
Docket
AI marketing agent for qualifying B2B website visitors, booking meetings, and syncing conversation context to Salesforce or HubSpot.
About Docket
Docket is an AI marketing agent for B2B websites. It talks with visitors by voice or text, answers product questions from connected company knowledge, qualifies intent, books meetings, and sends the full context to a CRM. Before the conversation, Docket can use CRM history, previous visits, and live intent signals to understand the buyer. During the exchange, it can draw on sources such as Gong and Slack. Salesforce and HubSpot receive pain points, qualification answers, and next steps for the sales team. Docket’s customer success team handles implementation, and the website connection uses a JavaScript snippet. The company says most teams go live within 7 to 14 days. Subscription pricing is based on monthly website traffic. There is no free trial or public fixed price, though buyers can request a customized demo. Every plan includes unlimited conversations and data-source connections, voice and text, CRM sync, and SOC 2 Type II, GDPR, and ISO 27001 coverage. Docket is best suited to B2B teams with steady inbound traffic that can support custom volume pricing and want to automate the first sales touch.
Best for
Best use cases
Qualify website visitors through live voice or text conversations
Book qualified buyers directly with the appropriate sales representative
Transfer buyer questions, pain points, and next steps into the CRM
Compare before choosing
Visitor-volume pricing is predictable for internal seat growth but rises with website traffic
Unlimited conversations avoid per-chat charges, while the plan still requires a custom quote
Managed implementation reduces engineering work but introduces a 7 to 14 day stated launch window
Features
Engage and qualify website visitors
Runs voice or text conversations around the clock, answers product questions from connected knowledge, and qualifies buyer intent.
Book and route sales meetings
Books qualified visitors with the appropriate sales representative and passes the conversation context into the handoff.
Sync context to the CRM
Sends conversation details, pain points, qualification answers, and next steps to Salesforce or HubSpot.
Pros
- Pricing is based on visitor volume rather than seats, so adding internal users does not directly raise the bill.
- Every plan includes unlimited conversations and data-source connections, reducing per-interaction cost concerns.
- Managed implementation and a simple JavaScript snippet reduce the engineering work needed to launch.
Cons
- There is no free trial, so evaluation depends on a customized demo before purchase.
- Docket does not publish fixed prices; teams must request a quote based on monthly visitor volume.
- The product is built around B2B inbound sales and Salesforce or HubSpot workflows, which narrows its fit for other use cases.
Pricing Plans
Volume-based subscription
- Implementation by Docket’s customer success team
- Unlimited conversations and data-source connections
- Voice and text conversations
- Salesforce or HubSpot CRM sync
- SOC 2 Type II, GDPR, and ISO 27001 coverage
* Pricing information is for reference only. Please refer to the latest announcement on Docket's official website.