Docket

Docket

AI marketing agent for qualifying B2B website visitors, booking meetings, and syncing conversation context to Salesforce or HubSpot.

subscription
Last Updated 8/28/2026

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

B2B marketing teams with meaningful inbound website traffic
Revenue teams that use Salesforce or HubSpot
Teams replacing scripted chat or first-touch SDR work

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

Custom quoteBased on monthly website visitors
  • 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.

FAQ

Docket uses subscription pricing based on monthly website visitor volume rather than seats or conversation count. Buyers need a custom quote for their traffic level.
Every plan includes implementation by Docket’s customer success team, unlimited conversations and data-source connections, CRM sync, voice and text support, and enterprise security controls.
Docket does not offer a free trial. Prospective customers can request a customized demo built around their website before making a purchase decision.

Tool Information

DeveloperDocket
Release Date7/20/2026
Pricingsubscription