ZoomMate takes the capabilities of Zoom’s AI features to the next level, moving beyond conversation assistance to encompass the entire workflow from idea to completion. It unifies Answers, Actions, and Creation seamlessly across the Zoom Workplace platform, enabling users to find information, take action, and generate content without leaving their meetings or collaboration environment.
Requirements for using ZoomMate
Some features are available with a Zoom Workplace Pro, Zoom Workplace Pro Plus, Zoom Workplace Business, Zoom Workplace Business Plus, Zoom Workplace Enterprise, Zoom Workplace Enterprise Plus, or Enterprise Bundle account
Use of advanced and metered AI features requires a ZoomMate license and available AI Credits
You can access ZoomMate from the Zoom Workplace desktop app and Zoom web portal after signing in with the correct account permissions.
How to navigate the ZoomMate sidebar
Access ZoomMate features from the sidebar to create and manage workflows, templates, and activity logs. The following options are available
Search: Search for ZoomMate conversations.
New task: Create new ZoomMate task.
My Files: Access your ZoomMate files, including documents, slides, sheets, and more.
Workflows: Let you automate repetitive tasks using simple, everyday language on a flexible, node-based visual canvas. You can use agentic AI workflow templates or a low-code builder to automate multi-step actions across Meetings, Chat, Canvas, and Tasks. Learn more about using Workflows with ZoomMate.
Demo: Explore sample ZoomMate demos, including image creation, web page design, animated video generation, and more.
Notifications: View all ZoomMate notifications.
Scheduled Tasks: Create or view scheduled tasks.
Projects: Create or view your projects.
Recents: Access and view recent chats, scheduled tasks, projects and other ZoomMate activities.
How to start a conversation in ZoomMate
You can enter prompts in ZoomMate, attach files, and enhance inputs with resources, skills, plugins, connectors, and web and Zoom sources. You can also instruct ZoomMate to browse the web, access third-party apps, and use built-in apps to turn conversations into actions. The key action shortcuts below the chat box, such as Drive Meeting,Build Slides, and others, provide a quick and easy way to get started and discover ZoomMate’s capabilities.
Note: Third-party data sources must be connected to use. Once connected, they remain available unless manually disconnected.
In the ZoomMate text box, enter keywords, phrases, or sentences to describe the prompt for the task you want ZoomMate to perform. Learn more aboutformatting your prompt.
(Optional) Use one or more of the following options to add context or other useful resources for your task:
Click the Add icon , then click one of the following:
Local files: Select and upload local files to include as reference material for your prompt.
Resource Panel: Select one or more items from Meetings, Zoom Canvas, Google Drive, or OneDrive to include as reference material for your prompt.
Skills: To add a Skill to your prompt.
Connectors: Select what additional sources you want to be utilized in your task, including web access, local browser access, Zoom products, or third-party sources (i.e Google Docs, Jira, Microsoft OneDrive, etc.).
Type slash '/' to open the built-in skills menu. Selecting a skill automatically applies the appropriate structured intent and routes the request through ZoomMate accordingly.
Type "@" to select a ZoomMate knowledge base for a specific query. Once selected, retrieval is limited to that knowledge base only.
Below the textbox, select a task template to add additional context to your prompt (Drive a meeting, Build slides, Draft a document, Create an image, etc.).
Below the text box, click on one of the following tabs to select additional options to add context to your prompt:
Agenda: Review tasks from your previous meetings or Prepare for upcoming meetings.
Suggestions: View and or initiate suggested tasks by ZoomMate.
When you're ready to send a message, click the send icon or hit enter. ZoomMate will process your prompt and respond. ZoomMate responses will vary depending on the prompt, settings, and available configured data sources.
(Optional) Click the thumbs-up icon or the thumbs-down icon to provide feedback about the response.
If a permission dialog box appears, click Allow to grant ZoomMate access to the computer's microphone.
Speak your message and then click the check icon to send it. ZoomMate will transcribe your message.
Click the send button to submit your prompt. ZoomMate will process it and respond. ZoomMate responses will vary depending on the prompt, settings, and available configured data sources.
At the top of the navigation menu, click the Search Conversations icon .
In the search box, type a keyword related to the conversation you're looking for. Results will update in real time as you type, matching chat titles and message content. Exact title matches and recently active chats will appear at the top of the results.
In the lower-left corner, click the gear icon to open Settings and access the following options.
General
Manage the theme for your ZoomMate instance settings and manage task history. The following options are available under the General section:
Theme: Sets the theme for the ZoomMate UI.
Light: Use the default, brighter theme.
Dark: Use the darker theme.
System: Follow the system settings for light or dark theme.
Delete all tasks: Click the Delete button to permanently delete all your task history.
