Step 1: Pick your use case
The first step is to pick a use case:
Sales room
Customer implementation
Customer portal
Once you have a use case in mind, then you'll be ready to build.
Step 2: Gather existing collateral
Workspaces bring together all your existing client-facing in one place for customers. Organize all the PDFs, videos, links, and more that you share with customers. Then you'll be ready to build a workspace.
Pro tips:
For sales rooms, use the collateral from your demo follow up email
For implementations, get the assets from your onboarding kickoff
Step 3a: Ask Dock AI to create first draft
Dock AI makes a first draft based on your prompt, source materials, and website.
Go to the Homepage and Ask AI
Or go to Workspace page and click "Create workspace"
Add your prompt and upload source materials
Select a customer account
4. Once you have a first draft, ask AI to to refine or just use the built-in editor
5. When you're ready, publish and share with a customer or turn this workspace into a template for the rest of your team to use.
Step 3b: Start from a Dock Template
Dock has a ton of great templates to start from.
In the side navigation, go to Workspace > Templates
You'll see the Dock templates at the top of the page
3. Once you select a template, then just click "Use template"
4. The Dock template will be added as your own Template
5. Make edits using AI or our built-in editor. When you're done, click "Publish" to activate this template.
6. In order to use this template with a customer, go to the Workspace page and click "Create workspace." You'll see this template listed as an option.