Create personalized customer documents in seconds with AI

Instantly generate personalized customer documents by pulling data from your CRM, call transcripts, and deal history.

Instead of manually customizing business cases, mutual action plans, or sales pilots for each deal, reps get a first draft in seconds that they can review and send.
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From blank page to polished documents

Dock AI Documents generate the customer-facing deliverables reps usually skip or scramble to piece together—all polished, standardized, and ready to share in a Dock workspace.
AI that drives real revenue outcomes

Why revenue teams
love Dock AI Documents

Personalization at scale
CRM account data and customer language make every document feel hand-crafted.
Consistency across the team
Standardize business cases, action plans, and deal reviews so every rep delivers the same structure, tone, and best practices.
Higher rep adoption
Fast, standardized templates mean reps stop skipping business cases or piecing together docs in ChatGPT.
Lower enablement lift
Stop the ad-hoc content requests. Give reps AI-powered templates they can self-serve in seconds.
Smarter discovery and coaching
Empty sections highlight missing inputs, helping reps know what to ask next.
Faster deal cycles and smoother handoffs
Arm champions with polished, personalized docs that accelerate buying decisions, while Customer Success inherits full context for faster onboarding and time-to-value.
How do AI Documents work?

Customer-ready documents
in four steps

1. Connect your data sources
Connect the tools your team already uses:

  • CRM account data (Salesforce, HubSpot)
  • Call transcripts (Gong, Zoom, Chorus, HubSpot Meetings, or pasted text)
  • Your Dock content library
  • Knowledge base (Notion or Confluence)
  • CSVs or PDFs
2. Build your AI document templates
Create repeatable templates that guide AI to follow your playbook.

  • Write prompts and instructions in plain language
  • Pick your output format (tables, lists, project plans, action steps)
  • Add dynamic placeholders that pull from CRM or call data
  • Preview and test with real customer data
3. Generate personalized customer content
Reps build customer-ready documents in seconds.

  • Add AI documents to your workspace templates
  • Or add AI document sections to existing workspaces
  • Make edits directly in Dock
4. Share and collaborate with customers
Share AI-generated content directly in your Dock workspace.
  • Ask champions to leave comments or make edits directly in Dock
  • Track buyer engagement to see who’s involved and what’s resonating

Dock AI Success Story

+25% win rate
Lattice uses Dock AI to save their mid-market and enterprise sales reps hours on writing personalized business cases.
How they did it →
“If I'm working 20 opportunities a month, it's very challenging to build out those business cases. The magic of Dock is that it can handle the first draft in a matter of seconds.”
Seth Kramer,
VP of Sales, North America
“Reps are able to easily create business cases with a couple of clicks into a pre-built template. It’s plug and play.”
Jules Aldag,
Senior GTM Enablement Manager
Revenue teams love Dock
Want to try Dock AI?
Book a demo to see how Dock AI can enable your revenue team at scale.
Request Demo

Dock AI FAQs

Need more information? Contact our sales team →

Which Dock plans include Dock AI?

AI Documents are available on all plans (including Free). The AI Enablement Agent is available on Premium and Enterprise plans.

Does Dock AI train on my customer data?

No. Dock never trains our AI models on your customer data.

Which tools can I connect to Dock AI?

Dock AI integrates with your:
‍
• CRM: HubSpot, Salesforce
• Call recording tools: Gong, Zoom, Fathom, Chorus, and Avoma (coming soon)
• Wiki: Notion and Confluence (coming soon)
• Content library assets: Google Drive, SharePoint, and OneDrive
• Dock workspaces‍

How do I try Dock AI?

Sign up for free to try AI Documents, or request a demo from our team to trial all our AI features.

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