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Ship safely with lifecycle stages
Structure changes through Draft, Staging, and Production so teams can build, test, and release agents without risking live traffic.

Ship safely with lifecycle stages
Structure changes through Draft, Staging, and Production so teams can build, test, and release agents without risking live traffic.

Ship safely with lifecycle stages


Change with control
Version history and approvals create a safe path from idea to release.
Version history and approvals create a safe path from idea to release.
Draft, stage, and release
Work in Draft, promote to Staging, then move to Production when validated. Protect live experiences from unfinished changes.
Work in Draft, promote to Staging, then move to Production when validated. Protect live experiences from unfinished changes.

Track what changed
Compare versions, review diffs, and restore prior states when needed.
Compare versions, review diffs, and restore prior states when needed.

Collaborate safely
Role-based access and approvals keep edits controlled while teams move faster.
Role-based access and approvals keep edits controlled while teams move faster.

Test before you ship
Use the Test Tab with sample conversations and events to validate behavior before promoting.
Use the Test Tab with sample conversations and events to validate behavior before promoting.




Frequently asked questions
How many stages are supported?
Three: Draft, Staging, and Production.
Can I roll back?
Yes. You can restore prior versions or promote a known-good staging build.
Who can publish?
Admins or designated approvers can move agents to Production.
Related features

Scalable CMS

Scalable CMS

Scalable CMS
Build on a CMS that scales.
Design quickly with drag-and-drop tools, empower developers with flexible frameworks, and keep sites fast, secure, and governed.

Everything you need—without the bloat.
From themes and content modeling to staging, permissions, and monitoring, the CMS brings no-code speed and pro-code power together so teams move faster without sacrificing control.

Visual editing and themes
Assemble pages with reusable modules and section presets. Manage typography, colors, and spacing globally for brand consistency, and create multilingual content with linked translations.

Developer flexibility
- Local development with CLI and version control.
- Serverless functions for custom back-end logic.
- Content modeling and dynamic pages powered by data sources.

Security and performance

Governance at scale

Build on a CMS that scales.
Design quickly with drag-and-drop tools, empower developers with flexible frameworks, and keep sites fast, secure, and governed.

Everything you need—without the bloat.
From themes and content modeling to staging, permissions, and monitoring, the CMS brings no-code speed and pro-code power together so teams move faster without sacrificing control.

Visual editing and themes
Assemble pages with reusable modules and section presets. Manage typography, colors, and spacing globally for brand consistency, and create multilingual content with linked translations.

Developer flexibility
- Local development with CLI and version control.
- Serverless functions for custom back-end logic.
- Content modeling and dynamic pages powered by data sources.

Security and performance

Governance at scale


CMS tools

CMS tools

CMS tools
Everything you need to build your site.
Design pages, manage content, and keep performance high—all in a secure CMS that marketers can use independently and developers can extend deeply.

Powerful tools for content-led websites.
Blend visual editing with flexible themes, custom fields, and APIs so your team ships fast, stays on brand, and scales without plugins.

Visual editing power
Drag-and-drop editing
Edit layouts and modules directly on the page.
Reusable components
Share blocks, sections, and patterns across pages.
Media management
Optimize images, files, and alt text from a central library.

Developer flexibility
Build custom modules, templates, and integrations with a full toolkit so your site can match complex requirements without bolted-on plugins.

Performance and security

Governance and workflow

Everything you need to build your site.
Design pages, manage content, and keep performance high—all in a secure CMS that marketers can use independently and developers can extend deeply.

Powerful tools for content-led websites.
Blend visual editing with flexible themes, custom fields, and APIs so your team ships fast, stays on brand, and scales without plugins.

Visual editing power
Drag-and-drop editing
Edit layouts and modules directly on the page.
Reusable components
Share blocks, sections, and patterns across pages.
Media management
Optimize images, files, and alt text from a central library.

Developer flexibility
Build custom modules, templates, and integrations with a full toolkit so your site can match complex requirements without bolted-on plugins.

Performance and security

Governance and workflow


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


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


Document Tracking

Document Tracking

Document Tracking
Monitor when prospects open, view, and share your sales documents.
Build a unified library of trackable sales content, share it from Gmail or Outlook, and get real-time notifications when contacts engage so you can follow up at the right moment.

Close more deals with trackable documents
Stop guessing which content works. Use document tracking to see engagement, learn what moves deals forward, and enable reps to respond while interest is high.

Get notified when prospects open documents so you can follow up
- Know the moment a contact opens or shares a document.
- Send relevant, timely follow-ups based on actual engagement.
- Prioritize hot leads and optimize your sales content.

Create a shared library of sales content
- Centralize the latest decks, one-pagers, and proposals for the whole team.
- Ensure everyone shares the most up-to-date versions.
- Insert documents from a dropdown directly in your Gmail or Outlook compose window.

Identify documents that close deals

Share from Gmail, Google Workspace, Outlook, and Office 365 from your inbox

Monitor when prospects open, view, and share your sales documents.
Build a unified library of trackable sales content, share it from Gmail or Outlook, and get real-time notifications when contacts engage so you can follow up at the right moment.

Close more deals with trackable documents
Stop guessing which content works. Use document tracking to see engagement, learn what moves deals forward, and enable reps to respond while interest is high.

Get notified when prospects open documents so you can follow up
- Know the moment a contact opens or shares a document.
- Send relevant, timely follow-ups based on actual engagement.
- Prioritize hot leads and optimize your sales content.

Create a shared library of sales content
- Centralize the latest decks, one-pagers, and proposals for the whole team.
- Ensure everyone shares the most up-to-date versions.
- Insert documents from a dropdown directly in your Gmail or Outlook compose window.

Identify documents that close deals

Share from Gmail, Google Workspace, Outlook, and Office 365 from your inbox


Dashboards and Reporting

Dashboards and Reporting

Dashboards and Reporting
Give every team the same source of truth.
Publish governed datasets, lock critical dashboards, and scale analytics with reusable definitions that keep numbers consistent.

Analytics, standardized.
Ops teams curate the building blocks—so sales, marketing, and service build reports without reinventing metrics.

Curated datasets
- Pre-joined fields with business logic applied.
- Documentation for metric definitions.
- Versioning and approvals.

Dashboard governance
Lock and share
Prevent edits to executive boards while sharing widely.
Scheduled delivery
Send updates on a cadence to keep teams aligned.
Access control
Grant view or edit by team and role.

Operational efficiency

Quality at the core

Give every team the same source of truth.
Publish governed datasets, lock critical dashboards, and scale analytics with reusable definitions that keep numbers consistent.

Analytics, standardized.
Ops teams curate the building blocks—so sales, marketing, and service build reports without reinventing metrics.

Curated datasets
- Pre-joined fields with business logic applied.
- Documentation for metric definitions.
- Versioning and approvals.

Dashboard governance
Lock and share
Prevent edits to executive boards while sharing widely.
Scheduled delivery
Send updates on a cadence to keep teams aligned.
Access control
Grant view or edit by team and role.

Operational efficiency

Quality at the core

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.
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