With the new Dock AI widget, you can turn a client call transcript, document, or Gong recording into tailored content for your client’s workspace.

You can use it to generate:

Follow the guide below to create your first section with Dock AI!

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 Dock AI under your Widget options.

Step 4: Choose what to create.

There are several options that are pre-built, or you can create your own type of section.

Step 5: Select a source.

Choose where to pull your content from: copy-pasted text (typically this is a call transcript), a document, or a recent Gong call recording (you’ll see a list of recent calls to pick from).

You can also add specific instructions or context for the AI to follow, helping tailor the output even further.

Based on your source file, Dock AI will generate suggested sections to add to your workspace. For now, this includes text, tables, and action plan checklists. From there, you can:

Step 6: Roll your mouse over the section to refine it or add it in. You can also refine the entire output or add in all sections (top right of the screenshot below).

Once your AI-generated sections are added to the workspace, you can edit them like any other section. You can also return to the Dock AI widget to generate more sections as needed.

For now, we’ve pre-loaded every Dock user account with 50 monthly AI credits. Each request to Dock AI equates to one credit. We’re still figuring out exactly how many credits to give each account, as there’s a real computing cost associated with each call to the AI. If you have any questions or concerns about your credits, please reach out to the team using the in-app chat, or reach out to your CSM. Thanks!