Welcome to Hatch Academy

Course Outline

• Course Overview

• 1. Account Setup

  • 1.1 - 10DLC Registration
  • 1.2 - Invite Your Team
  • 1.3 - Create Workspaces

• 2. Integrations

  • 2.1 - CRM Integrations
  • 2.2 - Lead Sources

• 3. Core Functionality

  • 3.1 - AI Column Setup
  • 3.2 - Salesboard
  • 3.3 - Campaigns
  • 3.4 - Audiences
  • 3.5 - Workflows
  • 3.6 - Removal Rules

• 4. AI Agents

  • 4.1 - Business Profile
  • 4.2 - Persona & Knowledge
  • 4.3 - Decision Tree
  • 4.4 - Voice AI

• 5. CSR Training

  • 5.1 - A Day in the Life
  • 5.2 - Contact Card Functionality
  • 5.3 - Salesboard Filters
  • 5.4 - Workspace Settings