Major Hatch AI Update! ServiceTitan Calendar Booking

We're excited to announce that Hatch AI bots can now book appointments on ServiceTitan calendars! This hands-free booking experience is huge.

Read on to discover how this powerful enhancement to the Hatch AI + ServiceTitan integration is transforming success for our customers and what we have planned for future calendar integrations.

A hands-free booking experience

In the old days, the Hatch flow was automating your outreach, then jumping in and engaging once the contact responded. Now, it’s automating your outreach and letting a Hatch AI bot jump in and handle the conversation.

Hatch AI bots handled 11,000 conversations last month alone, saving teams hours they would have otherwise spent qualifying leads, gathering information, and following up on stalled conversations.

But the one thing Hatch AI bots haven’t been able to do is book appointments on the calendar.

Until now, that is.

With this newest update to the Hatch AI + ServiceTitan integration, your bot can now provide customers with available time slots on your calendar, and once the customer picks the best one for them, actually book it.

Finally, a hands-free booking experience. 

Watch the demo video below:

Why this is a game-changer for ServiceTitan users

Home service companies often have to hire additional reps to handle incoming leads and book appointments during busy seasons, and some even have entire teams dedicated to staying on top of recurring service appointments.

But with Hatch AI, that’s now just one bot who can do it all, and one rep needed to train it and monitor the conversations—a lot less expensive than hiring on a team—not to mention a better experience for the rep, who isn’t bogged down with monotonous tasks all day.

ServiceTitan users can use the Hatch AI + ServiceTitan calendar integration to be hands-free with:

• Qualifying and scheduling new estimates
• Confirming and rescheduling appointments
• Reach out and schedule ongoing services
• And more

The Hatch and ServiceTitan combination has always been a powerful one, enabling you to automate personalized communication that enhances customer satisfaction and conversion. And Hatch AI is simply accelerating this, 10x-ing the efficiency and cost savings.

Features of Hatch AI + ServiceTitan booking 

This calendar sync is one of many key features of the ServiceTitan + Hatch integration, which as of recently now also includes Recurring Services. Here is what it entails:

• Arrival windows: This integration supports arrival windows (between 11 and 1, for example), which are common for service businesses.
• Multiple options: Your bot will pull 5 availability slots for the customer to choose from.
  
• Customization: With the Train Your Bot feature, you can train your bot to fetch CRM data on your contact so they don’t have to repeat information.

All of this is in addition to the standard Hatch AI features, which include being able to give your bot a personality, custom instructions on what information to collect and how to handle responses, and a business profile for them to be able to answer customer questions. Your bot can also re-engage contacts in stalled conversations. More on How Hatch AI Works here.

Benefits

With this level of customization, the ServiceTitan calendar integration makes for an experience that is hands-free for you and hassle-free for the customer, which results in:

• Higher customer satisfaction: A faster, more convenient booking experience, while also ensuring they get the most out of their pre-paid services.
• Revenue growth: Convert more leads into appointments and sales, increase recurring service appointments, and extend memberships and increase loyalty,
• Cost savings: The efficiency of these bots allows you to increase set and retention rates using less manpower, making for true scalability.

For more on the benefits of Hatch AI, check out these two success stories below: 

• This Top Player in Windows & Doors is Saving $166k per Year with Hatch AI
• This Call Center is Averaging a 60% Set Rate in 67% Less Time with Hatch AI
  
  

How it works

Here's a quick run-through of how to use Hatch AI with ServiceTitan for a hands-free booking experience.

1. Integrate Hatch with ServiceTitan
   For Hatch users, you can view the ServiceTitan Integration page in our Knowledge Base for help. For ServiceTitan users who aren’t Hatch customers, you can find Hatch in the ServiceTitan Marketplace.
   
   
2. Create your audience
   Since Hatch integrates with your CRM and lead sources, you can target any criteria in your database. As a ServiceTitan user, examples of audiences you might create include:
   
   • Leads from a particular source (your website, Angi, etc.)
   • Prospects quoted X days ago
   • Customers with an upcoming or past-due recurring service
   • Customers with an upcoming or past-due membership renewal
     
     
3. Create your outreach campaign
   Customize our pre-built templates, which will send personalized messages out over text, email, or voicemail drop, and keep reaching out over a set number of days, until the contact responds.
   
   
4. Create your bot
   You can create a bot from scratch or from a template. There, you will see calendar configuration settings where you can choose Business Unit, Campaign, and Job Types, as well as whether you want to use arrival windows. Then, go through all of the bot configuration steps (Persona, Interactions, Rules, etc.).
   
   

Once you configure your bot, it will ask the questions you instruct it to ask, to qualify the lead and/or confirm the information needed to book the appointment.

The bot will then give the contact four appointment time slots to choose from.

Once the contact picks a time, the bot will confirm that time with the customer:

The bot will then move the Hatch contact card to the “Appointment Scheduled” column:

And finally, the bot will create the event on your ServiceTitan calendar:

5. Monitor and track
   Use your Hatch workspace to monitor conversations, which allow you to refine your bot further as well as to jump in and take over if ever needed. Then, refer to Hatch’s in-app reporting to track your bot’s performance and your ROI.
   
   

More integrations to come

We have plans to expand Hatch AI calendar integration to several more calendars, including Outlook, Google/Gmail Calendar, and more.

In the meantime, however, we have several customers saving time and money with Hatch bots even without calendar integration. The bots collect all of the necessary information, weed out unqualified leads, and then pass off the qualified leads to a human rep, who now only has to book the appointment.

You can see how this is saving time and money with these two success stories:

• This Top Player in Windows & Doors is Saving $166k per Year with Hatch AI
• This Call Center is Averaging a 60% Set Rate in 67% Less Time with Hatch AI
  
  

Shaping the future of customer engagement

Hatch is committed to driving efficiency, productivity, and exceptional customer experiences; and we're continuously innovating to meet the evolving needs of our users. 

This latest update to Hatch AI is just the beginning. Stay tuned for more exciting updates, as we stay focused on providing powerful, customizable tools that empower your business to thrive in an increasingly competitive landscape.

Together, we’re shaping the future of customer engagement.

Ready to learn more?

• Hatch customers, you can reach out to your Account Manager here.
• Non Hatch customers, we'd love to talk! Book a Hatch + ServiceTitan integration demo here.
• You can also find us in the ServiceTitan Marketplace.
• Register for our free webinar on Hatch AI + ServiceTitan here.