The Knock FAQ

Knock is a messaging-first engagement platform for B2B. It replaces forms and email with direct conversations across Slack, WhatsApp, and LinkedIn, from any marketing touchpoint. Integrates with your CRM to remove friction in the sales funnel.

Yes. Here’s a short demo showing how Knock lets B2B leads skip forms and start chatting instantly with your team on Slack, WhatsApp, or LinkedIn: https://www.youtube.com/watch?v=ZYhlCqyEiiM. It’s the fastest way to see how Knock replaces delays with real-time conversations.

Website chat ends when a visitor leaves your site. Knock keeps the conversation alive in the buyer’s preferred messaging app, with 14x higher response rates than email.

Full comparison: https://www.knock-ai.com/knock-vs-website-chat

Buyers click a “Chat with an expert” button and are instantly connected via Slack, WhatsApp, or LinkedIn. Knock’s AI enriches their details, detects intent, and routes them to the right rep, while syncing everything to your CRM.

Your team gets an instant Slack notification the moment a lead starts a conversation, with all enriched lead details visible right away.

1. Install the Slack app.
2. Connect your CRM
3. Configure Routing Rules and Meeting Routing.
4. Create Knock Links for key CTAs.
5. Add those links to your site, ads, emails, and partner pages.‍
6. (Optional) Enable the AI, update routing, and define per-intent behavior (AI-first vs. rep-first, qualification prompts, Auto-Rejection, scheduling rules, Answer Overrides).

Very light. Reps work in Slack, and replies feel like normal DMs. We provide short training videos and optional live sessions—most reps are productive immediately.

Knock-Chat lets prospects start live conversations with your team via Slack, WhatsApp, or LinkedIn—no forms, no email delays. AI enriches their profile and intent so reps focus on qualified buyers.

More info: https://www.knock-ai.com/platform/knock-chat

Yes. It uses Knock enrichment and routing, supports multiple calendars, and enables pre/post-meeting chats.

Knock-Scheduling lets prospects book meetings with one click. AI enriches and routes them to the right rep. The conversation stays open before and after the meeting.

More info: https://www.knock-ai.com/platform/knock-scheduling

Knock can replace your chat and scheduling tools, first-party intent tracking, lead enrichment, website analytics, deanonymization, and even event forms with the Knock Card. It replaces these legacy solutions with an AI-driven, messaging-first experience that aligns with how buyers buy today. Fixing funnel leakage, generating up to 5x more pipeline, and shortening the time from click to opportunity.

Yes, Knock can fully replace your website chat for B2B conversations. Some customers also run a traditional chat widget alongside Knock, and both work well together.

Yes. Create QR-based `Knock Links` per booth/session. Visitors scan, chat, and book instantly; UTMs and source are captured for each QR.

Yes. Use the funnel dashboard in the Knock Connection report to compare performance across all Knock touchpoints.

Yes. Many of our customers with multiple ICPs use Knock to filter out non-relevant leads before they reach sales. For example, all consumer support chats can be handled by AI agents, while qualified B2B buyers are routed to human reps. Some customers have even removed forms entirely and use Knock as their only communication channel.

Case study: https://www.knock-ai.com/case-studies/veho

Totally fine. Place Knock Links only on high-intent surfaces and keep the rest of your site unchanged.

Recommended placement guide: https://www.figma.com/design/TKYnwzLSjE3V0NnmOWoLK0/✨-Knock-Button-Playground?node-id=85-1189&t=I84x7VNvFX3T3Qwg-11

Yes. Knock runs inside your Slack workspace.

Yes. You can manage links, CRM integrations, and access reports on visitor intent, funnel analytics, and account segmentation.

Yes. Knock has its own AI agent solution. It can qualify leads, answer questions, and route them to the right team member.

Yes. Knock’s AI can qualify leads, answer questions, and even book meetings before handing off to the right rep, ensuring your team focuses on high-value conversations.

Yes. Knock’s AI agent can chat in any language, qualify leads, and route them to the right rep based on the conversation.

Yes. Leads can message on WhatsApp and AI or reps reply from Slack. All data syncs to your CRM.

Yes. Configure this in `Routing Rules` per segment, page, or campaign.

Knock detects lead intent in 98% of cases, so reps focus on real buyers instead of triaging noise.

The AI detects intent. Use `Auto-Rejection` to keep these conversations with the AI agent and route them away from sales.

Yes. Use `Answer Overrides` in the `FAQ Manager` to pin exact replies the AI must use and restrict answers to approved sources.

From your curated sources (FAQs, product docs, case studies) plus your configured overrides.

Yes. The AI auto-detects language and replies in the lead’s language.

They stay with the AI agent, which can give tailored resources like community links or job application flows.

Yes. Direct integrations take under 5 minutes.

