Using AI Companion on the web

You can use AI Companion on the web to interact with AI Companion in your browser. AI Companion on the web allows you to ask questions, retrieve information from your Zoom content or connected sources, help you write, and perform deep research with AI assistance. AI Companion on the web supports conversation, agentic retrieval, writing, and deep research modes, and includes built-in agent assistants for quick actions such as post-meeting follow-ups, status reports, project tracking, and more.

Requirements for using the AI Companion on the web

• Pro, Business, Enterprise account, or AI Companion standalone account
• AI Companion enabled by admin
• Supported browsers: Chrome, Edge, Safari, or Firefox (latest versions)
• To use deep research mode, users must have a Custom AI Companion license
• To use personal meeting summary templates, users must have a Custom AI Companion license
• Access to third-party data sources requires an AI Companion license or a Custom AI Companion license
• Use of Third-party connectors requires a Custom AI Companion license

Note: AI Companion may not be available for select verticals and select regional customers.

How to access AI Companion on the web

You can access AI Companion on the web from the Zoom web portal after signing in with the correct account permissions.

1. Sign in to the Zoom web portal and navigate to AI Companion on the web.
2. In the welcome window, type or select your role from the drop-down menu to customize your AI Companion experience, then click Next.
3. (Optional) To sync your calendar, click Connect to integrate your Google or Outlook calendar account.
4. Click Next to complete setup.

How to start a conversation in AI Companion on the web

You can enter prompts in the AI Companion text box, attach data sources, use web search to complete research, and use writing mode to help write content.

1. Sign in to the Zoom web portal and navigate to AI Companion on the web.
2. In the AI Companion on the web text box, you can:
   • Enter keywords, phrases, or sentences, then click the send icon. Learn more about formatting your AI Companion prompt.
   • (Optional) Click one of the conversation starters, such as Post Meeting Follow Up, Project Tracker, or Daily Reflection.
   • (Optional) Click the plus icon to manually upload or select one or more items from Meetings, Zoom Docs, Google Drive, or OneDrive to include as reference material for your prompt.
     Note: When uploading images, only PNG, JPG, JPEG, GIF, and WebP files are supported, with a maximum file size of 10 MB.
3. When you're ready to send a message, click the send icon .
   AI Companion will process your prompt and respond. AI Companion responses will vary depending on prompt, settings, and available configured data sources.
4. (Optional) Click the thumbs up icon or the thumbs down icon to provide feedback about the response.

Note: Third-party data sources must be connected to use. Once connected, they remain available unless manually disconnected.

Pre-built agents

AI Companion for Web allows you to utilize pre-built AI agents with capabilities such as analyzing meeting decisions and documenting information for tasks, such as follow-ups, project tracking, trend analysis, and personal development. Agents are categorized and grouped by topic, such as Meetings,  Analysis, and Sales.

1. Sign in to the Zoom web portal and navigate to AI Companion on the web.
2. Under the AI Companion text box, click a pre-built agent focus, attach the context, or modify the pre-filled promptto open a new conversation tailored to your desired result.

Customize pre-built agents

1. Sign in to the Zoom web portal and navigate to AI Companion on the web.
2. Click New chat. 
3. Under the AI Companion text box, click View all. 
4. Click the desired agent.
5. Click the more icon .
6. Click Edit as copy.
7. Using natural language to customize the logic and response of the agent.
   Once you finish updating the prompts in natural language, the editor will prompt with the option to test the agent.
8. Click the tile with the agent name to open the testing dialog.
9. Select the Context and Context period for the test. 
10. Click Test.

Manage starred agents

1. Sign in to the Zoom web portal and navigate to AI Companion on the web.
2. Click New chat. 
3. Under the AI Companion text box, click View all. 
4. Click the desired agent.
5. Click the more icon .
6. Click Star.
   The agent will now be moved to the Starred category.

