Zocks

Create, customize, and manage Meeting Types and templates in Zocks. Learn how to use the AI Template Assistant, apply the latest System Meeting Type updates, and enable AI-powered Meeting Type…

Customize and manage Meeting Types and Templates

Use the AI Assistant to change how Zocks formats your meeting notes. The same steps work for every template.

Customize your templates with the AI Assistant

Customize meeting types and templates, and enable AI-powered meeting type suggestions in Zocks.

Meeting Types & Templates 

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Onboarding steps - make your Zocks journey more efficient

Get support from Zocks

Getting Started

Invite your AI Assistant to meetings and setup Event Filters

Prepare for meetings with the AI Assistant

Meeting Preparation

Capturing Meetings

How to integrate Zocks with meeting providers

How to integrate Zocks with Webex

How to set up the Zoom Plugin

Zoom meeting capture changes (effective March 2, 2026)

Live meetings in Zocks

Get your meeting summary when a meeting won't finish

Account specific vocabulary

Manage multi-language meetings

Virtual Meetings

Connect Zocks to phone calls

Zoom Phone integration

GoTo Connect integration

RingCentral integration

Auto-generate meeting titles for phone and uploaded meetings

Microsoft Teams Calls integration

Phone Calls

Ways you can utilize the AI Assistant

Explore features: Notepad, Comments, Results Explainer, Tasks and Rich Text

Meeting Workflows & Follow-up

Manage meeting participants

View, download, and manage meeting transcripts

Participants

Create a personalized follow-up email

Email management in Zocks

Linked emails

Follow-up & Email

Filter your meetings with Quick filters

Finding and Organizing Meetings

Integrations

Microsoft Exchange Calendar integration

How to set up the Outlook Add-in (plugin)?

Microsoft Exchange Mail integration

Calendar & Email

Redtail CRM integration with Zocks

Salesforce CRM integration with Zocks

HubSpot CRM integration with Zocks

AdvisorEngine CRM integration with Zocks

Practifi CRM integration with Zocks

SmartOffice CRM integration with Zocks

Wealthbox CRM integration with Zocks

CRM Deeplink Navigation from Zocks

eMoney Financial Planning integration with Zocks

RightCapital Financial Planning integration with Zocks

Conquest Planning Integration with Zocks

Holistiplan Tax Planning integration with Zocks

Wealth.com Estate Planning integration with Zocks

Financial, Tax & Estate Planning

Orion Portfolio Accounting & Reporting integration with Zocks

Black Diamond Wealth Platform integration with Zocks

Schwab Advisor Services integration with Zocks

Open Schwab Accounts for New and Existing Clients

Portfolio & Custodians

PreciseFP Forms & Onboarding integration with Zocks

Forms & Client Onboarding

SharePoint integration with Zocks

Box integration with Zocks

Egnyte integration with Zocks

Document Management

User Roles, Security & Compliance

Roles and user groups within Zocks

Log in to Zocks with the right sign-in method

How team invites work

User management, off boarding

Team & Users

Set up two-factor (2FA) authentication

Tailor data retention policy

Security & Data

How to configure a Compliance Notice?

How to configure a Compliance Notice on phone calls?

Private meetings

How to set consent tracking

Compliance & Consent

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Account & Billing

Zocks in AI Tools 

Zocks MCP Server knowledge base

Zocks App Library

Getting Started with Zocks MCP

Connecting your AI Assistant

Use Cases, Prompts & Skills

Data Privacy & Security

Zapier Integration with Zocks

Workflow

Create and manage your own app

Your Own App

Upload and process documents in the Zocks mobile app

Mobile Application