AI Marketing Platform for B2B SaaS

Wall of love

Operators leading B2B GTM, on Docket

Real reviews and reactions from G2, LinkedIn, and live customer calls.
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Recorded customer call

It is kind of shocking and it's awesome. Right off the bat, Docket's the winner for me.

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VP of Revenue · MarTech, 1,000+ employees

Steve Armenti

Founder, twelfth agency

I implemented Docket on our website recently. Instead of hoping visitors fill out a form and waiting for follow-up, this AI agent actually engages prospects in real-time conversations.

It asks discovery questions like a human sales rep would. Qualifies prospects using frameworks like BANT automatically. Books meetings directly with me when prospects are ready.

Recorded customer call

It actually qualifies using BANT and MEDDIC. Qualified feels like it just answers your questions and pushes you towards getting the demo. This is more of an actual sales conversation.

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Director of Marketing · Sales Enablement Tech, 500+ employees

Sherin C.

Marketing Leader

Rapid Lead Qualification with Effortless Setup

Within a week of implementation, it became a quiet powerhouse, engaging site visitors intelligently, answering complex product queries, and qualifying leads before they reached our sales team. DocketAI doesn't just chat; it understands.

WHY B2B MARKETING TEAMS REPLACE FORMS WITH AN AI MARKETING PLATFORM

Forms drop intent. The AI marketing agent holds the conversation.

Static forms convert 1-3% of inbound traffic and pass empty leads to sales. Docket's AI marketing platform engages every visitor in real time, qualifies their intent, and books meetings with full Salesforce context. Same traffic. 3-6% conversion. Pipeline marketing teams can actually trust.

Forms + marketing automation

1-3% of visitors fill out a form. The other 97-99% leave. The buyers most likely to buy are the ones who hate forms most. Static lead capture leaks high-intent traffic on every page.

Forms capture an email, not intent. The rep gets a name and a company. They start every call from zero, asking the buyer what they already typed in the form three days ago.

The 24 to 48 hour follow-up gap kills deals. By the time an SDR responds, the buyer has booked a demo with the competitor who answered first. Speed-to-lead is broken.

Marketing automation nurtures contacts. It does not engage them. HubSpot and Marketo run sequences after capture. Neither answers a buyer's question on the page that almost converted them.

Generic chatbots give uncontrolled answers. Off-the-shelf bots make pricing mistakes, hallucinate features, and damage brand trust on the topics that matter most.

Inbound buyers lost per 1,000 visitors

Avg: 970+ visitors leave without a conversation

Docket: AI marketing platform

✓

3-6% of visitors start a conversation. 2-3x the form baseline. The AI marketing agent meets every visitor where they are, with answers grounded in your approved content. Conversation start rate triples.

✓

Every meeting comes with a full dossier, not just an email. Pain, technical fit, competitive context, buying stage. Docket writes the discovery into Salesforce before the rep picks up the phone.

✓

Meeting booked in 4 minutes, not 48 hours. The agent handles qualification and scheduling in the same session. No SDR follow-up gap. No competitor stealing the deal.

✓

Layers on top of HubSpot, Marketo, Salesforce. Docket integrates with your existing marketing automation. It engages buyers before capture, then writes context-rich data back to your CRM.

✓

Governed answers from the Sales Knowledge Lake. Every answer is grounded in your approved content. The agent says "I don't know" and routes to a human rather than hallucinating on pricing or security.

Inbound buyers engaged per 1,000 visitors

Avg: 30-60 conversations from the same traffic

See what your inbound looks like when buyers get real answers in real time, not a form.

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AI marketing platform vs static forms

How Docket changes the inbound conversion math compared to the form-and-wait playbook most B2B SaaS teams still run.

Docket AI Marketing Platform

Static forms + marketing automation

Conversion rate

3-6% of visitors start a real conversation

1-3% of visitors fill out a form

Speed to qualified meeting

~4 minutes from first message to booked demo, in the same session

24-48 hours of SDR follow-up gap. Many leads go cold.

Lead intent captured

Full discovery: pain, technical fit, competitor named, buying stage, budget signal

Email, name, company. Reps start the first call from zero.

Voice support

Voice + chat in one agent. 73% of conversations include voice.

Text-only or no conversation at all

Answers to scenario questions

SE-grade depth grounded in your approved content. The agent says "I don't know" and routes when out of scope.

No answers given. The form does not respond.

After-hours coverage

24/7 across all geos. 47% of conversations start outside business hours.

"We will get back to you in 1-2 business days."

CRM handoff

Full conversation summary, scoring, and next-step recommendation written to Salesforce or HubSpot at booking.

Contact and form fields. No conversation context.

Personalization

Real-time per visitor, every page. The AI marketing software adapts to who the buyer is and what they ask.

Static forms. Same fields for every persona, segment, and product.

