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Product Update

Product Update

 Blog Posts

October Product Update
Product Update
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4 min read

October Product Update

Zocks’ October Updates include phone call support, enhanced meeting summaries, an AI email reply agent, and improved intelligence presets for better client engagement and support.

September Product Update
Product Update
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4 min read

September Product Update

Introducing Zocks 2.0 with new AI Agents, enhanced CRM integrations, and email-based transcript archiving. Experience personalized meeting summaries and streamlined participant assignment for better productivity.

July Product Update
Product Update
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4 min read

July Product Update

We are releasing an AI Agent as part of the Zocks platform. It’s easy to use, fast and will get better the more you use Zocks over time.

June Product Update
Product Update
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4 min read

June Product Update

Zocks expanded its advisor tech stack with new Redtail CRM and Office 365 integrations, improved CRM export, task assignment, and customizable templates. Recognized in Bain Capital Ventures' 2024 Vertical SaaS 50 Emerging Companies list.

May Product Update
Product Update
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4 min read

May Product Update

We're excited to announce our biggest update yet, featuring a redesigned user interface with new features. We've increased the number of meetings in your plans and added Google Meet support. Zocks now supports Salesforce integration.

April Product Update
Product Update
  •  
4 min read

April Product Update

Tax season is over! Exciting news: we've launched a Knowledge Center, a Wealthbox integration, Meeting Types, and soon: Salesforce integration.