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Use the Accounts Table in Knock

Use the Accounts Table in Knock

The Companies view in the Knock AI dashboard shows which companies are engaging with your brand and helps you decide which accounts matter. Use it to explore account activity, intent signals, and CRM context. You can combine company enrichment, CRM data, intent, attribution, meetings, chats, and behavioral signals to create reusable segments you can monitor and act on.

Use company segments to find high-intent accounts, identify demand that hasn’t reached your CRM, build target audiences, and sync relevant companies to your marketing and sales stack.

How do I access the Accounts Table?

  1. Open the Knock Dashboard.
  2. In the sidebar, go to Accounts.

You’ll see all detected accounts listed, ordered by Last Seen.

Each row represents a company Knock has identified. You can see information such as company name, domain, last seen, funnel stage, Intent score, CRM presence, size, industry, headquarters, first seen, total signals, total page views, total sessions, relationship data, and CRM fields.

How do I explore companies?

  1. Use Search any company to find a specific account.
  2. Click a column header to sort the table.
  3. Click Edit columns to choose which data appears in the table.
  4. Change the column order by dragging a specific column to the place you want.
  5. Click Export companies when you need the current company data outside of Knock.

Company filter reference

Knock lets you combine company properties with behavioral signals to define exactly which companies belong in a segment. Property filters describe what Knock knows about a company and its relationship with you. Signal filters describe specific actions the company has taken.

Relationship

Filter
What it means
Company Funnel Stage
The company’s current stage in the funnel, such as New, Lead, Opportunity, or Customer.
CRM Presence
Whether the company already exists in your connected CRM. Use this to find net-new companies that are engaging but have not reached your CRM yet.
CRM Contacts
The number of CRM contacts associated with the company.
First Web Visit
When Knock first identified website activity from the company.
First Conversion
When the company first completed a conversion tracked by Knock.
Last Seen
The most recent time Knock detected activity from the company. Use this to focus on recently active accounts.
Connections
The number of known people or relationships Knock has connected to the company.
Active Conversation
The conversational channels used of active communication with this company
Intent score
The level of buying intent Knock has identified for the company. Use this to prioritize companies showing stronger commercial intent.

Firmographic

Filter
What it means
Company Name
Filters companies by their identified company name.
Company Domain
Filters companies by website domain.
Company Size
Filters by the estimated number of employees at the company.
Company Scope
Filters by the scope or type of market the company operates in.
Product Type
Filters companies based on the type of product or service they sell.
Sales Motion
Filters by the company’s sales motion, such as self-service or sales-led motions when available.
Industry
Filters companies by industry.
Company Status
Filters based on the company’s current business status.
Founded Date
Filters companies based on when they were founded.
Target Persona
Filters based on the audiences or personas the company sells to.
Customer Segment
Filters based on the customer segments the company serves.
Customer Vertical
Filters based on the verticals the company sells into.
Headquarter
Filters companies by headquarters location.
Funding
Filters companies using available funding information.
Investors
Filters companies based on their investors.
Total Funding
Filters based on the total amount of funding raised by the company.
Technologies
Filters based on technologies in the company’s detected technology stack.

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Attribution

Filter
What it means
Engagement Type
Defines which point in the company journey Knock should use for attribution. Options include Any Engagement, First Seen, First Web Visit, and First Conversion.
Channel
The high-level channel associated with the selected engagement, such as organic search, paid social, email, direct, or AI search.
Source
The specific source that generated the engagement, such as Google, LinkedIn, a partner, or another identifiable source.
Campaign
The campaign associated with the engagement, typically based on captured campaign attribution data. Use this to build segments around specific marketing campaigns.
Content
The content value associated with the engagement. Use this when you want to distinguish between different creatives, links, ads, or content variants within the same campaign.
Medium
The marketing medium associated with the engagement, such as cpc, email, social, or another tracked medium.

Meetings

Filter
What it means
Booking Touchpoint
The Knock touchpoint through which the meeting was requested or booked.
Meeting Status
The current outcome or status of the meeting.
Meeting Owner
The rep who owns the meeting.
Booked Date
When the meeting was booked.
Meeting Date
When the meeting is scheduled to take place.

Chat

Filter
What it means
Messaging App
The messaging app used for the conversation.
Intent
The intent Knock identified for the conversation.
Contact Messages
Filters based on messages sent by contacts in conversations associated with the company.
Chat Owner
The rep who owns the conversation.
Chat Status
The current status of the conversation.
Routing Segment
The routing segment that matched the conversation.
Chat Started Date
When the conversation started.

