Overview
By using external AI Agents your admin team has created, you can turn a client call transcript, document, or call recording into tailored content for your client’s workspace.
You can use it to generate:
Business cases
Meeting recaps
Customer success plans
Executive summaries
Proof of concept plans
Project plans and checklists
And your own custom prompts
Follow the guide below to create your first section with Dock AI!
Create an AI-generated section
Step 1: Navigate to a workspace!
Step 2: Navigate to the page you'd like to add these sections in. Click Add section.
Step 3: Select AI Agents under your options.
Step 4: Pick an Agent.
You can choose from Company Agents your admins have created, or Dock's prebuilt agents.
Step 5: Review and edit instructions, and add in your source
Based on your source file, Dock AI will factor those into the prompts and build the appropriate output in your workspace.
Editing within a workspace
Once your AI-generated sections are added to the workspace, you can edit them like any other section.
You can also roll your mouse over the section and click on the stars to refine it with AI:
