Documentation Index
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Hatch Academy

Account Setup

10DLC Registration
Invite Your Team
Create Workspaces

Integrations

CRM Integrations
Lead Sources

Core Functionality

AI Column Setup
Salesboard
Campaigns
Audiences
Workflows
Removal Rules

AI Agents

Business Profile
Persona & Knowledge
Decision Tree
Voice AI

CSR Training

A Day in the Life
Contact Card Functionality
Salesboard Filters
Workspace Settings

Related docs

AI Agents

Business Profile

Configure your AI agent’s business profile — the foundational information it uses to represent your company.

Related docs

Hatch AI Agent Setup Guide

Persona & Knowledge

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