The AI Assistant handles the key challenges you face, right out of the box.
The Assistant can:
Manage complex tasks with ease.
Deliver consistent, reliable results.
Adapt to your specific workflow needs, thanks to its customizable features.
Meeting Summary Output
With the AI Assistant, you can customize your meeting summaries using simple, natural language commands. Whether it's providing a detailed explanation of a meeting or pulling relevant data from your connected CRM and calendar, the AI Assistant is designed to streamline your process.
Key Features of the AI Assistant
Let’s look at some ways you can utilize the AI Assistant:
Customize names
If you need to correct or change a client’s name in Zocks, you can simply ask the AI Assistant to do it, and it will remember the preference for future use.
Example: “Spell Carrie's name with a K instead of a C.”
Personalizing Meeting Summary Structure
Tailor the layout of your meeting summary exactly to your liking.
Example: “Please add the conversation timeline to the beginning.”
Adapting Financial Discussions
Need to align the financial discussion with the conversation timeline? No problem!
Example: “Change the financial discussion to reflect the conversation timeline's structure.”
Accessing CRM Data
The AI Assistant can also pull in relevant client data from your CRM, so you can have all the information you need, when you need it.
Example: “What car does Mark drive?”
Save directly from the AI Assistant chat
Just ask—for example, “Save this to Wealthbox,” “Update Jane’s details in Redtail,” or “Save the summary to Box as a PDF.” The assistant adds the right button below its reply.
How it works?
Tell the assistant what you want to save and where, and it gives you a button for that action. Unsure of your options? Ask “Where can I save this?” The assistant lists the available destinations, showing your connected integrations first.
In a Meeting Summary chat: Save the meeting summary or tasks to your CRM, save contact details, or save the summary as a PDF to Box, Egnyte, OneDrive, or SharePoint.
In a Document Summary chat: Save the document summary to your CRM, save contact details, or save the summary as a PDF to your document storage.
You stay in control: The button opens the familiar save window, where you can review everything before sending it. The assistant never saves anything automatically.
Need to connect? You’ll see a Connect button, or Reconnect if your connection has expired. It opens your integration settings in a new tab, keeping your chat open. Once you’re connected, ask again.
Good to know:
The assistant only shows integrations available to your account. Integrations disabled by your enterprise won’t appear.
Buttons appear only below the latest reply. To bring back a button from an earlier reply, ask again.
For now, this feature is available in Meeting Summary and Document Summary chats.
Note: These are just a few examples of what the AI Assistant can do.
Availability
Available on all plans.
Need more help?
Chat with us: Click the messenger icon in the lower-right corner of Zocks, the Zocks website, or the Help Center
Email us: [email protected]
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