Sam (HeySam) and Zocks are both AI meeting assistants for recording, transcription, and summaries, compared here on pricing, features, and workflow fit. Sam (HeySam): Multi-agent AI sales copilot that joins calls, records and analyzes meetings, and assists sales engineers in Slack. Zocks: Privacy-first AI assistant for financial advisors that automates client meeting notes, follow-ups, forms, and CRM updates. They overlap on ai-meeting-assistants, ai-sales-meeting-assistants, so the right pick depends on team size, budget, and which meeting workflows you automate.
How Hosiqo compares and tests toolsFinal recommendation
For ai-meeting-assistants, ai-sales-meeting-assistants workflows, shortlist Sam (HeySam) when supporting reps with real-time technical answers during sales calls matters most, and Zocks when documenting client review and discovery meetings for compliance and records matters most. Both record across Zoom, Google Meet, and Microsoft Teams; trial each on real meetings before committing.
Multi-agent AI sales copilot that joins calls, records and analyzes meetings, and assists sales engineers in Slack.
Privacy-first AI assistant for financial advisors that automates client meeting notes, follow-ups, forms, and CRM updates.
Sam (HeySam) is a free tier with paid upgrades (freemium); Zocks is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | Sam (HeySam) | Zocks |
|---|---|---|
| Core capability | Joins and records calls on Zoom, Teams, and Google Meet | AI note-taking with speaker attribution for client meetings |
| Standout feature | AI Sales Engineer that answers technical questions in real time on Slack | Live meeting analysis during calls |
| Team usage | Call summaries, video recaps, and CRM updates delivered to Slack | Automatic form filling for intake, fact-finder, and account-opening documents |
| Integrations | AI RFP Copilot that completes RFPs in Google Sheets from call data | CRM auto-sync with Wealthbox, Redtail, Salesforce, HubSpot, and eMoney |
| Languages & capture | Sizzle Reel short video summaries for follow-ups | AI-drafted follow-up and client response emails |
| Best-fit workflow | Customer-facing Ask AI bot for documentation and communities | Pre-meeting preparation with agendas and client profiles |
Sam (HeySam)
Choose Sam (HeySam) if you need supporting reps with real-time technical answers during sales calls — strengths include surfaces sales-engineering expertise on calls without a human se on every meeting.
Zocks
Choose Zocks if you need documenting client review and discovery meetings for compliance and records — strengths include purpose-built for financial advisors rather than a generic notetaker.
Sam (HeySam)
Zocks
It depends on your workflow. Sam (HeySam) is strong for supporting reps with real-time technical answers during sales calls, while Zocks is strong for documenting client review and discovery meetings for compliance and records. Both transcribe and summarize meetings.
Sam (HeySam) is a free tier with paid upgrades and Zocks is a free tier with paid upgrades. Check each vendor's pricing page for the latest plans and free-tier limits.
Yes. Many teams run more than one meeting assistant when the workflows are complementary and the budget is justified.