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Docket: AI Marketing and Sales Agent

Docket helps B2B sales and marketing teams convert website traffic into qualified leads. It is designed for enterprise teams that need to qualify buyer intent and schedule meetings via AI agents.

At a glance

Category
Sales
Best for
B2B Sales Teams, Marketing Operations Managers, Revenue Operations Leaders, Enterprise GTM Teams
Pricing
Pricing is traffic-based and billed annually. The Growth plan starts at $36,000/year for up to 20,000 monthly visitors, and the Scale plan starts at $48,000/year for 20,000 to 100,000 monthly visitors. Custom pricing is available for enterprise teams.
Key use cases
Inbound Lead Qualification, Automated Meeting Scheduling, Sales Rep Enablement, Global Visitor Engagement
Integrations
Salesforce, HubSpot, Marketo, Demandbase, Google Drive
Official website
docketai.com
Screenshot of DocketAI website

Docket is an AI agent platform designed for B2B companies to manage inbound lead engagement. It offers a marketing agent for website visitors and a sales agent to support internal reps with technical and competitive information.

The tool is intended for B2B marketing, sales, and revenue operations teams. It connects to company data sources to answer product questions and qualify leads through text or voice conversations.

By syncing conversation context and qualification answers to CRMs like Salesforce and HubSpot, the platform is designed to provide sales reps with a briefing before their first meeting. It supports 40+ languages and maintains SOC 2 Type II, GDPR, and ISO 27001 certifications.

Buyers should confirm that the platform is geared toward enterprise-scale traffic, with an annual investment starting at $36,000 and a typical deployment process of 7 to 14 days.

Key Features

Sales Knowledge Lake™

A knowledge architecture that ingests data from over 100 sources, including CRM records, Slack, and product documentation, to inform AI responses.

AI Marketing Agent

Engages website visitors to answer product questions, qualify buyer intent, and book meetings.

AI Sales Agent

Supports internal sales reps by providing answers to technical and competitive queries during live calls.

CRM Sync

Logs conversation history, pain points, and qualification answers into Salesforce or HubSpot.

Multilingual Support

Supports voice and text conversations in 40+ languages, localizing tone and phrasing based on the visitor.

Meeting Booking Integration

Integrates with scheduling tools like Calendly, Chili Piper, and RevenueHero to help automate appointment setting.

Use Cases

Inbound Lead Qualification

Using the AI agent to engage website visitors and identify high-intent leads through discovery questions.

Automated Meeting Scheduling

Identifying booking intent and routing visitors to a sales representative's calendar.

Sales Rep Enablement

Providing sellers with answers to technical objections and competitive intelligence during calls.

Global Visitor Engagement

Supporting prospects in 40+ languages to qualify international traffic.

Best For

B2B Sales TeamsMarketing Operations ManagersRevenue Operations LeadersEnterprise GTM Teams

Integrations

SalesforceHubSpotMarketoDemandbaseGoogle DriveSlackMicrosoft TeamsGongNotionSharePointCalendlyChili PiperRevenueHeroZendeskIntercom

Pricing

Pricing is traffic-based and billed annually. The Growth plan starts at $36,000/year for up to 20,000 monthly visitors, and the Scale plan starts at $48,000/year for 20,000 to 100,000 monthly visitors. Custom pricing is available for enterprise teams.

FAQ

How is Docket priced?

Docket uses traffic-based pricing rather than per-seat or per-conversation fees. Plans start at $36,000/year for the Growth tier.

Does Docket require a developer for installation?

No, it is implemented via a JavaScript snippet, and the Docket CS team handles the setup and data ingestion.

What happens if the AI doesn't know an answer?

The agent is designed to be transparent and will state it does not know the answer, then offer to connect the visitor with a human representative.

How long does it take to deploy Docket?

Most standard deployments are completed within 7 to 14 days.

Source category: Sales

Source subcategory: AI Chatbot

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