# Hatch Documentation

## Docs

- [Audience Templates](https://docs.usehatchapp.com/getting-started/audience-builder/audience-templates.md): Pre-built Audience Builder queries covering popular use cases
- [10DLC Registration (TCPA Compliance)](https://docs.usehatchapp.com/getting-started/compliance/10dlc-registration-tcpa-compliance.md): What it is, why you need it for TCPA compliance, and how to get approved
- [With all these new compliance rules, how can I make sure my messages get delivered?](https://docs.usehatchapp.com/getting-started/compliance/with-all-these-new-compliance-rules-how-can-i-make-sure-my-messages-get-delivered.md): Use this guide to create text campaigns that not only get delivered, but that also get responses.
- [Calendar](https://docs.usehatchapp.com/getting-started/hatch-assistant/commands-calendar.md): Book appointments on your ServiceTitan calendar
- [Service Area](https://docs.usehatchapp.com/getting-started/hatch-assistant/commands-service-area.md): Validate that a customer's location is within your service area
- [Setup Guide](https://docs.usehatchapp.com/getting-started/hatch-assistant/hatch-assistant-setup-guide.md): Get a walkthrough of all the steps you need to set up your first AI agent in Hatch.
- [Outbound Voice AI](https://docs.usehatchapp.com/getting-started/hatch-assistant/outbound-voice-ai.md)
- [After Hours Bot](https://docs.usehatchapp.com/getting-started/hatch-assistant/voice-ai-after-hours-bot.md): Learn how to create and publish a separate Voice AI agent for after hours calls
- [Live Transfers](https://docs.usehatchapp.com/getting-started/hatch-assistant/voice-at-live-transfers.md): How Hatch's Voice AI agent can connect callers to human users
- [Core Campaigns and Use Cases ](https://docs.usehatchapp.com/getting-started/intro-to-hatch/core-campaigns.md)
- [Hatch Glossary](https://docs.usehatchapp.com/getting-started/intro-to-hatch/hatch-glossary.md): This glossary covers the core building blocks of Hatch. Understanding these terms will make the rest of the Help Center easier to follow.
- [Minimum Requirements for Using Hatch](https://docs.usehatchapp.com/getting-started/intro-to-hatch/minimum-requirements-for-using-hatch.md): Curious about what the technical requirements are to run Hatch? We've put together some helpful information about our supported browsers and operating systems (OS).
- [What is Hatch?](https://docs.usehatchapp.com/getting-started/intro-to-hatch/what-is-hatch.md): Hatch is an AI-powered communication platform built for service businesses. It helps you respond to leads faster and follow up more consistently throughout the customer journey—across voice, SMS, and email. With everything in one place, you can deliver a better customer experience without juggling m…
- [What is Speed to Lead?](https://docs.usehatchapp.com/getting-started/intro-to-hatch/what-is-speed-lead.md): Learn why and how to reach out to leads immediately.
- [Calling in Campaigns](https://docs.usehatchapp.com/getting-started/messaging/calling-in-campaigns.md): Add phone calls to your campaign cadence
- [Hatch Campaign Templates](https://docs.usehatchapp.com/getting-started/messaging/hatch-campaign-templates.md): How to view, implement, and modify Hatch campaign templates. Hatch campaign templates are recommended messaging sequences for specific use cases, to help you maximize response rates, reduce opt-out rates, and reduce spam rates. The duration, frequenc
- [Hatch Delivery Status](https://docs.usehatchapp.com/getting-started/messaging/hatch-delivery-status.md): Learn where your texts are in the delivery process and what those statuses mean
- [Overview](https://docs.usehatchapp.com/getting-started/messaging/overview.md)
- [Working with Leads with Temporary Information in Hatch](https://docs.usehatchapp.com/getting-started/messaging/working-with-leads-with-temporary-information-ins-hatch.md): Find out what temporary or masked information is, and how to collect a lead's real information with Hatch.
