Dock

A guide to Internal vs. External Agents and output types

An Overview of Dock AI Agents

How to build your own custom Agent for internal Dock AI chat

Creating an Internal "Answers" Agent

Set the data sources across all agents and permissions

Advanced Settings for Dock's AI Chat

Confluence + Dock AI

How to create an AI Agent for Section generation

Creating an Internal "Sections" Agent

Dock's pre-built AI Agents and what each one does

About Dock's Pre-Built Agents

How to write effective instructions for your Dock AI Agents

Tips for Building Agents

Configuring agents and documents for your reps to use

Admin Configuration

How to build an Agent for AI Chat in customer workspaces

Creating an External Agent

How to set up client-facing chat for your customers

Configuring AI Chat for Workspaces

Use AI Chat to answer your team's questions directly in playbooks

Configuring AI Chat in Playbooks

External (Client-Facing) Chat

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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