Scheduled tasks
Manage the scheduled tasks that you have created with ZoomMate, including enabling or disabling the tasks, running the task immediately, editing the task, and deleting the task.
Note: In the upper-right corner, click the plus icon to create a new schedule or click the magnifying glass icon to search for an existing schedule.
Credit usage
View your recent AI credit and Scheduled task usage.
Connectors
Manage connections to Zoom products (Whiteboard, Tasks, Meetings, etc.) and supported third-party services (Google Docs, Microsoft OneDrive, Jira, etc.) that allow ZoomMate to access data and act upon data from these sources.
Connected: View and manage connectors that have been connected to your ZoomMate instance.
Available: View and connect available connectors to your ZoomMate instance.
In the upper-right corner, use the Refresh icon to refresh the connector lists, the dropdown menu to filter the Connector type, or the Search icon to search for connectors.
Skills
Manage Skills that give your ZoomMate instance capabilities with reusable, prebuilt best practices and tools. Skills are organized under the following tabs:
Installed: Skills that have been enabled in your ZoomMate instance.
Available: Skills available to be installed and enabled in your ZoomMate instance.
Shared with me: Skills that have been shared with you by other users.
My shares: Skills that you have shared with other users.
In addition to managing Skills, you can also add new skills by going to the upper-right corner, clicking the Add icon , and selecting one of the following:
Create with ZoomMate: Create skills by chatting
Import from Github: Paste a repository link
Upload a skill: Upload .zip or .md file
(Optional) In the upper-right corner, click the magnifying glass icon to search for skills.
ZoomMate web access
ZoomMate allows users to browse the web as a part of their ZoomMate session, either using an extension or a cloud browser. This extends ZoomMate’s capabilities to enable the ability to access and interact directly with web pages and perform actions using a browser at your direction. This allows ZoomMate to execute tasks directly on websites rather than only providing conversational assistance.
When the browser session is closed, any data that has been used or collected by ZoomMate for the user's conversation/session, including screenshots, will be saved to the user's Conversation history.
Using the Local browser access
The browser extension can access the page debugger backend, modify website data, and manage your tab groups.
The ZoomMate Browser Operator is a browser extension that can use your active sessions on your local browser. To use local browser access:
Click Connectors, then click Local browser access toggle to enable or disable it. Once enabled, Chrome users will be redirected to the Chrome Web Store.
The ZoomMate Browser Operator extension icon should appear in the Chrome extension toolbar.
Using the Cloud Browser Operator
ZoomMate Cloud Browser Operator lets ZoomMate perform the same actions as the local browser access (complete real web tasks including research, form-filling, data gathering, repetitive workflows, etc.), but within a sandbox environment for ZoomMate.
The cloud browser session may not persist. Due to this, you may need to start a new browser session even when opening a saved conversation.
Available third-party connectors for ZoomMate
ZoomMate can access your data from third-party services via Connectors.
Note:
Support as a data source requires a ZoomMate license.
Third-party data sources must be connected to use. Once connected, they remain available unless manually disconnected.
The following connectors are available for utilizing third-party applications with ZoomMate:
Enables Zoom AI Companion workflows and agents to manage IT service management, incidents, and automate workflows through ServiceNow integration.
Responsibilities for using ZoomMate
You are responsible for your use of ZoomMate and the actions it takes on your behalf (including your obligation not to access non-public areas of websites and services without authorization or in a manner that violates the website/service's terms) and for ensuring that your use of ZoomMate complies withZoom’s Acceptable Use Guidelines, including those specific to AI. For example, and without limiting the foregoing, you may not use ZoomMate 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.
Managing the Risks
ZoomMate utilizes agentic AI capabilities that, together with Internet access, may have unique risks and may take unintended actions.
ZoomMate is designed to operate generally under your guidance and direction. Throughout your interactions, ZoomMate may:
Request your input when clarification is needed to complete tasks accurately
Ask for your confirmation before executing what ZoomMate thinks may be sensitive or significant actions
Provide you with opportunities to review and approve actions before they are finalized
You can pause ZoomMate's operations at any time during the process.
When using ZoomMate, among other things, please remember to:
Use ZoomMate only with third-party websites, sources, and skills/tools you trust
Review sensitive actions before execution
Monitor all activity for suspicious behavior
Stop or pause ZoomMate actions when needed
Use caution if choosing to allow ZoomMate to take future actions without your review (for example, before selecting "always approve" or creating scheduled tasks)
Using advanced AI features in ZoomMate will incur AI Credit costs. Learn more about using Zoom AI credits
.
, then click Recent.
to refresh the connector lists, the dropdown menu to filter the Connector type, or the Search icon 
, then click one of the following: