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February Product Update

February Product Update

Mark Gilbert


Mark Gilbert


February 23, 2024

April 26, 2024

February Product Update

We’ve been busy building Zocks to make it better for you and we have a number of updates we want share. With that, we’re thrilled to kick off Zocks Monthly Updates!

Zocks in the news

Zocks making headlines! Our first public release, along with securing $5.5M in funding led by Lightspeed Ventures has received coverage on Yahoo Finance, VentureBeat, and other outlets.

Product highlights

Now, let's dive into some highlights of what's new in Zocks:

Create your own email follow-up template

Take control of your follow-up strategy! Provide a sample message, and let Zocks seamlessly prepare future follow-ups with your personal touch. Find the template in the Setup menu, Email tab and click the gear icon.

Invite Zocks Assistant by email

Zocks Assistant can be added manually to any Zoom meetings by adding to a meeting on your calendar.

Automated client detection

Zocks now automatically identifies client names (and multiple clients) in both in-person and uploaded meetings, so you do not have to manually tell us. Stay tuned for this same feature in video meetings, coming soon.


We have created three new meeting presets that are fine-tuned for dictation: Account actions, Internal followups and Accounts to be opened. If you're using Zocks for dictations after a meeting, try them out and give us feedback!

Shared meetings feed for teams (Professional Plan)

Team collaboration enables team members to see each other’s past and upcoming meetings, and the read-only Assistant role. Both features are now available for customers in the Professional plan.

Mobile app for in-person meetings

We have completely reengineered our mobile app. Now it works offline and you should expect a significant performance improvement. If you haven’t already, you can download them here: iOS and Android.

We’d love to hear from you

We would greatly appreciate it if you could share your thoughts on how we can further enhance Zocks. Your insights play a crucial role in enhancing the product, and we genuinely appreciate your contribution.

Thank you for using Zocks!

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