# Zocks Help Center

> Guides for setup, CRM integrations, automation, compliance, and more

## Getting started

- [Onboarding steps - make your Zocks journey more efficient!](https://help.zocks.io/en/articles/10946675-onboarding-steps-make-your-zocks-journey-more-efficient.md): This onboarding guide helps financial advisors get started with Zocks.
- [Getting Started with Zocks](https://help.zocks.io/en/articles/9419372-getting-started-with-zocks.md): Get started with Zocks! Dive in and explore all the exciting features and improvements!
- [Introducing Zocks 2.0 with AI Assistants](https://help.zocks.io/en/articles/9973665-introducing-zocks-2-0-with-ai-assistants.md): Zocks 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 choice](https://help.zocks.io/en/articles/9196501-invite-your-ai-assistant-to-your-meetings-using-any-calendar-platform-of-your-choice.md): Discover the process of inviting your AI Assistant to your scheduled meetings.
- [How to integrate Zocks with meeting providers](https://help.zocks.io/en/articles/9196497-how-to-integrate-zocks-with-meeting-providers.md): Integrate Zocks with Zoom, Google Meet, Webex and Microsoft Teams to streamline workflow and enhance productivity.
- [How to connect Zocks to your Phone Calls](https://help.zocks.io/en/articles/9969795-how-to-connect-zocks-to-your-phone-calls.md): Learn 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?](https://help.zocks.io/en/articles/10226330-how-do-i-use-zocks-with-a-shared-line-or-a-software-based-phone-solution.md): Support for shared lines and call solutions like RingCentral
- [Live Meetings in Zocks](https://help.zocks.io/en/articles/11713088-live-meetings-in-zocks.md): How to use Zocks Live Meetings: step-by-step guide covering meeting preparation, live meeting view and AI assistant controls.
- [How to integrate Zocks with Webex](https://help.zocks.io/en/articles/12087406-how-to-integrate-zocks-with-webex.md): Integrate Zocks with Webex to streamline your workflow and enable the meeting assistant.
- [Uploading Your Account Logo](https://help.zocks.io/en/articles/12148759-uploading-your-account-logo.md): You can upload a custom logo to personalize your account and ensure that exported documents reflect your company’s brand identity.
- [Manage Multi-language Meetings](https://help.zocks.io/en/articles/13045254-manage-multi-language-meetings.md): Enable multi-language features at the account level
- [Zoom meeting capture changes \(effective March 2, 2026\)](https://help.zocks.io/en/articles/13516094-zoom-meeting-capture-changes-effective-march-2-2026.md): 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 boarding](https://help.zocks.io/en/articles/13742340-user-management-off-boarding.md): Delete and deactivate users

## Customization

- [System meeting type updates](https://help.zocks.io/en/articles/14284795-system-meeting-type-updates.md): We updated the default meeting types to better reflect how advisors actually run meetings across the lead-to-client lifecycle.
- [Customize Meeting Types](https://help.zocks.io/en/articles/9196512-customize-meeting-types.md): Learn how to customize Meeting Types to receive meeting results in the format that matches your workflows and communication style.
- [Template Library & Setting Up Templates](https://help.zocks.io/en/articles/13531314-template-library-setting-up-templates.md): Learn how to set up and customise templates in the Template Library.
- [Create a personalized Follow-up Email](https://help.zocks.io/en/articles/13940071-create-a-personalized-follow-up-email.md): Within 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 suggestions](https://help.zocks.io/en/articles/10551611-ai-based-meeting-type-suggestions.md): Use AI to suggest the best matching Meeting Types
- [Auto-generate meeting titles for phone and uploaded meetings](https://help.zocks.io/en/articles/10551584-auto-generate-meeting-titles-for-phone-and-uploaded-meetings.md): AI generated meeting titles
- [Filter your meetings with Quick filters](https://help.zocks.io/en/articles/9588059-filter-your-meetings-with-quick-filters.md): Use 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?](https://help.zocks.io/en/articles/10706694-how-do-i-configure-the-ai-assistant-to-automatically-join-or-show-my-calendar-events.md): Event Filters in Zocks
- [How to modify an assigned participant](https://help.zocks.io/en/articles/9496542-how-to-modify-an-assigned-participant.md): Learn 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 user](https://help.zocks.io/en/articles/9496631-how-to-personalize-meeting-presets-as-an-admin-or-user.md): Learn how you can make changes in the AI generated results on admin or user level.
- [How to fill in Forms with the AI Assistant?](https://help.zocks.io/en/articles/10547129-how-to-fill-in-forms-with-the-ai-assistant.md): 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?](https://help.zocks.io/en/articles/11123958-how-to-use-sentiment-analysis-in-zocks.md): Tracking participant sentiment on meetings and across my entire practice
- [How to Use Agenda Tracking](https://help.zocks.io/en/articles/12730098-how-to-use-agenda-tracking.md): Agenda Tracking helps you plan, run, and review meetings with structure and accountability.
- [Manage Meeting Participants](https://help.zocks.io/en/articles/14134493-manage-meeting-participants.md): Add all relevant parties as participants to a meeting.
- [How to set Consent tracking](https://help.zocks.io/en/articles/14824053-how-to-set-consent-tracking.md): This article covers how consent works in Zocks, the four statuses, and how to manage them.

