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How Knock AI Works

How Knock AI Works

How Knock AI Works

Knock turns buyer intent into qualified conversations, everywhere your buyers engage (LinkedIn, G2, your site, docs, marketplaces, QR codes), without forms or waiting. Leads message you, Knock enriches and routes instantly, AI can answer and book, and your reps continue the same thread and sync everything to your CRM.

Why Knock AI exists

B2B buyers don’t want forms, delayed emails, or cold calls. They message.

Traditional funnels (forms → scoring → manual routing → slow replies) leak intent. Knock replaces that flow with one fast, conversational experience built for messaging (not email).

Where Knock AI works (beyond your website)

Anywhere you drive intent, you can place a Knock Link:

  • LinkedIn ads & posts
  • G2 profile or reviews
  • AWS / HubSpot / other marketplace pages
  • Product docs & guides
  • GitHub repositories
  • Email campaigns
  • In-person events (QR code / mobile wallet)
  • Your website (without forms or bots)
Example how Knock AI customers place the Knock link in their pricing page to generate more pipeline

How Knock AI handles a new lead message

1. Create a Knock Link for any touchpoint

Generate Knock Links in your dashboard and attach them to buttons, CTAs, ad creatives, email signatures, or QR codes. Each link carries routing rules and intent context.

Create a Knock Chat links in the Knock AI Dashboard

2. Buyer clicks and skips the form

When a lead clicks a Knock Link, there’s no form. Knock detects and enriches the person and company in real time (role, seniority, company, size, industry, CRM status, location, and more).

3. Instant Slack notification with full context

A new lead message pings the selected Slack channel based on the lead’s intent and the DM link they clicked. The alert includes real-time enrichment (person, company, source, UTM, intent signals) so your team knows who they’re talking to and why they reached out.

Tip: Keep a dedicated “Monitoring” channel per lead intent

4. AI Intent Agents engage immediately, within your guardrails

AI Intent Agents greet the buyer, ask light qualification, answer only from approved sources/FAQs, and book a meeting, then hand off in the same thread. You decide when AI answers vs. when it routes to a human.

  • Configure sources and guardrails
  • Improve agent answers over time

5. If qualified, add the right human rep to the thread

Lead routing assigns the most relevant rep by company size, region, intent, CRM status, industry, tier and more. The rep is added directly into the existing chat so momentum continues without switching tools.

  • Set Up Lead Routing for Chat

6. Keep the conversation moving with conversational scheduling

Let buyers book right inside the chat, before, during, or after the conversation, reducing no-shows and time-to-meeting.

  • Knock Scheduling

7) Automatic CRM sync (HubSpot, Salesforce, Marketo)

When a rep accepts the chat, Knock syncs contact + account, enrichment, intent + attribution, and the conversation transcript to your CRM, using your field mappings and update rules.

  • Connect Knock AI to HubSpot
  • Connect Knock AI to Salesforce
  • Connect Knock AI to Marketo
Salesforce configuration for Knock AI

AI that supports humans (not replaces them)

Knock’s AI accelerates first response and qualification while keeping humans front-and-center. Conversations started by AI are routed to the right rep and stay in the same thread so momentum never breaks.

Answer control & guardrails

You decide which sources AI can use (e.g., FAQs only). If a question isn’t approved, AI hands off to a human. You can also override any answer.

Manage Intent Agent Sources for Answers →

What gets tracked and measured

  • Source, medium, touchpoint (per Knock Link)
  • Responding rep and response time
  • Meeting time (if booked)
  • Full conversational transcript
  • Intent score & signals
  • Contact & account enrichment updates in your CRM

This gives Marketing and Sales a shared, revenue-grade view from click to closed-won.

Why teams use Knock (outcomes)

  • Engage qualified buyers instantly: no forms, no friction
  • Route to the right human automatically
  • Respond from Slack while the buyer stays on their app (LinkedIn, WhatsApp, SMS, etc.)
  • Shorter time-to-meeting, higher click-to-SQL, and fewer no-shows
  • Clean, mapped CRM data your ops team can trust

Related docs

  • Getting Started with Knock AI
  • Company & Contact Enrichment
  • Configure Intent Agents in Knock AI — sources, guardrails, handoff
  • Manage Intent Agent Sources for Answers — FAQs, overrides, human-only
  • Set Up Lead Routing for Chat — assignment logic & coverage
  • Knock Scheduling — book in-thread
  • Security, Privacy, and Data Handling

Optional FAQ (add as Notion toggles)

‣

Does Knock AI replace humans?

‣

Can I control what AI can answer?

‣

Will Knock overwrite CRM fields?

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Do buyers need Slack?

  • How Knock AI Works
  • Why Knock AI exists
  • Where Knock AI works (beyond your website)
  • How Knock AI handles a new lead message
  • 1. Create a Knock Link for any touchpoint
  • 2. Buyer clicks and skips the form
  • 3. Instant Slack notification with full context
  • 4. AI Intent Agents engage immediately, within your guardrails
  • 5. If qualified, add the right human rep to the thread
  • 6. Keep the conversation moving with conversational scheduling
  • 7) Automatic CRM sync (HubSpot, Salesforce, Marketo)
  • AI that supports humans (not replaces them)
  • What gets tracked and measured
  • Why teams use Knock (outcomes)
  • Related docs
  • Optional FAQ (add as Notion toggles)
  • Does Knock AI replace humans?
  • Can I control what AI can answer?
  • Will Knock overwrite CRM fields?
  • Do buyers need Slack?