FAQs

Got Questions? Find Your Answers Here!

Answers to the most common questions about Docket.

Product and Feature Questions

What is Docket and how does it work?

Docket is an AI revenue platform for modern enterprises. Powered by the Sales Knowledge Lake™, it offers two main agents: the AI Sales Engineer and the AI Seller. The AI Sales Engineer agent delivers instant sales answers, automated RFPs, and personalized docs. While the AI Seller agent engages website visitors to create new pipeline by providing answers to complex queries and personalized demos. Companies like ZoomInfo, Demandbase, and Whatfix have achieved higher seller productivity, qualified pipeline, and revenue using Docket.

Can Docket handle complex technical queries?

Yes, Docket is designed to process and respond to complex technical questions with high accuracy, leveraging stored knowledge from top-performing sales and technical teams.

Does Docket support multilingual responses?

Yes, Docket can process and generate responses in multiple languages, adapting to the language of the uploaded document.

Does Docket provide real-time analytics on sales performance?

Yes, Docket offers detailed analytics and insights to track engagement, response accuracy, and sales performance improvement over time. It also uncovers any knowledge gap plaguing your sales team so you can take appropriate actions.

How does Docket integrate with our existing tools?

It seamlessly connects with your tech stack, including Slack, Microsoft Teams, Google Drive, Salesforce, Gong, Avoma and many more, enabling real-time knowledge sharing and automation. Know more.

What are Docket's Docs and Collections features?

Docket Docs enable sellers to create tailored, sales-ready documents such as product guides and one-pagers in seconds, while Collections organizes documents for easy access and sharing.

Can Docket generate sales proposals and documents?

Yes, Docket can generate sales proposals and documents. The Docket Docs feature allows users to create high-quality sales documents in just moments, such as product guides, landing pages, and other sales collateral. This feature supports multiple formats and helps streamline the creation of first drafts, allowing sales teams to focus more on refining content and selling.

What are the key features of Docket?

Docket delivers instant, verified answers to sales queries, automates RFP and security questionnaire responses, generates personalized sales collaterals and content by unifying your in-house data from Slack, MS teams, call intelligence tools, Zoom, and 3rd party sales platforms (CRMs, sales enablement platform, and more).

How does Docket ensure information stays up to date?

It automatically flags outdated or conflicting information, prompts users to resolve inconsistencies, and learns from interactions to improve accuracy.

Docket ensures information stays up to date by continuously tracking the recency of each data element when it is received and stored. The system prioritizes newer data over older data during retrieval. Additionally, Docket highlights discrepancies from conflicting information sources to ensure accuracy. The Sales Knowledge Lake™ algorithm replaces outdated data with relevant, recent insights, maintaining over 95% accuracy and sub-2.7% hallucination rates. Real-time data ingestion from multiple sources, including platform updates and team conversations, ensures responses are always aligned with the latest insights.

Can non-technical teams use Docket?

Absolutely! Docket is designed for ease of use and can be leveraged by sales, marketing, customer support, and other non-technical teams.

Can Docket help generate personalized sales scripts?

Yes, Docket can generate dynamic sales scripts based on previous successful interactions and customer personas. Users can connect Avoma, Gong, and other call intelligence platforms to surface winning scripts of earlier calls.

How does Docket assist with RFPs and RFIs?

It automates RFP and RFI responses by analyzing documents and drafting answers with inputs from SMEs and past winning papers and references, significantly reducing response times.

What is Docket's Sales Knowledge Lake™?

The Sales Knowledge Lake™ unifies your sales data, continuously learns from your top sellers, and always stays up-to-date, providing a centralized source of truth for your sales team.

Competitive Intel

How Does Docket Compare to Other Sales Enablement Tools?

Here are some comparisons that highlight Docket’s unique strengths:
‍
✓ Glean vs. Docket: While Glean is an enterprise search tool, Docket is purpose-built for sales teams, offering instant, verified sales intelligence, automating RFP responses, and scaling best practices from top sellers.
✓ Guru vs. Docket: Unlike Guru, which relies on manual tagging and periodic updates, Docket leverages AI to automate knowledge management, seamlessly integrating into sales workflows and minimizing maintenance efforts.
✓ Highspot/Allego vs. Docket: While Highspot and Allego focus on content management, Docket acts as an AI Sales Engineer, delivering real-time, context-aware responses and automating RFPs, security questionnaires, and competitive intelligence.

Docket stands out by combining intelligent automation, deep sales integration, and real-time learning, ensuring your sales team operates at peak efficiency.

How does Docket handle competitive intelligence?

✓ Real-time competitive insights: Docket continuously updates market intelligence from your collected sources and provides the latest competitor insights in real-time.
✓ Competitor analysis: It generates competitor comparison documents, tracks evolving market trends, and helps sales teams position themselves effectively.

What makes Docket unique in the market?

Docket stands out with its Sales Knowledge Lake™, 95%+ answer accuracy, sub-2.7% hallucination rate, real-time learning from top sellers, and deep integrations with sales tools, ensuring faster, smarter, and more reliable sales enablement.

