How a leading Revenue Effectiveness platform launched an agent that qualifies
2,000+ companies rely on this AI-native Revenue Effectiveness Platform to arm their field teams in complex, regulated industries.They were looking to update their website experience with an agent that they can control & ties directly into their CRM for better tracking & attribution. Three months after deploying Patty, Docket's Inbound Demand Agent, that gap closed: 87 qualified leads, every one landing in Salesforce.
INDUSTRY
Software
CUSTOMERS
2,000+
AGENT
Video Avatar
1,113
new buyer conversations in three months.
87
qualified leads, every one landing in Salesforce.
10%
of conversations became qualified leads.
44+
languages, 50+ countries, one global agent.
CUSTOMER CHALLENGE
A leading revenue effectiveness platform needed more for their website.
They sell to enterprise field-sales teams in complex, regulated industries, buyers who evaluate carefully and ask hard questions before they ever talk to a seller. The company was planning a rebrand and full website rebuild, which included evaluating their existing website tech.Their previous chat setup was not equipped to walk a serious buyer through an actual evaluation.
"We needed an agent that is able to answer the questions that prospects and customers have when they come to our website, without having to reach out to a human. Once their questions were answered, we needed an easy way for them to book a meeting right from where they were already chatting." - Marketing Director
Buyers ask specific technical questions.
Their buyers needed a way to answer these questions on the spot, not a blocker that pushes talking to someone.
Messaging needed to move as fast as the market.
Marketing needed to have the ability to update answers and guardrails without having to wait on development cycles or tickets.
Pipeline needed to be visible.
Every conversation and contact needed direct attribution into Salesforce so the demand it created could be trusted.
Buyers come from everywhere, at every hour.
They sell across more than 50 countries and needed one experience that worked for all of them.
Testimonial
"In about two months, the agent has contributed meaningful pipeline, What stands out is the quality: the leads fall right within our ICP, so we’re not chasing accounts that aren’t a fit anymore."
Marketing Director
HOW DOCKET SOLVED IT
An AI Marketing agent trained on their own knowledge.
Docket connected to the platform's site, ingested more than 1,200 pages of approved product knowledge overnight, and stood up an AI Marketing Agent, Patty, live in about two weeks. It holds a real, freeform conversation, answers only from vetted content through Docket's Sales Knowledge Lake™, and qualifies as it goes. This is an agent built into the site, not a chatbot bolted onto it.
Strategic Context
The gap wasn't visitor engagement. It was the experience.
This leading enablement platform didn’t need convincing that website conversations drive pipeline, they already believed that due to previous experience. What they needed was an agent that leaders could trust, their team could control and a solution that pushed accurate data to Salesforce. They ran a full analysis of marketing agents and chose Docket. What sealed the deal though wasn’t just the product itself, it was how the Docket team worked with them.
"The team was super hands-on, and we felt like we were really involved in the product roadmap.”
Marketing Director
THE SETUP
Docket's Key Impacts.
01
A product expert agent, not another bot
Docket is an Inbound Demand Agent that identifies new visitors, remembers returning buyers, and answers from actual product knowledge rather than a script.
IMPACT
Buyers get the answers they are looking for right when they get to the site, without waiting for a meeting.
02
Agent updates done in minutes, no ticket needed
Marketing has direct access to the platform. They can set guardrails, qualification rules, in plain language, with no engineering ticket and no waiting on someone else's roadmap.
IMPACT
A change that used to wait on engineering now ships the same day.
03
Every conversation lands in Salesforce
Docket qualifies during the conversation, writes those insights back to Salesforce as an AQL (Agent Qualified Lead), with full conversation context and intent attached. When a buyer is ready for a person, a live Slack alert makes the handoff.
IMPACT
The demand the website creates is finally visible to the reps closing the deals.
04
Agents available 24/7, in many languages.
Docket marketing agents can converse in 44 languages and runs around the clock, everywhere leading revenue excellence platform sells.
IMPACT
A visit that used to hit a static English page becomes a conversation, in the buyer's language.
05
Every conversation reveals what buyers are looking for.
Docket logs every conversation and surfaces the challenges, questions, and competitors buyers raise, so market trends show up in real-time.
IMPACT
The website doubles as a live competitive-intelligence feed, not just a lead source.
KEY RESULTS
With Docket, this revenue excellence platform went from a greeter to a qualifier.
In five months, Docket turned their traffic into deeper conversations, cleaner pipeline, and true global reach, all through one agent.
Engagement & Depth
4.4 minutes
is the average time that visitors are having conversations with their agent.
73.3%
conversations were meaningful, proving that the agent is providing the information needed.
65% increase
weekly conversations went from 60 to 99 with Docket's contextual call-out launch.
Conversion and scale
87 qualified leads
A 10% capture rate — engaging traffic the old chatbot let slip.
21% return rate
Site visitors came back with more questions, treating the agent as a trusted rep.
50+ countries
covered by single agent that can speak in 44+ languages right out of the box.
Scale your website without scaling your headcount.
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