Got Questions? Find Your Answers Here!

Docket is your always-on marketing and sales agent — an AI that engages visitors, answers complex product questions, qualifies leads, and drives meetings. It bridges the gap between “I’m just browsing” and “I’m ready to buy.” Teams use Docket to convert anonymous traffic into conversations that move, qualify, and close faster — especially in high-consideration B2B environments where context and timing make all the difference.

Docket isn’t a chatbot — it’s a thinking agent. Traditional bots follow scripts; generic LLMs lack guardrails. Docket uses a proprietary Thinker–Responder architecture, meaning it reasons before it replies. Every answer is grounded in verified company data, delivered in your brand voice, and designed to push the conversation toward conversion — not just conversation for its own sake.

The Responder handles live conversation, while the Thinker decides why and what to say next. It draws on tools like your Sales Knowledge Lake™, memory, integrations, and reasoning models. Together, they act like a top-performing sales rep — empathetic, informed, and fast — available 24/7. This architecture makes Docket uniquely human-like in tone yet superhuman in speed and accuracy.

On average, customers see about a 10% increase in qualified leads after deploying Docket. Visitors don’t just browse — they interact, ask questions, and explore deeper. By combining reasoning, contextual understanding, and brand-aligned conversation, Docket turns passive website traffic into engaged buyers who convert faster. It’s not about page views; it’s about creating meaningful, measurable engagement that drives pipeline.

Yes — it’s instant and always on. Docket responds in under a second to most queries, in text or voice, and works continuously across time zones. It’s not just “available” 24/7; it’s attentive 24/7 — engaging, qualifying, and scheduling meetings even when your team’s offline.

Start with high-intent pages: pricing, product, and demo-request pages. These are where buying intent peaks, and where real-time engagement drives the fastest ROI. Many customers then expand to their homepage, resource center, and campaign landing pages once they see the early impact.

For most customers, Docket goes live in under 10 days — especially for standard marketing or product pages. For more complex setups, such as large-scale eCommerce or manufacturing catalogs with thousands of SKUs, it can take a few weeks. You simply share your approved content and CRM access, and our team manages ingestion, setup, and deployment. No coding or technical lift required — just a smooth path to go live and start converting.

Docket integrates seamlessly with Salesforce, HubSpot, Marketo, Demandbase, GA, Mixpanel, Slack, Teams, and RevenueHero. It respects your existing lead routing and automatically updates CRM records with full conversation history.

If a question falls outside its knowledge or violates compliance, Docket responds transparently and redirects the user to appropriate documentation or a human contact. It never guesses or hallucinates — it’s built to protect accuracy and brand trust.

Security is foundational. Docket is SOC 2 Type II and GDPR-compliant, with data encryption in transit and at rest. Each customer instance is fully isolated, and none of your data is ever used for external training.

Yes — privately. Docket learns only from your approved content sources to stay accurate and aligned. It doesn’t send your data outside your instance or use it for general model updates. Your content, your intelligence, your control.

You’ll have a dedicated CSM who reviews conversation data, tunes responses, and runs A/B tests. We measure engagement, meeting rates, and satisfaction to continually improve performance — turning your agent into a high-performing digital seller.

Here are some comparisons that highlight Docket’s unique strengths:
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✓ Glean vs. Docket: While Glean is an enterprise search tool, Docket is purpose-built for sales teams, offering instant, verified sales intelligence, automating RFP responses, and scaling best practices from top sellers.
✓ Guru vs. Docket: Unlike Guru, which relies on manual tagging and periodic updates, Docket leverages AI to automate knowledge management, seamlessly integrating into sales workflows and minimizing maintenance efforts.
✓ Highspot/Allego vs. Docket: While Highspot and Allego focus on content management, Docket acts as an AI Sales Engineer, delivering real-time, context-aware responses and automating RFPs, security questionnaires, and competitive intelligence.

Docket stands out by combining intelligent automation, deep sales integration, and real-time learning, ensuring your sales team operates at peak efficiency.

✓ Real-time competitive insights: Docket continuously updates market intelligence from your collected sources and provides the latest competitor insights in real-time.
✓ Competitor analysis: It generates competitor comparison documents, tracks evolving market trends, and helps sales teams position themselves effectively.

At Docket, security and compliance are at the core of everything we do. We are SOC 2 Type II and ISO 27001 certified, demonstrating our commitment to the highest security and privacy standards.

Our platform fully complies with GDPR and other key data protection regulations, ensuring customer data is encrypted at rest and in transit. While we do not currently offer EU-specific data residency, we maintain strict data deletion policies and adhere to global compliance frameworks, including SOC 2 Type II, ISO 27001, and GDPR, to support our customers' security and regulatory needs.

Docket safeguards sensitive information through end-to-end encryption, role-based access controls, and strict data retention policies. Organizations can configure data retention settings, automatically deleting aged data, ensuring robust security and compliance.

Docket uses encryption, role-based access controls, and data retention policies to ensure PII security and compliance with privacy regulations.

Docket provides real-time objection-handling strategies based on previous successful responses, competitive intelligence, and ROI justification. It enables sales teams to prepare for objections in advance, customize responses based on customer pain points, and use real-time AI coaching during sales calls.

Docket offers real-time pricing justification, highlighting ROI, efficiency gains, and competitor comparisons to address cost concerns. It also provides accurate, real-time answers to technical and complex queries, enabling sales reps to handle objections confidently without relying on sales engineers.

Docket automates sales intelligence, enhances response accuracy, reduces manual effort, and accelerates deal cycles. Customers experience a 12% improvement in win rates, 10% faster sales cycles, and six hours saved per seller weekly.

Docket accelerates onboarding by providing instant access to best practices, sales scripts, and real-time coaching based on insights from top performers.

With features like Docs, Docket enables rapidly creating  sales-ready assets, ensuring teams have up-to-date and tailored content to engage prospects effectively.

Docket centralizes sales knowledge, eliminates information silos, automates personalized document generation, and provides instant contextual answers in real-time.

Yes. Docket can process multi-tabbed and unstructured RFPs, generate responses in under two minutes, and support multiple languages. It also indexes sales and marketing content, making retrieving documents like battle cards, case studies, and sales scripts easy.

Docket curates training content, provides guided learning, and delivers real-time insights to improve sales effectiveness. It also helps ramp up new sales reps by giving instant access to accurate information about service offerings and industry knowledge.