## Integrations

- [Wealthbox CRM integration with Zocks](https://help.zocks.io/en/articles/11037095-wealthbox-crm-integration-with-zocks.md): Learn how to connect Zocks with Wealthbox to keep client records updated, sync notes and automate tasks effortlessly.
- [Redtail CRM integration with Zocks](https://help.zocks.io/en/articles/11037448-redtail-crm-integration-with-zocks.md): Learn how to keep your client records accurate, compliant, and automate admin work with the Zocks and Redtail integration.
- [Practifi CRM integration with Zocks](https://help.zocks.io/en/articles/11037488-practifi-crm-integration-with-zocks.md): Learn how to connect Zocks with Practifi to save time, automate administrative tasks, streamline workflows, and better serve your clients.
- [HubSpot CRM integration with Zocks](https://help.zocks.io/en/articles/11037100-hubspot-crm-integration-with-zocks.md): Learn how to connect Zocks with HubSpot to automate your workflows and client data management.
- [SmartOffice CRM integration with Zocks](https://help.zocks.io/en/articles/11452577-smartoffice-crm-integration-with-zocks.md): Learn how to connect Zocks with SmartOffice to keep your team in sync and stay compliant with auto-synced notes, client data, and smart task delegation.
- [AdvisorEngine CRM integration with Zocks](https://help.zocks.io/en/articles/12256468-advisorengine-crm-integration-with-zocks.md): Learn how to connect Zocks with AdvisorEngine to save meeting summaries, assign tasks, and update contacts instantly. Built for financial advisors.
- [Orion Portfolio Accounting & Reporting integration with Zocks](https://help.zocks.io/en/articles/11971763-orion-portfolio-accounting-reporting-integration-with-zocks.md): Learn how to connect Zocks to Orion for real-time portfolio data, performance and insights for meeting prep, live meetings, emails and forms.
- [eMoney Financial Planning integration with Zocks](https://help.zocks.io/en/articles/11553557-emoney-financial-planning-integration-with-zocks.md): Learn how to connect Zocks to eMoney to automatically fill out Facts, update a client’s financial plan, reply to client emails & more.
- [PreciseFP Forms & Onboarding integration with Zocks](https://help.zocks.io/en/articles/11641123-precisefp-forms-onboarding-integration-with-zocks.md): Learn how to connect Zocks to PreciseFP to automatically fill out fact finders, account opening forms, update your financial planning tool & more.
- [Create Contact across your Connected Systems with Zocks](https://help.zocks.io/en/articles/12332582-create-contact-across-your-connected-systems-with-zocks.md): Learn how to create new contacts across CRMs and connected tools like eMoney, Orion, and PreciseFP with Zocks.
- [Holistiplan Tax Planning integration with Zocks](https://help.zocks.io/en/articles/12400657-holistiplan-tax-planning-integration-with-zocks.md): Learn how to connect Zocks to Holistiplan’s advanced tax analysis to enrich meeting prep, enhance live conversations, automate email responses & more.
- [CRM Deeplink Navigation from Zocks](https://help.zocks.io/en/articles/12437810-crm-deeplink-navigation-from-zocks.md): Learn how to navigate directly to your CRM records from Zocks.
- [RightCapital Financial Planning integration with Zocks](https://help.zocks.io/en/articles/12687978-rightcapital-financial-planning-integration-with-zocks.md): Learn how to connect Zocks to RightCapital to easily sync 200+ fields from conversation, so you can deliver plans faster than ever.
- [Zapier Integration with Zocks](https://help.zocks.io/en/articles/13428173-zapier-integration-with-zocks.md): Learn how to connect Zocks to over 8,000 tools with Zapier and turn client conversations into automated actions.
- [Wealth.com Estate Planning integration with Zocks](https://help.zocks.io/en/articles/13483245-wealth-com-estate-planning-integration-with-zocks.md): Learn how to connect Zocks to Wealth.com to access estate planning status, document workflows, and client recommendations during meeting prep, live conversations, automated emails, and more.
- [RingCentral Integration](https://help.zocks.io/en/articles/14106865-ringcentral-integration.md): Connect RingCentral to Zocks to capture, process, and structure your phone calls into notes, tasks, and CRM updates.
- [Black Diamond Wealth Platform Integration with Zocks](https://help.zocks.io/en/articles/14139677-black-diamond-wealth-platform-integration-with-zocks.md): Learn how to connect Zocks to Black Diamond for real-time portfolio data, performance and insights for meeting prep, live meetings, emails and forms.
- [Zocks App Library](https://help.zocks.io/en/articles/14169608-zocks-app-library.md): The App library is where you find all the apps that can connect to Zocks - whether that's via MCP or an integration partner.
- [Linked emails](https://help.zocks.io/en/articles/14824371-linked-emails.md): This article covers when to use linked emails, how it works, and how to set one up.
- [Conquest Planning Integration with Zocks](https://help.zocks.io/en/articles/15261417-conquest-planning-integration-with-zocks.md): Learn how to connect Zocks to Conquest Planning to create financial plans from your meetings, emails, and documents, prepare for client meetings, and get instant insights with Ask Anything.
- [Create And Manage Your Own App](https://help.zocks.io/en/articles/15694197-create-and-manage-your-own-app.md): Build your own integration on the Zocks API — set it up, configure access, get your credentials, and choose who can use it.
- [GoTo Connect Integration](https://help.zocks.io/en/articles/15700693-goto-connect-integration.md): Connect GoTo Connect to Zocks to capture, process, and structure your recorded phone calls into meeting notes, summaries, tasks, and CRM updates.
- [Zoom Phone integration](https://help.zocks.io/en/articles/16053579-zoom-phone-integration.md): If you use Zoom Phone as your phone system, you can connect it to Zocks to capture, process, and structure your recorded phone calls into meeting notes, summaries, tasks, and CRM updates.

