Docket doesn't just qualify your buyers — it moves them forward. Smart routing, instant booking, and real-time rep alerts, all handled without a human in the loop.
AGENTIC ROUTING
Routing that reads the room, not just the record.
Legacy routing tools work off static rules — company size, industry, territory. Docket routes based on the actual conversation. It considers ICP fit, engagement depth, buying stage, and expressed intent — then connects the visitor to the rep who makes the most sense. In real time.
01
Conversation-aware routing
Decisions are made on what was said, not just who showed up. Docket factors in the full conversation before making a routing call.
02
Flexible rule support
Territory, round-robin, and ownership-based routing rules all supported. Rep availability detection before routing to booking. Overflow and fallback logic built in.
03
Account-level routing
Known customers and open opportunities route to the right owner automatically — no manual lookup, no rep confusion.
MEETING BOOKING
From conversation to calendar. No SDR required.
When a visitor hits your qualification threshold, Docket surfaces a meeting CTA at exactly the right moment — then handles scheduling, calendar invites, and confirmation automatically. Your rep gets a booked meeting with full context already attached.
Intent-triggered booking CTAs — shown when the visitor is ready, not on a timer
Google Calendar and Outlook sync — real availability, automated invites, instant confirmations
77% of Docket-booked meetings happen outside business hours
Rep gets full conversation summary attached to every booked meeting
REAL-TIME ALERTS
Hot leads don't wait. Neither should your reps.
When a high-intent visitor is in an active conversation, Docket alerts the right rep in real time — via Slack, email, or your CRM — so they can jump in while the moment is hot.
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Configurable alert thresholds based on intent score or ICP tier
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Slack and email notifications with full conversation context included
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Live takeover capability — rep can join the conversation mid-session
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Post-conversation alerts for AQLs that book without rep intervention
See how Agentic Routing works on your site.
See how Agentic Routing works on your site.
Stop losing high-intent visitors to slow follow-up.
