Getting Started with Docket Marketing Agent

Last updated: July 22, 2026

Docket Marketing Agents help teams engage website visitors, answer product questions, qualify leads, collect context, and route qualified visitors to the right next step.

Use this guide to set up the marketing agent for the first time.

Where to Start

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Open Marketing Agent Configuration from the left sidebar. This takes you to the Agents page, where you can create new agents, search existing agents, and open an agent to configure it.

On this page, you should see:

  • Create a new agent

  • List of agents

If Create Agent is unavailable, confirm that you are in the correct workspace and have permission to create agents.

Main Areas You Will Use

Area

Use it for

Marketing Agent Dashboard

Review interactions, leads acquired, meetings booked, CTA engagement, and engaged visitors.

Marketing Agent Configuration

Create agents and manage each agent's setup.

Knowledge Sources

Add and manage files, web URLs, and connected content sources.

Settings

Connect integrations such as Slack, Teams, Salesforce, HubSpot, Google Drive, Intercom, SharePoint, Zoom, Google Calendar, and Marketo.

Basic Setup Flow

  1. Open Marketing Agent Configuration page.

  2. Create or open an agent from Your Agents.

  3. Configure the agent's behavior in the Agent tab.

  4. Add content in the Knowledge tab.

  5. Configure post-call analysis, actions, alerts, and CRM sync in Analysis and Actions.

  6. Customize widget behavior and appearance in Widget.

  7. Deploy the agent from the Deploy tab.

  8. Monitor performance in the Marketing Agent Dashboard.

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  1. Confirm the agent identity and current active state before editing.

  2. Move through the configuration tabs in the setup sequence above.

  3. Open Preview to test the visitor experience.

Verify Your Frst Setup

Before you send visitors to the agent, confirm that:

  1. The agent opens from Your Agents and shows the expected name and status.

  2. Preview answers at least three common visitor questions using approved information.

  3. The intended CTA, meeting-booking path, or handoff appears when its condition is met.

  4. The Widget tab reflects the expected appearance and behavior.

  5. The Deploy tab shows the installation or standalone-page option you intend to use.

  6. After a test interaction, Marketing Agent Dashboard shows activity for the agent.

Your first setup is ready when the agent can complete the intended visitor journey in Preview and you can identify its activity in the dashboard.

Planning Multiple Agents

Use separate agents when different visitor journeys need different instructions, knowledge, CTAs, or routing. A homepage agent, pricing agent, and product-page agent can share some source content, but each should have a clear job and a focused setup.

Before creating multiple agents, decide:

  • Which page or campaign each agent supports.

  • What source content each agent should use.

  • Which CTA, meeting scheduler, or handoff path each agent should trigger.

  • How you will compare performance in the dashboard.

Start with a small number of high-impact agents and expand after you can see which pages and conversations perform best.

How to Know You Are in the Right Place

You are on the correct starting page when the page title is Agents and the main header says Build Your AI Agent.

Quick Answers

  • Where do I create an agent? Open Marketing Agent Configuration and use Create Agent.

  • Where do I add knowledge? Add global content in Knowledge Sources, then select sources from the agent's Knowledge tab.

  • Where do I change the widget? Open the agent and use the Widget tab.

  • Where do I deploy? Use the agent's Deploy tab after widget and access settings are ready.

  • Where do I review performance? Use Marketing Agent Dashboard.

Troubleshooting

Issue

What to check

You cannot find Marketing Agent Configuration

Confirm that your Docket user has access to the Marketing Agent workspace.

Create Agent is unavailable

Confirm you are in the correct workspace and have permission to create agents.

The agent opens but does not answer as expected

Review the Agent instructions and the sources selected in Knowledge, then test again in Preview.

A CTA, booking flow, or handoff does not appear

Confirm the corresponding settings and conditions, including Work Hours and connected integrations.

You deployed the agent but do not see it on the website

Verify the installation method, allowed domain, page-targeting rules, and browser console for script-loading errors.

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