Docket

Docket provides an inbound chat platform designed to engage website visitors in real time.

Updated April 2026

Docket logo
Sales EngagementMarketing ToolsSales Tools
Visit Docket

Overview: What is Docket?

The tool qualifies leads through automated and human-assisted conversations. It serves as a conversion layer that connects interested prospects directly to sales teams.

Docket operates as a website conversion tool focused on turning inbound traffic into actionable sales opportunities. The platform uses conversational interfaces to greet visitors, answer questions, and route qualified leads to the appropriate representatives. It sits alongside live chat and chatbot solutions in the sales technology stack. Teams deploy it to reduce response times and capture high-intent buyers during their research phase. The system supports both automated qualification workflows and handoffs to live agents. This approach helps organizations shorten the distance between initial interest and a booked meeting.

Fit: Ideal customer profile.

B2B companies with significant inbound website traffic looking to convert more visitors into qualified sales conversations.

  • Mid-market
  • Enterprise

Capabilities

Key features.

01

Real-time website visitor engagement

02

Automated lead qualification chat flows

03

Live agent handoff capabilities

04

Intelligent routing to sales representatives

05

Meeting scheduling integration

06

Conversation analytics and reporting

07

Customizable chat widgets

08

CRM data sync

Usage

How to use Docket.

Teams install the Docket widget on their website to engage visitors as they browse key pages. Sales and marketing groups configure qualification questions and routing rules so that prospects reach the right rep quickly. Analysts review chat transcripts and conversion metrics to refine messaging and improve handoff accuracy over time.

Cost

Pricing.

Pricing not publicly listed.

At a glance

Quick facts.

Stack position
Sales Engagement
Category
Marketing Tools, Sales Tools
Best for
Mid-market, Enterprise
Pricing
Pricing not publicly listed.

Subcategories

  • Inbound SDR
  • Live Chat
  • Website Conversion

Talk to us: Pick the tool. We run the system around it.

Docket is one part of a stack. We build and run the revenue system it plugs into.

Talk to Phi