Documentation Index
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Getting started

How to use Hatch

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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

CSR Training

A Day in the Life

Walk through a typical day for a CSR using Hatch — from handling inbound replies to following up on open conversations.

Contact Card Functionality

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