Multi-product support

Multiple agents per product or segment, with shared knowledge. Each buyer gets a relevant conversation.

One form per page, per product. Buyers fill out the same fields regardless of fit.

Integration with marketing automation

Layers on top of HubSpot, Marketo, Salesforce. Engages buyers before capture, writes context back after.

IS the marketing automation. Nurtures captured contacts via email; does not engage anonymous visitors.

Time to deploy

7-14 days. CS team handles the build. Pilot before commitment.

Forms deploy instantly but underperform. The fix is not faster deployment, it is a different mechanism.

Pipeline outcome

15% lift in qualified pipeline. 20-40% lift in meetings booked. 12% increase in win rate.

Form-fill MQL oriented. Most MQLs go nowhere because intent is not captured.

Docket

Static forms

Conversion rate

3-6% start a real conversation

1-3% fill out a form

Speed to qualified meeting

~4 minutes, same session

24-48 hour follow-up gap

Lead intent captured

Full discovery: pain, fit, stage, competitor

Email, name, company only

Voice support

Voice + chat. 73% of convos include voice.

Text-only or none

Scenario question answers

SE-grade depth, governed by Sales Knowledge Lake

No answers given

After-hours coverage

24/7. 47% of convos outside business hours.

"Get back to you in 1-2 days"

CRM handoff

Full convo summary + scoring written to Salesforce or HubSpot at booking

Contact and form fields. No context.

Personalization

Real-time per visitor, every page

Same form for every persona

Multi-product support

Multiple agents per product or segment, shared knowledge

One form per page

Marketing automation

Layers on top of HubSpot, Marketo, Salesforce

Nurtures captured contacts only

Time to deploy

7-14 days. CS team builds it.

Instant but underperforms

Pipeline outcome

15% pipeline lift, 20-40% meeting lift, 12% win-rate lift

Form-fill MQL with little intent signal

Ready to see the AI marketing platform live?

Most B2B SaaS teams are live in 7-14 days. CS team handles the build. Pilot before contract.

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How the AI marketing platform works in three phases

Before the conversation, during the conversation, and after the meeting is booked. The AI marketing agent does not stop at chat. It carries the full buyer journey from first click to context-rich handoff in your CRM.

Phase 1 · Before the conversation

It already knows your buyer.

The AI marketing platform reads CRM history, prior visit data, and live intent signals before the buyer types a word. Every conversation starts warm.

Intelligent account identification + warm context

Docket recognizes the visitor's company before they introduce themselves. It pulls CRM history, prior site visits, and live intent signals into a real-time buyer profile.

The AI marketing agent opens with relevant context: the product they care about, the pain they signaled, the deal stage they sit in. No cold introductions, no repeat questions.

Account ID via IP, CRM, and intent providers
Personalized greeting based on referrer + UTM
Returning visitors recognized across sessions

AI marketing platform identifying inbound buyers

The Sales Knowledge Lake

Every answer the AI marketing agent gives is grounded in your approved content. The Sales Knowledge Lake ingests from over 100 sources including product docs, Gong calls, Slack threads, SharePoint, Notion, and your CRM. It deduplicates, resolves contradictions, and stays current.

The result: an AI marketing platform that says "I don't know" rather than hallucinating on pricing, security, or compliance.

100+ data source connectors out of the box
Verified Q&A workflows for sensitive topics
Daily auto-sync; no manual re-uploads

Sales Knowledge Lake powering the AI marketing platform

Phase 2 · During the conversation

Real dialogue, not a script.

A reasoning engine qualifies the buyer, routes to the right rep, and books the meeting in the same session. Voice or text, in 40+ languages, with calendar slots picked on the spot.

Reasoning engine that qualifies and books

The AI marketing agent does not follow playbooks or scripts. It reasons before it responds, asks the right discovery questions, handles objections, and surfaces slides or demo videos at the moment they prove the point.

Configurable to BANT, MEDDPICC, or your own qualification framework. Captures pain, technical fit, competitor named, and buying stage in natural conversation. Routes high-intent buyers to the right rep and books the meeting in the same session.

Custom qualification frameworks supported
Surfaces approved slides, videos, and case studies inline
Detects booking intent and triggers calendar CTAs

Voice + chat in 40 languages

73% of conversations on Docket include voice. Buyers switch modes when questions get technical, when they want to talk through a scenario, or when they are on mobile.

The AI marketing platform meets buyers where they are. Voice or text, in 40+ languages, with no separate multilingual sites or support teams required. Voice initialization in 4-6 seconds, the fastest in the category.

Voice initialization in 4-6 seconds
40+ languages with natural voice and text
Mobile-first experience, no reduced functionality

Agentic routing. No if/then/else trees.

Most platforms make RevOps build branching condition trees: if industry is X and headcount is Y and intent is Z, route to rep A. Every new segment, new product, or new market means rebuilding the tree.

