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AI Agents

Build agents that
know your business

Put your content, calls, and CRM to work. Give your team AI agents that answer questions, find content, and create what comes next.

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Revenue teams love Dock

From knowledge to action

Your best work.
Ready to repeat.

Turn your team’s knowledge into deliverables every rep can use.

Sales rooms

Create a room with the right content and a plan for the buyer.

Playbooks

Turn your expertise into clear guidance for the whole team.

Courses

Build a first draft of training from the knowledge you already have.

Order forms

Draft the deal details, then review them before sharing.

Answers with context

Help reps find
their next move

Give every rep access to the knowledge behind your best conversations.

Your agent, your way

Make your expertise
part of the workflow

Start with a prebuilt agent or create your own. Set its job, connect your sources, and try it before your team does.

Built for your team

Shared knowledge.
Clear controls.

Keep your agents useful, consistent, and grounded in the right information.

Choose who has access

Keep an agent private or make it available to your organization.

Set the sources

Give each agent the content and connected tools it needs for its job.

Lighten the admin work

Use library and workspace agents to keep content organized and up to date.

Work where you already think

The same knowledge.
Wherever work happens.

Use agents in Dock AI, playbooks, and client workspaces. Connect Dock to Claude or ChatGPT with MCP.

Explore Dock MCP

AI Agents,
answered.

Need more information?

Contact our sales team

What is a Dock AI agent?

An agent combines saved instructions, selected sources, and an output type. Your team can reuse it to answer questions, find content, or create sections in Dock.

Can I customize a prebuilt agent?

Yes. Use a prebuilt agent as a starting point, then adjust its instructions and sources to match your business.

What sources can an agent use?

Agents can use Dock workspaces, playbooks, your library, and courses, along with connected sources such as call recordings, CRM data, and company knowledge. You choose the sources available to each agent.

What is the difference between internal and external agents?

Internal agents help your team. External agents are customer-facing and can answer questions within shared workspaces, using the sources you configure.

Can I keep an agent private?

Yes. Keep an agent available only to you or share it with your organization.

Where can my team use agents?

Use agents in Dock AI, playbooks, and customer workspaces. Dock MCP also brings your Dock knowledge into supported AI tools such as Claude and ChatGPT.

How do I keep answers grounded?

Choose trusted sources and give the agent clear instructions. Use the preview to test questions and refine its answers before sharing. Review generated content before sending it to customers.