- [Bulk Export API](https://docs.usehatchapp.com/getting-started/reporting/bulk-export-api.md): Export BI-ready Hatch data sets into your analytics stack.
- [Conversations](https://docs.usehatchapp.com/getting-started/reporting/conversations.md): A real-time log of recent conversations across Hatch.
- [Dashboard](https://docs.usehatchapp.com/getting-started/reporting/dashboard.md): Real-time, disposition-based visibility into agent activity and outcomes across Hatch.
- [Hatch Reporting](https://docs.usehatchapp.com/getting-started/reporting/hatch-reporting.md): All about the performance metrics available to you in Hatch reporting
- [Account Settings Overview](https://docs.usehatchapp.com/how-to-use-hatch/account-settings/account-settings-overview.md)
- [Add a Workspace](https://docs.usehatchapp.com/how-to-use-hatch/account-settings/add-a-workspace.md)
- [Add or Remove a Member from Workspace](https://docs.usehatchapp.com/how-to-use-hatch/account-settings/add-or-remove-member-from-workspace.md)
- [Deactivate a Workspace](https://docs.usehatchapp.com/how-to-use-hatch/account-settings/deactivate-a-workspace.md): This article covers how to deactivate a Workspace to your Hatch Account.
- [Managing Users](https://docs.usehatchapp.com/how-to-use-hatch/account-settings/managing-users.md): This article covers how to edit a User in Hatch.
- [Managing Workspaces](https://docs.usehatchapp.com/how-to-use-hatch/account-settings/managing-workspaces.md)
- [Remove User from Hatch](https://docs.usehatchapp.com/how-to-use-hatch/account-settings/remove-user-from-hatch.md)
- [Audience Builder v2: Field Picker](https://docs.usehatchapp.com/how-to-use-hatch/audience-builder-v2/audience-builder-v2-field-picker.md)
- [Audience Builder v2: Glossary and FAQ](https://docs.usehatchapp.com/how-to-use-hatch/audience-builder-v2/audience-builder-v2-glossary-and-faq.md)
- [Audience Builder v2: Operators](https://docs.usehatchapp.com/how-to-use-hatch/audience-builder-v2/audience-builder-v2-operators.md)
- [Audience Builder v2: Source Picker](https://docs.usehatchapp.com/how-to-use-hatch/audience-builder-v2/audience-builder-v2-source-picker.md): This article will outline what the Source Picker is and what it is used for
- [Add Contact to Campaign from the Contact Card](https://docs.usehatchapp.com/how-to-use-hatch/board-contact-card/add-contact-to-campaign-from-the-contact-card.md): Adding a contact to campaign directly from the contact's conversation is a great way to keep your salesboard organized while still making sure contacts receive messages.
- [Contact Card Basics](https://docs.usehatchapp.com/how-to-use-hatch/board-contact-card/contact-card-basics.md)
- [Dispositions in Hatch](https://docs.usehatchapp.com/how-to-use-hatch/board-contact-card/dispositions-in-hatch.md): Here's how to track the results of your conversations in Hatch
- [Salesboard Basics](https://docs.usehatchapp.com/how-to-use-hatch/board-contact-card/salesboard-basics.md): The salesboard is where most of your conversations with your customers will occur. This article will give you a breakdown of the major features of the salesboard, as well as how to customize the Board to fit your team’s workflow.
- [Suggested Responses](https://docs.usehatchapp.com/how-to-use-hatch/board-contact-card/suggested-responses.md): Save repetitive messages as a suggested responses for your team. Add new responses from Workspace Settings.
