Zocks works right inside your Zoom meetings. See client details, prep notes, tasks, and answers without leaving the call.
Connect Zoom to Zocks
Log in to Zocks and go to Integrations.
On the Zoom card, click Connect.
Log in to the Zoom account you want to connect.
Review the permissions and click Allow.
You'll return to Zocks, and Zoom will show as Connected.
Open Zocks in a Zoom meeting
Join or start a Zoom meeting.
Click Apps, then select Zocks.
Important: Zocks finds clients by their email address. If a participant isn't in your Zocks Contacts, their details won't show.
What you can do
AI Assistant: Add or remove the Zocks assistant that takes notes in your meeting.
Client details: See information about your clients and other participants.
Live Agenda: Checks off agenda items as you discuss them, so you can see which topics are still left.
Tasks: Create and manage action items during the call.
Meeting Prep: Create or open prep notes and the meeting prep email.
Ask Anything: Ask questions about your client and get answers right away.
Availability
Available on all plans. Live Agenda is available on Pro plans and above.