What is Dock?
Dock is the AI revenue enablement platform built for modern buying experiences. It provides a unified space for sales teams and customers to collaborate, with tools like deal rooms, client portals, AI-generated documents, and a content management library. The platform also includes AI enablement agents that help reps find assets, create workspaces, and draft follow-ups, while learning management features support courses and playbooks for team training and customer education.
Features
- Client Workspaces: Create deal rooms, onboarding spaces, and client portals that move deals forward in a shared environment.
- AI Enablement Agent: On-demand AI assistant that can find assets, create workspaces, review deals, answer product FAQs, compare competitors, and draft emails.
- AI Documents & Workflows: AI-generated proposals, business cases, mutual action plans, and follow-up emails based on live customer data.
- Content Management Library: AI-powered content library with auto-tagging and search so reps always find the latest files.
- Slides: Create personalized client presentations with marketing-defined guardrails.
- Learning Management: Build courses and playbooks for rep onboarding, product training, and customer education.
- AI Tagging & Search: Automatically tag and organize library assets; retag or archive files by asking Dock AI.
- Dynamic Workspace Templates: Reusable templates that auto-personalize based on CRM fields.
- HubSpot & Salesforce Automation: Automatically create workspaces, show/hide content, and complete tasks based on CRM activity.
- Content Engagement Analytics: Track what content is shared, what buyers engage with, and what drives outcomes.
Use Cases
- Sales teams can create digital sales rooms to share proposals, pricing, and action plans with prospects.
- Customer success teams can build onboarding portals to guide new customers through implementation.
- Enablement teams can create AI-driven playbooks and courses to train reps on product messaging and competitive battlecards.
- Marketing can manage content libraries and ensure reps use the latest approved collateral.
- Revenue teams can automate workflows triggered by CRM activity for seamless customer handoffs.
FAQs
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How does the free plan work?
Dock's free plan lets you explore the platform before committing to a paid subscription. It includes 10 workspaces, 25 CMS assets, 1 slide deck, and limited AI usage. -
How does AI usage work?
Dock AI scales with every plan. You don't need to purchase credits, manage tokens, or monitor usage quotas. Fair-use protections exist only to prevent abuse and ensure reliability. -
Do my customers need to pay?
No, Dock only charges for internal team members. All external collaborators—including prospects, clients, and partners—have free access.
