Let Sales Reach Your Prospects at the Right Time with the Relevant Context
Knock AI lets you define a segment from more than 120 signals, tells your team in Slack the moment a new contact matches it, and shows sales the full story on the Contact record in Knock Dashboard, HubSpot and Salesforce.
This is tutorial, we will learn how to
- Create a segment from more than 120 signals. See all signals
- Pick the Slack channel that should be notified when a new contact matches.
- Open the Knock Summary tab on the Contact in Salesforce to see intent, history and who can introduce you.
Create a segment from 120+ signals
A segment is a saved set of conditions on signals. Every company that meets all of them is in the segment, and Knock keeps it current as new activity arrives.
- Start a new segment.
- Add conditions based on contact and account information, ICP groups, relationship stage, intent signals, CRM data, and more.
- Check Total matching companies to see how big the segment is. In the example below it is 1,423.
- Name and save the segment.
Signals come in a few families, so you can mix behavior, conversations and account data in one segment.
Segment ideas to start with:
- Save the Lead: contacts with intent to buy that didn’t convert.
- Evaluating pricing: checked your pricing and match your ICP
- Warm accounts: relationship stage is R3 (already active conversation) and engaged in the last 30 days.
Set Slack notifications for a segment
Turn on Slack notifications in the segment panel and choose a channel. Knock then posts there every time a new contact matches the segment.
- Open the segment. The panel shows your segment details, Actions, CRM Sync and Notifications.
- Under Notifications, turn on Notify in Slack when a contact joins.
- Click Select Slack Channel and pick the channel that should get the alerts. The channel you choose appears as a chip, and you can remove it with the x.
- Knock confirms with Segment notifications updated successfully.
Notifications are set per segment, so different segments can alert different channels, for example one channel for pricing intent and another for new accounts.
The same panel also lets you edit, duplicate or delete the segment, open its active workflow, and sync its companies to Salesforce or HubSpot.
What the Slack notification looks like
Knock posts one message per match in the channel you chose. It tells you who matched and gives enough context to act in seconds; the deeper intent detail sits in the thread.
Section | What it shows |
Matched Segment | The name of the segment the contact matched. |
Contact Details | Contact name, job title, company, location, LinkedIn profile, CRM status, and buying committee role. |
Intent & Engagement | When the contact was first seen, active ad campaigns targeting them, relationship stage, email address, intent score, and total number of signals, conversations, and meetings. Includes a link to explore their full intent and engagement history in Knock. |
Company Details | Company headquarters, industry, employee count, account stage, ICP group, and number of buying committee members with whom your team has an active relationship. |
Open the thread to see the AI Summary and the Intent Signals in the last 30 days. Signals are grouped by day, and each website visit is a single entry with its signals inside, starting from the landing page. Visits include a Watch session recording button so you can see what the contact actually did.
The Knock object in Salesforce
Knock adds a Knock Summary tab to the Contact record, so sales can see who the person is, how warm they are and what they did, without leaving Salesforce.
Open any Contact and click Knock Summary, next to Related and Details. The rest of the page stays standard Salesforce: the record header with Title, Account Name, Phone, Email and Contact Owner on top, and the Activity panel on the right.
The tab reads from top to bottom in four parts:
- Background summary: the person, their company, and how close your team is to them.
- Who can connect me: customers and teammates who can introduce you.
- Intent summary and AI Summary: how strong the buying intent is and why.
- Recent Activities: everything the contact did, newest first.
What sales sees at the contact level
The Background summary answers three questions at a glance: who is this, how long have they been around, and how close is my team to them.
Field | What it tells you |
Buying committee role tag | The role the contact plays in the deal, for example Champion |
Role | Current title, company and time in the role |
Company | Where the contact works now |
Last seen | When Knock last saw the contact active |
Relationship stage | How far your relationship has progressed: R0 no connection, R1 an engagement signal, R2 contact info shared, R3 a relationship has started |
LinkedIn connection | Which teammates are connected to the contact |
Location | City and country |
Below it, Who can connect me lists people who worked with the contact before. Each one is labeled Customer, with their company, or Employee, and shows where and when they overlapped with the contact. Click Request Intro to ask for an introduction. Everything above comes from Knock. Title, Account Name, Phone, Email and Contact Owner in the record header are your regular Salesforce fields.
Reading intent: from signals to next step
Start with the intent summary, confirm it in the AI Summary, then use the timeline to decide what to say. In Salesforce the intent summary shows the intent level, High in this example, with counts of web visits, messages and meetings. In Slack the same picture appears as an intent score out of 100 with counts of signals, chats and meetings. The AI Summary explains it in plain language: what the contact is evaluating, how their activity progressed, and what has not happened yet, for example that no meeting is booked. Topics of Interest show what they care about, including the pricing tier they looked at.
