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Configuring Docket's AI Seller

AI Seller can help you generate new pipeline from your website visitors and campaigns. Here is how you can set it up.

Bobby Isac avatar
Written by Bobby Isac
Updated over 2 weeks ago

Note: AI Seller is only available to customers who have opted in for the SKU.


What is Docket's AI Seller?

AI Seller is your always-on, AI-powered sales engineer that lives on your website and engages inbound visitors in real time. It identifies high-intent prospects, qualifies them through smart discovery conversations, and helps convert them into pipeline by booking meetings with your sales team — all without human intervention.

Think of AI Seller as your digital SDR + SE: it can answer questions, show relevant content, qualify leads using frameworks like BANT/MEDDIC, and push visitors to the next step in your funnel — all while syncing everything back to Salesforce.

Recommended use cases for AI Seller

  1. Increasing page conversion: Typical engagement rate for form on a B2B website are 1-2%. AI Seller can profile your visitors and do smart callouts at the right time to engage visitors and convert them.

  2. After hours pipeline generation: Generate pipeline when human SDRs are not available after hours or during weekends.

  3. Serving a new buyer segment: Generate revenue from low ACV and transactional products where having a human seller is not economical.

Configuring AI Seller

  1. To access AI seller configuration log into Docket App here.

  2. Navigate to Settings -> AI seller.

Turning AI Seller On/Off

You can turn AI Seller On/Off via the Toggle in the AI Seller Configuration page. If turned off, AI seller won't appear on your website even if the script is present.

Customizing Widget Copy

You can customize the Text on the widget under the "Customize Widget" section.

Whitelisting Domains

  1. For added safety, AI seller will only work on approved domains.

  2. You can add or remove trusted domains under the "Whitelist Domains" section.

Configuring which pages the AI Seller should be shown

  1. You can configure which pages the AI Seller should be shown under the "Widget Behavior" section.

  2. You can choose to have AI seller show up on all pages under a domain, only on selected pages or only on a button click.

  3. If you choose to show AI seller on all pages or only for selected pages, you can also configure when the callout should happen.

    1. Note: Callouts are targeted messages that the AI Seller widget would show to attract a prospect to engage with the AI Seller.

    2. Callouts can be configured to appear after 15 seconds or 30 seconds of time spent on the page or 25% or 50% of page scroll.

  4. You can also have AI Seller configured to only appear when there is a button click on your page. All you have to do is configure your button to call the AI Seller function that is given inside our script.

Configuring Work Hours

You can have AI seller appear only outside of your working hours. To enable this, go to the "Work Hours" section and set up your team's work hours. AI Seller will only appear outside of these hours.

Note: Make sure you enable the toggle and save the configuration.

Set up Meeting Scheduling

You can configure AI Seller to show a calendar link to your prospects. Setting this up is very simple. Under the "Meeting Scheduler" section in the AI Seller Configurations page, you can enter a calendar link (e.g. a Chili Piper or Calendly link).

You can also edit the CTA for the meeting booking button.

Showing slides via AI Seller

AI seller can be configured to show relevant slides during a conversation with a prospect. To set this up, do the following:

  1. Upload the PPT/PPTX file to "Knowledge Sources".

    1. You can directly upload the file or bring it in via an integration like Google Drive or Sharepoint.

    2. Make sure to mark the privacy of the file as "External".

  2. Select the file(s) under "Slides" section in AI Seller configuration page.

  3. Make sure the toggle is turned on for this feature.

  4. You can remove the file from here any time as well.

Block access to AI Seller based on IP or ASN

You might want to prevent certain IPs from accessing AI seller. You can do this under the "IP Access Rules" section in the AI Seller Configuration page. You can choose to block based on the IP, a range or ASN.

Have questions?

For any further assistance or troubleshooting, please reach out to our customer support team at [email protected].


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