Docket replaces all of that with natural-language routing logic. Type the rule the way you would explain it to a new BDR: "Route enterprise SaaS in North America with 1,000+ employees to the strategic AE pair. SMB to round-robin." The agent reads the conversation, understands intent, and routes.

Plain-language routing rules, no condition trees to maintain
Routes by ICP fit, region, product line, account ownership, or any combination
Real-time Slack and email alerts to the assigned rep
Re-routes mid-conversation when the buyer surfaces new context

Scheduling on the spot. Real calendars. Real availability.

When the AI marketing agent qualifies a buyer, it surfaces the right rep's actual calendar inside the conversation. The buyer sees live availability, picks a slot, and the meeting is booked. Calendar invite hits both inboxes the same minute.

No "we will follow up to schedule." No back-and-forth email volley. No 24-hour SDR delay. The hottest 4 minutes of buyer intent end with a booked meeting on the right calendar.

Live calendar slots from the assigned rep, in-conversation
Native integration with Google Calendar, Outlook, and round-robin tools
Calendar invites auto-sent to buyer and rep at booking
Average 4 minutes from first message to confirmed meeting

On-the-spot scheduling with the right rep

Phase 3 · After the conversation

Your team inherits a done deal.

Full conversation context written to your CRM. Returning buyers picked up from where they left off. Discovery is already done before the rep joins the call.

Context-rich CRM handoffs

The moment a meeting is booked, Docket writes everything back to Salesforce or HubSpot. Pain surfaced. Technical requirements captured. Competitive alternatives mentioned. Buying stage assessed. Recommended next step.

Your AEs walk into every first call already past discovery. Your RevOps team gets clean, structured pipeline data. Your CMO gets attribution from first conversation to closed deal.

Native bi-directional sync with Salesforce and HubSpot
Custom field mapping to match your CRM schema
Full audit trail of every conversation

Memory across visits and sessions

A buyer comes back two weeks later. Docket remembers what they asked, where the conversation left off, and what stage they were at. The AI marketing platform picks up the thread instead of starting over.

For multi-stakeholder buying committees, memory unifies engagement across the same account. Different stakeholders, one conversation history, full context for the rep.

Returning visitors recognized across sessions
Account-level memory for buying committees
77% of meetings booked outside business hours (real customer data)

AI marketing platform memory across visits

Enterprise-ready out of the box

An AI marketing platform built for the security, integration, and deployment standards B2B SaaS revenue teams already require.

100+

Native integrations. Salesforce, HubSpot, Marketo, Gong, Slack, Notion, Drive, SharePoint, and more.

SOC 2

Type II + GDPR + ISO 27001. Data encrypted in transit and at rest. Full audit trails on every conversation.

7-14 days

From snippet to live. CS team handles the build. Pilot before contract. Agent setup in 5 minutes.

Frequently Asked Questions

What is an AI marketing platform?

An AI marketing platform uses AI agents to engage website visitors in real time, answer their questions, qualify intent, and book meetings with the right rep. Unlike traditional marketing automation, an AI marketing platform replaces static forms with conversational experiences. Docket delivers 3-6% conversation start rates compared to 1-3% on legacy form flows.

How is Docket different from marketing automation tools like HubSpot or Marketo?

Marketing automation tools nurture leads through email and workflows after capture. Docket is the AI marketing agent that engages buyers on your website before they hit a form, qualifies them through real conversation, and writes context-rich data back to your CRM. We integrate with HubSpot, Marketo, and Salesforce, layering on top rather than replacing them.

How long does it take to deploy Docket as our AI marketing platform?

Most B2B SaaS teams go live in 7-14 days. Week 1: knowledge ingestion and agent training. Week 2: CRM integration and routing rules. Week 3-4: testing and refinement. Docket's Customer Success team handles the build. We also offer a 2-month paid pilot before the 12-month term kicks in.

How secure is Docket's AI marketing platform?

Docket is SOC 2 Type 1, SOC 2 Type 2, GDPR, and ISO 27001 certified. Every answer is grounded in your approved content via the Sales Knowledge Lake, with explicit knowledge boundaries. The agent transparently says "I don't know" rather than hallucinating, which is critical for enterprise marketing teams handling pricing, security, and compliance topics.

Can Docket integrate with our existing marketing stack?

Yes. Docket integrates natively with Salesforce, HubSpot, Marketo, Gong, Slack, Notion, Google Drive, SharePoint, and 40+ other tools. The Sales Knowledge Lake ingests from over 100 data sources to ground every conversation in your approved content.

How is the AI marketing software priced?

Docket pricing is traffic-based and all-inclusive, covering implementation, unlimited conversations, and unlimited data sources. Mid-market pricing typically runs $36-48K per year. The exact number depends on your traffic and use case. The most accurate quote comes from a 20-minute scoping call.

The AI marketing platform that turns inbound traffic into pipeline.