Guides, templates, and resources to help you get the most out of Loop.
50 documents
Organize content into curated bundles that power AI agents, templates, and team knowledge bases. Covers creating, sharing, and assigning collections.
Collections Collections are curated bundles of content that give your AI agents context, power your templates with knowledge, and keep your team's resources organized in one place. ::interactive{component="collections"} Quick Start Navigate to Collections — Open the sidebar and click Collections. Create a Collection — Click New, give it a name and optional description. Add Content — Drag files, templates, or documents into the collection, or open a file's Share window, choose Promote, and use Add to. **Assign to an Agent
Updated 1 day ago
Personalize content with placeholders that fill from your organization, people, contacts, companies, deals and more. Covers the variable cascade and custom definitions.
Variables & Personalization Variables let you write content once and personalize it everywhere — from templates (@file:kb-templates) to agent prompts. Drop in a {{variable}} and Loop fills it with the right value for each user, organization, or context. ::interactive{component="variable-cascade"} Quick Start Open a template or prompt — Navigate to any template or agent prompt. Insert a variable — Type {{ to see available variables, or type the full variable name like {{user.name}}. Preview — Click the Preview button to see how variables resolve with you
Generate consistent documents from reusable blueprints with built-in variables. Covers creating, using, copying, and converting templates.
Templates Templates are reusable content blueprints with built-in variables (@file:kb-variables) that let you generate consistent, personalized documents in seconds. Write the structure once, fill in the details every time. ::interactive{component="template"} Quick Start Browse templates — Go to Templates in the sidebar to see available templates. Pick a template: click any template to preview it. Owners and admins can show or hide Loop's own templates with the Loop Catalog switch. Fill a template — Open it and click Fill & Copy in t
Upload, organize, and reference files across content types — Documents, Knowledge, Prompts, Skills, Messages, Resources, and Media. Covers formats and AI use.
Documents & Files Loop organizes all content into specialized content types — Documents, Knowledge, Prompts, Skills, Actions, Messages, Resources, Media, Templates, and more — each with its own section in the sidebar and purpose in your workflows. Documents specifically are files you upload, import, or create for general use: PDFs, reports, spreadsheets, presentations, and other business files. Quick Start Upload a file: click the round + in the header (hover shows New / Upload; on a phone it sits in the bottom bar), open the Upload tab, and drag files in or click
Label and categorize any entity with tags for organization, filtering, and AI context. Covers taxonomy, smart tags, hierarchy, and tag forking.
Tags & Taxonomy Tags are Loop's universal labeling system. Every entity — files, agents, templates, collections (@kb-collections) — can be tagged for organization, discovery, and AI-powered categorization. The taxonomy system adds hierarchy so your tags form a meaningful structure. Quick Start Browse tags — Go to Tags in the sidebar to see your taxonomy. Add tags to content — Open any file or agent, click Tags, and search for or create tags. Use tag categories — Tags are grouped by category (Channel, Goal, Market, Offering and more) for structured organizati
Chat with AI-powered specialists that have domain expertise, knowledge bases, and tools. Covers custom agents, specialists, routing, and model selection.
Agents Agents are Loop's AI-powered assistants. Each agent has a personality, knowledge base, and set of capabilities — from general-purpose helpers to specialized experts in sales, marketing, or customer success. Build custom agents for your unique workflows or use Loop's pre-built specialists. Quick Start Open chat — Click any agent in the sidebar to start a conversation. Try a specialist — Loop includes specialist agents for common tasks: writing, research, strategy, and more. Mention content — Type @ to reference documents, # for tags, or / for agent tools in yo
Manage your personal organization, shared organizations, and teamspaces. Covers org settings, member roles, switching organizations, and team structure.
