Guides for setup, CRM integrations, automation, compliance, and more

Set up Zocks, connect your tools, and start capturing meetings.

13 articles

Customize Zocks to match your workflows, templates, and meeting preferences.

15 articles

Connect Zocks with your CRM, planning tools, and other integrations.

25 articles

Prepare for upcoming meetings with AI-powered insights about your clients.

2 articles

Extract data and fill documents with Zocks AI.

5 articles

Manage data security, access controls, and compliance settings.

5 articles

Connect your AI tools to Zocks.

8 articles

Mobile app guides for preparing, running, and reviewing meetings.

7 articles

AI Assistant Email intelligence.

1 article

Set your availability and let clients book meetings with you automatically.

3 articles

Built-in Zocks experiences in meeting and productivity tools.

1 article

Meeting insights and scoring data.

1 article

Coaching, Performace optimization and Meeting Insights.

2 articles

The backbone of contact records and Client Intelligence.

3 articles

Book wide searches and workflows

1 article

Manage user roles, invitations, and seats for your Zocks account.

2 articles