During onboarding, you’ll:
Connect your systems (like your WMS, ERP)
Connect your communication channel(s) (Outlook, Gmail, Slack)
Everything is self-serve and takes just a few minutes. Once you're set up, you're ready to:
Build out your account by uploading all your process and workflow intel and documentation into the Knowledge Hub, to super power your operations.
Adjust administrative settings like adding teammates to Dock.
Follow these steps to get up and running:
Step 1: Create your account
Start by signing up with your work email at dock.backops.ai
Step 2: Connect your system
Connect Dock to the systems you already use like your WMS, ERP or custom systems. Dock will pull live data from these systems to answer questions in real time.
Step 3: Set up Dock on your channels
Dock works where your team works. Activate it on:
Step 4: Start using Dock
You’re ready to go! Ask natural-language questions like “What’s the status of PO #1842?” or “Who’s the vendor for this order?” Dock will pull accurate, real-time answers and even take action based on your workflows.
Need help? Contact our support team or check out our full onboarding guide.