👋 Knock AI Help Center: Product Docs & Getting Started

Knock AI identifies buyers showing intent across your website, campaigns, events, CRM, and other channels, then acts while that intent is still active.

Build direct relationships from anywhere, qualify buyers with AI, identify and reach the right members of the buying committee, expand relationships across target accounts, route the right rep, and book meetings automatically.

Knock improves the KPIs that directly impact your pipeline:

• Faster time from lead to opportunity
• More relationships across target accounts
• Lower SDR and BDR resource requirements
• Up to 12× more deals from the same demand

Use these docs to configure Knock AI, uncover where demand is being lost, activate the highest-impact workflows, and measure the pipeline they generate.

Start here (Top links)

• Getting Started: Install & Launch Knock AI: Add links, set routing, go live
• How Knock AI Works: From click to qualified conversation
• 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

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?