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Docket LiveAssist Setup Guide

Get started with LiveAssist on macOS to receive real-time sales guidance during your calls.

Sleeba Paul avatar
Written by Sleeba Paul
Updated this week

Installation & Permissions

  1. Download and install the DocketAI Mac app using your provided link

  2. Grant microphone access when prompted

  3. Grant screen share access when prompted

Note: The DocketAI Mac app is currently available only for Apple Silicon Macs (M1, M2, M3, and newer).

What Are Sales Cards?

Sales cards are intelligent cue cards that help Account Executives advance deals during live conversations. They provide context-aware guidance based on what's happening in your call right now.

Card types include:

  • Discovery questions

  • Product information

  • Mutual plan suggestions

  • Objection handling cues

  • Competitive positioning points

  • Capability-related talking points

Using LiveAssist During Calls

  1. Start listening: Click the Listen button on the widget when your sales call begins

  2. Receive guidance: Sales cards are proactively generated based on the conversation.

  3. Request cards on-demand: Press CMD+Enter or click the Ask button

  4. End session: Click the Stop button when your call concludes

Sales cards update periodically throughout your call to stay relevant to the conversation.

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