Dock

Initial set up guides for reps and admins

Getting Started

Your home base in Dock for featured content

Navigating the "Home" Page

A high-level explanation of Workspaces and common use cases

What are Workspaces?

Creating Workspaces

How to share a Workspace and Workspace settings

Sharing Workspaces

How to add content library assets to workspaces

Adding Content to Workspaces

An overview of Dock's AI Assistant and Agents

Chatting with Dock AI as a Rep

How to edit your email notification settings

Dock Notification Settings

Quick access to your Dock Library, Workspaces, and AI Assistant

Using the Dock Chrome Extension

For Reps

The homepage gives every rep the right tools as soon as they log in

Customizing "Home" for Your Team

Teams in Dock

Inviting internal users to Dock and setting roles

User Roles and Permissions

What are Templates?

Getting started with the content management library

Intro to Content Management

What are Courses?

What are Playbooks?

For Admins

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

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.

Prototype role-limiting follow-up

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

Prototype getting-started answer

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

Prototype integrations answer

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

Prototype invite-team answer

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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