Organizations & Teamspaces Loop lets you work privately in your personal organization, collaborate in shared organizations (@file:kb-org-admin), and segment work into teamspaces. Everything in Loop — files, agents, templates, tags — lives within an organization. ::interactive{component="teamspaces"} Quick Start Personal organization — When you sign up, Loop creates your personal organization automatically. It's free and private to you. Create an organization — Click your organization switcher (top-left) → + New Organization to create a shared one. **Invite me
Generate documents, emails, and creative content using org knowledge, brand voice, and templates. Covers generation modes, model selection, and quality controls.
AI Generation AI Generation is Loop's core content creation engine. Generate documents, emails, reports, and creative content using your organization's knowledge, brand voice, and templates — all powered by leading AI models. Quick Start Generate from a template — Open any template (Templates), click Fill & Copy in the document bar, answer its questions, then choose Fill & Copy (fills the blanks, no AI) or Generate (fills them and lets the AI write the rest). Generate in chat — Ask any agent (Agents) to write content. Use @document to reference source m
Save, reuse, and share AI instructions across agents and templates. Covers prompt design, variable insertion, prompt categories, and sharing.
Custom Prompts Custom Prompts let you save, reuse, and share your best AI instructions. Instead of rewriting the same prompt every time, save it once and use it across agents (@kb-agents), templates, and generation workflows. Quick Start Browse prompts — Go to Agents → Prompts in the sidebar (Prompts) to see saved prompts. Create a prompt — On the Prompts page, open the ▾ or ⋯ menu in the action bar, choose Create, write your instructions, and click Create. Use in chat — Reference a saved prompt by name when chatting with an agent (Agents
Find content with semantic search across your library and web grounding for real-time internet results. Covers search filters, RAG, and search grounding.
Search Loop's search does two jobs: semantic search across your content library, and web grounding for current information from the internet. Find what you need whether it lives in your documents or on the web. ::interactive{component="search"} Quick Start Search your content — Use the Search bar (top of page or Cmd/Ctrl+K) to find content, agents, apps, people, tags, and more. Semantic search — Search by meaning, not just keywords. "Customer retention strategies" finds documents about churn prevention even if they don't contain those exact words. 3
Analyze existing content to learn your writing style, voice, and brand personality. Covers voice analysis, style extraction, and brand discovery from URLs.
Brand Intelligence Brand Intelligence is how Loop learns to generate content that sounds like you and your organization. It works two ways: Voice Settings configure your tone and style through structured sliders and guardrails that cascade into every AI generation; Brand Discovery reads your company's website when you create an organization and fills in its logo, brand colors and description. Quick Start Open Voice Settings — Go to Settings → Style. You'll see 8 dimension sliders for your personal writing voice. Tune your voice — Ad
Automatically tag content using AI analysis of topic, industry, and use case. Covers auto-tagging triggers, tag suggestions, and confidence thresholds.
Smart Tags Smart Tags tags your content for you. Loop matches a document's words against the tags (@file:kb-tags) your organization already has and applies the best fits, so new content lands in the right place without you sorting it by hand. Quick Start Tag one document — Open a document, hover the chat bubble on a desktop, and choose AI Tagger under AI for this page. Tag on upload — In the upload window's file settings, turn on auto-tagging, and new uploads are tagged as they arrive. Check the result — The applied tags show on the document right away
How to create trackable short URLs with campaign tracking and click analytics in Loop
Smart Links Smart Links creates trackable short URLs for your Loop content. Share files (@file:kb-documents), profiles, and resources with built-in UTM campaign tracking and click analytics — know exactly who's engaging with your content and which campaigns are driving results. ::interactive{component="smart-link"} Quick Start Open Track — Open the page's Share window and go to Track. For an organization, profile or tag, go to Send & Track instead. Create the link — Press Create trackable link. Loop makes a short link and copies it. Campaign (UTM) fi
Start threads on any document: questions, feedback, assigned work, reviews and AI edits, with mentions and attachments; turn any thread into a task.
