Getting started
Set up Zocks, connect your tools, and start capturing meetings.
13 articles
Customization
Customize Zocks to match your workflows, templates, and meeting preferences.
12 articles
Integrations
Connect Zocks with your CRM, planning tools, and other integrations.
15 articles
Meeting preparation
Prepare for upcoming meetings with AI-powered insights about your clients.
2 articles
Document Intelligence
Extract data and fill documents with Zocks AI.
3 articles
Security and compliance
Manage data security, access controls, and compliance settings.
5 articles
Mobile application
Mobile app guides for preparing, running, and reviewing meetings.
6 articles
Email management in Zocks
AI Assistant Email intelligence.
1 article
Native Plugins
Built-in Zocks experiences in meeting and productivity tools.
1 article
Advisor Coaching
Meeting insights and scoring data.
1 article
Analytics in Zocks
Coaching, Performace optimization and Meeting Insights.
1 article
Client Profiles in Zocks
The backbone of contact records and Client Intelligence.
2 articles