> ## Documentation Index
> Fetch the complete documentation index at: https://docs.usehatchapp.com/llms.txt
> Use this file to discover all available pages before exploring further.

# AI Column Setup

> Setting up AI Conversation Outcomes ensures your AI assistant knows exactly how to handle each type of customer response — keeping conversations moving toward booked appointments and closed jobs.

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### The three outcome types

Your AI can sort each conversation into one of three outcomes:

1. **Success** — when a lead reaches the goal of your campaign (e.g. booking an appointment)
2. **Bailout** — when a human needs to step in
3. **Discard** — when a lead opts out or is no longer interested

### Step 1: Access your inbox

1. Log in to your Hatch account
2. Go to your **Inbox**, where incoming replies from leads appear
3. Select a conversation to view how the AI agent interacts with the lead

### Step 2: Configure the Success outcome

A Success occurs when the lead achieves your campaign goal — such as booking an appointment or scheduling a job.

1. Go to your **AI Settings** or **Campaign Settings** panel
2. Locate the **Conversation Outcomes** section
3. Under **Success**, define what actions should trigger this outcome
4. Name your success column (e.g. "Set Appointments" or "Schedule Follow-up")

<Tip>Contacts in the Success column should be quickly reviewed to confirm that all appointments are booked and logged in your CRM.</Tip>

### Step 3: Configure the Bailout outcome

A Bailout is when your AI recognizes a real person should take over — for example when the customer asks for a call, requests pricing, or has a question requiring a human touch.

1. Under **Conversation Outcomes**, open the **Bailout** tab
2. Define your bailout triggers (e.g. customer requests call, complex inquiry)
3. Assign the conversation to your CSR or team queue

<Tip>Set up notifications so your team is instantly alerted when a bailout occurs. Your CSR should review this column daily and prioritize outreach to these contacts.</Tip>

### Step 4: Configure the Discard outcome

A Discard is for leads who are not interested, have opted out, or are otherwise unqualified.

1. Under **Conversation Outcomes**, open the **Discard** section
2. Define what messages should trigger this outcome (e.g. "Stop," "Not interested")
3. Move these contacts automatically into your discard column

<Tip>It's often worth giving these contacts a quick phone call to confirm their opt-out — some may prefer to talk rather than text.</Tip>

### Step 5: Review and test your setup

1. Send yourself a test campaign message
2. Reply in ways that should trigger each outcome (success, bailout, discard)
3. Verify that the AI moves conversations to the correct columns
4. Adjust triggers or messages if needed

### Step 6: Keep your team aligned

Ensure your team knows how to:

* Check the **Success** column to finalize appointments
* Review **Bailout** conversations daily
* Confirm **Discard** leads are properly closed