More info: https://www.knock-ai.com/platform/knock-crm

Yes, but details are only available from a human rep.

Yes. It can read from calendars and other sources to see if reps are available.

Not currently.

Not yet, but it’s on our roadmap for this year. We plan to bring the same instant engagement experience to Telegram soon.

Yes, but details are only available from a human rep.

No. Knock also opens the conversation in the buyer’s messaging app, depending on their device and previous actions, so the conversation continues beyond your website.

If the buyer doesn’t have a Slack account, Knock opens the chat in a secure private Slack workspace in their browser. They can chat without installing Slack or signing up, making it completely frictionless.

No. If they don’t have one, Slack opens in their browser in a private channel. They can return anytime and will get email notifications.

No. Knock is designed to keep lead conversations organized without cluttering your Slack workspace.

No. Knock uses a secure private Slack workspace. Buyers enter a private channel where they can only send messages—they can’t browse your workspace or access other channels.

Yes. Buyers can start a conversation from any mobile device. The experience is optimized for mobile, and opens Slack, WhatsApp, or LinkedIn based on what’s installed.

Yes. Slack mobile works great, and reps receive instant notifications.

Buyers land in a private, restricted channel where they can only send messages. We provide a compliant flow that doesn’t require a Slack account and keeps buyers isolated from your workspace.

Yes. Customize button copy, your agent’s image and name, AI tone, and your logo. You can also customize rep display names and images.

We show exactly what the experience looks like in live demos, including the buyer and rep views.

Usually under 2 hours. Quick tutorial: https://youtu.be/x_wJC8oZ1NQ

Yes. Here’s a short demo showing how Knock lets B2B leads skip forms and start chatting instantly with your team on Slack, WhatsApp, or LinkedIn: https://www.youtube.com/watch?v=ZYhlCqyEiiM. It’s the fastest way to see how Knock replaces delays with real-time conversations.

Knock is built for B2B companies only. Plans start at $700/month with unlimited seats and touchpoints, and AI agents are included at no extra cost to help you focus on qualified buyers without paying extra for automation.

No. Plans start at $700/month for B2B companies. You can set up a Knock-card for free here: https://www.knock-ai.com/knock-card

Yes. Ask a rep for details.

No. Plans start at $700/month.

Knock automatically enriches and syncs lead data to your CRM, including role, company, location, size, industry, headquarters, and more. This ensures your team gets complete, actionable profiles without manual work.

Knock captures UTMs and source data from the first interaction, even before a lead chats, and syncs it to your CRM for accurate attribution and funnel analysis.

Yes. Install Knock in Slack and generate unique links for any marketing asset. Clicking the link opens a private channel in the buyer’s preferred messaging app.

Video: https://youtu.be/Bbp6xinBc7Y

Knock automatically detects the most up-to-date contact in your CRM and updates only that record, ensuring clean data without creating duplicates.

Knock stitches identity and preserves history, so returning visitors continue in the same private channel where they left off.

Yes. Chat transcripts sync to your CRM automatically at the contact and account level.

You do. Conversations, contacts, and analytics sync to your CRM and your Slack workspace.

Yes. When a buyer shares an email, Knock verifies it and links activity across devices and browsers, improving attribution accuracy and CRM matching.

Knock is GDPR-compliant and SOC 2 certified. Secure conversations info: https://www.knock-ai.com/secure-conversations. Ask a rep for full docs.

Yes: https://www.knock-ai.com/case-studies

Yes. You can attach Knock links to ads so qualified leads click and start chatting instantly instead of filling out a form.

Yes. Because the lead initiates via your Knock Link on LinkedIn, no InMail credits are required.

Yes. Many teams keep forms as an alternative initially; after reviewing funnel results over ~3 months, many remove forms and keep Knock buttons only.

Yes. Knock’s dashboard provides detailed analytics on attribution, funnel performance, and website visitor intent. You can see which CTAs drive the most pipeline, compare Knock vs. form conversions, track time from click to opportunity, and measure team performance and response times.

Track time from click-to-opportunity, time saved by deflecting non-relevant leads, and overall pipeline impact. Compare Knock vs. forms in the dashboard.

If the assigned rep is unavailable, the AI agent can engage the lead, qualify them, and either book a meeting or route to another available rep.

Route by ICP, geography, account list, company size, campaign, intent, and more. Support primary, round-robin, and fallback assignments, and you can assign to AI agents—not only humans.

Docs: https://help.knock-ai.com/set-up-advanced-lead-routing-in-knock

A rule that filters non-ICP, spam, and student/job-seeker traffic (you control the logic) and keeps them with the AI agent while surfacing helpful resources—so sales stays focused.

Yes. Upload or sync ABM lists in your CRM and route those accounts to dedicated reps/teams with higher priority.