Customization
Customize Zocks to match your workflows, templates, and meeting preferences.
12 articles
Template Library & Setting Up TemplatesLearn how to set up and customise templates in the Template Library.
Create a personalized Follow-up EmailWithin the Template Library, you can create a personalised Follow-Up Email template and assign it to your meeting types so every post-meeting email reflects your communication style.
AI-based Meeting Type suggestionsUse AI to suggest the best matching Meeting Types
Auto-generate meeting titles for phone and uploaded meetingsAI generated meeting titles
Customize Meeting TypeLearn how to customize Meeting Types to receive meeting results in the format that matches your workflows and communication style.
Filter your meetings with Quick filtersUse Quick filters to see meetings from a specific time frame or those with participants.
How do I configure the AI Assistant to automatically join or show my calendar events?Event Filters in Zocks
How to modify an assigned participantLearn how to modify an assigned participant in rare cases such as misidentification or on in-person meetings with multiple clients.
How to personalize meeting presets as an admin or userLearn how you can make changes in the AI generated results on admin or user level.
How to fill in Forms with the AI Assistant?If you have info sheets or forms in your workflow you can use Formfill to automatically populate them with data
How to use Sentiment Analysis in Zocks?Tracking participant sentiment on meetings and across my entire practice
How to Use Agenda TrackingAgenda Tracking helps you plan, run, and review meetings with structure and accountability.