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Welcome to Hatch Academy. Each lesson is a short video walkthrough covering everything you need to go live — account setup, integrations, AI configuration, and CSR training. Work through the sections in order, or jump to the one you need.

Account Setup

Register for 10DLC, invite your team, and create workspaces.

Integrations

Connect your CRM and lead sources so data flows into Hatch automatically.

Core Functionality

Set up AI columns, campaigns, audiences, workflows, and removal rules.

AI Agents

Configure your AI agent’s business profile, persona, decision tree, and Voice AI.

CSR Training

Train your team on the Salesboard, contact cards, and day-to-day Hatch workflows.