# 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 CRMs & Integrations with Zocks](https://help.zocks.io/en/articles/12332582-create-contact-across-crms-integrations-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.

## 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

- [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...
- [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.
- [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

## 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