Getting started
Set up Zocks, connect your tools, and start capturing meetings.
13 articles
- Onboarding steps - make your Zocks journey more efficient!This onboarding guide helps financial advisors get started with Zocks.
- Getting Started with ZocksGet started with Zocks! Dive in and explore all the exciting features and improvements!
- Introducing Zocks 2.0 with AI AssistantsZocks Assistant 2.0 comes with AI Agents, ready to handle your post-client meeting workflows out of the box—no setup needed.
- Invite your AI Assistant to your meetings using any calendar platform of your choiceDiscover the process of inviting your AI Assistant to your scheduled meetings.
- How to integrate Zocks with meeting providersIntegrate Zocks with Zoom, Google Meet, and Microsoft Teams to streamline workflow and enhance productivity.
- How to connect Zocks to your Phone CallsLearn how to invite Zocks to your Phone Calls to take advantage of all the available meeting features
- How do I use Zocks with a shared line or a software-based phone solution?Support for shared lines and call solutions like RingCentral
- Live Meetings in ZocksHow to use Zocks Live Meetings: step-by-step guide covering meeting preparation, live meeting view and AI assistant controls.
- How to integrate Zocks with WebexIntegrate Zocks with Webex to streamline your workflow and enable the meeting assistant.
- Uploading Your Account LogoYou can upload a custom logo to personalize your account and ensure that exported documents reflect your company’s brand identity.
- Manage Multi-language MeetingsEnable multi-language features at the account level
- Zoom meeting capture changes (effective March 2, 2026)Starting March 2, 2026, Zoom is enforcing updated platform requirements that affect how third-party meeting assistants join and capture Zoom meetings.
- User management, off boardingDelete and deactivate users