Dock AI

Enable your revenue
team with Dock AI

Generate deal rooms, build training, answer questions, and surface deal insights—all from AI that knows your business.

Revenue teams love Dock

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Create with AI

Build customer experiences
and team resources with AI

Dock AI makes it easy to create customer workspaces, slide decks, order forms, team playbooks, and training courses.

AI agents

Your team’s expertise.
Ready for every rep.

Start with a ready-made agent or build one around your team’s knowledge.

Customer collaboration

From the first draft
to the next step

Turn call notes and customer context into work your buyers can use.

Create the deal room

Start from your template and personalize it with CRM data and call notes.

Write the business case

Draft summaries, proposals, and follow-up content for your champion.

Move the work forward

Update plans, suggest next steps, and draft order forms in Dock.

Your knowledge

Answers grounded
in your business

Find the right asset, answer a product question, or prepare for the next conversation.

Your approved content

Use the library, playbooks, and workspaces your team already maintains.

Your customer context

Bring in CRM data and call recordings for more useful answers.

Your connected tools

Connect company knowledge from Notion, Confluence, and Google Drive.

Dock MCP

Work where you already think

Use Dock in Claude or ChatGPT. Find answers, create content, and update your workspaces.

AI Roleplay

Practice the calls
that decide your deals

Give every rep unlimited practice with realistic AI buyers.
Built around your scenarios. Coached to your standards.

Wall of Love

Revenue teams (and their customers) love Dock

Sales Enablement
Reps
Sales
Videos
It has truly been a game changer for how our reps are selling. If we were to take Dock away from our Sales teams, they would be very upset with us.
Jules Aldag
Senior GTM Enablement Manager
,
Lattice
Sales
Customers
Videos
You build a champion by providing them the information that they need to go internally and get buy in and get the team excited... We've actually had customers that are doing to a business case to their CFO just pull up the Dock and scroll through it.
Stephen Ruff
Co-Founder
,
Champify
Sales
I will admit: I was skeptical of deal rooms for the longest time. We absolutely love Dock and how we set ours up. It does some serious heavy lifting. We are constantly coming up with new ways to use it. Consider me a skeptic turned believer.
Rob Anderson
CRO
,
TitanX
Sales
Reps
Videos
The biggest thing that I love about Dock... is it's just elevated the quality of follow-up.
Andrew Hollis
Co-Founder
,
Nectar
Reps
Sales Enablement
Videos
If you show your AEs Dock... They, like, immediately fell in love with it.
Victoria Bush
Product Marketing Manager
,
August
Reps
GTM
Sales
Customer Success
Videos
I don't know how many times I've been DM'd in Slack the words "I love Dock."
Noah Massucci
Director of Sales Engineering and Customer Onboarding
,
Robin
Customer Success
Videos
I love Dock. I think every CS team should have it.
Rachel Jennings-Keane
Global Head of Customer Success
,
Assignar
Sales
Reps
Videos
The team really embraced it. One of our reps put together, like, twenty Dock sites in a week. I could tell at that point this is something that's really needed.
Bill Tillman
VP of Revenue & Growth
,
Spotnana
Sales
Reps
Fellow Account Executives... I am telling you, check out Dock. Default onboarded Dock a week ago, and we are already seeing incredible value. This isn't even a paid post - I just know I wish I knew about Dock sooner.
George Harris
Founding Account Executive
,
Default
Sales
Customer Success
Reps
I’ve had multiple people in both Sales and CSM tell me “Dock is the best product we’ve bought”
Brendan O'Neil
Director of Strategic Partnerships and Alliances
,
Robin
Sales
Dock is absolutely the most impactful piece of software i've ever used as a seller in 20+ years of selling.
Tap Haley
Sales
Reps
The layout helps your champion look super buttoned up while they take your proposal to executives. It's easy to share, and the insights Dock provides help loop in new decision-makers and find where a buyer is in the process.
Johnny Wegener
Account Executive
,
Hofy
Sales
Reps
Dock has changed the follow up game. After every intro call, I will send over a Dock that has tons of content, a demo video, customer success info, etc. It makes it so easy to provide the customer will all information needed. Dock is improving my deal cycles tremendously.
Nate Segal
Account Executive
,
Champify
Customer Success
Sales
GTM
What I have been looking for! Portal for prospects. Sales to CS handoff. Customer onboarding. Customer value tracking. Soon renewals. Excited by the flexibility of this product and quick learning curve.
Whitney Noyes
Chief Customer Officer
,
Time Study
Sales Enablement
Sales
Customer Success
Y'all have been a crucial part of how we brought in multiple WHALE accounts in Q4. And don't get me started with what [our] team have done post-sales. 🫶
Ryan Vanshur
Director of Sales Enablement
,
Handle

SecurityScale with
enterprise-grade
security

Secure Sharing

Restrict workspace access by email, domain, magic links, or Google Sign In.

SOC 2 Type IIGDPR Compliant

Dock AI,
answered.

Need more information?

Contact our sales team
What is Dock AI?+

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.

What can Dock AI do?+

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.

How is Dock AI different from general-purpose AI?+

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.

What data does Dock AI 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.

What tools can I connect to Dock AI?+

Your CRM (Salesforce and HubSpot), call recorders (Gong, Zoom, Fathom, and more), and your knowledge base (Notion or Confluence), alongside everything already in Dock.

Does Dock have an MCP server?+

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.

Where can I use Dock AI?+

In Dock AI chat, inside playbooks, inside client workspaces, in Slack, and in Claude, ChatGPT, or Gemini through the Dock MCP server.

Can our customers use Dock AI?+

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.

Does Dock AI respect our permissions?+

Yes. It follows the same permissions as the rest of Dock. Admins control who can build agents and what data they can reach.

Does Dock AI train on my customer data?+

No. Dock does not use your data to train AI models.

Which plans include Dock AI?+

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.

Want a deeper tour of Dock?

Book a demo with our team
for a personalized demo.

Request Demo