Configure sources

You can manage and filter the sources AI Companion on the web retrieves information from, including Zoom meetings, Zoom Docs, Google Drive, OneDrive, and third-party connectors such as Slack. By default, your search scope includes all available and connected sources, and any changes made are remembered until you update them again. Learn more about connecting and disconnecting third-party data sources.

1. Sign in to the Zoom web portal and navigate to AI Companion on the web.
2. Click All sources, then select or clear the check boxes to configure the data sources AI Companion on the web retrieves information from.
   Available sources include:
   • Web Search
   • All Zoom data
     • Meeting
     • Zoom Docs
   • Third-party connector (Slack, Google Drive, Microsoft Outlook, etc.)

Notes:

• Support for Slack as a data source requires a Custom AI Companion license.
• Data sources configured for the AI Companion side panel in the Zoom Workplace app are not applicable to AI Companion on the web.

Modes

AI Companion on the web provides different modes allowing you to choose how you want to research, write, or automate tasks, including Deep research, Write, and Workflows.

Write mode

Write mode allows you to draft, refine, and save collaborative documents with AI assistance, either in the writing canvas window or directly in Zoom Docs, where multiple users can edit and comment in real time.

1. Sign in to the Zoom web portal and navigate to AI Companion on the web.
2. In a new chat, click Mode, then Write.
3. Enter a writing prompt. For example, draft a project proposal based on my latest meeting notes.
4. Click the send icon .
5. In the writing canvas window, do the following:
   • (Optional) Enter additional prompts to refine your draft. For example, you can ask AI Companion to insert an introduction, edit for clarity, or rewrite in a formal tone.
   • (Optional) Edit AI Companion’s generated draft directly in the writing canvas window.
   • (Optional) Click the more icon  to edit your draft in the Zoom Docs interface.

Workflow mode

Workflow mode allows you to describe a workflow in natural language and have AI Companion help you design an automated flow using triggers and actions. Learn more about creating and managing workflows.

1. Sign in to the Zoom web portal and navigate to AI Companion on the web.
2. In a new chat, click Mode, then Workflow.
3. Enter a task to automate. For example, preparing for meetings, summarizing content, or sending updates to chat channels.
4. Click the send icon .
5. (Optional) Enter additional prompts to refine your workflow, modify triggers, or update actions at any stage of the workflow creation process.

Deep research mode

Deep research mode allows users with an active Custom AI Companion license to ask complex questions and receive multi-turn, in-depth answers across your available data sources, supporting follow-up questions that build on prior context.

Deep research mode can retrieve information from the following sources:

• Meeting data
• Zoom Docs
• Google Drive
• OneDrive
• Web search

To use deep research mode:

1. Sign in to the Zoom web portal and navigate to AI Companion on the web.
2. In a new chat, click Mode, then Deep research.
3. Enter a research prompt. For example, you can ask AI Companion to compare project summaries from the last three sprint reviews.
4. Click the send icon .
5. (Optional) Click the copy icon to copy the generated result to your clipboard.
6. (Optional) Click the save icon to save the generated result to a Zoom Doc.

How to use Help me write sidebar option

Help me write uses the same underlying capabilities as Write mode and provides a library of writing templates.

1. Sign in to the Zoom web portal and navigate to AI Companion on the web.
2. In the sidebar, click Help me write.
   A new AI Companion conversation opens in a writing-focused workspace.
3. In the AI Companion text box, enter a writing request, such as Draft a weekly status update for my team or Summarize my latest meeting outcomes for leadership.
4. (Optional) Under the AI Companion text box, select a writing template to start from a prebuilt structure, such as:
   • Daily report
   • Recruiting notes
   • User feedback report
   • Call prep
   • Deal win/loss note
   • Campaign plan
5. (Optional) Click the ellipsis icon to edit your draft in the Zoom Docs interface.

How to use the Meetings sidebar option

In the Meetings section, AI Companion on the web integrates with Zoom Calendar, Google Calendar, and Outlook Calendar so you can view and manage your schedule directly. Learn more about managing your calendar events in Zoom Calendar.

