Hook

Tailored next steps for accounts with signals identified by agents.

Plaibooks: AI-Powered Guidance Tailored to Accounts

Intelligent assistant for asking questions about customers and their data

Chat: AI Assistant for Customer Insights

Find out how to set up Hook Notetaker to automatically transcribe external customer calls

Hook Notetaker: Automatic Meeting Transcription for Customer Calls

Getting started with using Hook's public API

Hook Public API: Overview and Getting Started

Connect Hook to your organisations's AI tools

Hook MCP: Getting Started

Decide which option to go for when sharing data from Hook with your other systems (Data Sync, Hook API, Webhooks and Hook MCP)

Getting Hook Data Into Your Other Tools: Which Option to Use

Discover insights in your book of business using AI and improve the efficiency of your workflows

AI, Agents and Automations

Build automations in Hook in Automations settings.

Build Automations in Hook

Diagnose and resolve common issues with automations in Hook

Automations Troubleshooting

Learn how to create and manage automated signals in Hook, including examples of risk and upsell signals.

Automated Signals in Hook

Set up automated Slack notifications from Hook

Stay Ahead with Slack Notifications

Set up automations in Hook that push data to external tools via webhooks

Webhook Automations: Connect Hook to Any External System

Use automation logs to understand the impact of Hook automations and troubleshoot issues

Automation Logs

Automations

Connect your email account to Hook to send emails.

Connect Your Email to Hook

Use automations (Conductor) to send emails

Send Automated Emails

Standardise emails sent in Hook by using email templates

Create Email Templates

Answers to the most frequently asked questions on using email in Hook

Emails in Hook - FAQs

Emails

The latest account insights compiled in a single view.

Briefs: Instant Context for Every Customer Interaction

Custom Briefs let admins build AI-powered account summaries in Hook that pull from your own data. Use them for exec briefings, QBR prep, champion qualification (MEDDIC/SPICED), competitive intel, and onboarding…

Briefs: Best Practice for Custom Briefs

Custom Briefs in Hook let admins build AI-powered account summaries that pull from your own customer data - so every rep on your team walks into every conversation fully prepared,…

How to Create Custom Briefs in Hook

This article explains each tool available in Hook and what it does.

Understanding Hook Tools

Instant intelligence from all data sources

Briefs

Using AI to surface risk and expansion opportunities from customer conversations

Echo: Use AI to Identify Risk and Expansion Opportunities at Scale

How to request, install, and use Claude skills to extend what your Hook agents can do.

Installing and Using Claude Skills with Your Hook Agents

Customise Echo to your CS team's workflows and risk and upsell identification process

Configuring Echo: Customise Signals, Plaibook Actions, and Assignees

How to configure and trigger the Activator agent to guide new customers through onboarding milestones automatically.

Activator: Automated Onboarding - Customisation Guide

Introduction to Hook's AI agent that detects churn risk and expansion potential using information indexed by Google.

Radar: Surface Risk and Expansion Opportunities from Across the Web

How to customise the Radar agent to automatically detect churn risk and expansion opportunities automatically.

Radar: Signals from the Web - Customisation Guide

See how many actions your agents have created, and how effective they've been

Reporting on Agents and Actions

Find out more about Hook's AI agents and how to customise them for your organisation

AI Agents

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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