Discussions Discussions turn documents into living conversations. Start a thread, attach files, bring in AI agents, assign work, request reviews, and turn any thread into a task, all without leaving the document. Your team collaborates in context, not in a separate app. Quick Start Open Comments — Click Comments in the page's action row. Start a thread — Write your comment in the box and send it. Choose a type (optional) — Under the box, Comment offers Question or Feedback; Task offers Assign, Review or AI Edit. Pick none for a plain comment. **Write
Hand a job to a person or an AI agent, choose where the finished work lands, and get told when it's done. Covers assignment, due dates, subtasks, agent delivery, and who can see what.
Tasks Hand a job to a teammate or an AI agent, say where the finished work should land, and Loop tells you when it's done — with a link straight to what came out. Tasks live alongside your documents and agents, so the work and the thing the work is about stay in one place. Quick Start Open Tasks — Click Tasks in the sidebar. Click New Task — The composer opens on the right. Name the job — A title, and a description with everything the doer needs. @mention people, documents, or agents right in the description. Choose who does it — A teammate, an AI agent,
Group work into a bounded piece with a start and end date, see progress derived from the tasks inside it, and keep the documents alongside them.
Projects A project is a bounded piece of work — a launch, a quarter, a migration — with the tasks and the documents that belong to it in one place. Open one and you see when it runs, how far along it is, and what's still open. Quick Start Open Projects — Click Projects in the sidebar. Click New project — Give it a name and a description. Set the dates — When work starts, and the date you're committing to. File work into it — From a task's composer, or from Where it lives in a task's details panel. Watch it fill in — Progress is counted from the
Turn any Loop document into a branded Word doc, PowerPoint file, or PDF — or send it to Google Drive as a native Doc or Slides file, with template variables kept fillable or filled at export.
Content Export Your work doesn't have to stay in Loop. Any document can leave as a branded Word file, PowerPoint file, or PDF — or land straight in Google Drive as a native Google Doc or Slides file. Every export renders through Loop's design system with your organization's brand colors, so what you hand a client looks finished, not copy-pasted. ::interactive{component="canvas-export"} Quick Start Open a document — Navigate to Documents and open the one you want to export. Open the page menu — Click the ⋯ menu at the top of the document. **P
Track content engagement, AI generation patterns, agent performance, and credit consumption across your organization. Covers dashboards and usage insights.
Advanced Analytics Advanced Analytics shows how your team uses Loop: who is active, which content gets used, how your agents perform, and how healthy your knowledge is. Use it to decide what to write next and which agents to improve. Quick Start Open Analytics — Go to Analytics. The sections are listed down the left side. Organization and People — See activity across your organization and who is using Loop. Content and Discoverability — See which documents get used and which are hard to find. AI & Agents — See which agents are used mos
Turn any web page into a searchable Loop document by pasting a URL. Covers single-page scraping, full-site crawling, and Schema.org extraction.
LinkLoop LinkLoop turns any web page into a Loop document. Paste a URL, and LinkLoop scrapes the content, extracts the text, and saves it as a searchable, taggable document in your library — ready for AI agents to reference. Quick Start Paste a URL — Open the ▾ or ⋯ menu in the page's action bar, choose Import, and paste the URL (or drag a link onto the window). In the Link detected! notice, click Import Page. Scrape — LinkLoop fetches and extracts the page content automatically. Save — The page is saved in Loop with its title, source URL and ext
Build Flows that chain actions, agents, people and waits into one process, started by an event, a schedule, a webhook or the Run button.
Workflow Builder Build the routine once and let it run. A Flow chains steps (actions, agents, people and waits) into one process that runs the same way every time: when something happens, on a schedule, or when you press Run. The size of a Flow sets its plan: Pro runs one action, Team runs steps in a row, and Enterprise adds Flows that fork into branches. ::interactive{component="workflow"} Quick Start Open Flows — Click Flows in the sidebar. Click New Flow — The builder opens with a Trigger step. Choose what starts it — Set the T
