Overview
The RingCentral integration allows Zocks to capture and process phone conversations conducted through RingCentral.
Once connected, Zocks can generate transcripts, summaries, action items, and meeting insights from your RingCentral calls.
Before connecting RingCentral to Zocks, ensure that:
You have an active RingCentral account.
You can sign in to RingCentral with your user credentials.
Your organization allows third-party integrations with RingCentral.
Connect RingCentral
Navigate to Settings > Integrations.
Select RingCentral.
Click Connect.
Sign in to RingCentral.
Review and approve the requested permissions.
Return to Zocks and verify the integration status shows Connected.
Once connected, you can configure how Zocks processes your RingCentral calls.
Call Processing Methods
Zocks supports two methods for processing RingCentral phone calls.
Merge Zocks into Your Calls
When you start a RingCentral call, Zocks places a separate call to you. Use RingCentral's merge feature to combine both calls and add the AI Assistant to the conversation.
This method:
Processes calls live.
Allows you to manually add or remove the AI Assistant during the call.
Does not require RingCentral call recording.
Provides real-time meeting capture and note generation.
Automatic meeting matching
Zocks matches calls to meetings using phone numbers and scheduling context:
For scheduled meetings, set the meeting platform to RingCentral
Zocks links incoming calls to existing meetings or creates new meetings for unscheduled calls
Add Zocks to your calls
When a call starts, Zocks calls you separately
Use RingCentral’s merge feature to combine the calls
This adds the Zocks AI Assistant to the conversation
You can add or remove the assistant during the call at any time
Important notes
You must acknowledge during setup that RingCentral calls will be handled by this integration
Only calls after connection are processed
Only merged calls are processed
Process RingCentral Recordings
Alternatively, Zocks can process recordings created directly by RingCentral.
When this option is selected:
RingCentral records the phone call.
RingCentral stores the recording.
Zocks automatically retrieves the recording.
The conversation is processed as a meeting after the call ends.
This option is ideal for organizations that already use RingCentral call recording and prefer not to add the AI Assistant to live calls.
Configure Your Call Processing Method
Navigate to Settings > Integrations > RingCentral.
Open the Your Settings tab.
Under Set your call processing method, select either:
Merge Zocks into your calls
Process recordings
Click Save Changes.
Additional Setup Required for Recording Processing
Selecting Process recordings in Zocks alone is not sufficient.
RingCentral must also be configured to create recordings that Zocks can access and process.
Zocks does not record the call in this mode. Instead, it processes recordings generated and stored by RingCentral.
Configure RingCentral Call Recording
A RingCentral administrator must configure call recording settings within RingCentral.
RingCentral's official instructions can be found here:
Enable Automatic Call Recording
Sign in to the RingCentral Admin Portal.
Navigate to Phone System > Auto-Receptionist > General Settings.
Select Call Recording.
Enable Automatic Call Recording.
Configure any required recording announcements or recording tones.
Save your changes.
Automatic Call Recording is recommended because it ensures calls are consistently available for processing by Zocks.
On-Demand Recording
Alternatively, organizations can use RingCentral's On-Demand Recording feature.
With On-Demand Recording, users manually start and stop recordings during calls. Only calls that have been recorded will be available for processing by Zocks.
Configure Users and Extensions
After enabling call recording, ensure that recording is enabled for the users, extensions, departments, or groups whose calls should be processed by Zocks.
Enabling recording at the account level does not automatically guarantee that all users' calls will be recorded.
If RingCentral does not create a recording for a call, Zocks will not have a recording available to process.
How Recording Processing Works
After setup is complete:
A user places or receives a call in RingCentral.
RingCentral records the conversation.
The recording becomes available in RingCentral.
Zocks retrieves the recording.
Zocks processes the call as a meeting.
A transcript, summary, action items, and meeting insights are generated.
Verify Your Setup
To confirm your configuration:
Place a test call using RingCentral.
End the call.
Verify the recording appears within RingCentral.
Wait for processing to complete.
Confirm that a meeting appears in Zocks.
Troubleshooting
Calls Are Not Appearing in Zocks
Verify that:
The RingCentral integration is connected.
Process recordings is selected as the call processing method.
RingCentral successfully created a recording.
The affected user or extension is included in RingCentral recording settings.
The recording is visible within RingCentral.
Calls Work with Merge Calls but Not Process Recordings
This typically indicates that RingCentral recording is not enabled or recordings are not available for the connected user account.
Verify the recording settings in the RingCentral Admin Portal and confirm that recordings are being generated successfully.
Recording Exists in RingCentral but No Meeting Appears in Zocks
Verify that:
The recording has finished processing within RingCentral.
The RingCentral connection remains active.
The recording belongs to the connected RingCentral user.
The call occurred after recording processing was enabled in Zocks.
Managing the integration
Go to Settings → Integrations → Meeting → RingCentral → Manage to update or disconnect the integration. Changes will not apply to currently scheduled upcoming meetings.
