Help center

How to use Cloopp

37 practical guides with numbered steps, real app screenshots, examples and fixes for common issues.

1. 

   Getting started · Guide 1

   Create your first workspace

   Start with your documents, choose a knowledge-library structure, and approve your first SOPs.

   4 steps · Example · Troubleshooting

2. 

   SOP library · Guide 2

   Find and follow an SOP

   Locate a procedure, check its prerequisites, and work through the instructions without skipping verification.

   4 steps · Example · Troubleshooting

3. 

   Documents & imports · Guide 3

   Bulk upload documents

   Scan files first, let AI structure them, and approve the finished SOP drafts into your library.

   4 steps · Example · Troubleshooting

4. 

   SOP library · Guide 4

   Organize departments and folders

   Create sensible departments and folders, then place SOPs where teammates expect to find them.

   4 steps · Example · Troubleshooting

5. 

   AI & widgets · Guide 5

   Ask AI to edit your portal

   Request a focused portal change, inspect every proposed edit, and apply or undo it deliberately.

   4 steps · Example · Troubleshooting

6. 

   Team & settings · Guide 6

   Invite your team

   Choose the right access level and invite people into selected private workspaces.

   4 steps · Example · Troubleshooting

7. 

   Plans & account · Guide 7

   Manage your plan and credits

   Compare account limits, understand AI usage, and change plans without deleting existing workspaces.

   4 steps · Example · Troubleshooting

8. 

   Websites · Guide 8

   Build a website

   Create an unpublished standalone site from a template or an AI brief, then inspect it in the editor.

   4 steps · Example · Troubleshooting

9. 

   Websites · Guide 9

   Edit and publish your website

   Customize pages and imagery, review AI changes, and test the live site and contact form.

   5 steps · Example · Troubleshooting

10. 

    Training · Guide 10

    Create training and company updates

    Prepare lessons, quizzes or announcements as drafts, then publish them for your workspace team.

    5 steps · Example · Troubleshooting

11. 

    Documents & imports · Guide 11

    Build a workspace from your files

    Let documents suggest departments and widgets, then approve structure and SOPs in two separate stages.

    4 steps · Example · Troubleshooting

12. 

    SOP library · Guide 12

    Review and approve new SOPs

    Check source fidelity, naming, placement and full instructions before approving imported knowledge.

    4 steps · Example · Troubleshooting

13. 

    SOP library · Guide 13

    Keep SOPs up to date

    Use verification status to review procedures that have not been checked for 90 days.

    4 steps · Example · Troubleshooting

14. 

    Team & settings · Guide 14

    Give clients access to selected workspaces

    Invite a client as a read-only member without exposing other clients’ workspace knowledge.

    4 steps · Example · Troubleshooting

15. 

    Getting started · Guide 15

    Take the guided tour

    Find the tour control, follow the arrow cards, and replay the introduction when you need it.

    4 steps · Example · Troubleshooting

16. 

    SOP library · Guide 16

    Write a new SOP with AI

    Give AI a concrete procedure brief, inspect its draft, and add it to the library deliberately.

    4 steps · Example · Troubleshooting

17. 

    SOP library · Guide 17

    Edit an existing SOP

    Correct titles, ownership, placement and detailed instructions with the manual SOP editor.

    4 steps · Example · Troubleshooting

18. 

    SOP library · Guide 18

    Search and ask questions

    Use free search for matching procedures and Ask AI for a contextual answer you can check against sources.

    4 steps · Example · Troubleshooting

19. 

    Documents & imports · Guide 19

    Import documents from Google Drive

    Connect your own Drive, select files or folders, and review the imported SOP drafts.

    4 steps · Example · Troubleshooting

20. 

    Documents & imports · Guide 20

    Scan a whole folder

    Check a local or synced folder for duplicates and unsuitable files before spending time organizing it.

    4 steps · Example · Troubleshooting

21. 

    Getting started · Guide 21

    Start a workspace from scratch

    Create an empty workspace and let a representative document batch suggest its organization.

    4 steps · Example · Troubleshooting

22. 

    Team & settings · Guide 22

    Change your portal layout

    Preview another portal structure while preserving the workspace content and chosen brand color.

    4 steps · Example · Troubleshooting

23. 

    Team & settings · Guide 23

    Brand your portal

    Set workspace identity, colors and fonts, and request focused photo changes without rebuilding the portal.

    4 steps · Example · Troubleshooting

24. 

    AI & widgets · Guide 24

    Add widgets and AI tools

    Place useful department tools next to SOPs, using free standard widgets or reviewed AI-generated tools.

    4 steps · Example · Troubleshooting

25. 

    AI & widgets · Guide 25

    Set up a dashboard

    Choose an editable dashboard starter and replace sample metrics before using it for business decisions.

    4 steps · Example · Troubleshooting

26. 

    AI & widgets · Guide 26

    Use the CRM template

    Start with the sales workspace, then adapt its pipeline, follow-ups and tools to your actual process.

    4 steps · Example · Troubleshooting

27. 

    Team & settings · Guide 27

    Create and switch workspaces

    Keep each company or client’s information separate while switching safely between saved workspaces.

    4 steps · Example · Troubleshooting

28. 

    Team & settings · Guide 28

    Save a custom-domain preference

    Choose a portal address and understand the separate activation step before promising a live custom domain.

    4 steps · Example · Troubleshooting

29. 

    Plans & account · Guide 29

    Buy credits as you go

    Top up AI usage without changing your subscription or workspace limits.

    4 steps · Example · Troubleshooting

30. 

    AI & widgets · Guide 30

    Use the AI assistant

    Ask focused questions or request reviewed changes while keeping approved knowledge as the source of truth.

    4 steps · Example · Troubleshooting

31. 

    Plans & account · Guide 31

    Sign in and reset your password

    Access your account with email and recover a forgotten password without creating a duplicate account.

    4 steps · Example · Troubleshooting

32. 

    SOP library · Guide 32

    Write an SOP without AI

    Create a blank procedure and fill in its detailed instructions using the free manual editor.

    4 steps · Example · Troubleshooting

33. 

    Training · Guide 33

    Take training and acknowledge updates

    Complete published lessons, pass quizzes, and confirm company announcements under your own account.

    4 steps · Example · Troubleshooting

34. 

    AI & widgets · Guide 34

    Build a calculator with AI

    Describe numeric inputs and expected outputs, test the formula preview, and add the tool only after checking it.

    4 steps · Example · Troubleshooting

35. 

    Getting started · Guide 35

    Choose and apply workspace templates

    Preview industry structures and apply one intentionally without confusing structure changes with visual layouts.

    4 steps · Example · Troubleshooting

36. 

    Getting started · Guide 36

    Design a workspace from an idea or reference

    Describe a custom portal or supply a design reference, then inspect the AI proposal before creation.

    4 steps · Example · Troubleshooting

37. 

    SOP Studio · Guide 37

    Build and export an SOP in SOP Studio

    Describe a process, choose an industry standard and depth, then edit, export and save a finished SOP.

    8 steps · Example · Troubleshooting