Hatch

What is Hatch?

Hatch is a comprehensive communication platform designed for sales and service teams to automate and personalize outreach across multiple channels including SMS, email, and voice. It leverages custom AI conversational agents that integrate deeply with CRM systems and lead sources, enabling businesses to engage leads, follow up on quotes, book appointments, and nurture customers with minimal manual effort. Hatch’s intuitive interface organizes conversations into pipeline-style boards for easy monitoring and management, while its AI bots handle two-way conversations aligned with brand voice and business processes. The platform offers robust reporting to measure ROI and optimize campaigns, making it a scalable solution for businesses aiming to increase conversion rates and operational efficiency.

Key Features

• AI-Powered Multi-Channel Outreach

  Automate personalized communication via text, email, and voice using AI bots trained on your business data and brand voice.

• Deep CRM and Lead Source Integration

  Native, bi-directional sync with top CRMs and lead platforms enables real-time targeting and seamless data flow without manual list management.

• Customizable Campaigns and Workflows

  Create targeted message sequences and workflows tailored to specific audiences and conversion goals with pre-built templates and easy editing.

• Pipeline-Style Conversation Management

  Organize all customer interactions in a single thread with drag-and-drop columns customized to your sales or service pipeline.

• Real-Time Monitoring and Human-AI Collaboration

  Supervise AI conversations live, intervene when necessary, and continuously refine AI behavior for optimal customer experience.

• Comprehensive Reporting and ROI Tracking

  Analyze campaign performance, lead source effectiveness, and sales metrics through detailed dashboards to drive data-informed decisions.

Use Cases

• Lead Conversion : Automate fast, personalized outreach to new leads to increase response rates and accelerate appointment booking.
• Estimate and Quote Follow-Up : Re-engage prospects with pending quotes or estimates through automated, multi-channel sequences to close more deals.
• Customer Nurturing and Retention : Maintain ongoing communication with existing customers for upsells, renewals, and satisfaction surveys using AI-driven conversations.
• Appointment Scheduling and Confirmation : Streamline booking and confirmation processes with automated reminders and updates to reduce no-shows and improve operational efficiency.
• Overflow and After-Hours Support : Deploy AI agents to manage overflow inquiries or after-hours contacts, ensuring timely responses without increasing staff workload.

FAQs