## Meeting preparation

- [Meeting preparation](https://help.zocks.io/en/articles/9649052-meeting-preparation.md): Always be prepared with our AI Assistant for upcoming meetings
- [How to ask anything about a contact you choose](https://help.zocks.io/en/articles/9496540-how-to-ask-anything-about-a-contact-you-choose.md): Prepare more effectively for your upcoming client meetings with our ask anything function.

## Document Intelligence

- [Box Integration with Zocks](https://help.zocks.io/en/articles/15700982-box-integration-with-zocks.md): Connect Box to Zocks to link client folders to contacts, save meeting summaries, prep, forms, and document summaries directly to Box, and import documents for processing without leaving Zocks.
- [SharePoint Integration with Zocks](https://help.zocks.io/en/articles/15971203-sharepoint-integration-with-zocks.md): Connect SharePoint to Zocks to link client folders to contacts, save meeting summaries, prep, forms, and document summaries directly to SharePoint, and import documents for processing without leavi...
- [Document Extraction in Zocks](https://help.zocks.io/en/articles/12557298-document-extraction-in-zocks.md): AI Assistant powered Document Intelligence
- [How to create a new contact from a client document?](https://help.zocks.io/en/articles/13002345-how-to-create-a-new-contact-from-a-client-document.md): Seamlessly convert intake forms and related documents into fully structured records for your CRM, Financial Planning, or Portfolio Planning tools
- [Fill out PDF template files with Zocks](https://help.zocks.io/en/articles/13421570-fill-out-pdf-template-files-with-zocks.md): How to fill out your documents with Zocks' AI intelligence

## Security and compliance

- [Tailor Data Retention Policy](https://help.zocks.io/en/articles/9196507-tailor-data-retention-policy.md): Customize Data Retention Policy to your needs for effective data management and compliance.
- [How to configure a Compliance Notice?](https://help.zocks.io/en/articles/10249219-how-to-configure-a-compliance-notice.md): A custom logo, chat and audio message for notifying clients about the AI notetaker
- [Set up two-factor \(2FA\) authentication](https://help.zocks.io/en/articles/10261325-set-up-two-factor-2fa-authentication.md): How to set up two-factor authentication on your account
- [Roles and User Groups within Zocks](https://help.zocks.io/en/articles/10670527-roles-and-user-groups-within-zocks.md): User Roles for Access Control in Zocks
- [Private meetings](https://help.zocks.io/en/articles/12700743-private-meetings.md): Keep sensitive meetings completely private.

