The AI Assistant handles the key challenges you face, right out of the box.

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 Assistat is designed to streamline your process.

Let’s look at some ways you can utilize the AI Assistant:

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.”

Tailor the layout of your meeting summary exactly to your liking.

Example: “Please add the conversation timeline to the beginning.”

Need to align the financial discussion with the conversation timeline? No problem!
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Example: “Change the financial discussion to reflect the conversation timeline's structure.”

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?”