DocketAI

Overview

Docket is primarily an Inbound Demand Platform in 2026. Its Demand Agent engages website visitors by text or voice, answers from approved knowledge, qualifies intent, routes buyers, books meetings, and writes the full context to CRM. Docket's June 2026 funding-post update explicitly says the company evolved from revenue enablement to an agentic marketing platform.

For proposal and security teams, the same Sales Knowledge Lake still powers automated RFP, RFI, and security-questionnaire drafting. Docket can ingest a spreadsheet, identify question and answer columns, generate grounded responses with references, and export the completed Excel file. Its published demo claims an initial 85–90% answer rate, subject to human review.

Key Features

• Demand Agent: Runs real-time website discovery, qualification, routing, and meeting booking through text or voice.
• Sales Knowledge Lake: Unifies approved product, pricing, security, call, and enablement content in an isolated knowledge foundation.
• RFP and questionnaire automation: Generates cited first-pass answers for RFPs, RFIs, and security questionnaires.
• Sales knowledge assistant: Answers internal seller questions through Slack, Teams, web, or Chrome.
• Document and media delivery: Generates documents and can surface slides, video, case studies, and PDFs in buyer conversations.
• CRM context sync: Writes qualification answers, pain points, intent, and next steps to Salesforce or HubSpot.
• Multi-agent and multilingual deployment: Supports specialized agents with separate scopes and conversations in 40+ languages.
• Guardrails and escalation: Declines unsupported answers, escalates to a human, and preserves conversation history.

Integrations

Docket advertises more than 100 integrations. Its public directory includes Salesforce, HubSpot, SharePoint, Google Drive and Workspace, Slack, Microsoft Teams, Notion, Confluence, Gong, Zoom, Avoma, Clari Copilot, Seismic, Highspot, Zendesk, and Intercom. FAQs also identify Calendly, Chili Piper, HubSpot Meetings, and RevenueHero for booking.

Security & Compliance

Docket documents SOC 2 Type I and Type II, ISO/IEC 27001:2022, GDPR compliance, role-based access controls, isolated customer instances, versioning, and conversation audit trails. Its DPA confirms encryption in transit with HTTPS/TLS and industry-standard encryption at rest, AWS multi-tenant infrastructure with logical customer isolation, and deletion or return of customer data after termination. SSO, SCIM, and named residency regions are not publicly confirmed.

Pricing

Official FAQs state that plans start at $36,000/year and are not priced per seat. Pricing includes implementation support, Sales Knowledge Lake setup, CRM integration, and a dedicated customer success team. The homepage additionally says pricing includes unlimited conversations and unlimited data-source connections. Detailed scope-based plan prices require sales contact. An assisted free trial is available through the demo flow, but its duration is not published.

Best For

Docket fits mid-market and enterprise B2B teams that want a single governed knowledge layer across inbound website conversion, seller enablement, and RFP/security response. Teams seeking only a focused proposal-management workspace should account for Docket's current marketing-agent emphasis and $36,000 annual entry point.