New in Dock: AI Agent Builder

TABLE OF CONTENTs

TABLE OF CONTENT

Give your team AI agents that actually know your business—built on your data and your process.

Your reps are already using AI every day, but tools like ChatGPT and Claude don't know anything about your business, your customers, or how your team sells—they’re trained on the public internet. So reps get generic AI-speak.

Building and babysitting your own data-to-AI pipeline quickly becomes a full-time job.

Dock's new AI agent builder fixes that. You can build custom AI agents connected to your own data: your CRM, call recordings, content library, company wiki, Dock workspaces, and more.

Build agents for deal reviews, for drafting follow-up emails, or for managing your content library—and give every rep access to your agents in the Dock AI chat.

So far, other enablement platforms have promised AI agents. But you’re locked into the instructions they’ve hard-coded. Dock is the first and only platform that lets you build and customize your own agents, on your own data.

TL;DR: Dock AI Agents

With the new agent builder, you can:

Build custom AI agents in Dock, configured to your process
Share agents across your team so every rep works from the same workflow
Connect agents to your CRM, call transcripts, content library, Dock workspaces, company wiki, and other data sources
Start from scratch or duplicate any of Dock's 13 pre-built agents

Create your own AI agents

Dock AI agents can answer product and process questions, write follow-up emails, query or manage your content Library, review deals, summarize calls, handle competitor comparisons, and more.

Each one is scoped to a specific task—so reps get accurate, consistent output from Dock AI without having to figure out how to prompt it every time.

Building a Dock AI agent is straightforward. Give it a name, write instructions, and connect it to the relevant data sources. Then share it with your whole org, or keep it private.

Create your own Dock AI agents with custom instructions and data sources

Dock comes with 13 pre-built agents covering common use cases—like Deal review, Email generator, Business case writer, Competitor comparison, Find asset, and more.

Dock AI comes with 13 pre-built AI agents you can copy and customize

You can also duplicate and modify any of these built-in Dock agents rather than building from scratch.

‍✨ Example: Recently, a Dock customer wanted Dock AI to pull up every possible case study that’s relevant to a prospect account, but Dock AI returns the top five by default. That customer duplicated the Find asset agent, changed its instructions to return all matches, and shared that new custom agent with their team.

Choose the sources for each agent

You can select exactly which data sources each agent has access to, so it’s only accessing the most relevant information for each query.

You can connect any of the following tools to your AI agents:

Dock data, like workspaces, playbooks, library assets, and courses
Call recordings from Gong, Zoom, Chorus, and more
Customer emails (via your CRM)
Your company wiki (Notion or Confluence)
Files you upload directly to the agent
The internet (off by default, but available when you need it)

Hand-pick your data sources for each agent

‍✨ Example: Build a pre-call research agent that pulls from the account's Salesforce record, recent Gong calls, past email threads, and the relevant Dock workspace—so reps walk into every call fully briefed on the history of the account.

Use agents in Dock, Claude, and ChatGPT

Your reps have two options for using the Dock agents you create.

Within Dock, Dock AI chat is where reps will use your agents day to day. If reps already know the agent they want to use, they can select it directly.