- [Organization-Level Business Hours](https://docs.usehatchapp.com/how-to-use-hatch/business-hours-features/organization-level-business-hours.md)
- [Speed to Lead Alternate Messaging](https://docs.usehatchapp.com/how-to-use-hatch/business-hours-features/speed-to-lead-alternate-messaging.md)
- [Workspace-Level Business Hours](https://docs.usehatchapp.com/how-to-use-hatch/business-hours-features/workspace-level-business-hours.md)
- [Campaign Basics](https://docs.usehatchapp.com/how-to-use-hatch/campaigns/campaign-basics.md)
- [Campaign History](https://docs.usehatchapp.com/how-to-use-hatch/campaigns/campaign-history.md)
- [Create a Campaign](https://docs.usehatchapp.com/how-to-use-hatch/campaigns/create-a-campaign.md): Creating a campaign is easy with campaign templates. We'll walk through how to make a campaign from start to finish.
- [Launching Contacts Into Campaigns](https://docs.usehatchapp.com/how-to-use-hatch/campaigns/launching-contacts-into-campaigns.md)
- [Removing Contacts from Campaign](https://docs.usehatchapp.com/how-to-use-hatch/campaigns/removing-contacts-from-campaigns.md)
- [Snippets](https://docs.usehatchapp.com/how-to-use-hatch/campaigns/snippets.md): Personalize campaign messages with snippets to dynamically reference your contacts information
- [The Sender Identification Requirement in Hatch](https://docs.usehatchapp.com/how-to-use-hatch/campaigns/the-sender-identification-requirement-in-hatch.md): All SMS messages in your Hatch Campaign sequences must include Sender-Identification
- [Update a Campaign](https://docs.usehatchapp.com/how-to-use-hatch/campaigns/update-a-campaign.md)
- [Using Voicemail Drops in Campaigns](https://docs.usehatchapp.com/how-to-use-hatch/campaigns/using-voicemail-drops-in-campaigns.md): Voicemails can be a powerful way to add personalization to your campaigns. In this tutorial, we'll walk through how to add voicemail drops to your campaigns.
- [Adding and Importing Contacts](https://docs.usehatchapp.com/how-to-use-hatch/contacts/adding-and-importing-contacts.md)
- [Contacts Page](https://docs.usehatchapp.com/how-to-use-hatch/contacts/contacts-page.md): Documentation for Contacts Page
- [How do I Search in Hatch?](https://docs.usehatchapp.com/how-to-use-hatch/contacts/how-do-i-search-in-hatch.md): The true power of Hatch is being able to segment your customers to make sure to provide them with the right messaging at the right time. You can accomplish this by filtering your contacts before you put them in campaign.
- [Importing Contacts with a CSV](https://docs.usehatchapp.com/how-to-use-hatch/contacts/importing-contacts-with-a-csv.md): The easiest way to get started is to import contacts into Hatch is through a .CSV file. This can be exported from your CRM, or wherever you keep customer information.
- [Looking at Contact Information](https://docs.usehatchapp.com/how-to-use-hatch/contacts/looking-at-contact-information.md)
- [Conversational Analytics](https://docs.usehatchapp.com/how-to-use-hatch/conversations/conversational-analytics.md)
- [Conversations](https://docs.usehatchapp.com/how-to-use-hatch/conversations/conversations.md)
- [Reset Password](https://docs.usehatchapp.com/how-to-use-hatch/frequently-asked-questions/reset-password.md)
- ['The message From/To pair violates a blacklist rule' when sending messages](https://docs.usehatchapp.com/how-to-use-hatch/frequently-asked-questions/the-message-from-to-pair-violates-a-blacklist-rule-when-sending-messages.md)
- [Changing or Adding your Mobile Number in Hatch](https://docs.usehatchapp.com/how-to-use-hatch/profile-settings/changing-or-adding-your-mobile-number-in-hatch.md)
- [Notifications](https://docs.usehatchapp.com/how-to-use-hatch/profile-settings/notifications.md): Notifications in Hatch help you track conversations across different workspaces, or send text and email reminders when you're away from your computer
- [Signing into Hatch](https://docs.usehatchapp.com/how-to-use-hatch/profile-settings/signing-into-hatch.md)
- [Removal Rule Templates](https://docs.usehatchapp.com/how-to-use-hatch/removal-rules-templates.md): Create and Manage Removal Rules across Multiple Workflows using Templates
- [Attribution Settings](https://docs.usehatchapp.com/how-to-use-hatch/reporting-settings/attribution-settings.md): Report on client outcomes, based on your own unique CRM setup.