1. Sign in to the Zoom web portal and navigate to AI Companion on the web.
2. In the sidebar, click Meetings.
   A calendar view of your connected calendars appears, showing your events and meetings for today and upcoming days.
3. To join a scheduled Zoom meeting from the calendar view, click Join next to the meeting.
4. (Optional) Click a calendar event to access your meeting assets, such as summaries, recordings and meeting details.
5. (Optional) Click a hero prompt to have AI Companion generate calendar insights, such as, key takeaways, schedule summaries, or action item reminders.
6. (Optional) In the AI Companion side panel text box, enter a prompt to retrieve meeting assets or calendar insights.

Personal meeting summary templates

Users can create and manage personalized meeting summary templates using natural-language descriptions. These templates can then be applied to meeting details to generate customized summaries tailored to individual needs and workflows.

Note: Personal meeting summary templates require a Custom AI Companion add-on license.

Applying a meeting template

1. Sign in to the Zoom web portal and navigate to AI Companion on the web.
2. In the sidebar, click Meetings.
3. Search and click on the desired meeting.
   The meeting details will be displayed.
4. Under the Meeting Summary tab, click + New.
5. Click the desired Meeting summary template.
   Note: You can also click the add icon  to create a template.
   AI Companion will generate a new meeting summary using the selected template.
6. (Optional) Repeat steps 4-5 to create additional summaries.
7. (Optional) Once you are done generating summaries, click the more icon , then click one of the following options:
   • Open in Docs: Opens the generated meeting summary within Zoom Docs.
   • Delete: Deletes the generated summary.

Alternatively, you can also apply a template from the Templates section as well:

1. Sign in to the Zoom web portal and navigate to AI Companion on the web.
2. In the sidebar, click Meetings, then click Templates.
3. Click on the desired template.
4. Click Search , to search for a meeting.
5. (Optional) Select a specific date range to filter the search results.
6. Select the desired meetings you want to apply the template to. 
7. Click Apply.
   The template will run and generate a new meeting summary for the meeting based on the meeting transcript.

Create a meeting template

1. Sign in to the Zoom web portal and navigate to AI Companion on the web.
2. In the sidebar, click Meetings, then click Templates.
3. Click Create +.
4. Select either Blank to create a template from scratch or select a previously created template. 
5. Use the AI Companion side panel text box to modify the template using conversational tools. 
6. In the top right corner, click the edit icon  to update the name of the template.
   1. In the top right corner, click the Preview tab.
   2. Click Choose a meeting, and select the meeting you want to apply the template to.
      A meeting summary will be generated and displayed using the template.(Optional) To preview a template:
7. Note: If there is an issue generating a preview, click Back to edit, to update the template. 
8. Click Save, to save the template.

Manage meeting templates

1. Sign in to the Zoom web portal and navigate to AI Companion on the web.
2. In the sidebar, click Meetings, then click Templates.
3. Click on the more icon .
4. The following options will be available:
   • Edit: Edit the desired template.
     Note: If this is a standard template or a template created by an organization, click Edit a copy.
   • Star this template: Adds the template to the top of the Meeting Summary templates list when using the + New Summary option when viewing a meeting. 
   • Delete: Deletes the desired template.

How to use the Transcribe sidebar option

Users can transcribe in-person conversations in AI Companion for Web, capturing spoken discussions in real time. While transcription is in progress, users can view a live transcript and ask AI Companion questions based on the ongoing conversation to clarify points or surface key details. Once transcription is complete, users can access an AI-generated recap, review, and interact with the full transcript, and use AI Companion to create follow-up content such as notes, documents, and action items based on the conversation.

Users can also utilize completed transcripts in more complex tasks by adding them as resources in the AI Companion on the web text box.

