Know when buyers lean in
See workspace visits and content views while the deal is still top of mind.
Topics
SalesCustomer SuccessMarketingEnablementSlack integration
Ask Dock AI, find the right content, and act on buyer activity
without leaving the conversation.

@Dock How is the VIV/AI deal looking? What should I do next?
VIV/AI is moving forward. Here’s your deal review:
Stage: Evaluation · Owner: Alex Morgan
Buyer activity: Angela viewed the pricing proposal and security overview today.
Next step: Schedule a technical review with the security team.
Message #sales
Dock AI in Slack
Find content, get sourced answers, or draft your next follow-up.
Just @mention Dock in the conversation.

@Dock Draft a business case for VIV/AI using our discovery call.
I drafted the business case in your VIV/AI workspace, using the priorities from your call.

@Dock Find a case study I can share with an enterprise buyer.
Here’s an approved customer story for your follow-up.
Ready to share
The latest version from your content library.

@Dock Does our enterprise plan include SSO?
Yes. Enterprise includes single sign-on. Here’s the approved security overview with the details you can share.

@Dock What’s the latest on VIV/AI?
The opportunity is in Evaluation. Angela reviewed pricing today.
Book the technical review. Security is the remaining open item from your last call.
Message #sales
Use the agents you’ve set up in Dock, grounded in your team’s content, calls, and CRM.
Activity notifications
Workspace visits, content views, tasks, and comments.
Get the signal in Slack, with a link back to the source.
See workspace visits and content views while the deal is still top of mind.
Angela James viewed your workspace
Pricing proposal · 4 min spent on page
Open workspaceAngela James viewed an asset
Shared by Alex Morgan · VIV/AI
View assetFollow task updates and comments, then jump straight back into Dock.
Angela James completed a task
VIV/AI evaluation plan · Assigned to Angela
View taskAngela James added a comment
“Can we include our security team in the next call?”
View commentChoose where updates land
Send team-wide activity to an internal channel, keep customers up to date in Slack Connect, or get personal DMs for the workspaces you own.
Every alert brings the account, deal, and owner into context.
Angela James added a comment
“Our security team is ready for the technical review.”
View comment
Thanks, Angela. I’ll add them to the workspace before our call.
Message #viv-ai-onboarding
Once an admin turns it on, you @-mention the Dock app in any channel or DM and ask your question. Dock runs it through your agents and replies right in Slack, with its sources.
Anything you’d ask Dock AI elsewhere: find an asset, answer a pricing or competitor question, draft a document into a workspace, or review where a deal stands. It draws on your own content, calls, and CRM.
Dock can notify you when a stakeholder views a workspace, when a buyer opens an asset or watches a video, when a task or plan is updated, and when someone comments. Each alert includes the account, deal, and workspace owner.
Yes. You can sync a workspace to a shared Slack Connect channel, so your customers see updates and can jump back to the workspace from Slack.
Yes. Reps can opt into personal DMs for the workspaces they own, so they only hear about their own deals.
Yes. You can add the Dock app to both public and private channels.
The Slack integration is available on every Dock plan.
Connect your workspace, or get a walkthrough from our team.
