To begin configuring your Marketing Agents, navigate to Marketing Agent Configuration from the left sidebar. This opens the Agents dashboard where you can create and manage all your agents.

If you haven't created any agents yet, you'll see a welcome screen prompting you to get started.

To create your first agent, click either:

Both options will launch the agent creation flow.

After clicking Create Agent, a dialog appears prompting you to define your agent's identity.

Once you've entered the agent name and description, click Continue to proceed to the next configuration step.

After creating agents, you'll return to the main dashboard where you can view, search, and manage all your agents. The dashboard displays your agents as cards under Your Agents.

Use the Search agents bar to quickly find specific agents when you have multiple agents configured.

Each agent appears as a card displaying key information at a glance:

Click on any agent card to open its configuration page.

The Agent tab contains all settings that define how your agent engages visitors, escalates conversations, and integrates with your team.

Choose how visitors interact with your agent:

Define instructions for your agent's behavior, tone, qualification criteria, and response guidelines. This is where you shape your agent's personality and conversation approach.

Define custom instructions to evaluate calls or extract data. Configure what insights and data points should be captured from each conversation.

Set your team's availability. When enabled, you can define specific hours during which the agent operates or hands off to human teammates. Toggle this on to configure your schedule.

Seamlessly connect prospects with your sales team by integrating your scheduling tool. When enabled, the agent can book meetings directly on your team's calendars while prospects are engaged.

Configure how conversations are handed off to a human, choose the delivery channel. This ensures qualified prospects can connect with your team in real time.

The Knowledge tab is where you select knowledge sources for your agent and enable visual content like slides and videos for visitor conversations. This is what powers your agent's ability to answer questions accurately and share relevant materials.

Add company and product information to improve answer accuracy and relevance. Click the Sources button to select which knowledge sources from your Docket Knowledge Base should be available to this agent.

You can choose specific sources relevant to this agent's purpose—for example, a LinkedIn campaign agent might only need product documentation and pricing information, while a support-focused agent might need technical docs and FAQs.

Set up your Marketing Agent's slide deck. Curate high-impact slides that your agent will present during customer calls. Toggle this on to configure which presentation materials the agent can share with visitors.

Slides must be uploaded to your Knowledge Sources with privacy set to "External" to be shareable with visitors.

Select videos your agent can share during conversations. Toggle this on to configure which video content is available for the agent to present contextually during prospect interactions.

Like slides, videos must have their privacy set to "External" in your Knowledge Sources to be accessible to website visitors.

The Widget tab lets you customize your widget's appearance, behavior, and domain access. This is where you ensure the agent matches your brand and appears on the right pages.

Match your widget to your brand colors and messaging. The live preview shows exactly how the widget button will appear to visitors on your website.

Colors

Click the color swatches to open a color picker and select your brand colors.

Button Text
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Customize the call-to-action text displayed on the widget button. The default is "Talk to AI Agent" but you can change this to match your messaging (e.g., "Chat with us", "Get answers", "Talk to Sales").

Click Save to apply your customizations or Discard to revert changes.

Configure the domains that can display your widget. This security feature ensures your agent only appears on approved websites, preventing unauthorized embedding of your widget on third-party sites.

Configure where your widget appears and when it engages visitors. This section allows you to control page-level targeting, display triggers, and visitor engagement rules.

The Deploy tab is where you manage agent deployment as a widget or standalone webpage. This is the final step before your agent goes live.

Insert the provided script into your domain or page to enable the Agent widget. The script includes your unique agent_id that identifies this specific agent.

To deploy the widget:

For detailed implementation instructions, click Read Documentation →.

Share or host a link to get a full-page experience of the AI Agent. This option is useful for campaigns, email links, or situations where you want to direct visitors to a dedicated agent experience rather than embedding the widget on your existing pages.

Restrict or allow agent access by IP address, IP range, or ASN. Use this to control who can interact with your agent—for example, blocking specific networks or restricting access to internal IP ranges during testing.

Click Read Documentation → for detailed guidance on configuring IP access rules.

If you need to retire an agent, scroll to the bottom of the Agent tab and click the Archive Agent button.

Note: Archiving is permanent. Agent will be immediately disabled and removed from the deployed websites and standalone page. Agent analytics will be removed from the dashboard.
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You cannot recover an archived agent from the platform once the action is done. Make sure you no longer need the agent or its historical analytics before confirming.

For detailed information on configuring the agent, please refer to this documentation.

You can view the individual statistics of active agents in the Marketing Agent Dashboard.