Get the Most Out of DocketAI: 7 Essential Sales Tips

Howdy, partner! 

DocketAI can accurately answer about 95% of the questions it’s asked. You might have already experienced   this when you were furiously @-ing Docket when your last prospect was grilling you with product queries.

However, as a sales professional that’s hustling every day to maximize your quota achievement, you don’t just need accurate, grounded answers to drive conversations and close deals. You need the best, most nuanced versions of those answers so you can really show off your product smarts and win buyer trust.

Here’s how you can get the most out of DocketAI by just changing the way you ask your questions.

#1 Be specific and clear

Avoid broad, vague questions, since they often lead to answers that are too high-level or generic. Include more modifiers and specifics instead.

Examples:

Instead of: “How are we better than our competition?”
Ask: “Give me a detailed comparison highlighting the key ways we are better than Competitor X”

Instead of: “What features does our product have?”
Ask: “What are the key features of the Docket AI for large sales teams selling complex B2B products?”

#2 Request sources

Ground responses in facts or quotes from internal sources. Refer specific documents with our latest file search feature to answer questions.

Example:

Instead of: “What is our projected ACV for next quarter?”
Ask: “Based on our Q4 2025 market outlook report, what is the current ACV for our cost analytics feature?”

#3 Simplify complex queries

Break large questions into smaller, manageable parts and ask them one after the other.

Example:

Instead of: “What are the benefits, objections, and pricing considerations for new prospects?”
Ask three separate questions:

• “What are the top benefits of our analytics module for mid-market clients?”
• “What are the most common objections about data security?”
• “What discount structure do we offer for 500+ user licenses?”

#4 Provide context

Help Docket AI focus by adding specifics like industry, client type, or region.
Example:
Instead of: “What makes our solution unique?”
Ask: “In the Company X case study, summarize the key outcomes Docket delivered to their sales team?”

#5 Ask for a specific format

Tell Docket AI how you want the information—bullets, a summary, or a comparison.

Example:

Instead of: “Tell me about the latest product release.”
Ask: “Summarize the three key updates in version 2.0 from the product memo.”

#6 Focus on facts, not predictions

Docket AI systems summarize data; they don’t speculate.

Example:

Instead of: “Will our product line improve efficiency for our customers?”

Ask: “Give me a case study where Docket AI helped with improving for the customer?”

#7 Refine and follow up

If the first answer isn’t what you needed, refine your query with clear details about the need.

Example:

If “What’s our integration plan?” didn’t return a response, ask: “How can a Docket customer integrate with Confluence?”

The clearer and more focused your question with the right keywords, the better the answer. Practice framing questions with specifics, context, and purpose to make the most of DocketAI in your sales process!

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