If you are already in a Zoom meeting and attempt to use the Transcribe feature, you will be prompted to use My notes in the Zoom Workplace client instead. In addition, if you start or join a Zoom meeting while using the Transcribe feature, you will be prompted to either stop and save the transcript or leave without saving. Please make sure you follow all applicable laws when transcribing conversations, which may include providing notice.

Start a new transcription

Note: A transcription has a maximum time limit of 2 hours. 

To start a new transcription in AI Companion on the web:

1. Sign in to the Zoom web portal and navigate to AI Companion on the web.
2. In the sidebar, click Transcribe.
   A new transcript window will open, and AI Companion will begin transcribing the audio.
   Note: While transcribing, if you navigate to other sections of AI Companion on the web, a minimized version of the transcribing controls will appear at the bottom of the left sidebar. 
3. On the Transcript tab, in the controls at the bottom of the window, click one of the following options to manage the transcribing:
   • Speaking language: Select the speaking language of the participants being recorded. 
   • Microphone settings : Manage the microphone device currently in use. 
   • Pause transcription : Pauses the transcription.
     Note: You can click the resume icon   to resume the transcription.
4. (Optional) In the AI Companion side panel text box, enter a prompt to generate more receive more context based on the transcript.
5. Click the stop transcription icon  to stop transcribing.
   The transcription and notes will be saved. In addition, a summary will be generated from the transcript.
   Note: While transcription is going, if you close the transcription window using the close icon , the transcription will be stopped but not saved. 

If you experience network issues and you lose connectivity to AI Companion on the web, your transcript will not be saved, and you will have to start a new transcription.

Manage a transcription 

1. Sign in to the Zoom web portal and navigate to AI Companion on the web.
2. In the sidebar, click Meetings. 
3. In the calendar view, search and locate the transcribing session. 
4. Click on the transcribing event.
   The session will be displayed. 
   • On the Summary tab, you can review the current summary as well as generate a new summary using a Meeting summary template. 
   • On the Transcript tab, review the transcript for the session.
   • On the Notes tab, review and/or edit any notes from the session.
5. (Optional) In the AI Companion side panel, click a hero prompt to ask AI Companion to generate additional insights and manage the summary and notes for the transcription session. You can also enter additional prompts in the side panel text box.

How to use the Workflows sidebar option

Personal workflows let you automate repetitive tasks using simple, everyday language, using a flexible, node-based visual canvas. You can use agentic AI workflows from templates or a low-code builder to automate multi‑step actions across Meetings, Team Chat, Docs, and Tasks. In addition to Zoom sources and data, you can connect to third-party applications, allowing you retrieve data from and output to other third-party tools such as Google, Microsoft, and Salesforce. 

Note: Access to Google (Drive, Calendar, Gmail, etc.) and Microsoft (Outlook, OneDrive, etc.) data sources will require a license to AI Companion. In addition, access to the equivalent third-party connectors (as well as other third-party connectors) will require a license to Custom AI Companion. 

Personal workflows for AI Companion is available to paid AI Companion and Custom AI Companion users in the US. Free users can also access a limited version of this feature, with up to 10 runs per month.
Note: Both test runs when building and runs after publishing workflows count towards monthly usage. Paid AI Companion and Customer AI Companion users will initially have unlimited runs for a limited time. 

When you click Workflows in the sidebar, the Workflow mode will automatically open, where you can describe a workflow in natural language. You can also access the following workflow-related options, which are displayed under Workflow in the sidebar.

