🚀

Getting Started with Knock

Replace forms and website chats with instant messaging, and engage buyers where they prefer. Setting up Knock takes less than an hour, and you’ll start seeing results—meaningful conversations with your ICP—within the first week.

🚀 Quick Setup Checklist

Follow these steps to get started:

Step 1: Add Knock to Your Website (1 min)

  • Insert a single line of code (Knock Tag) into your website.
  • Your Knock Tag is in your onboarding file—if you can’t find it, contact Knock Support on Slack.

🔗 Learn how to implement the Knock Tag

Step 2: Install Knock in Your Slack Workspace (1 min)

Manage all Knock conversations directly in Slack—no extra tools needed!

  • If you don’t have Slack, create a free workspace here.
  • Click the Knock App Link to install Knock in Slack.
    • The Knock App link is in your onboarding file. Can’t find it? Reach out to Knock Support.
👉🏼

Knock app isn’t available in the Slack Marketplace—you must use the provided link.

Share the link with your IT team if additional permissions are required.

🔗 Learn more about Slack app permissions

If you want to learn more about how to manage conversations on Slack, click here.

Step 3: Connect Knock to Your CRM (2 min)

One-click integration, directly from your Slack workspace:

  1. Open Knock in Slack
  2. Click ‘Integrations’
  3. Select your CRM and connect

HubSpot Integration

Salesforce Integration

Step 4: Place Knock in your preffered locations (30 min)

  • Decide where to place Knock buttons—on your website or external channels.
    • 👉🏼

    The Knock team provides recommendations based on a Leakage Analysis to maximize conversions. Learn more about Website Leakage Analysis

  • Generate a Knock Link from the Knock App on Slack
  • Add the Knock Link to Your CTA (no developer needed)

Learn more about how to place the Knock Link in your marketing CTA’s

Step 5: Configure Routing Rules for Chats & Meetings

  • Assign the right team members to handle chats and meetings.
  • If you already use routing in another system, Knock can integrate it for you—just contact Knock Support.

Set up Routing Rules

✅ You’re Ready to Go Live!

Now that you’re set up, here are more ways to optimize Knock:

🔹 Automate responses for rejected leads

🔹 Set up out-of-office auto-replies

🔹 Configure scheduling flows for meetings

🚀 That’s it! You’re now engaging leads in real time—without friction.