Overview
By integrating Dock and Fathom, you can select calls to generate AI Documents from and easily embed call recordings by selecting from a pre-populated list.
In the guide below, we'll walk you through how to configure this integration.
The Fathom API (used to grab the API key required below) is currently in beta. We recommend reaching out to them directly to request access until the API is openly accessible.
Without natively integrating, reps can still embed call recordings manually with the link.
Initial Set Up
Step 1: From the home screen, click Settings on the lefthand nav bar.
Step 2: Under Data Management > select Integrations.
Step 3: Click on Fathom.
Step 4: Click Turn on Integration.
You'll then be asked to paste in an API key from Fathom.
Generating the API Key
You'll need to create an API on Fathom, and then add the API key to Dock to create a connection.
Step 1: Within your Fathom account, navigate to the Settings section
Step 2: Scroll down to find API Access
Step 3: Click Add to generate API key and follow the steps
Step 4: Copy the API key you've generated
Step 5: Come back to Dock and paste in the key!