Meeting Types in Zocks include a variety of customization options from preset configuration or meeting prep customization to team-level settings that is why selecting a meeting type that is an exact match to the workflow you want to process the meeting in is crucial.
To support this, Zocks can now auto-select a Meeting Type based on the meeting title in your calendar, description, and your previous meeting type preferences. Using a consistent naming pattern greatly enhances this feature, so for example, always having 'Tax Planning Session' in the meeting title and using a dedicated 'Tax Planning' Meeting Type will yield reliable results without any manual action needed.
To enable this feature, please navigate to Setup - Settings - AI Assistant and click on "Enable Meeting Type suggestions on the entire account". Please note that this is an account level feature that applies to all Users within your account.
To learn more about Meeting Type customization and creating your own Meeting Types, please visit the following link: