How to Use Hoopoe

Visit /auth and click Sign Up. You can register with your email address and a password, or use Google OAuth for one-click access. Accept the Terms of Service to proceed.

If you received a workspace invitation via email, click the link in the email — it will take you to /invite/:token where you can accept and join the team directly.

After your first sign-in, you are redirected to /app/onboarding. This wizard walks you through:

• Workspace name & slug — your team's workspace (e.g. "Acme Marketing"). The slug auto-generates from the name.
• Industry — select the vertical your business operates in.
• Website URL — your brand's primary website.
• Brand name & tone — how the AI should write for you (professional, casual, playful, etc.).
• Primary objective — awareness, engagement, leads, or sales.
• Automation level — choose between Assisted (AI suggests, you approve), Campaign Autopilot (AI plans campaigns, you approve), or Controlled Full Autopilot (AI executes with guardrails).
• First campaign objective — what your first campaign should focus on.

Click Complete Setup and you are taken to /app, your Command Centre. The Activation Centre at the top shows a 6-step onboarding checklist with a progress bar. Complete each step to unlock the full platform.

Click New Brand and fill in: Brand Name,Voice Description (how the brand speaks), and Primary Color (used in Smart Links and templates).

Click into your brand to open the Brand Brain at/app/brands/:brandId. It has 9 knowledge tabs:

• Products & Services — what you sell, key features, pricing
• Audiences — target customer segments, pain points, motivations
• Voice & Style — tone, vocabulary, writing rules, words to avoid
• Claims — approved marketing claims the AI can reference
• FAQs — frequently asked questions with approved answers
• Competitors — competitive intelligence and positioning
• Objections — common sales objections and how to handle them
• Locations — geographic presence, offices, service areas
• Escalation Rules — when to escalate customer interactions to a human

When creating campaigns, posts, or generating AI content, always select the correct brand. The AI reads the Brand Brain to produce content that matches your voice, uses approved claims, and targets the right audience.

Click New Campaign and configure:

• Name — descriptive campaign name (e.g. "Summer Sale 2026")
• Objective — Awareness, Engagement, Leads, or Sales
• Status — Draft, Active, Paused, Completed
• Budget & Currency — optional spend tracking
• Date Range — start and end dates
• Brief — a text description of the campaign goals and strategy
• Channels — select which platforms this campaign targets
• Brand — attach a brand for AI context

From the campaign detail page, click Generate Content to open the AI Studio pre-filled with the campaign brief and brand context. The AI creates channel-specific variants ready for review.

Once content is published, the campaign page shows aggregate metrics: posts published, engagement totals, leads generated, and revenue attributed. Use the Analytics page for deeper breakdowns.

Choose a brand from the dropdown — the AI reads its Brand Brain for context. Then select the target channel (Facebook, Instagram, LinkedIn, TikTok, YouTube, or WhatsApp). Each channel has different character limits and formatting rules that the AI handles automatically.

Enter a content brief — describe what you want to communicate, the target audience, any key points, and the desired tone. The AI uses this plus the Brand Brain to generate content.

Click Generate to create multiple content variants. Review each one — you can edit, regenerate, or approve. The tone control slider lets you adjust how formal or casual the output is.

Content moves through statuses: Draft → Pending Review → Approved/Rejected → Published. Approvers see a dedicated view with approve/reject buttons and can leave comments. Compliance checking runs automatically.

Approved content can be scheduled on the Calendar or published immediately via the Publishing Hub. Every action is logged in the audit trail.

Use the month navigation arrows to move between months. Each day cell shows posts color-coded by channel: Facebook (blue), Instagram (pink), LinkedIn (sky), TikTok (dark), YouTube (red), WhatsApp (green).

Each post has a status dot: blue = scheduled,yellow = publishing, green = published,red = failed. Hover over any post to see its details.

Click any day cell to open the Composer pre-filled with that date. Write your content, select the channel, and set a publish time. The post appears on the calendar immediately.

Drag a post from one day to another to reschedule it. The system checks for conflicts (too many posts on the same channel at the same time) and warns you if needed.

Click Connect Account and choose a platform. You will be redirected to the platform's OAuth flow to authorize Hoopoe. Supported platforms: Facebook, Instagram, Threads, LinkedIn, TikTok, YouTube, Google Business, Pinterest, X (Twitter), WhatsApp, Email, SMS, and Webhooks.

The queue shows all posts waiting to be published, grouped by date and time. Each entry shows the content preview, target channel, scheduled time, and status. Failed posts show an error message with a Retry button.

After publishing, the status updates in real-time. Successful posts show a green checkmark. Failed posts show the error reason (expired token, rate limit, content violation) with actionable next steps.

Use the channel filter to show messages from specific platforms, or filter by status:Open (needs response), Priority (starred/urgent),Closed (resolved). Search by keyword or customer name.

Click a conversation to open the message thread. The right panel shows the customer's CRM profile if they exist in your database. Type your reply and click Send — it posts directly to the originating platform.

Star a conversation to mark it as priority. Assign conversations to specific team members. Use Snooze to temporarily hide a conversation and get reminded later.

Save frequently used responses as templates. The AI can also draft tone-aware replies based on the conversation context — click the AI Draft button to generate a suggested response.

The pipeline has 6 stages: Lead → Engaged → Qualified → Proposal → Won → Lost. Drag contacts between stages as they progress through your sales process.

Click Add Contact to create a new entry with name, email, phone, company, and notes. Contacts can be linked to companies. Contacts are automatically created when someone messages you through the Inbox.

Each contact can have associated deals with a value, expected close date, and stage. The pipeline view shows the total value at each stage so you can forecast revenue.

Click New Automation and define a trigger (e.g., "New comment on Instagram") and one or more actions (e.g., "Send AI-drafted reply" or "Add to CRM as Lead"). You can also use text-based automation generation — describe what you want in plain English and the AI builds the workflow.

For sensitive actions, add an Approval Gate — the automation pauses and notifies a team member to approve before continuing. This is essential for customer-facing responses.

Each automation shows its status (running/paused), run count, last run time, and error log. Use Play/Pause to control execution and Delete to remove automations you no longer need.

The default view shows high-level KPIs: total reach, engagement rate, leads generated, and revenue attributed. Charts show trends over your selected date range.

Switch to the Channel tab to see per-platform breakdowns: post count, engagement, follower growth, and best-performing content for each connected channel.

The Revenue tab shows attribution — which campaigns, channels, and content pieces generated leads and revenue. Use this to allocate budget to what works.

The AI analyzes your data and provides marketing ops recommendations: "Your Instagram engagement peaks at 2pm — shift your schedule", "LinkedIn generates 3x more leads than Facebook — consider increasing LinkedIn budget". Each recommendation is actionable.

Go to /app/ads and click Connect Ad Account. Authorize through the platform's OAuth flow. Once connected, your ad data syncs automatically.

The dashboard shows: Spend, Impressions,Clicks, Conversions, CPC(cost per click), and CTR (click-through rate). Charts show performance trends over time.

Use the sub-pages: /app/ads/audiences to build audience segments from CRM data, /app/ads/budgets to allocate spend,/app/ads/conversions to track attribution,/app/ads/creatives to manage ad assets, and/app/ads/rules to set automated rules (e.g., "Pause ad if CPC exceeds $5").

Click New Goal and define: Type (leads, demos, sales, reach, engagement, revenue), Target Value (e.g., "500 leads"),Budget, Date Range, and Channels.

Each goal shows a progress bar with current value vs. target. The system automatically pulls data from campaigns, analytics, and CRM to update goal progress in real-time.

The AI generates proposed plans to achieve your goals — recommended campaigns, content cadence, and budget allocation. Review and approve plans to put them into action.

