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How to integrate Zocks with meeting providers

Integrate Zocks with Zoom, Google Meet, Webex and Microsoft Teams to streamline workflow and enhance productivity.

Zocks provides integrations with multiple meeting providers, including Google Meet, Webex, Microsoft Teams, and Zoom.

Google Meet and Microsoft Teams do not need to be connected individually. When a calendar is connected, the corresponding meeting provider integration is automatically activated.

For instructions on how to integrate Zocks with Webex, click here.


How to connect your Zoom account to Zocks

For the most reliable joins, connect Zoom and turn on companion mode. Zoom is changing how meeting assistants join Zoom meetings. The AI Assistant can still join without a Zoom integration, but it may not join some meetings. When that happens, you won’t see an error, and no transcript or notes are created for that meeting.

You will also learn to configure how your Zoom meetings are captured with Zocks.

Zocks supports two Zoom capture methods:

  • AI Assistant (joins meetings live)

  • Zoom Recording (uses Zoom recordings to generate transcripts)

You can choose the option that best fits your workflow and compliance requirements.

Before you start

Make sure that:

  • You have an active Zoom account

  • You are allowed to authorize third-party apps in Zoom

  • You have access to Settings → Integrations in Zocks

  • You join Zoom meetings with the same Zoom user you connect to Zocks

Step 1: Open Zoom integration in Zocks

Log in to Zocks and go to Settings → Integrations.

Under Meeting, find Zoom.

If Zoom is not connected yet, you will see a Connect button.

Step 2: Connect your Zoom account

Click Connect on the Zoom integration card.

You will be redirected to Zoom to authorize the Zocks Meeting app.

If needed, use Switch account to select the correct Zoom account before continuing.

Step 3: Approve Zoom permissions

On the Zoom authorization screen, review the requested permissions.

Zocks requires access to:

  • Join meetings or

  • Access meeting recordings (depending on your configuration)

Zoom may display a notice that participants can be notified when an app accesses real-time audio or video.

Click Allow to complete the connection.

After approval, you will be redirected back to Zocks and Zoom will appear as Connected.

Step 4: Open Zoom settings

From the Zoom integration card, click Manage.

This opens the Zoom Settings page where you control how Zocks interacts with your Zoom meetings.

Step 5: Select meeting capture method

Under Meeting Capture, choose one of the following options.

  • AI Assistant
    The AI Assistant joins your Zoom meeting to listen and transcribe in real time. For the most reliable joins, turn on companion mode in the next step.

  • Zoom Recording
    Zocks waits for Zoom to make the recording available, briefly accesses it to generate a transcript, then deletes it. Zocks does not store the recording.

Step 6: Turn on companion mode

If AI Assistant is selected, turn on companion mode (recommended). With companion mode on, the AI Assistant joins your Zoom meetings more reliably.

With companion mode on, the AI Assistant joins as a guest linked to you and appears under your name in the Zoom participants list.

Please note: These are Zoom rules.

  • The AI Assistant joins only when you're in the meeting, signed in with the Zoom user you connected to Zocks. It can't join before you or without you.

  • The AI Assistant leaves when you leave.

Step 7: Configure ad-hoc meeting auto-join (optional)

If AI Assistant is selected, you can enable Auto-join my ad-hoc Zoom meetings.

When enabled, the AI Assistant automatically joins Zoom meetings that are started without a calendar event, once you're in the meeting.

This option is only available when using AI Assistant.

Step 8: Save changes

Click Save Changes to apply your settings.

Check that Zoom shows as Connected and companion mode is on. Your Zoom integration is now active. Join your next Zoom meeting to check that the AI Assistant joins.


FAQs

Do I need a Zoom integration for the AI Assistant to join my Zoom meetings?

No, but we recommend it. Without a Zoom integration and companion mode, the AI Assistant may not join some of your Zoom meetings.

Why should I turn on companion mode?

Zoom is changing how meeting assistants join Zoom meetings. Companion mode helps the AI Assistant join your Zoom meetings reliably.


Troubleshooting

The AI Assistant didn't join my Zoom meeting

  1. Go to Integrations and check that Zoom shows as Connected. If Zoom isn’t connected or the connection has expired, connect it.

  2. Click Manage and make sure companion mode is on.

  3. Make sure you joined the meeting with the Zoom user you connected to Zocks.

If you’re in the meeting, check that the AI Assistant appears under your name in the Zoom participants list.


Availability

Available on all plans.


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