What is Dock AI?
Dock AI answers enablement questions, creates client-facing documents, and saves your team time through two features:
AI Assistant: enablement agent who answers questions from sales and success teams about your product, competitors, specific deals, and more.
AI Documents: create personalized documents like business cases, customer success plans, customer FAQ recaps, sales pilot overviews, deal review plans, and more.
Dock uses CRM, customer meetings, sales collateral, and deal room data to power these. The more sources you connect, the more relevant and reliable Dock AI will be.
Note: these features are only available on our Premium and Enterprise plans.
Dock AI Settings
Dock AI Settings allow admins to turn different data sources off/on and also upload additional sources (email & business case).
To set this up:
Step 1: navigate to Ask Dock AI in the lefthand side nav bar
Step 2: click Settings in the top right corner.
Step 3: enable or disable any data source(s).
Dock AI Additional Sources
To train Dock AI to create business cases or email playbooks that follow your preferred templates or formatting, you can upload text or files to the Business Case and Email Playbook Additional Sources section.
Business Cases
You can add an example business case that you've used with another customer.
Email Playbooks
Add example email templates that you send to customers.
Dock AI & Notion
Dock offers an MCP integration with Notion that allows Dock to search the contents of Notion when using Dock AI.
To set this up
Step 1: in Dock, navigate to Settings > Integrations > Notion
Step 2: connect to Notion MCP
Step 3: in Notion, select the pages you want accessible to Dock
This functionality works best when you select “Notion” as a data source when using Dock AI.