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Knock Help Center

Knock Help Center

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Control Panel 🎛

👋 Knock AI Help Center: Product Docs & Getting Started

Knock AI docs for real-time lead engagement, AI Intent Agents, routing, conversational scheduling, and CRM sync (HubSpot, Salesforce, Marketo). Buyers reach you from WhatsApp, LinkedIn, Slack, and more, your reps reply in Slack.

Teams using Knock see reply rates up to 82% compared to email follow-ups.

What is Knock AI

Start here (Top links)

  • How Knock AI Works: From click to qualified conversation
  • Getting Started: Install & Launch Knock AI: Add links, set routing, go live
  • Configure AI Intent Agents: Guardrails, approved answers, auto-booking when reps aren’t available
  • Book Sales Meetings During Knock Chat: Conversational scheduling across WhatsApp, LinkedIn, Slack
  • Connect Knock AI to HubSpot: Field mapping, sync rules
  • Connect Knock AI to Salesforce: Field mapping, sync rules

Getting Started with Knock AI

Start here if you’re new to Knock AI or setting things up for the first time.

  • How Knock AI Works
  • Getting Started: Install & Launch Knock AI

Selling with Knock AI

For sales teams looking to engage, qualify, and book faster, in the same thread.

  • Sales Playbook: From Click to Conversation
  • Qualify Leads Before You Chat
  • Book Meetings During Knock Chat (Conversational Scheduling)
  • Monitor SDR Performance

Attribution & Performance

Measure and optimize every touchpoint across LinkedIn, G2, docs, and your site.

  • Track What Converts
  • Fix Funnel Drop-Offs
  • Compare Knock vs. Forms

Conversational Scheduling

Let buyers book meetings in chat (WhatsApp, LinkedIn, Slack). Reduce no-shows with reminders sent in the buyer’s app..

  • How Knock Scheduling Works
  • Engage Leads Before and After the Meeting

🧭 Routing Rules & Lead Assignment

Ensure every lead reaches the right human automatically (region, account owner, tier, industry, round-robin).

  • Set Up Smart Routing

🔧 CRM Integrations

Connect Knock AI with your systems and keep data clean and mapped.

  • Connect Knock to Salesforce
  • Sync with HubSpot
  • Use Knock Data in Your CRM Workflows

What are AI Intent Agents?

AI teammates that greet buyers, qualify, answer from approved sources, and book meetings when reps are unavailable—then hand off to a human in the same thread. Configure sources, guardrails, and calendars.

  • Configure AI Intent Agents
  • Manage FAQ Sources & Human-Only Items

FAQ

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Do buyers need Slack to chat with us?

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Can AI book meetings when reps are offline?

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Will Knock overwrite CRM fields?

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Can we route by account owner or territory?

On this page

  • 👋 Knock AI Help Center: Product Docs & Getting Started
  • Start here (Top links)
  • Getting Started with Knock AI
  • Selling with Knock AI
  • Attribution & Performance
  • Conversational Scheduling
  • 🧭 Routing Rules & Lead Assignment
  • 🔧 CRM Integrations
  • What are AI Intent Agents?
  • FAQ
  • Do buyers need Slack to chat with us?
  • Can AI book meetings when reps are offline?
  • Will Knock overwrite CRM fields?
  • Can we route by account owner or territory?