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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.

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

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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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Getting Started

Navigating the "Home" Page

What are Workspaces?

Creating Workspaces

Sharing Workspaces

Adding Library Content to Workspaces

Chatting with Dock AI as a Rep

Dock Notification Settings

Using the Dock Chrome Extension

For Reps

Workspaces explained

Workspaces

Creating first workspace

Workspace best practices

Navigating Workspaces

Duplicating Workspaces

Connected Workspaces

Templates

Automation

Editing Workspaces

Pages

Sections

Widgets

Embeds

Publishing Workspaces

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Control Access by Page

Workspace to PDF

Message Threads

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Intro to Project Management

Checklists & Tasks

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Project plans

Global Task Management

Relative Start/Due Dates in Project Plans

Due Date Notifications

Project Plan Templates

Custom Statuses in Project Plans

"Sharing" Roles & Project Plans

How to Leverage Project Roles as a User

Managing Project Roles as an Admin

Key Dates for Workspaces

Project Management

What are Order Forms?

Sales Order Forms

Using Order Forms as a Team Member

Configuring Order Forms as an Admin

Signing & Sharing

Approval Rules

Workspace Settings

Managing Owners of a Workspace

Account Mapping

Adding Custom Code to a Workspace

Adding Intercom to Dock

Quick Tip: How to Unarchive a Workspace

Workspace Admin

Workspace Dashboard Views

Library explained

Library

Organizing content intro

Library Views

Archiving assets

Managing the content lifecycle

Library Settings

Internal assets

Managing content

Sharing content

Content analytics

Customer experience

Sharing and analytics

Learning explained

Learning

Pathways explained

Creating pathways

Pathways

Playbooks explained

Creating Playbooks

Sharing Playbooks

Managing Playbooks

Playbooks

Courses explained

Creating Courses

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Import SCORM

Courses

Practice explained

Embed Roleplays and Tutors

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AI Roleplay

AI Tutors

Create learning assignments

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Slide Templates

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Customizing Slide Templates: GSlides

Customizing Slide Templates: PowerPoint

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Dock AI

Tips for Chatting with Agents

Creating Sections with an AI Agent

Chatting with Dock AI in Slack

Using Dock AI as a Rep