How Whatfix Uses DocketAI to Boost Sales Confidence and Knowledge Accessibility

Chapter Markers

‍00:00 – Confidence in Product Knowledge

‍00:07 – Sales Team Excitement and Competitor Insights

‍00:25 – Introducing Krati and Whatfix’s Sales Enablement Goals

‍00:34 – Challenges of Engaging Sales Teams with Knowledge

‍00:43 – Using DocketAI to Simplify and Prompt Knowledge Access

‍00:58 – Setting Up Knowledge for New Hires with DocketAI

‍01:11 – Improved Knowledge Quality and Prioritization

‍01:17 – Real-Time Information Access as a Key Win

Video Transcript

Sales is all about confidence—how confident and how well sold I am on my own company's product, knowing that it actually helps my prospects and customers. That confidence comes through in conversations. Some new hires have come back and said, "You know what? I actually asked about ABC, and it turns out we do it really well. We’re way better than our competitors in a lot of different ways, and I’m really pumped about going out there and telling more people about it."

Hi, I’m Krati. I’m with Whatfix, and I lead their sales enablement function. If you know anything about salespeople, you know they are not proactive learners—they don’t want to learn things way before they actually have to use them. The tricky part was identifying the different topics I wanted to prompt them on and directing them to the right resources.

That’s where Docket comes in. Instead of digging through documents or slideshows, they can just ask Docket and get a crisp, simple answer instantly. There’s no timeline pressure—it’s available whenever they need it. We set it up for new hires, and it’s been incredibly helpful because now they all know where to go if they can't find information.

I’ve noticed an improvement in the quality of knowledge and the accuracy of facts people know. There’s so much information out there that it can be overwhelming, but knowing how to prioritize and access the right information at the right moment has improved significantly. That, to me, is a big win.

Key highlights

• Boosting sales team confidence with accurate and accessible product knowledge.
• Simplifying knowledge access for new hires with crisp, real-time answers.
• Prioritizing and delivering essential information to sales teams in the moment of need.
• Discover how DocketAI empowers Whatfix’s sales enablement team to work smarter and deliver impactful results.