Installation & Permissions
Download and install the DocketAI Mac app using your provided link
Grant microphone access when prompted
Grant screen share access when prompted
Note: The DocketAI Mac app is currently available only for Apple Silicon Macs (M1, and newer).
Sign In
Launch the Docket app
Enter your Docket Email and Password
Click Sign in to Docket
Once signed in, the app will minimize to your menu bar as a menulet.
App Overview
The Docket app runs as a menulet in your menu bar (similar to Loom or Cloud).
Right-click the menulet to access quick actions
Left-click the menulet to launch the full app
The app features a Listen button, and a kebab menu for additional options.
Settings
Access the menu by clicking the kebab icon (⋮) in the app header.
User Account: Displays your signed-in email. Click the sign-out icon to log out.
Pin on Top: Toggle to keep the LiveAssist widget visible above other windows.
Privacy Mode: Toggle to hide the app from screen share and recordings—useful when you don't want meeting participants to see your sales cards.
Settings: Opens additional configuration options.
Quit: Closes the Docket app to the menulet.
Settings Panel
Click Settings to access additional configuration:
SOS Shortcut
The on-demand card generation feature (formerly "Ask") is now called SOS. You can configure a custom keyboard shortcut for SOS in settings.
Automatic Updates
Enable Update Automatically to receive the latest versions
When a new version is available, the app downloads it automatically and applies the update on restart
Use Check for Updates to manually check for new versions
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
Automatic Meeting Detection
Docket automatically detects when you join a meeting and prompts you to start receiving sales guidance. When a meeting is detected (e.g., Zoom Meeting), a notification appears with:
Click Start Listening to begin receiving real-time sales cards for your call.
Using LiveAssist During Calls
Start listening: Click the Listen button on the widget when your sales call begins
Auto Mode: By default, auto mode is enabled at the start of each session. Cards are proactively generated based on the conversation.
Toggle Auto Mode: Use the on-off toggle to control proactive card generation. When auto mode is off, cards are generated only via SOS.
End session: Click the Stop button when your call concludes
Request cards on-demand: Press your configured SOS shortcut (e.g., CMD+L) or click the SOS button to generate cards immediately. On-demand cards display an SOS tag to distinguish them from auto-generated cards.
Sales cards update periodically throughout your call to stay relevant to the conversation.