knock-ai Reviews & Product Details

One problem that's easy to underestimate is how many potential sales opportunities can get buried in conversations that aren't managed by the sales team. Someone might arrive on the website with a question about pricing, implementation, or whether the product fits their needs, but if that conversation enters a support workflow, the sales team may never get a timely opportunity to engage.

That's the kind of gap Knock AI is designed to address. It helps identify the intent behind a conversation and route it according to the appropriate criteria, so genuine buying inquiries can reach sales instead of being treated like ordinary support tickets. With CRM context and conversation details available to the team, the handoff can also be more useful than simply forwarding a name and email address.

The business value is that we're not relying only on new leads coming through demo forms. We can also pay attention to buying intent that already exists in conversations happening on our website. That creates an opportunity to respond sooner, reduce the chances of qualified inquiries falling through the cracks, and give sales a better chance to turn existing demand into pipeline.

For me, the important part is that this isn't just about handling chats faster. It's about making sure a potential customer reaches the right team while they're still interested in having a sales conversation. Review collected by and hosted on G2.com.

The challenge with territory-based assignment is that the rules have to reflect the way the sales team is organized. You might have territory boundaries to respect, accounts that already belong to a particular rep, and exceptions that don’t fit neatly into a standard assignment rule.

When those decisions aren’t handled consistently, the operations team has to spend time investigating individual records and figuring out why they were assigned a particular way. It also becomes harder to maintain the process when territories or account ownership change.

Knock can connect routing with account context and ownership rules, giving teams a way to make assignment decisions based on more than a basic round-robin process. You can prioritize existing CRM ownership fields, check them in sequence, and use configured routing segments when an existing owner doesn’t determine the assignment. The routing simulator also helps you inspect which ownership field matched and why a record matched a particular segment.

That gives us a more structured way to handle territory exceptions and existing account ownership without having to rely on a single assignment rule for every situation. Instead of treating each record as an isolated case, we can build the routing logic around how our sales team actually manages accounts. Review collected by and hosted on G2.com.

With our previous setup, website engagement was the main focus. That worked for visitors who were ready to talk, but it didn't give us the same flexibility to continue engaging people across the different places where they interacted with our brand. Moving to Knock gave us a way to connect more of that journey. We can combine visitor identification and intent signals with conversational engagement, qualification, routing, and scheduling. That matters because a buyer might not be ready to book a meeting during their first visit, and we don't want that to be the end of the interaction. The bigger benefit is having a more connected process from initial interest to a conversation with sales, rather than managing each step in isolation. Review collected by and hosted on G2.com.

Qualification in crypto is a little weird. Traditional enrichment doesn’t always tell you very much. We’ve had a very large deal come from a company with only three employees. If we had used employee count or normal firmographic scoring to decide whether that lead deserved attention, we could have easily missed it. So we really need to talk to people. We need to understand what they’re building, their use case, what kind of volume they expect, their requirements, timing, and what they actually need from us. Before Knock, doing that at scale took a lot of time from the team. Now the AI can have that first conversation in Telegram, ask the qualification questions, answer what the buyer wants to know, and build up the context before a person needs to get involved. And the conversation doesn’t disappear after one session. Some of these discussions happen over several days. The buyer can come back to the same Telegram conversation and continue where they left off. Knock can also use email follow-ups to bring someone back into the conversation if they go quiet, which has been useful for keeping momentum without asking the sales team to manually chase everyone. It solved a bunch of small problems that used to create a lot of work for us. Review collected by and hosted on G2.com.

The biggest problem we had was leakage between website intent and an actual sales conversation. We had live chat. We had forms. We had scheduling. We had SDR follow-up. But they still felt like separate steps.

A good website conversation could end when someone closed the tab. A form submission could turn into three emails and two phone calls that never got answered. And sometimes we would finally get someone onto a discovery call just to find out they weren’t relevant.

Knock moved a lot of that qualification earlier. The conversational AI can understand what the buyer needs, ask the right questions, and use the account context to decide what should happen next. Relevant buyers can move straight into meeting scheduling or a human handoff. And if someone shows intent through a form but doesn’t continue, automated follow-up can happen while that intent is still fresh.

We’re getting much more out of the same website traffic, and sales spends less time chasing people who were never going to become real opportunities. Review collected by and hosted on G2.com.

