The Challenge

An architect in Massachusetts shouldn’t have to click through 47 pages of inspiration galleries just to find the right commercial-grade folding glass wall. Your buyers—whether architects, contractors, dealers, or homeowners—come with a vision but often lack the technical knowledge to translate it into the right product specifications. They struggle with questions like: Which flooring system performs best in coastal humidity? What roofing tiles meet regional building codes? Which door hardware is rated for high-traffic commercial use?
Meanwhile, your sales team is buried under of "how to buy" forms missing critical details about project type, location, timeline, or budget—spending hours qualifying leads that often go nowhere.
Capabilities

Built for Building Materials Complexity

Trusted Technology for Manufacturing

Convert Inspiration into Qualified Opportunities

Your buyers think in spaces and visuals — not SKU numbers. They want to see how a green window looks on a California beach house or how oak flooring performs in a hotel lobby versus a living room. Docket’s AI Product Concierge guides them through an interactive, visual conversation: “What type of space are you designing — residential or commercial? What region are you building in? What aesthetic are you going for?” It navigates your gallery intelligently, filtering thousands of images and specs by application, location, style, and performance. It navigates your gallery intelligently, filtering thousands of images and specs by application, style, and performance, then surfaces the right products and real-world examples — like “Here are folding window systems used in Massachusetts coastal homes.” The result: Buyers move seamlessly from inspiration to specification, driving more qualified leads and faster project conversions.

Win More Projects with Specification-Perfect Recommendations

Every project has unique performance and compliance requirements — and getting those specs right means winning the deal. Docket’s AI Product Concierge helps buyers choose products that meet regional codes, climate demands, and application needs. Whether it’s a roofing system built for Florida’s hurricane zones or a window system engineered for Boston’s winters, Docket guides each buyer through the variables that matter — project type, climate zone, and performance priorities — and matches them to the right solutions. The result: More accurate specifications, fewer mismatched quotes, and a higher close rate on qualified, spec-ready opportunities.

Convert Inquiries into Sales-Ready Opportunities in Real Time

When a visitor clicks “Get Pricing” or “Schedule a Consultation,” that moment shouldn’t be lost to a form. Docket’s AI Product Concierge engages instantly, asking smart, contextual questions — project type, location, budget range, timeline, and decision authority — to qualify intent and capture all the details your team needs to take action. It then routes qualified opportunities directly to the right sales rep, dealer, or showroom, even scheduling visits when appropriate. The outcome: Better-qualified leads, faster handoff to regional reps or dealer networks, and improved buyer experience with immediate engagement.

Increase Order Value with Complete System Recommendations

Every building material works as part of a system — flooring needs underlayment, windows need flashing and trim, doors need hardware and thresholds. Docket’s AI Product Concierge identifies these dependencies and proactively recommends complementary products buyers might overlook. “For coastal installations in Massachusetts, you’ll also need our weatherproofing system and corrosion-resistant hardware…” By guiding buyers toward complete solutions, Docket helps you prevent incomplete orders and installation issues while maximizing order size and customer satisfaction. The outcome: Higher average order values, smoother installations, and stronger repeat business.

How it works

Docket Response Time
Engage
Through natural conversation, the agent gathers project details: residential vs. commercial application, location and climate zone, aesthetic preferences, performance requirements, timeline, budget range, and decision-making process — qualifying buyers in real time.
Docket Response Time
Qualify
Through natural conversation, the agent gathers project details: residential vs. commercial application, location and climate zone, aesthetic preferences, performance requirements, timeline, budget range, and decision-making process — qualifying buyers in real time.
Enterprise-grade security by Docket
Convert
Qualified opportunities are routed directly to your inside sales team, regional dealers, or showrooms. The agent can schedule consultations or showroom visits, ensuring every buyer moves seamlessly from interest to action.

Seamless Integration with Your Systems

Docket connects to the tools you already use
CRM & Sales
Salesforce Microsoft Dynamics HubSpot
Data Sources:
Website Technical Data Sheets (TDS) Safety Data Sheets (SDS) Product Information Management (PIM) systems Product catalogs and specifications
ERP & Product Data:
SAP Dynamics 365 Epicor Datacor
Collaboration
Microsoft Teams SharePoint Running on Microsoft Azure? Docket is available through Azure Marketplace, allowing you to use existing cloud commitments for your purchase.

Built for Building Materials Complexity

Unlike generic chatbots, Docket is purpose-built for technical product sales — designed to handle the real-world complexity of building materials.
Understands specifications
Interprets detailed product data and performance criteria to recommend the right solutions every time.
Regulatory intelligence
Matches products based on compliance with regional building codes, safety certifications, and sustainability standards like LEED or ENERGY STAR.
Application-driven
Guides discovery by use case and performance needs, not just product names or features.
Multi-party routing
Routes inquiries to the right team — inside sales, architectural reps, technical specialists, or dealer partners — based on project complexity.
Trusted by visionary GTM leaders at
Demandbase
Whatfix
Demandbase
ZoominfoPathify

Revenue leaders love Docket

Teams that use Docket see viral adoption of the product and claim they “can’t imagine life without it”
Don’t take our word for it. See it in action.

Don’t take our word for it. See it in action.

Book a demo