Dock

We just launched Dock's AI Enablement Agent. It's a real-time co-pilot that gives reps instant answers, finds the right content, and coaches them through deals. It's like having a Sales GPT that's powered by your data: CRM, call transcripts, knowledge base, and content library. Your reps can now: - Ask questions and get instant answers from your CRM, content library, and knowledge base - Find the right case study for their buyer - Get competitive intel during calls - Write personalized emails based on real customer conversations And it's not just a chatbot. It's an agent that takes action in Dock. Ask it to create a sales room, and it builds one from your template. Need to organize content? It handles the tagging. Like any AI product, this is a work in progress. We've been beta testing this closely with customers and using it ourselves to refine the experience. The hardest part was building the data foundation that makes all of this possible. But now that it's in place, we can unlock a whole new set of possibilities for real-time enablement. Try it out, let us know what you think, and help us build the future of revenue enablement together.

Lattice increased their late-stage win rates by 25% using Dock's AI-generated business cases. Here's how they did it: Your champion needs a business case to defend the spend in rooms you're not in. That's where 83% of the buying process happens: internal meetings with the CFO, VP, and other stakeholders. But if a rep is working 20+ opportunities a month, they don't have time to build a custom business case for each deal. So reps either send something generic that doesn't land or skip it entirely. That was the problem Jules A. saw when she joined Lattice's enablement team. Reps were already using Dock deal rooms to share content with buyers, but Jules wanted to give them a way to create personalized business cases without the manual work. Working with our team, Lattice's enablement team built an AI Document template that automatically creates a first draft of a business case based on call transcripts with the prospect. The rep reviews it, spots any gaps, and follows up with their champion in their next call. Seth Kramer, Lattice VP of Sales, North America, says it's the co-creation model that makes it work. Because it's drafted from call transcripts, it sounds like the champion's voice, not the vendor's voice. That's what gets CFO buy-in. As Seth put it: "The magic of Dock is they can handle the first draft. You still need to do the work upfront of understanding the key business components. But once you do, Dock makes sure you're enabling your champions in the rooms that you're not in." The result: 25% higher win rates in mid-market and upmarket deals, year over year. Most teams choose between personalization and scale. Lattice chose both with Dock. P.S. Huge thanks to Jules and Seth for taking the time to share their experience. You've been amazing design partners in building out Dock's AI documents.

We just launched something that solves a problem I've watched plague sales teams for years: AI Documents in Dock. Here's the problem we solved: Every sales leader knows reps should write business cases, mutual action plans, and executive summaries. But they don't, because personalization takes hours. So deals stall without the documentation buyers need to make decisions internally. AI Documents change this completely. Now reps can generate personalized customer documents in seconds, pulling directly from CRM data, call transcripts, and deal files. No copy-pasting from ChatGPT. No starting from scratch. Enablement builds the prompt templates once. Reps get customer-ready output instantly. Early results are promising. Lattice saw a 25% jump in late-stage win rates after rolling out AI business cases. Every opportunity now gets a polished business case without the rep grind. The best part? It works with your existing tools—Salesforce, HubSpot, Gong, Zoom, other call recorders. Everything integrates out of the box. If you're tired of watching good processes get skipped because they're too manual, this might be worth a look. Want to see AI Documents in action with your own deal data? Leave a comment or drop me a DM.

The way we buy and sell has changed, but most sales enablement platforms haven't evolved. Today, we're relaunching Dock as an AI revenue enablement platform built for the modern revenue team. Legacy tools were built for slide decks, certifications, and content dumps. But today's reps move fast, sell to buying committees, and collaborate across Marketing, CS, RevOps, and SEs. Meanwhile, buyers do most of their decision-making offline, where reps aren't even in the room. That's why we're evolving Dock into an AI-powered platform that guides reps in real-time. What this looks like: - Collaborative buyer workspaces that evolve from first call through renewal - AI Enablement Agent that answers reps' questions in real time - AI Documents that generate personalized business cases and other follow-up using live CRM data and call transcripts - Content libraries that sync with Google Drive and SharePoint and organize themselves with AI - And soon: a learning management platform that connects to the rest of Dock Dock started as deal rooms, expanded to customer lifecycle management, and now we're becoming the system of collaboration for AI-native revenue teams. We partner with over 300 amazing customers like Lattice, Zip, Postscript, and who are already seeing this impact. I strongly believe the future of enablement is AI-powered, buyer-facing, and cross-functional. We're building it.

Dock AI is here! With the new Dock AI widget, you can take your client call transcripts and generate business cases, executive summaries, success plans, and more in a matter of seconds. Here’s how it works: You finish a great client call, but now you need to write up a business case for your champion — and you don’t have time to put it together. Dock AI can generate that content from your call transcript in just a few clicks. 👉 Choose what you want to create: a business case, success plan, proof of concept project, etc. 👉 Select your source: start from a call transcript, document, or Gong recording 👉 Generate it with AI 👉 Refine, edit, and add it directly to your client’s Dock workspace The best part is that it’s all built into the Dock workspace. So your business case will immediately live alongside your product info, case studies, price quote, and anything else you share with customers. And this isn’t just for sales teams — customer success can use this post-sale too. - We’re really excited about this. We’ve been really patient about adding AI features to Dock. We didn’t want to add AI for the sake of AI. But what we’ve consistently heard from customers is that you’d love more ways to quickly populate your Dock workspaces with personalized follow-up content. And AI is the perfect use case for that. This is just the start of AI in Dock. We’ll continue to build some AI magic into the product throughout the year that makes it easy to work with your customers. Can’t wait to share more updates soon!

Dock now lets you manage the entire customer lifecycle all in one place with Connected Workspaces. With our new Connected Workspaces feature, you can combine your sales deal room with your customer onboarding plan and client portal to keep everything in one place for your customer. This makes it super easy to create a smooth handoff process from Sales to Success for both your team and your customer - the entire relationship history is all available in one link. So now you can: • Share the business case, run a sales pilot, and close deals in your sales room • Transition that into a customer success plan for onboarding • Transition that into a client portal for business reviews and winning renewals We’ve been testing these at Dock ourselves for a few months now, and we can already feel a huge impact on our sales/success handoff — it’s such a better experience for our team and our customers. Check out the video for a quick demo.