AI
Hoop Assistant

Work smarter with AI that knows your business

An assistant built into your customer platform that understands your data and workflows. It helps you prep for meetings, generate content in your brand voice, summarize records, and take actions across tools so sales, marketing, and service stay productive without switching tabs.
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A CRM with an AI assistant pop-up, showing an email draft being written, a meeting prep checklist, and a sales pipeline summary.

Embedded assistance across your platform.

Access AI help wherever you work - desktop or mobile. Because it is connected to your CRM and content tools, it delivers relevant answers and suggestions in context, reducing manual effort and keeping teams aligned.

Do more in less time

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  • Instant meeting prep with highlights pulled from records and conversations.
  • Drafts emails, pages, and posts based on your brief and company guidelines.
  • Summarizes notes, tickets, and calls to speed follow-up and handoffs.
A dashboard showing a smart AI assistant within a CRM, generating content, summarizing records, and prepping for meetings.

Create in your brand voice

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Generate on-brand copy and adapt tone with quick edits like rewrite, shorten, expand, and clarify. Keep messaging consistent by anchoring content to approved assets and style guidance inside your workspace.

A customizable UI shows text editing tools with options for tone, length, and style, ensuring consistent brand messaging.

Use your CRM context everywhere

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Record awareness

Understands objects, properties, and associations so suggestions match each customer’s reality.

Guided actions

Recommends next steps like creating tasks, logging notes, or updating fields right where you work.

Seamless handoffs

Captures outcomes and hands context to humans when nuanced judgment is needed.

A CRM dashboard showing customer details, suggesting next steps like "create task" or "log note" directly in the workflow.

Control and safety

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  • Guardrails, approvals, and audit visibility for accountable AI use.
  • Admin controls for who can generate, publish, or take actions.
  • Clear indicators and editability so humans remain in control.
A dashboard showing admin controls for AI use, with audit logs, approval workflows, and clear indicators for human oversight.

Have a question for our sales team?

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

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Frequently asked questions

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Related features

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AI Assistants

Personal helpers that draft, analyze, and execute work using your CRM context.

AI Overviews

Use AI to surface important info, flag issues or missing data, and share insights about critical CRM data.
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Workflows

Automate tasks and customer communications with intelligent workflows that trigger based on customer behavior.
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Automation

Fix formatting and create rules to keep your data clean and consistent.
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Customer Agent

Support every stage of your customer journey with one AI agent that works across marketing, sales, and service.
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Marketing Agent

Save time creating social media content.
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Ready to take Hoop for a spin?

It's Easy

Customize your Hoop with intuitive onboarding, get tips for using it right alongside your tools, and let the Copilot automate work.

It's Fast

With powerful AI, tools, and automation built in, you’ll accomplish more in less time — without increasing headcount.

It's All in One

With all your software on one platform, you don’t have to stitch together multiple tools to get the job done.

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