events.
- Re-enrollment controls to prevent loops.
- Lists and segments to target precisely.

Actions that get work done
CRM updates
Create tasks, set owners, and modify fields.
Messaging
Send emails, posts, or handoffs to other tools.
Data ops
Copy, format, and calculate properties reliably.

Branching and timing

Testing and governance

Orchestrate your customer journey.
Build workflows that enroll records based on triggers, branch on conditions, and execute actions that keep teams aligned and customers engaged.

Automation that scales with you.
Start with templated flows, then add branches, delays, and if/then logic to model real processes—no code required.

Powerful enrollment
- Trigger on property changes, form submits, stage moves, or events.
- Re-enrollment controls to prevent loops.
- Lists and segments to target precisely.

Actions that get work done
CRM updates
Create tasks, set owners, and modify fields.
Messaging
Send emails, posts, or handoffs to other tools.
Data ops
Copy, format, and calculate properties reliably.

Branching and timing

Testing and governance


UI Extensibility

UI Extensibility

UI Extensibility
Put your process inside the CRM.
Add components to record pages, sidebars, and boards so reps view, edit, and trigger external actions without leaving Hoop.

Custom UI where work happens.
Use extensibility points to surface app data, calculators, and workflows directly in context so teams move faster with fewer tabs.

Embed what matters
- Custom cards with fields and links.
- Context panels for guided workflows.
- Board actions for one-click updates.

Connect external systems
Serverless functions
Fetch or push data to third-party systems securely.
Action buttons
Trigger shipments, invoices, or checks from a record.
Validation
Enforce business rules before saving changes.

Admin-friendly

Built for developers

Put your process inside the CRM.
Add components to record pages, sidebars, and boards so reps view, edit, and trigger external actions without leaving Hoop.

Custom UI where work happens.
Use extensibility points to surface app data, calculators, and workflows directly in context so teams move faster with fewer tabs.

Embed what matters
- Custom cards with fields and links.
- Context panels for guided workflows.
- Board actions for one-click updates.

Connect external systems
Serverless functions
Fetch or push data to third-party systems securely.
Action buttons
Trigger shipments, invoices, or checks from a record.
Validation
Enforce business rules before saving changes.

Admin-friendly

Built for developers

Ready to take Hoop for a spin?
Customize your Hoop with intuitive onboarding, get tips for using it right alongside your tools, and let the Copilot automate work.
With powerful AI, tools, and automation built in, you’ll accomplish more in less time — without increasing headcount.
With all your software on one platform, you don’t have to stitch together multiple tools to get the job done.
Get started with
a 14-day free trial
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