Note: Marketing Agent is only available to customers who have opted in for the SKU.
What is Docket's Marketing Agent?
Marketing Agent is your always-on, AI-powered voice agent 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 Marketing Agent 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 Marketing Agent
Increasing page conversion: Typical engagement rate for form on a B2B website are 1-2%. Marketing Agent can profile your visitors and do smart callouts at the right time to engage visitors and convert them.
After hours pipeline generation: Generate pipeline when human SDRs are not available after hours or during weekends.
Serving a new buyer segment: Generate revenue from low ACV and transactional products where having a human seller is not economical.
Configuring Marketing Agent
To access Marketing Agent configuration log into Docket App here.
Navigate to Settings -> Marketing Agent.
Turning Marketing Agent On/Off
You can turn Marketing Agent On/Off via the Toggle in the Marketing Agent Configuration page. If turned off, Marketing Agent won't appear on your website even if the script is present.
Agent Mode
You can decide how the Marketing Agent interacts with your visitors by choosing between Voice Mode and Text Mode under the Agent Mode section.
Voice Mode: Visitors can engage with the agent using speech, making the interaction feel more natural and conversational.
Text Mode: Visitors type their queries and receive text responses, keeping the conversation in a traditional chat format.
Customizing Widget
The Customize Widget section lets you adapt the Marketing Agent’s appearance to match your brand identity.
Colors: Choose your primary and secondary brand colors so the widget blends seamlessly with your website’s design.
Button Text: Update the call-to-action label (e.g., Talk to AI Agent) to reflect the tone you want for visitor engagement.
This ensures your Marketing Agent not only feels aligned with your brand but also uses the right messaging to encourage visitors to interact.
Prompt
Use Prompt to define your agent’s playbook—how it behaves, qualifies, and moves visitors to next steps. Write your instructions in this box, then Save.
Whitelisting Domains
For added safety, Marketing Agent will only work on approved domains.
You can add or remove trusted domains under the "Whitelist Domains" section.
Configuring which pages the Marketing Agent should be shown
You can configure which pages the Marketing Agent should be shown under the "Widget Behaviour" section.
You can choose to have Marketing Agent show up on all pages under a domain, only on selected pages or only on a button click.
If you choose to show Marketing Agent on all pages or only for selected pages, you can also configure when the callout should happen.
Note: Callouts are targeted messages that the Marketing Agent widget would show to attract a prospect to engage with the Marketing Agent.
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.
You can also have Marketing Agent 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 Marketing Agent function that is given inside our script.
Configuring Work Hours
The Work Hours setting lets you define your team’s working schedule, which directly controls when the Marketing Agent can hand off conversations to a human teammate.
Enable Work Hours: Toggle the switch at the top to turn this feature on.
Choose Work Days: Select the days your team is available.
Set Hours: Define start and end times for each day. Multiple time slots can be added if needed.
Time Zone: Select the correct time zone so working hours align with your team’s location.
Post-Work Hours Option
At the bottom, you’ll find the option “Enable widget post working hours only.”
If turned on, the widget will only appear outside of your defined hours — useful for capturing leads when your team is offline.
If left off, the widget will always be active, but Agent-to-Human Handoff will only occur during the working hours you’ve defined.
Important:
Agent-to-Human Handoff works only if Work Hours are enabled.
If you enable “post working hours only,” handoff will be disabled, since no humans are available to take over.
This setup ensures that your Marketing Agent is always available, but human handoffs happen only when your team is online.
Note: Make sure you enable the toggle and save the configuration.
Set up Meeting Scheduling
You can configure Marketing Agent to show a calendar link to your prospects. Setting this up is very simple. Under the "Meeting Scheduler" section in the Marketing Agent 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 Marketing Agent
Marketing Agent can present slides to prospects during a conversation. To set this up:
Upload the deck (PPT/PPTX) to Knowledge Sources.
Upload directly or sync via an integration (e.g., Google Drive, SharePoint).
Set privacy to “External.” This allows the agent to share the deck with visitors.
Go to Settings → Marketing Agent → Slides.
Turn on the Slides toggle (top-right).
Use the search bar to locate your deck, then click Add next to the file.
The selected deck will be available for the agent to present during calls.
You can remove it from this list at any time.
Showing videos via Marketing Agent
Marketing Agent can be configured to show relevant videos during a conversation with a prospect. To set this up, follow these steps:
Upload the video to Knowledge Sources.
You can upload directly or bring it in via an integration (e.g., Google Drive, SharePoint).
Set privacy to “External.” This lets the agent share the video with website visitors.
Go to Settings → Marketing Agent → Videos.
Turn on the Videos toggle (top-right).
Use the search bar to find your file, then click Add next to the video(s) you want the agent to present.
The selected video(s) will be available for the agent to share during calls.
You can remove a video from this list at any time.
Agent-to-Human Handoff
Use this section to enable and route live handoffs to your team.
Turn it on: Toggle Agent-to-Human Handoff at the top, then Save.
Handoff Prompt: In Handoff Prompt, describe when a human handoff should occur (e.g., how the agent should decide to escalate and what to include when notifying your team). This text guides the agent’s escalation behavior.
Slack notifications: Toggle Slack, choose the Select Channel where alerts should appear, then Save.
Note: Handoffs work only during your configured Work Hours. If Work Hours aren’t enabled or the visitor is outside those hours, the agent won’t escalate.
Block access to Marketing Agent based on IP or ASN
You might want to prevent certain IPs from accessing Marketing Agent. You can do this under the "IP Access Rules" section in the Marketing Agent 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].