Getting Started with Knock: Setup and Onboarding Guide

Getting Started 🚀

Knock is the modern engagement layer for B2B companies.

It turns leads into customers by replacing forms and delayed email replies with instant conversations, across Slack, LinkedIn, WhatsApp, or your buyer’s preferred channel.

Instead of waiting, buyers message your team directly. Your reps qualify leads in real-time, reduce drop-off, and move deals forward faster.

This guide will walk you through how to:

Set up Knock on your website and marketing channels
Create your first Knock links
Route leads to the right rep
Sync lead data to your CRM
Start booking more meetings and generating pipeline faster

You can go live with Knock in under an hour, no dev work required.

Let’s get started. 👇

Setup in One Hour

Here’s how to launch Knock and start capturing high-intent leads today:

Open Your Knock Dashboard No access? Message us on Slack and we’ll get you set up.
Start the Guided Setup Inside the dashboard, go to Getting Started and follow the checklist. Need help? Watch this quick start video →

Identify your Funnel Drop-offs

Open the Leakage Report in your dashboard
Identify where leads are dropping off in your funnel
Choose where to replace forms with Knock magic links
Want personalized recommendations and best practices tailored to your funnel? Book time with a Knock expert

Update Routing Rules Set up how leads are assigned to your reps. Learn more about Knock routing →
Create Your First Knock Link ✨

Click New Link in the dashboard
Choose the channel (your website, ad, referrals or outbound campaign)
Pick how leads can reach you: Slack, LinkedIn, WhatsApp, or schedule a meeting
Assign routing rules
Copy the link and place it in your funnel

💡 Common Use Cases

Replace demo request forms on your homepage
Turn pricing page “Contact Us” into direct chat
Add Knock to your G2 page for instant connection
Use Knock links in LinkedIn ads
Add to email signatures in outbound emails
Save to your mobile wallet for face-to-face events

Start Chatting with Leads

When a lead reaches out, your reps get an instant Slack notification—with lead and company info upfront.
Reps respond directly from Slack. The lead gets the reply on their preferred messaging app.
Once a rep accepts the lead, all data is synced automatically to your CRM.