Before signing up, please ensure you have completed your payment for your Knock2 plan and your Knock2 representative has provisioned your account. If you are unsure please contact your Knock2 representative or email us at hello@knock2.ai.
Sign Up
To get started proceed to the Dashboard.
If you see this screen, congrats! You've made it :)
Enter your email and a password of your choice. If you prefer, you can Sign up with Google. If you have already signed up before, visit the sign in page to login.
If your Knock2 script has not been added to your website yet, your account will appear blank (no data).
Adding Your Script
To add your script, click on Settings in the bottom left corner. Then at the top left, click on Integrations.
Here you will find your "Prod URL". Copy this script and embed it directly in your website </head> tag.
For instructions on how to add the script to your head tag click here.
Adding Teammates
To add teammates to your account, click on Settings and then Profile. Click "Add A Teammate" on the right. You can add as many teammates as you'd like.
Please note, once you add a teammate, please instruct them to go to the Dashboard to follow the Sign Up flow.
Connecting Slack
To connect Slack, first create a new channel in your Slack account. For example, #knock2-leads.
Next, proceed to settings, then click Slack. Click Connect.
You'll be redirected to Slack's website. Please ensure your correct Slack Channel is selected in the top right corner. Then select your channel and click "Allow".
You'll be redirected to sign in to Knock2. Then return to Slack Settings to configure filters.
Please note "Daily Questions" is only for AI Chat (Sidekick) Users.
Ensure "Company Leads and People Leads" is checked to receive notifications.
If you'd like, each Team Member can set up their own Slack channel with their own filters.
Connecting Hubspot or Salesforce
Go to settings, then Integrations. Navigate to the CRM section. Select Hubspot or Salesforce from the drop down. Click Connect. You'll be redirected to Hubspot or Salesforce where you will complete the 0Auth process for the integration. After, return to the Integrations page to confirm a successful integration.
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For Hubspot, as a final step, please select a Sales Pipeline.
For Salesforce, no further action is needed.
Connecting a Sequence Provider (Apollo, Lemlist, Outreach)
Go to settings, then Integrations. Navigate to the Sequence section. Select Apollo, Lemlist, or Outreach from the drop down. Click Connect.
For Apollo, click Get the API key via Apollo Developer Settings to create or copy an existing API Key.
If creating a new key, simply give it a Name, then click "Create API Key". Copy the key into Knock2 to complete the integration.
For Outreach, click Connect and follow the 0Auth instructions.
For Lemlist, click Get the API key via Lemlist Settings and follow the insturctions to locate your API key to paste into Knock2.
Exclude Domain List
Looking for a simple way to filter out competitors, partners, or your own domain?
Navigate to Settings then click Exclude Domain List. Add domains, one per line without prefixes.
Please note, to use, you must toggle on this Exclude List, in Company Feed. This feature is only available for Company Feed.