Connect your Microsoft Exchange mail to Zocks to enrich your meeting prep with recent emails, push follow-up email drafts to your mailbox and to leverage the automation of Email hub.
With this integration, you can:
Enrich your meeting preps with the context your recent emails
Ask questions from the AI Assistant in relation to your recent emails
Push meeting prep and follow-up emails drafts to your mailbox
Leverage the email generation and automation capabilities of Email hub
Which way do I connect?
How you connect depends on where your mailbox is stored, not on whether your company uses Microsoft 365 for anything else. Some companies use Microsoft 365 for email and Teams, but still keep mailboxes on a server they manage. Check with your IT team if you're not sure.
Your mailbox is in Microsoft 365. Use the Outlook integration instead of Exchange. You'll only need to sign in with Microsoft, and no password is stored.
Your mailbox is on your company's server, and you sign in with Microsoft. This is a hybrid setup. Enter your Exchange server address, then sign in with Microsoft. No password is stored.
Your mailbox is on your company's server, with no Microsoft sign-in available. Enter your Exchange server address, email address, and password. Zocks stores your password encrypted, and checks it against your server right away.
What does my IT team need to set up?
Ask your IT team to confirm the following before you connect:
Your Exchange server can be reached from the public internet. A server that's only reachable over VPN can't connect.
Your Exchange server can make outbound calls to Zocks over HTTPS. This is how Zocks knows when something on your calendar changes.
Your server is running Exchange 2013 SP1 or newer.
If you're connecting with a username and password, basic authentication is enabled on your server.
If you're connecting with Microsoft sign-in, your mailbox is present in your company's Microsoft directory, and your server accepts Microsoft sign-ins.
Windows or domain authentication, smart cards, certificates, and shared or delegated mailboxes aren't supported.
How do I connect my Exchange mail?
Log in to your Zocks account and go to Integrations.
Find Exchange Mail and select Connect.
Enter your Exchange server address, for example https://mail.yourcompany.com.
Depending on your setup, either sign in with Microsoft or enter your email address and password.
Once connected, Exchange Calendar will show as Connected on your Integrations page.
Each user connects their own mailbox. There's no company-wide connection, so every user on your team needs to connect individually.