- [Configuring Dispositions](https://docs.usehatchapp.com/how-to-use-hatch/reporting-settings/configuring-dispositions.md): Create custom dispositions and define what counts as success.
- [Workflows Overview](https://docs.usehatchapp.com/how-to-use-hatch/workflows/workflows-overview.md)
- [How to setup Call Forwarding for your Workspace](https://docs.usehatchapp.com/how-to-use-hatch/workspace-settings/how-to-setup-call-forwarding-for-your-workspace.md): If you are using a Call Center or have a dedicated office phone, forwarding the calls coming into Hatch can be a great way to organize who is answering calls. We'll walk through how to setup call forwarding to make sure you never miss a call.
- [Recording calls in Hatch](https://docs.usehatchapp.com/how-to-use-hatch/workspace-settings/recording-calls-in-hatch.md)
- [Hover Integration](https://docs.usehatchapp.com/integrations/contractor-tools/hover-integration.md)
- [AccuLynx Integration](https://docs.usehatchapp.com/integrations/crm-field-management-systems/acculynx-integration.md): What is Hatch's AccuLynx integration, how it works, and where to begin.
- [CertaOne integration](https://docs.usehatchapp.com/integrations/crm-field-management-systems/certaone-integration.md): In this article, we'll cover the basics of our integration with CertaOne. From what it does, to how to get started, and even frequently asked questions.
- [How to switch to the Hatch application of ServiceTitan](https://docs.usehatchapp.com/integrations/crm-field-management-systems/how-to-switch-to-the-hatch-application-of-servicetitan.md): Get the steps and all your questions answered here
- [Hubspot Integration](https://docs.usehatchapp.com/integrations/crm-field-management-systems/hubspot-integration.md): In this article, we'll cover the basics of our integration with Hubspot. From what it does, to how to get started, and even frequently asked questions.
- [improveit360 (i360)](https://docs.usehatchapp.com/integrations/crm-field-management-systems/improveit360-i360.md): An automatic and bi-directional sync between Hatch and improveit360
- [improveit360 (i360) Lightning](https://docs.usehatchapp.com/integrations/crm-field-management-systems/improveit360-i360-lightning.md): An automatic and bi-directional sync between Hatch and improveit360
- [Jobber Integration](https://docs.usehatchapp.com/integrations/crm-field-management-systems/jobber-integration.md): What Hatch's Jobber integration is, how it works, and where to begin.
- [JobNimbus Integration](https://docs.usehatchapp.com/integrations/crm-field-management-systems/jobnimbus-integration.md): In this article, we'll cover the basics of our integration with JobNimbus. From what it does, to how to get started, and even frequently asked questions.
- [JobProgress Integration](https://docs.usehatchapp.com/integrations/crm-field-management-systems/jobprogress-integration.md): In this article, we'll cover the basics of our integration with JobProgress. From what it does, to how to get started, and even frequently asked questions.
- [LeadPerfection](https://docs.usehatchapp.com/integrations/crm-field-management-systems/leadperfection.md): An automatic and bi-directional sync between Hatch and LeadPerfection
- [MarketSharp](https://docs.usehatchapp.com/integrations/crm-field-management-systems/marketsharp.md): An automatic and Bi-Directional sync between Hatch and Marketsharp
- [Salesforce Enterprise](https://docs.usehatchapp.com/integrations/crm-field-management-systems/salesforce-enterprise.md): What is the Salesforce Enterprise integration, how it works, and where to begin.
- [Salesforce (legacy)](https://docs.usehatchapp.com/integrations/crm-field-management-systems/salesforce-legacy.md): An automatic and bi-directional sync between Hatch and Salesforce.
- [ServiceMinder Integration](https://docs.usehatchapp.com/integrations/crm-field-management-systems/serviceminder-integration.md): What is Hatch's ServiceMinder integration, how it works, and where to begin.
- [ServiceMonster Integration](https://docs.usehatchapp.com/integrations/crm-field-management-systems/servicemonster-integration.md): In this article, we'll cover the basics of our integration with ServiceMonster. From what it does, to how to get started, and even frequently asked questions.
- [ServiceTitan Integration](https://docs.usehatchapp.com/integrations/crm-field-management-systems/servicetitan-integration.md): What Hatch's ServiceTitan integration is, how it works, and where to begin.
- [Siro Integration](https://docs.usehatchapp.com/integrations/crm-field-management-systems/siro-integration.md): What Hatch's Siro integration is, how it works, and where to begin.
- [Integrations Overview](https://docs.usehatchapp.com/integrations/general/integration-overview.md): This article covers the different integration methods that Hatch offers.
- [Understanding your Integration](https://docs.usehatchapp.com/integrations/general/understanding-your-integration.md): This article will help you understand the status of your integration and how to resolve any errors preventing it from syncing successfully.
- [Zapier + Hatch Part 1: Basics](https://docs.usehatchapp.com/integrations/general/zapier-hatch-part-1-basics.md): This is Part One of a three part series on Zapier. In this article, we’ll cover what Zapier is and a high-level overview of how it can be used in combination with Hatch. Next up: We'll cover the use cases our Zapier app enables in Part Two.
- [Zapier + Hatch Part Two: Triggers and Actions](https://docs.usehatchapp.com/integrations/general/zapier-hatch-part-two-trigger-and-actions.md): In this article, we’ll go more in depth about the uses for Hatch's Zapier app
- [Bulk Export Schema Overview](https://docs.usehatchapp.com/integrations/hatch-api/bulk-export/bulk-export-schema-overview.md): Column-level definitions for the contact_history and conversation_items datasets.
- [Bulk Export API](https://docs.usehatchapp.com/integrations/hatch-api/bulk-export/overview.md): Export BI-ready Hatch datasets for analytics and data warehouses.
- [Custom Integration Example: Talkdesk](https://docs.usehatchapp.com/integrations/hatch-api/custom-integration-example-talkdesk.md): Learn how to create a Hatch contact from your Talkdesk interactions
- [Custom Sources](https://docs.usehatchapp.com/integrations/hatch-api/custom-sources.md): An explanation of custom sources that can be used with Hatch's public API
- [Hatch API Reference](https://docs.usehatchapp.com/integrations/hatch-api/hatch-api-reference.md): Complete reference documentation for the Hatch API including authentication details and the list of available endpoints
- [New Lead API (legacy)](https://docs.usehatchapp.com/integrations/hatch-api/new-lead-api-legacy.md): This article covers the basics of our Standard API including a general overview, the setup steps, and some frequently asked questions.
- [Creating & Managing Webhooks](https://docs.usehatchapp.com/integrations/hatch-webhooks/creating-managing-webhooks.md): Learn how to configure a webhook in Hatch to directly hit a downstream system or use Zapier as a 'no code' option.
- [Webhooks Basics](https://docs.usehatchapp.com/integrations/hatch-webhooks/webhooks-basics.md): This article will review the basic concepts of webhooks and how to use them to get data our of Hatch.
- [ActiveProspect](https://docs.usehatchapp.com/integrations/lead-sources/activeprospect-integration.md): ActiveProspect is a lead aggregator and lead optimization platform that delivers qualified leads to home services businesses. Below is a description of the process on how to properly get them connected.
