Setting up your Knowledge Hub takes just a few minutes and it’s one of the most important steps to help Dock deliver accurate, context-aware responses.
Follow these steps to get started:
Step 1. Go to the Knowledge Hub
From your Dock dashboard, click on Knowledge Hub in the left-hand menu. This is where all your documents will live.
Step 2. Create folders to organize your content
Click “Upload” to start your upload process, First create a folder by giving it a clear name (e.g. “Returns & Refunds”, “Carrier SLAs”, or “Warehouse SOPs”). Organizing by topic or function makes it easier for Dock to apply the right content when responding.
Step 3. Upload your documents
Inside each folder, drag & drop the files you want to add. You can upload SOPs, SLAs, guides, escalation policies, onboarding docs, anything your team uses to make decisions or respond to issues.
Supported formats include: PDF, Word and text.
Step 4. Review
By default, all team members can view and use the documents you upload.
Step 5. Start asking Dock questions
Once your files are uploaded, Dock will automatically begin referencing them when answering questions (Slack) or drafting replies (Outlook). Remember you don't need any tagging or training.
📌 Tip: The more organized and up-to-date your content is, the more accurate Dock will be.
Need help structuring your folders? Check out our Best Practices guide or reach out to support.