Hatch Logo 2

The 2026 AI CSR Cheat Sheet

Five pillars. Two pages. One framework.

AI-CSR-cheat-sheet-cover

Every service business wants the same thing: leverage conversational AI to scale revenue without sacrificing customer experience. But what does that actually look like in practice?

Our full AI CSR playbook offers a deep dive into that, and this cheat sheet distills it down to the core framework and takeaways.

What's inside:

  • The 3-phase deployment model (and which metrics matter at each stage)
  • The AI + human operating model that scales without losing control
  • Leading vs lagging indicators to track AI performance

Same five pillars, just the essentials. Download it now.

Get the free cheatsheet 👇

Spring-2025-LiveChat_HighPerformer_HighPerformer
Spring-2025-LiveChat_MomentumLeader_Leader
Spring-2025-CustomerCommunicationsManagement_BestEstimatedROI_Mid-Market_Roi
G2-users-love-us-2025
Spring-2025-CustomerCommunicationsManagement_FastestImplementation_Mid-Market_GoLiveTime
Spring-2025-LiveChat_EasiestAdmin_Small-Business_EaseOfAdmin
Spring-2025-SMSMarketing_HighPerformer_Mid-Market_HighPerformer

About Hatch

Hatch is the AI growth engine for service businesses—with AI CSRs across voice, SMS, and email that allow you to convert more leads, increase efficiency, and scale revenue at every stage.