Our problem was not generating more conversations. We already had people coming to the website and asking questions.

The problem was what happened after the first conversation.

A buyer could spend 10 or 15 minutes talking to us, ask good questions, and then say they weren't ready to book a meeting. Previously, that usually meant the SDR had to remember to follow up later or the lead went into an automated sequence.

We started using Knock to keep those conversations moving.

The AI handles the initial questions and qualification. If the person is ready, they can book. If they're qualified but don't book, we can follow up with them while the conversation is still fresh. The follow-up can come from the rep they were routed to, and when the person replies, the rep has the previous conversation available.

That made a noticeable difference for us.

Before Knock, only around 8% of qualified conversations that didn't book initially came back and turned into meetings. After we started using the follow-up workflow, that increased to 89%.

Our average time from the first conversation to a booked meeting also went from 11 days to 2 days.

For us, that was more valuable than simply getting more chats. We were already getting interest. Knock helped us do something with the interest that previously would have gone cold. Review collected by and hosted on G2.com.

The main problem is the gap between what our advertising campaigns report and what actually happens after someone clicks an ad.

LinkedIn can tell us that people clicked, visited the website, or submitted a form. But those actions don't necessarily tell us whether someone started a conversation, qualified for a meeting, or actually booked time with the sales team.

Knock helps connect those stages. It can send events such as chat engagement, qualification, and booked meetings back to LinkedIn Campaign Manager, giving the advertising platform more meaningful downstream signals to work with.

I like that we can distinguish between someone who simply clicked a link and someone who took a more meaningful step toward talking to sales. Those are very different levels of engagement, and I don't want our reporting to treat them as if they're the same thing.

It also saves us from having to build and maintain a separate tracking implementation just to pass these events between the two platforms.

We're still responsible for deciding which events make sense for our campaigns, but Knock makes the connection between buyer engagement and advertising optimization much more straightforward. Review collected by and hosted on G2.com.

A recurring challenge for us was handling the questions that come up before a prospect agrees to a meeting. Sales can explain the general value of the product, but questions about a particular integration or technical requirement sometimes need a more precise answer. Knock lets us make approved FAQs and documentation available to the AI, so it can handle questions covered by those sources. When a question needs a more detailed or sensitive response, we can route it to a human rather than risk giving the prospect an inaccurate answer. That helps us respond to routine questions sooner while keeping people involved where their expertise matters. It also gives us a useful way to identify recurring questions that our existing documentation doesn't address clearly enough. Review collected by and hosted on G2.com.

Knock helps us manage leads coming in from different sources without having to handle everything manually. Some people already know what they're looking for, while others are still figuring things out. We also have people in our CRM who already work with someone on our team, so it's important that new conversations reach the right person.

We can set up routing rules based on where a lead comes from, their intent, company details, and CRM data. Depending on the setup, conversations can go to an AI Agent or a sales rep. We can also track activity through Slack and Salesforce.

The main benefit is that we don't have to decide who should handle every lead manually. Knock takes care of the routing based on the rules we've set up, and the existing account owner can still be notified when needed. Review collected by and hosted on G2.com.

One of our biggest challenges was understanding whether our website conversations were actually contributing to pipeline. Looking at chat volume alone didn't tell us which channels attracted serious buyers, which touchpoints generated irrelevant inquiries, or which conversations eventually turned into deals.

Knock AI's Chat Performance report gives us a much clearer picture. We can break down conversations by acquisition channel, source, and individual touchpoint, then compare engaged, rejected, and qualified chats alongside deals and associated revenue. This helps us understand why a navigation-bar CTA, campaign link, or contact-page entry point might be more valuable than another placement generating more conversations.

Another useful aspect is being able to see what happens after a conversation starts. We can examine buyer intent, distinguish AI-led discovery from conversations requiring a sales rep, and review rep response times. The disqualified-chat metrics also help us understand how much low-intent or irrelevant demand is being filtered out before it consumes sales capacity.

Beyond conversion reporting, Knock surfaces the questions and topics buyers bring up most often. That gives us useful insight into missing website information, recurring objections, and the questions our AI agent needs to answer well.

Overall, it helps us evaluate chat based on the quality of demand and its contribution to pipeline, rather than treating every conversation as an equally valuable conversion. Review collected by and hosted on G2.com.