Customization
Customize Zocks to match your workflows, templates, and meeting preferences.
15 articles
- System meeting type updatesWe updated the default meeting types to better reflect how advisors actually run meetings across the lead-to-client lifecycle.
- Customize Meeting TypeLearn how to customize Meeting Types to receive meeting results in the format that matches your workflows and communication style.
- 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
- 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.
- Manage meeting participantsAdd all relevant parties as participants to a meeting
- How to set Consent trackingThis article covers how consent works in Zocks, the four statuses, and how to manage them.