Unified workspace for human and AI operations

Manage conversations, track performance, and understand ROI—so teams work faster and leaders see what's driving results.

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Dashboard interface for Summit Remodeling showing inbox with messages categorized into Inbox, Booked, Follow Up, and Dismissed, with contact names and brief messages about remodeling requests.

Outcomes

A platform built to drive visibility, not complexity

Hatch doesn't just organize work—it unifies human and AI activity, surfaces performance insights, and shows how every interaction drives ROI.

View this case study

Sure-Dry: $3.2M with two inside sales reps

Nick Rainer

All communication in one workspace

Conversations, outcomes, and data flow into one place—eliminating chaos and context switching so teams serve customers better.

Messaging interface showing conversation between Jamie Rand and Hatch campaign about HVAC appointment and estimate, including inbound call details.
Messaging interface showing conversation between Jamie Rand and Hatch campaign about HVAC appointment and estimate, including inbound call details.

Achieve operational excellence with AI and human teams

AI and humans work as one layer—so every interaction drives revenue, not wasted time.

Screenshot of a messaging interface showing a conversation where Jen requests a ballpark estimate before scheduling, then Jessica replies to loop in a team member, followed by Mike P. introducing himself regarding kitchen remodel details, with a Quick Actions panel displaying Jen's phone number and email.
Screenshot of a messaging interface showing a conversation where Jen requests a ballpark estimate before scheduling, then Jessica replies to loop in a team member, followed by Mike P. introducing himself regarding kitchen remodel details, with a Quick Actions panel displaying Jen's phone number and email.

Elevate service quality through coaching

You can't improve what you can't see. Review tools help CSRs refine AI and managers coach teams to maximize revenue impact.

Chat conversation showing Jim requesting a ballpark estimate, Jessica replying she will involve a team member, and Melissa asking about kitchen remodel details.
Chat conversation showing Jim requesting a ballpark estimate, Jessica replying she will involve a team member, and Melissa asking about kitchen remodel details.

Identify and scale what drives results

Quantifiable insights reveal what's working across teams and channels—so time, energy, and budget go toward proven strategies.

Report dashboard showing 97 appointments, 41 sales, $147k revenue, $265k org revenue, appointments and sales bar graph for Feb 1 to Feb 7, 1000 launches, and 6 percent response rate.
Report dashboard showing 97 appointments, 41 sales, $147k revenue, $265k org revenue, appointments and sales bar graph for Feb 1 to Feb 7, 1000 launches, and 6 percent response rate.

There is nothing else natively in their CRMs that lets them manage their entire pipeline and automate follow-ups in one place.

- Bri Skiffington, Founder & CEO

FEATURES

Built to unify operations, not fragment them

Real operations need visibility and control. These features ensure humans and AI work together seamlessly while leaders track what drives business outcomes.

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View this case study

Payless: 14 more demos per week

Tamar Barsoumian

Stay organized

Unified CSR workspace

Dedicated CSR workspace organizes all customer conversations and data—structured enough to stay organized yet flexible enough to scale.

  • Customizable workspace structure
  • Trello-style conversation boards
  • Unified cross-channel conversation cards
  • Complete conversation history
Dashboard of Abner Roofing showing inbox messages and booked requests with contact details and status assignments.

Work faster

Real-time AI and human visibility

Seamless transfers and bailouts keep AI and human teams in lock-step—with full visibility across every conversation.


  • Live conversation monitoring
  • Real-time activity tracking
  • Live transfers and handoffs
  • Manual intervention controls
Chat interface showing an AI agent confirming a customer's appointment for Tuesday, February 10th, morning after 9 at 1329184th Ter, noting the customer's hearing difficulties and preference for email/text communication, with message details indicating the conversation is transferred and completed.

Improve quality

Conversation and quality review

Surfaces coaching opportunities and quality patterns across AI and humans—to continuously improve customer experience.


  • Transcript and recording review
  • AI and human performance analysis
  • Outcome-based conversation filtering
  • Self-serve AI refinement
Agent performance table for the last 7 days showing success and drop-off rates for Greg, Sarah, Iris Lugo, and Jim Smithson with total completed 108, average success 51.2%, and AI takeover 7.5%.

Scale that works

Performance and ROI dashboards

Tracks team productivity, customer engagement, and revenue outcomes—giving leaders a complete view of operational health.


  • Campaign performance tracking
  • Response time and engagement metrics
  • Multi-workspace overview dashboards
  • Appointment, sale, & revenue attribution
Campaign report showing 1000 launches, 302 in progress, and 6% response rate with a bar chart of launches from Feb 1 to Feb 7 and a contact funnel diagram from launch to sale with percentages and counts at each stage.

How Hatch compares

AI Competitors

All lead sources in one place
Can't integrate and detect leads
Full platform consolidation
Fragmented across platforms
Structured, organized workspaces
One chaotic inbox
Self-serve control (no vendor)
Requires vendor or dev team
AI + human in one operational layer
AI siloed, manual handoffs
Built-in visibility and QA
Scattered reporting

Why PE and enterprise teams trust Hatch

Multi-location performance standardization

Consistent reporting and operational structures across brands, regions, and business units.

Custom reporting and dashboard configuration

Tailored KPIs, analytics views, and performance metrics aligned to your organizational structure.

Role-based access and permissions

Granular controls ensure team members see only relevant conversations and data for their role.

Rated 4.3
(76)

Join the service brands
accelerating revenue with AI

AI is redefining how service teams work. Here’s how top brands are shifting to faster, smarter, revenue-driving conversations.

Just over the last month, we booked 123 leads that we otherwise would not have answered with Hatch AI. That's real revenue on the board.

- Rich Jordan, CEO

81%
of bookable leads booked by AI
80%
decrease in abandoned call rate
High Ground Service Pros
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Case Study

We've nearly tripled our conversion rate on after-hours and overflow calls in just a matter of months.

- Reyn Rogers, Director of Strategic Growth

3x
conversion on after-hours and overflow calls
30%
of all revenue influenced by Hatch
Peaden
Play
Case Study

We grew over 30% last year and we didn't add any people to do all that work.

- Jason Dowdy, COO

30%
revenue growth without adding staff
74%
response rate on rehash
Pella
Play
Case Study

Our Voice AI is asking the questions that we don't, and we're closing deals from it.

- Rowdy Boling, VP of Sales & Marketing

$365K
in sales attributed to Hatch in 60 days
100X
ROI
Crown Roofing
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Case Study

We show up on Monday morning and there are 15 scheduled appointments already there.

- Trevor Calero, CEO

86%
of revenue influenced by Hatch
84%
reduction in missed calls
Skyview
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Case Study

There's inflection, there's empathy. Denise asks the right questions to get to the real problem and we didn't even prompt her to.

- Adrianne Gosselin, Director of Marketing

80%
more bookings with Voice AI
90+
appointments set per month by AI
Shafer Services
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Case Study

Our CSRs aren't chasing leads anymore. The AI does all of that so they can focus on the ones ready to buy.

- Kelly Mesaris, VP of Operations

2x
higher set rates
<1 min
speed to lead response time
LB Capital
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Case Study

Hatch has been vital in our ability to grow as a company. It's not just helped us scale, but uncovered opportunities we would have missed.

- Stephanie Bradley, Marketing Director

2x
higher set rate
$4M
in revenue in 7 months
Luxury Bath NJPA
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Case Study

Last year, out of the rehash follow-up team, we closed over $7 million worth of business.

- Matt Tyner, CMO

2.5x
higher booking rate
$7M+
closed from rehash and follow-up
Bone Dry Roofing
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Case Study

We have about $70 million in the last 12 months that has passed through Hatch.

- Bri Skiffington, Founder & CEO

$70M
in client revenue influenced by Hatch
Free Agency
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Case Study

3× CSR productivity increase

48 hrs/week saved per AI agent

80% workload reduction

Rated 4.3
(76)

Scale revenue, not headcount

Computer monitor displaying a campaigns analytics dashboard with metrics for appointments, sales, revenue attributed, campaign launches graph, and a contact funnel summary.