When you sign into Dock, you will immediately be taken to your "Workspaces" section. This shows all spaces within your org, which you can filter or search through.
There are four steps when it comes to creating and sharing a Workspace.
Step 1: Create the workspace
Step 2: Configure pages
Step 3: Configure sections
Step 4: Share the space
In the article below, we'll talk through the first step — how to create your Workspace!
Creating a New Workspace
Step 1: To create a workspace, select the New workspace button on the top right:
Step 2: Once selected, you'll have four options to choose from:
Templates
Existing Workspace
Blank Workspace
Create with AI (Beta)
Templates are either built by your admin or are Dock-provided. Workspaces are any other space that's been created in your account so far — a great option if you want to copy something you've already made before.
Step 3: Make a selection and click the button on the bottom right of the page, Next step: Choose Account:
Step 4: To start, search for an account or create one as new. Accounts are typically the customers or partner who you're sharing the workspace with. If you have HubSpot or Salesforce integrated, you should be able to search for them easily.
Tip: If you're trying to create a "one-to-many" workspace, then we recommend adding your own company as the Account.
Step 5: You can then edit details about the Workspace such as title, logo, owners, stage (if enabled) and key dates.
Once you're done, click Create Workspace on the bottom right! 🎉
Creating a Workspace with Dock AI (Beta)
Instead of building a workspace manually, you can select Create with AI to have Dock AI generate one for you as a starting point.
Step 1: Select Create with AI
Step 2: Add your resources:
Add account — the account this workspace is for
Add template — optionally base the generated workspace on an existing template
+ — attach source materials (such as documents or links) for Dock AI to reference
Step 3: Prompt AI to build a new workspace by selecting the ↑ arrow
You can track the prompts as Dock AI builds out the pages, sections, and content based on the account, template, and sources you provided.
Note: Create with AI is currently in Beta. We recommend reviewing the generated pages and content before sharing the workspace with your account.
Click here to learn about step 2 of creating a Workspace, building your pages!