## Zocks MCP Server

- [Zocks MCP Server Knowledge Base](https://help.zocks.io/en/articles/15331595-zocks-mcp-server-knowledge-base.md): What the Zocks MCP Server is, supported AI tools, setup, what data Claude can access, privacy and security, audit logging, compliance, and a full FAQ.
- [Zocks MCP in Claude - Default Prompts](https://help.zocks.io/en/articles/14172950-zocks-mcp-in-claude-default-prompts.md): How to use pre-built prompts with the Zocks MCP connector in Claude
- [Zocks MCP & Claude data privacy](https://help.zocks.io/en/articles/14172796-zocks-mcp-claude-data-privacy.md): This article explains how Claude handles your data when connected to Zocks via MCP - what's stored, what isn't, and how your Claude plan affects privacy.
- [Connect to the Zocks MCP Server with Claude](https://help.zocks.io/en/articles/15445296-connect-to-the-zocks-mcp-server-with-claude.md): How to connect Claude \(claude.ai and Claude for Desktop\) to the Zocks MCP server to access your meeting intelligence directly in Claude.
- [Connect to the Zocks MCP Server with ChatGPT](https://help.zocks.io/en/articles/15445298-connect-to-the-zocks-mcp-server-with-chatgpt.md): How to connect ChatGPT to the Zocks MCP server to access your meeting intelligence directly in ChatGPT. Available on Plus, Pro, Business, Enterprise, and Edu plans.
- [Connect to the Zocks MCP Server with Microsoft Copilot](https://help.zocks.io/en/articles/15445299-connect-to-the-zocks-mcp-server-with-microsoft-copilot.md): How to connect Microsoft Copilot to the Zocks MCP server via Copilot Studio to access your meeting intelligence directly in Microsoft 365 Copilot.

## Mobile application

- [Getting Started with the Zocks Mobile App](https://help.zocks.io/en/articles/12789446-getting-started-with-the-zocks-mobile-app.md): The Zocks Mobile App delivers meeting intelligence on the go with a fast, focused, and context-aware experience.
- [Using the Upcoming Meetings List](https://help.zocks.io/en/articles/12789450-using-the-upcoming-meetings-list.md): The Upcoming Meetings list lets you quickly review all scheduled meetings, view essential details, and start in-person meetings with a single tap.
- [Managing Meeting Details and Participants](https://help.zocks.io/en/articles/12789468-managing-meeting-details-and-participants.md): The Meeting Details screen provides all essential meeting data, including participants, Meeting prep and Meeting prep email send.
- [Running In-person meetings](https://help.zocks.io/en/articles/12789512-running-in-person-meetings.md): Live meetings are optimized for quick interaction. The interface adapts to live status, ensuring that focus and participant visibility are clear.
- [Managing the Zocks Mobile app in Microsoft Intune](https://help.zocks.io/en/articles/12901264-managing-the-zocks-mobile-app-in-microsoft-intune.md): For Enterprise Partners
- [Using the Past Meetings List](https://help.zocks.io/en/articles/13428267-using-the-past-meetings-list.md): The Past Meetings feature lets you review and act on completed meetings directly within the app.

## Email management in Zocks

- [Email management in Zocks](https://help.zocks.io/en/articles/12637193-email-management-in-zocks.md): AI Assistant Email Response Generation

## Scheduling in Zocks

- [Get Started with Zocks Scheduling](https://help.zocks.io/en/articles/16012747-get-started-with-zocks-scheduling.md): Zocks Scheduling lets clients book time with you without leaving your workflow.

## Native Plugins

- [How to set up the Outlook Add-in \(plugin\)?](https://help.zocks.io/en/articles/11963353-how-to-set-up-the-outlook-add-in-plugin.md): Configure the Zocks AI native Outlook plugin

## Advisor Coaching

- [Meeting Scorecards - Advisor Coaching in Zocks](https://help.zocks.io/en/articles/11798305-meeting-scorecards-advisor-coaching-in-zocks.md): Meeting Scoring by the AI Assistant

## Analytics in Zocks

- [Analytics Hub in Zocks](https://help.zocks.io/en/articles/12172034-analytics-hub-in-zocks.md): What type of analytics and reporting tools are available
- [Conversation Insights](https://help.zocks.io/en/articles/14286441-conversation-insights.md): Learn more about Conversation Insights and how to access it

## Client Profiles in Zocks

- [Client Profiles in Zocks](https://help.zocks.io/en/articles/12175592-client-profiles-in-zocks.md): Automatically updated Client records
- [Zocks Client Signals](https://help.zocks.io/en/articles/13421694-zocks-client-signals.md): Automatically Detect Automation Triggers from Clients

## Client Queries

- [Client Queries in Zocks](https://help.zocks.io/en/articles/15490253-client-queries-in-zocks.md): Search across your systems and entire Book of Business