Click New Report and configure: Report Type(performance summary, campaign breakdown, channel analysis), Format(PDF or CSV), Frequency (daily, weekly, monthly — via cron scheduling), and Recipients (email addresses).

Each report shows its schedule, last run time, and status. Use Downloadto grab the latest version, or Pause/Resume to control delivery.

Click New Link and enter the destination URL, title, and optional UTM parameters. Customize the appearance: background color, font, button style, and gradient.

Each link shows click count, click sources (device, location, referrer), and conversion data when connected to Goals. Use drag-and-drop to reorder links on the landing page.

Enter a hashtag to start tracking. The system monitors: Total Reach,Total Posts using the hashtag, and Average Engagementper post.

Line charts show hashtag performance over time. Identify trending hashtags in your niche and declining ones to avoid. Compare multiple hashtags side by side.

Click New Pool and select the content you want to recycle — your top-performing posts, evergreen content, or manually curated pieces. Set a schedule (e.g., "Mon/Wed/Fri at 9am").

Each pool shows: times recycled, average engagement per recycled post, and total reach. The system avoids posting the same content too frequently.

Click Add Competitor and enter their social media handles for Instagram, Threads, X, LinkedIn, YouTube, and TikTok.

The dashboard shows per-competitor: Follower Count,Follower Growth (7-day and 30-day), Engagement Rate,Average Likes/Comments, and Posting Frequency.

Enter the RSS feed URL and click Connect. The system validates the feed and starts monitoring for new items.

Toggle Auto-Publish to automatically post new feed items. Select the target channel and customize the post template — use variables like {title}, {url}, and {summary} to format the post.

Each feed shows its status (healthy/error), last fetch time, and item count. If a feed fails, the system retries automatically and alerts you if it remains unreachable.

Click Upload to add files. Enter alt text for accessibility and optionally associate the asset with a brand. Add rights/usage notes for licensed content.

When creating posts in the Composer or AI Studio, click the media picker to browse your library. Assets are available across all channels and campaigns.

Each connected platform shows: Status (connected/expired/error),Token Expiry, Last Sync, and Webhook Status. Connected accounts are shown with their profile name and avatar.

If a connection shows "Expired" or "Error", click Reconnect to re-authorize. To remove a connection, click Disconnect — this stops publishing and inbox monitoring for that platform.

Facebook, Instagram, Threads, LinkedIn, TikTok, YouTube, Google Business, Pinterest, X (Twitter), and WhatsApp. Each platform requires specific permissions that are explained during the OAuth flow.

Click Invite Member, enter their email address, and assign a role:

• Owner — full access, billing, delete workspace
• Admin — full access except billing and workspace deletion
• Manager — manage content, campaigns, and team assignments
• Creator — create and edit content, cannot publish
• Approver — review and approve/reject content
• Publisher — publish approved content, manage queue

Pending invitations can be copied as a link, resent, or revoked. Invitations expire after 7 days.

Click Generate Key and select scopes: campaigns:read/write,content:write, contacts:read,analytics:read, webhooks:manage. Copy the key immediately — it is only shown once.

Add a webhook endpoint URL and select which events to subscribe to: post published, post failed, new contact, automation triggered, etc. The system sends a POST request to your URL with the event payload.

The delivery log shows every webhook call with HTTP status code, response time, and payload. Failed deliveries are retried automatically up to 3 times.

The page shows your current plan tier, billing cycle (monthly or annual), next renewal date, and payment method.

Each plan has limits on: connected accounts, team members, posts per month, AI generations, campaigns, and storage. Usage is shown as a progress bar against your plan's limits.

Available plans: Starter ($29/mo), Business ($89/mo),Agency ($249/mo), Agency Plus, andEnterprise (custom). Click Upgrade to change plans. Annual billing saves ~20%.

The Upgrade Advisor analyzes your usage patterns and recommends the optimal plan. It shows cost-per-feature comparisons and identifies when you are close to hitting limits.