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Getting Started with Zocks
Getting Started with Zocks

Get started with Zocks! Dive in and explore all the exciting features and improvements!

Updated over a week ago

Learn how to use some of our features, including:

  • Custom Notepad: It is now much easier and faster to process meeting results or highlight and pull specific text out to create custom meeting notes in the Notepad. With one click you can send your custom notes to CRM from the Notepad, while keeping the rich text format.

  • Comments: Discuss meetings directly in Zocks. Team members can respond, edit, and delete comments, with all meeting-related comments displayed for internal reference.

  • Results Explainer: You can now highlight text and click "Explain" for more context. Zocks will show a quick explanation for where the results came from in a paraphrased segment of the transcript.

  • Task Management: Copy, delete, or send tasks to your Notepad. Add, edit, and mark Tasks as completed. Send Tasks to your CRM with one click.

  • Rich Text: Results now include richly formatted text, which can be edited and sent to your CRM while preserving the formatting (depending on the CRM).

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