Docket

Docket is an agentic marketing platform for B2B revenue teams. Its AI Marketing Agent opens a conversation with website visitors, answers product and technical questions from company-approved knowledge by voice, text, slides or a video avatar, qualifies intent and books meetings or routes the lead to the CRM owner. The same knowledge foundation, the Sales Knowledge Lake, also powers an AI Sales Agent that answers reps' technical questions in Slack, Microsoft Teams, a Chrome extension and the web app, and teams can run several agents per product line or audience with separate knowledge, tone and escalation rules. Docket Inc. is based in Palo Alto, was founded in 2023 by CEO Arjun Pillai, formerly Chief Data Officer at ZoomInfo, and CTO Anoop Thomas Mathew, and raised a $15 million Series A led by Mayfield and Foundation Capital in July 2024.

The Sales Knowledge Lake ingests CRM records, Gong call recordings, Slack, Google Drive, Notion, Confluence, SharePoint and product documentation. Docket syncs leads with Salesforce or HubSpot and reads CRM and account context in real time, books meetings through Google, Outlook, Zoom, Calendly, Chili Piper, RevenueHero or HubSpot Meetings, and connects to Marketo, Demandbase, Google Analytics, Mixpanel, Avoma, Clari Copilot, Intercom, Zendesk, Highspot and Seismic. Docket also runs an MCP server: authorized users can connect Docket MCP to an AI assistant, and the company has shipped a ChatGPT app built on it.

Docket publishes three plans in USD, all billed annually and sold through a demo. Core starts at $4,000/mo billed annually and covers the Marketing Agent on the website, the Sales Knowledge Lake, CRM sync with Salesforce or HubSpot, meeting booking, voice, text, slide and video conversations, unlimited conversations and standard onboarding by Docket's CS team. Pro starts at $6K/mo and adds unlimited knowledge sources, Demandbase account targeting, persona configuration, multiple agents and a video avatar. Enterprise starts at $10K/mo and adds custom data residency and hosting, SSO and SAML, a custom SLA and an executive sponsor.

Multiple agents, persona configuration, the video avatar and Demandbase targeting start on Pro, and SSO and SAML and data residency are Enterprise features. The Email Agent and Showroom guided product tours are add-ons. There is no free trial, and Docket offers a customized demo built on the buyer's own website instead. Standard implementation runs 10 to 20 days, 30 days for the Frameless in-page experience and up to 90 days for enterprise deployments.

Docket suits B2B marketing and revenue teams with technical or multi-product offerings that want a website agent answering detailed buyer questions from governed sales knowledge, with the same knowledge serving their reps. Teams that want an AI representative that also joins live sales calls should look at 1mind. Teams that want one agent working phone calls, SMS and multi-step email follow-up alongside chat should look at Spara, and teams whose main need is routing inbound leads to the right rep and booking the meeting should look at Chili Piper.

Current state Q4 2026: Docket says 70 to 73% of its agent conversations use voice rather than text, reports support for 40+ languages and targets 95%+ answer accuracy across production deployments. It names Demandbase as live in under two weeks and lists Superheat, Zenity and The Swarm among its customers. The company states SOC 2 Type I and Type II, ISO 27001 and GDPR compliance, says it uses its own internal models and OpenAI for service delivery, and states that customer data is not used to train any models.