Why should I choose Docket over other AI sales assistants?

Docket achieves 95%+ accuracy, a low 2.7% hallucination rate, and responds in under three seconds, outperforming generic AI assistants in precision, speed, and reliability.

Data, Security, and Compliance

How does Docket ensure enterprise-grade security and compliance?

At Docket, security and compliance are at the core of everything we do. We are SOC 2 Type II and ISO 27001 certified, demonstrating our commitment to the highest security and privacy standards.

Our platform fully complies with GDPR and other key data protection regulations, ensuring customer data is encrypted at rest and in transit. While we do not currently offer EU-specific data residency, we maintain strict data deletion policies and adhere to global compliance frameworks, including SOC 2 Type II, ISO 27001, and GDPR, to support our customers' security and regulatory needs.

What security measures protect data handled by Docket?

Docket safeguards sensitive information through end-to-end encryption, role-based access controls, and strict data retention policies. Organizations can configure data retention settings, automatically deleting aged data, ensuring robust security and compliance.

How does Docket protect Personally Identifiable Information (PII)?

Docket uses encryption, role-based access controls, and data retention policies to ensure PII security and compliance with privacy regulations.

How does Docket ensure the security and privacy of our data?

Docket uses end-to-end encryption, access controls, and strict data retention policies to protect customer data and prevent unauthorized access by following strict data retention and deletion policies.

Does Docket store or learn from my company’s sensitive data?

No, Docket does not retain or use your company’s data for model training. All contextual data is siloed and discarded after processing.

Can Docket help with security questionnaires?

Yes, Docket automates the completion of security questionnaires by leveraging stored knowledge and AI-powered confidence scoring.

Objection Handling

How does Docket help sales teams handle objections effectively?

Docket provides real-time objection-handling strategies based on previous successful responses, competitive intelligence, and ROI justification. It enables sales teams to prepare for objections in advance, customize responses based on customer pain points, and use real-time AI coaching during sales calls.

How does Docket assist in handling cost, technical, and other complex objections?

Docket offers real-time pricing justification, highlighting ROI, efficiency gains, and competitor comparisons to address cost concerns. It also provides accurate, real-time answers to technical and complex queries, enabling sales reps to handle objections confidently without relying on sales engineers.

How does Docket ensure accurate and reliable responses to buyer concerns?

Docket synthesizes responses from multiple verified data sources, provides confidence scores with every response, and cites sources to ensure accuracy and credibility.

How fast and easy is the onboarding process for Docket?

Docket offers a streamlined onboarding experience with guided setup, integration assistance, and user training. It integrates seamlessly into existing sales tools and can be fully operational within five hours, requiring minimal effort from your team.

Value Propositions

How does Docket help increase win rates and improve sales efficiency?

Docket automates sales intelligence, enhances response accuracy, reduces manual effort, and accelerates deal cycles. Customers experience a 12% improvement in win rates, 10% faster sales cycles, and six hours saved per seller weekly.

How does Docket help new sales hires?

Docket accelerates onboarding by providing instant access to best practices, sales scripts, and real-time coaching based on insights from top performers.

How does Docket enhance sales content creation?

With features like Docs, Docket enables rapidly creating sales-ready assets, ensuring teams have up-to-date and tailored content to engage prospects effectively.

What ROI can I expect from using Docket?

Companies using Docket see a measurable revenue increase, a 10% reduction in sales cycle time, and significant time savings, with each seller reclaiming six hours weekly.

Can Docket help personalize customer outreach?

Yes, Docket analyzes customer interactions and historical data to generate highly personalized messages and responses tailored to each prospect.

Can Docket help sales reps close deals faster?

Absolutely! Docket provides instant, tailored responses to objections, auto-generates personalized sales assets, and empowers sales teams to handle complex queries confidently.

Internal Processes

How does Docket streamline internal sales processes?

Docket centralizes sales knowledge, eliminates information silos, automates personalized document generation, and provides instant contextual answers in real-time.

Can Docket automate responses for RFPs, RFIs, and internal document retrieval?

Yes. Docket can process multi-tabbed and unstructured RFPs, generate responses in under two minutes, and support multiple languages. It also indexes sales and marketing content, making retrieving documents like battle cards, case studies, and sales scripts easy.

Can Docket assist with sales training and onboarding?

Docket curates training content, provides guided learning, and delivers real-time insights to improve sales effectiveness. It also helps ramp up new sales reps by giving instant access to accurate information about service offerings and industry knowledge.

How is ongoing maintenance managed for Docket?

Docket continuously updates its knowledge base, flags outdated information, and allows admins to verify and edit responses for accuracy.

How can I ensure my team gets the most out of Docket?

Encourage your team to ask specific, well-structured questions, utilize confidence scores, and continuously provide feedback to improve AI accuracy.

Can Docket automate meeting notes and follow-ups?

Docket can capture meeting summaries, extract action items, and generate follow-up emails, ensuring seamless communication.

Note: The above information is based on the latest data from Docket's website as of January 29, 2025.