Create the deal room
Start from your template and personalize it with CRM data and call notes.
Topics
SalesCustomer SuccessMarketingEnablementDock AI
Generate deal rooms, build training, answer questions, and surface deal insights—all from AI that knows your business.
Revenue teams love Dock
Create with AI
Dock AI makes it easy to create customer workspaces, slide decks, order forms, team playbooks, and training courses.
AI agents
Start with a ready-made agent or build one around your team’s knowledge.
Customer collaboration
Turn call notes and customer context into work your buyers can use.
Start from your template and personalize it with CRM data and call notes.
Draft summaries, proposals, and follow-up content for your champion.
Update plans, suggest next steps, and draft order forms in Dock.
Your knowledge
Find the right asset, answer a product question, or prepare for the next conversation.
Use the library, playbooks, and workspaces your team already maintains.
Bring in CRM data and call recordings for more useful answers.
Connect company knowledge from Notion, Confluence, and Google Drive.
Dock MCP
Use Dock in Claude or ChatGPT. Find answers, create content, and update your workspaces.
AI Roleplay
Give every rep unlimited practice with realistic AI buyers.
Built around your scenarios. Coached to your standards.
Secure Sharing
Restrict workspace access by email, domain, magic links, or Google Sign In.
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People with access
Advanced Settings
Dock AI is the AI layer across Dock's revenue enablement platform. It powers custom agents, plus AI in your deal rooms, content library, and training, all running on your own content, calls, and CRM.
It answers your team's questions, builds customer-facing work like deal rooms and business cases, finds and organizes your content, creates training, and handles admin, all grounded in your business.
Dock connects AI to your own content, calls, and CRM, so answers reflect how your company sells. You control the sources an agent can use.
Your deal rooms, playbooks, library, courses, call recordings, and CRM, plus any file you upload. Every agent's sources can be scoped, down to a single playbook or tag.
Your CRM (Salesforce and HubSpot), call recorders (Gong, Zoom, Fathom, and more), and your knowledge base (Notion or Confluence), alongside everything already in Dock.
Yes. The Dock MCP server lets you use Dock from Claude, ChatGPT, and Gemini. Search your library, find and manage deal rooms, pull everything on an account in one query, and run your custom agents, all scoped to your existing Dock permissions. It's available on every plan.
In Dock AI chat, inside playbooks, inside client workspaces, in Slack, and in Claude, ChatGPT, or Gemini through the Dock MCP server.
Yes. An external agent inside a client workspace lets customers ask questions, answered only from the content you've made available. Admins can turn client-facing chat off entirely.
Yes. It follows the same permissions as the rest of Dock. Admins control who can build agents and what data they can reach.
No. Dock does not use your data to train AI models.
Every plan. Dock AI is on Free, Standard, Premium, and Enterprise, with no credits or tokens to manage and soft usage caps to prevent abuse. MCP access is included on every plan.
Alex
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Partnership Proposal for VIV/AI
Acme is excited to partner with VIV/AI to drive significant business results across your portfolio of products.
This workspace includes everything you need to know about Acme as you evaluate our enterprise system and onboard to the platform.
Table of Contents
→ Product Overview
→ Business Case
→ Case Studies
→ Pricing Proposal
→ Customer Success
Hi there
👋
I’m Acme Agent AI. I can help you find matters, legal documents, onboarding resources, and internal knowledge.
Pull up the onboarding doc for the Acme Holdings matter.
Found the active matter workspace and the latest onboarding pack.