Workflows

Filter
What it means
Workflow Name
Filters companies based on the Knock workflow they were enrolled in or associated with. Use this to analyze or create segments around a specific outreach workflow.
Outreach Sent
Filters companies based on whether outreach was sent through a Knock workflow. Use this to separate companies that have already been contacted from companies that have not.
Connection Accepted
Filters companies based on whether a connection request sent through the workflow was accepted. Use this to identify companies where outreach successfully created a social connection.
Replied to Outreach
Filters companies based on whether someone associated with the company replied to workflow outreach. Use this to find companies that actively responded and may require follow-up.

Signal filter reference

The Signals tab filters companies based on specific actions taken by employees at that company.

Signals combine activity detected across multiple sources, including website engagement, offsite engagement, Marketing Cards, Sales Cards, CRM activity, and social engagement. Use signal filters to create segments based on what people at a company have actually done, such as visiting a page, engaging with content, responding to outreach, or interacting with your team.

Website

Signal
What it means
Viewed page
The company viewed a specific page on your website. You can select the page or URL you want to track.
CTA clicks
Select type of CTA that was clicked
Submitted email
Someone associated with the company submitted an email through a tracked website experience.

Touchpoints

Signal
What it means
Clicked touchpoint
Someone associated with the company clicked a specific Knock touchpoint.

Marketing Card

Signal
What it means
Viewed marketing card
Someone associated with the company viewed a specific Knock Marketing Card.
Clicked marketing card CTA
Someone clicked a CTA inside a specific Marketing Card.

Social engagement

Signal
What it means
Followed member
A person associated with the company followed a connected team member.
Connection request received
A connected team member received a connection request from someone associated with the company.
Connected
A person associated with the company became connected with a team member.
Reacted to post
Someone from the company reacted to a tracked social post.
Commented on post
Someone from the company commented on a tracked social post.
Received message
A connected team member received a social message from someone associated with the company.

How do I create a company segment?

A segment is a saved group of companies that match a set of filters.

  1. Click New Segment.
  2. Add the properties and signals that define the audience.
  3. Name and save the segment.
  4. Click Save

Saved segments appear as tabs next to All companies, making important audiences available without rebuilding the filters each time.

What can I do with a segment?

Once you open a segment, you can manage its filters, reuse it, or activate it in your CRM.

  • Edit filters to change which companies match the segment.
  • Duplicate to create a copy of the segment and use it as a starting point for a new audience.
  • Delete segment to remove the segment from Knock.
  • Sync to CRM to create or update the accounts associated with the segment in your connected CRM. When CRM sync is active, Knock also updates the Knock: Segment field in your CRM with the segment name, so you can easily find and use those accounts in CRM lists, campaigns, and workflows. Knock also syncs enrichment data based on your configured CRM field mapping. Only the fields you mapped in your CRM integration settings are updated.
  • Create a workflow - start email and LinkedIn outreach for companies match this segment. Coming soon!

View Company Details in Knock

The company drawer gives you a complete view of an individual company directly from the Companies page. Click any company to review its activity history, contacts, company profile, decision makers, technology stack, team structure, and funding without leaving the Knock Dashboard.

Use this view to understand who the company is, who is engaging, what they are doing, and whether the account is worth acting on.

How do I open a company?

  1. Open the Knock Dashboard.
  2. Go to Companies.
  3. Find the company you want to investigate.
  4. Click the company row.

The company drawer opens on the right side of the page while keeping your current company list or segment visible.

At the top of the drawer, Knock shows key company information such as:

  • Company name and logo
  • Company website
  • LinkedIn profile
  • Company Funnel Stage
  • Industry
  • Employee count
  • Founded year
  • Headquarters

What can I see for each company?

The company drawer organizes information into several tabs.

Tab
What you can see
Signals timeline
The activity and signals detected for people associated with the company. Use this to understand what the account has been doing and how recently it has engaged.
Contacts
Known people associated with the company, including contacts identified through Knock and available CRM or enrichment data.
Market Profile
Enriched information about the company, its business, market, customers, and other characteristics Knock has identified.
Decision Makers
People who match relevant buying committee or decision-maker profiles at the company.
Tech Stack
Technologies Knock has identified as being used by the company.
Team Size
Employee and team-size information available for the company.
Funding
Available funding information, including funding history and related company financing data.