Overview
Dock AI is only as good as the questions you ask it. If you give it a vague prompt, you'll receive a vague answer, but a clear, specific one can save you work! Whether you're using a pre-built Dock Agent or building your own, a little bit of intention goes a long way.
Below are a few tips to help you get the most out of every conversation.
1. Start by picking the right Agent
Before typing your question, browse the available Agents and select the one that matches your use case. Each Agent has a specific focus area and set of sources, so selecting one first means you'll get a more relevant, better-formatted response than if you ask a general question and let Dock decide.
For example: if you want help handling a pricing objection, go to the Objection Handling Agent rather than asking Dock AI generally.
2. Be specific about what you need
Don't write your prompt like a search query. Write it like you're briefing a smart colleague who has no prior context. Include the "what", "why", and any relevant details.
Instead of... | Try... |
"Write a follow-up email" | "Write a follow-up email to Acme Corp after a demo. They're evaluating us against Competitor X and their main concern is implementation time." |
"Summarize this deal" | "Give me a deal and workspace review for Acme Corp — highlight where we are in the process, summarize workspace activity, identify any risks, and suggested next steps." |
"Find content on security" | "Find assets from our library related to enterprise security and compliance, relevant for a financial services prospect." |
3. Give context about the account or deal
The more Dock knows about who you're working with, the better. When asking about a specific customer or deal, mention the account name, deal stage, or any relevant details. Depending upon the sources enabled in your settings, Dock AI can pull from sources such as your CRM, workspace, meeting data, etc.— but you can help it know where to focus.
Mentioning the account name, deal stage, or a relevant meeting date helps the Agent pull the most relevant information rather than giving you a generic response.
4. Specify the format you want
Tell the chat if you need a specific output (bullet points, a table, a short paragraph, an email).
Examples: "Summarize this in 3 bullet points," "Write this as a short email," "Format this as a table with pros and cons."
5. Iterate
If the first response isn't quite right, don't start over — just refine. Tell the Agent what to adjust: make it shorter, change the tone, focus on a different angle. Treat it like a back-and-forth conversation rather than a one-shot request.