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

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

4 articles

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

2 articles

Learn how to capture virtual meetings and phone calls in Zocks

12 articles

Customize meeting types, manage participants, organize meetings, and handle follow-up emails in Zocks.

5 articles

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

22 articles

Manage user roles, security settings, and compliance in Zocks.

10 articles

Connect Zocks to AI tools, automate workflows, and explore prompts, skills, and data privacy.

10 articles

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

4 articles

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

6 articles

Manage client profiles and signals, search your book of business, and extract data or fill forms in Zocks.

9 articles

Explore meeting insights, analyze sentiment, and improve performance with scorecards and agenda tracking in Zocks.

6 articles