Create a workflow

To create a workflow from scratch:

1. Sign in to the Zoom web portal and navigate to AI Companion on the web.
2. In the sidebar, click Workflow.
3. Under Workflow, click + Create.
   The workflow builder opens, and the AI Companion side panel displays a text box where you can describe your workflow.
4. In the workflow canvas, click + Add your first node.
5. In the node trigger list, do one of the following:
   • Select a trigger from the list, for example:
     • Manually start: Start the workflow when you press a button.
     • Fill out a form: Start the workflow when users submit a form with required fields.
     • Meeting event: Start the workflow when specific Zoom Meeting events occur, such as when a meeting starts or ends.
     • Team chat event: Start the workflow when a Zoom Team Chat event occurs, such as when a message is received or a specific emoji is used.
     • Custom schedule: Start the workflow at a scheduled date and time.
     • Personal audio recorder: Start the workflow using audio. Personal audio recorder allows you to transcribe in-person conversations by capturing audio and automatically generating a transcript. Before you start recording, make sure you follow all applicable laws when monitoring or recording conversations.
   • Search for a previously created or commonly used node trigger.
   Note: When you hover over a trigger option, a coach or help tooltip appears to explain when to use that trigger.
6. Click a trigger to add it to the canvas and expand its configuration panel.
7. Configure the trigger details. For example, for a Meeting event trigger, configure:
   • Meeting event type: When meeting ends.
   • Which meetings to monitor: All my meetings.
   • Time offsets: 0 min to trigger exactly when the event happens, or a negative or positive offset to trigger before or after the event.
8. Add additional nodes and actions as needed, such as sending a summary to Slack, saving a document to Zoom Docs, or posting a message to a chat channel.
9. (Optional) At any step, use the AI Companion side panel text box to describe adjustments you want to make to the workflow, and let AI Companion update triggers, actions, or parameters for you.

Manage workflows

To View and manage workflows in All Workflows:

1. Sign in to the Zoom web portal and navigate to AI Companion on the web.
2. In the sidebar, click Workflow.
3. Under Workflow, click All Workflows.
4. Use the available filters to find the workflow you want to review or update:
   • Search by workflow name.
   • Filter by date range.
   • Filter by flow trigger type.
5. (Optional) Click + Create new to create a new workflow from scratch directly from the All Workflows list.
6. Click a workflow name to open it, review its configuration, or make changes.

Use workflow templates

To use a workflow template:

1. Sign in to the Zoom web portal and navigate to AI Companion on the web.
2. In the sidebar, click Workflow.
3. Under Workflow, click Templates.
   A library of workflow templates organized by category is displayed, such as meeting management, reports, chat, and project and task management.
4. Browse the templates and select a template that matches your role or use case. Examples include:
   • Templates geared towards sales use cases, such as:
     • Sales Meeting Prep with Salesforce & Zoom Docs: Prepare for sales meetings by searching Salesforce for customer notes and opportunities and related Zoom docs/chats/meetings.
     • Salesforce Opportunity Auto-Update from Meetings: After a meeting, automatically update a Salesforce opportunity from the content of the meeting transcript.
     • Post-Meeting Follow-Up Email Generator: After a meeting, automatically send a follow-up email complete with key decisions and action items.
   • Templates geared towards marketing use cases, such as:
     • Brand Marketing Content Brief Generator: Automatically generate cross-channel marketing content briefs from meeting transcripts. Create unified briefs with blog, video, and social media outlines, extract actionable tasks, and organize them in Zoom Docs and Tasks for streamlined content production.
     • Meeting-End Stakeholder Recap: After a meeting, automatically generate a structured marketing campaign recap in a Zoom Doc with published/running/queued content status and share the recap to relevant Team Chat and Slack channels for stakeholder updates.
   • Templates geared towards IT and Engineering use cases, such as:
     • Daily Jira Task Summary to Zoom Chat: Automatically fetch all of a user’s unfinished assigned JIRA tasks every morning and send a formatted summary via Zoom Team Chat to keep users informed of their pending work items.
     • Auto-Create Jira Tickets: Automatically creates Jira bug tickets when users react with a ticket emoji in team chat. AI extracts issue details from the conversation thread, assigns the ticket to the mentioned users, and posts a confirmation message with ticket details back to the chat.
   • Meeting management templates, such as:
     • Pre-meeting reminder: Before the meeting starts, remind yourself of the essentials, such as the topic, start time, and key participants.
     • General Meeting Preparation Flow: Automatically prepares for upcoming meetings by searching related documents and chats.
     • Meeting Summary to Slack: Generate a comprehensive AI-powered meeting summary and send it to a Slack channel.
   • Team Chat-based templates, such as Auto Meeting Summary Chat Sender, Daily Chat Summary, and Channel Welcome and Summary.
5. Click a template to open it in the workflow builder.
6. Review the preconfigured triggers and actions, then adjust any fields (such as channels, recipients, or storage locations) as needed.
7. (Optional) Use the AI Companion text box in the side panel to refine the template, add steps, or change conditions using natural language instructions.

Share a workflow

You can share a workflow with users within your organization. To share a workflow:

1. Sign in to the Zoom web portal and navigate to AI Companion on the web.
2. In the sidebar, click Workflow.
3. Under Workflow, click All Workflows.
4. Use the available filters to find the workflow you want to review or update:
   • Search by workflow name
   • Filter by date range.
   • Filter by flow trigger type
5. Click a workflow name to open it.
6. In the top right corner, click Share.
7. Enter the desired contact or channel you want to share the workflow with.
8. Click Send.
9. (Optional) Click Copy link to copy the link to the workflow to your clipboard to share the workflow manually.

View workflow activity logs

To view workflow activity logs:

1. Sign in to the Zoom web portal and navigate to AI Companion on the web.
2. In the sidebar, click Workflow.
3. Under Workflow, click Activity logs.
   A list of workflow execution records displays.
4. Use the available filters to narrow down activity:
   • Search by workflow name.
   • Filter by status, such as completed, failed, running, paused, timed out, or terminated.
   • Filter by date range.
5. Review the columns for each workflow run, such as Name, Last run, Status, and Actions.
6. (Optional) Click a specific run or the actions associated with it to view details, troubleshoot failures, or re-run the workflow if supported.

How to manage AI Companion on the web settings

AI Companion on the web provides settings to customize its appearance, manage your conversation history, and control your connected services.

General

General settings provides options for adjusting the appearance of AI Companion on the web and managing your conversation history.

1. Sign in to the Zoom web portal and navigate to AI Companion on the web.
2. In the bottom-left corner, click your profile picture, then Settings.
3. Under General, manage the following options:
   • (Optional) Click the Dark Mode toggle to enable or disable dark mode appearance.
   • (Optional) Click Delete to permanently delete your AI Companion conversation history.

Note: Deleted conversations are permanently removed and cannot be recovered.

Connectors

Connector settings allow you to connect or disconnect supported third-party services, enabling AI Companion on the web to access files and calendar data from your connected accounts.

1. Sign in to the Zoom web portal and navigate to AI Companion on the web.
2. In the bottom-left corner, click your profile picture, then Settings.
3. Click the Connectors tab.
4. Next to the connector you want to manage, click Connect or Disconnect, then follow the prompts.

Available connectors

Support as a data source requires a Custom AI Companion license.

The following connectors are available for utilizing third-party applications with AI Companion for Web:

Note: Support for Slack as a data source requires a Custom AI Companion license.

How your data is used

Zoom's marketplace app for the above connectors allows Zoom Communications Inc. access to your records in those apps. To do so, you'll need to share the app permissions. The permissions you'll share with Zoom Communications Inc. include:

• Access app content: Zoom Communications Inc. will have permission to access your app's account information and related data records.
• By authorizing this connection, these apps maintain ongoing access to your information.

Responsibilities for using AI Companion on the web

You are responsible for ensuring that your use of AI Companion on the web complies with Zoom’s Acceptable Use Guidelines, including those specific to AI. You may not use AI Companion on the web to make decisions with limited or no human input that have legal or similarly significant effects, including provision or denial of:

• Financial or lending services
• Housing
• Insurance
• Education enrollment or opportunity
• Criminal justice
• Employment opportunities
• Health care services or
• Access to essential goods or services