Turn field insights into faster wins
Close more deals with automatic follow-up that reflects what was said in the home
Flat follow-up is costing you deals
Most estimate follow-up is insufficient by today's standards—generic, inconsistent, and disconnected from what happened in the home.
No follow-up at all
70% of estimates don’t close in the home, and 43% of sales happen on days 2-30. If you're not following up, you're leaving revenue on the table.
One message and done
It can take up to five messages just to get a response. Tastefully persistent multi-day, multi-channel follow-up is a must.
Flat, forgettable conversations
Your technician has rich conversations in the home, but how much of those insights carry over into the follow up conversation?
Bring your follow-up to life with in-home insights
For the first time, insights your reps gather in the field automatically power your entire follow-up strategy.
Capture insights
Siro summarizes the in-home conversation with commitment level, objections, emotional ties, and more.
Instantly sync
Reach out
Engage & close
Capture insights
Siro records the in-home conversation and summarizes it into key insights—commitment levels, objections, personal details, and more.
Instantly sync
No more CSV uploads. Data flows straight into Hatch via API, enriching your AI agent's “brain” in real time.
Automate the outreach
Your Hatch campaign sends proven, multi-day follow-up automatically—tastefully persistent until you get a reply.
Personalize the engagement
Once the prospect responds, your AI agent jumps in with a context-rich, personalized conversation based on what was said in the home.
Recover the revenue you're leaving behind
Now, your team can close more of the jobs they work so hard to generate—without doing more work.
Higher response rates
Proven, multi-day and multi-channel outreach gets more prospects to reply.
Earned trust
Your follow-up conversations reflect what was shared in the home—so homeowners feel remembered, not reminded.
More deals closed, faster
Reach the 53% of buyers who didn't say no right away—and close them faster.
Reduced workload
Free your reps from follow-up so they can get back to running estimates and closing deals.
TRUSTED BY +2,000 BUSINESSES
Listen to some calls
Slow customer communication in your contact center means you’re missing out on sales opportunities from inbound calls and leads. Our fully integrated AI CSR can solve for all of these:
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HVAC
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The difference context makes



Frequently Asked Questions
What is Hatch?
Hatch is an AI CSR platform that enables businesses to generate and manage one-to-one, revenue-driving conversations at scale. With fully custom AI CSRs natively integrated with your lead sources and CRM, you can use targeted campaigns to increase conversion across your funnel while decreasing overhead costs. Turn conversations into revenue with Hatch.
How does Hatch AI work?
Hatch AI allows you to build custom AI agents that converse with your contacts over text, phone, and email.
Each bot has a name, a personality, a business profile to reference, and a directive (like to qualify leads, book appointments, or follow up on quotes). You then give it a series of instructions, called prompts, on how to complete that directive. Finally, you set rules so the bot knows when to transfer to a human, how to handle objections, and when to part ways with a contact.
Do I need to be tech-savvy to use Hatch AI?
Nope. Hatch AI does not require any coding or complex setups. All of the prompts and instructions you give are in plain language, like "Ask the customer what day and time works best for them."
Keep in mind also that:
- The bot builder has a sandbox to test changes before going live.
- We offer best-practice templates.
- You'll get a white-glove onboarding with ongoing dedicated support.
Can I really trust a bot to interact with my customers?
Sure can. Your bot will follow your prompts and rules so that it behaves exactly as you want, and you'll have a test conversation window right in the bot builder so you can test out refinements before going live.
And as we mentioned above, you'll have the tools and human guidance to make sure you've set it up properly.
You might like to know that our customers are now using bot conversation transcripts to train their humans—they're that effective.
What does it mean that Hatch uses "generative AI"?
Generative AI is AI that can come up with its own content. So while prescriptive AI takes existing data and makes suggestions, such as “Follow up with this customer,” generative AI can actually come up with the actual follow up message for the customer. And Hatch AI takes that a step further: your bots will text customers for you and hold authentic conversations with them.



