Overview
With AI Documents, 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 Dock AI Documents under your Widget options.
Step 4: Choose what to create.
There are several options that are pre-built, or you can create your own template.
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 call recording.
You can also add specific instructions or context for the AI to follow, helping tailor the output even further.
Review, refine, and add to workspace
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:
Refine each section with further AI prompts
Add sections one at a time to your workspace
Use the “Add All” option to drop everything in at once.
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).
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 return to the Dock AI widget to generate more sections as needed.