- [Angi Ads Integration](https://docs.usehatchapp.com/integrations/lead-sources/angi-ads-integration.md)
- [Angi Leads Integration](https://docs.usehatchapp.com/integrations/lead-sources/angi-leads-integration.md)
- [Contractor Appointments](https://docs.usehatchapp.com/integrations/lead-sources/contractor-appointments-integration.md): Contractor Appointments is a lead source that delivers pre-qualified home services appointments to contractors. Below is a description of the process on how to properly get them connected with Hatch.
- [Google Local Services Ads (LSA) Integration](https://docs.usehatchapp.com/integrations/lead-sources/google-local-services-ads-lsa-integration.md): Respond to your LSA message leads quickly and easily with Hatch
- [Hatch Chat Overview](https://docs.usehatchapp.com/integrations/lead-sources/hatch-chat-overview.md)
- [HelloProject](https://docs.usehatchapp.com/integrations/lead-sources/hello-project-integration.md): HelloProject is a lead source that connects home services contractors with qualified homeowner leads. Below is a description of the process on how to properly get them connected with Hatch.
- [Home Appointments](https://docs.usehatchapp.com/integrations/lead-sources/home-appointments-integration.md): Home Appointments is a lead source that delivers pre-set in-home appointments to home services contractors. Below is a description of the process on how to properly get them connected with Hatch.
- [HomeBuddy](https://docs.usehatchapp.com/integrations/lead-sources/home-buddy-integration.md): HomeBuddy is a lead source that connects homeowners with home improvement contractors for projects like roofing, siding, and windows. Below is a description of the process on how to properly get them connected with Hatch.
- [HomeYou](https://docs.usehatchapp.com/integrations/lead-sources/home-you-integration.md): HomeYou is a lead source that connects homeowners with home improvement and remodeling contractors. Below is a description of the process on how to properly get them connected with Hatch.
- [Keyword Connects](https://docs.usehatchapp.com/integrations/lead-sources/keyword-connects-integration.md): Keyword Connects (an EverConnect company) is a lead source that delivers home improvement and remodeling leads to contractors. Below is a description of the process on how to properly get them connected with Hatch.
- [Lavin Media](https://docs.usehatchapp.com/integrations/lead-sources/lavin-media-integration.md): Lavin Media is a lead source that delivers home improvement and remodeling leads to contractors. Below is a description of the process on how to properly get them connected with Hatch.
- [Modernize Integration](https://docs.usehatchapp.com/integrations/lead-sources/modernize-integration.md)
- [Porch](https://docs.usehatchapp.com/integrations/lead-sources/porch-integration.md): Porch is a lead aggregator that delivers homeowner leads to home services contractors. Hatch supports both Porch's pay-per-lead and pay-per-sale programs. Below is a description of the process on how to properly get them connected.
- [Remodeling.com Integration](https://docs.usehatchapp.com/integrations/lead-sources/remodelling-com-integration.md)
- [Scorpion](https://docs.usehatchapp.com/integrations/lead-sources/scorpion-integration.md): Scorpion is a digital marketing and lead generation platform that delivers leads to home services and other local businesses. Below is a description of the process on how to properly get them connected with Hatch.
- [Thumbtack](https://docs.usehatchapp.com/integrations/lead-sources/thumbtack.md): Thumbtack is a lead aggregator that sends their customers leads that fit their home improvement needs. Below is a description of the process from our App Marketplace on how to properly get them connected.
- [WinGen Integration](https://docs.usehatchapp.com/integrations/lead-sources/wingen-integration.md): In this article, we’ll cover the basics of our integration with WinGen including what it does, how to set it up, and frequently asked questions.
- [Yelp Integration](https://docs.usehatchapp.com/integrations/lead-sources/yelp-integration.md): Hatch's integration with Yelp helps you respond to your leads quickly and easily!
- [Zapier + Hatch: Integrate with Lead Sources](https://docs.usehatchapp.com/integrations/lead-sources/zapier-hatch-integrate-with-lead-sources.md): In this article, we’ll cover how you can connect via Zapier to bring in leads from various sources into Hatch.