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Product review

Docket

Docket

AI agent that turns site visitors into pipeline

Category

AI SDR

Key features

AI website agent by text or voice

Lead qualification and routing

Meeting booking

01 — Overview

What is

Docket

Docket is an inbound demand platform whose AI agent talks with website visitors by text or voice, answers product questions, qualifies intent, routes leads and books meetings. Every conversation is logged to the CRM with context, and answers come from a knowledge layer built on CRM data, call recordings, chat and docs. Marketing and sales teams use it to handle the first touch that an SDR would otherwise cover.

02 — Who it’s for

Ideal Customer Profile

Aimed at B2B marketing, demand gen, sales and RevOps teams, with a focus on enterprise security needs and customers from SMB to large enterprises.

03 — Capabilities

Key Features

AI website agent by text or voice

Lead qualification and routing

Meeting booking

Sales Knowledge Lake for grounded answers

CRM logging and hot lead alerts

Support for 40+ languages

06 — FAQ

Frequently Asked Questions

What is Docket used for?

Docket runs an AI agent on your website that engages visitors, answers product questions, qualifies them, routes leads and books meetings, then logs everything in your CRM.

Which tools does Docket integrate with?

Docket syncs with Salesforce and HubSpot and pulls knowledge from Gong, Slack, Google Drive, Notion and SharePoint, plus calendars and marketing automation platforms. It cites 100+ native integrations.

How does Docket avoid wrong answers?

Its agent answers from the Sales Knowledge Lake, built from your CRM, call recordings, chat and docs, and hands off to a person when it does not know the answer.

Is Docket secure for enterprise use?

Docket reports SOC 2 Type II, GDPR and ISO 27001 compliance and states that customer conversations are not used to train models.

Ready to try

Docket

AI agent that turns site visitors into pipeline