Enabling Team Chat Summary with AI Companion

Admins can control the use of Summarize with AI Companion for Team Chat. Team Chat Summarize with AI Companion leverages AI technology, which may include third-party models, to help users summarize lengthy threads and catch up on important details at a glance.

When the Team Chat Summarize with AI Companion feature is disabled but unlocked by admins, users will see a call-to-action (CTA) within Team Chat. This CTA offers a brief overview of the feature, a prominent Enable button to activate it directly within the chat interface, and an option to dismiss the prompt if users choose not to engage. This design helps users easily discover and opt into the feature.

Learn more about using Team Chat Summarize with AI Companion, how Zoom AI Companion features handle your data, and supported languages for AI Companion features.

Requirements for enabling and disabling Summarize with AI Companion for Team Chat

• 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
• Summarize with AI Companion in Team Chat is available to customers with an active BAA Learn more about AI Companion feature availability.
• Account owner or admin privileges
• Advanced Chat Encryption disabled

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

How to enable or disable Summarize with AI Companion for Team Chat

Account

To enable or disable Summarize with AI Companion for all users in the account:

1. Sign in to the Zoom web portal as an admin with the privilege to edit account settings.
2. In the navigation menu, click Account Management then Account Settings.
3. Click the AI Companion tab.
4. Under Team Chat, click the Summarize with AI Companion toggle to enable or disable it.
5. If a verification dialog displays, click Enable or Disable to verify the change.
6. (Optional) To prevent all users in your account from changing this setting, click the lock icon , and then click Lock to confirm the setting.

If the Team Chat Summarize with AI Companion feature is disabled, an additional setting will appear below, allowing admins to control whether the Summarize with Zoom AI Companion option is visible in Team Chat. If it is shown, users can request to have the feature enabled, which sends an which sends an enablement request email from Zoom to all admins.

• If  Shown in Team Chat is displayed, Team Chat users will still see the Summarize with AI Companion option and have the option to request an admin enable this feature.
• If  Hidden in Team Chat is displayed, Team Chat users will not see the Summarize with AI Companion option nor the ability to request admin enablement. The user would need to request an admin provide them access to this feature.

Group

To enable or disable Summarize with AI Companion for a group of users:

1. Sign in to the Zoom web portal as an admin with the privilege to edit groups.
2. In the navigation menu, click User Management then Groups.
3. Click the applicable group name from the list.
4. Click the AI Companion tab.
5. Under Team Chat, click the Summarize with AI Companion toggle to enable or disable it.
6. If a verification dialog displays, click Enable or Disable to verify the change.
   Note: If the option is grayed out, it has been locked at the account level and needs to be changed at that level.
7. (Optional) To prevent all users in the group from changing this setting, click the lock icon , and then click Lock to confirm the setting.

User

To enable or disable Summarize with AI Companion for your own use:

1. Sign in to the Zoom web portal.
2. In the navigation menu, click Settings.
3. Click the AI Companion tab.
4. Under Team Chat, click the Summarize with AI Companion toggle to enable or disable it.
5. (Optional) Click Reset if you want the setting to revert to the same value as the group or account setting.

Note: By default, the Summarize with AI Companion feature is enabled for you when the admin enables it for your account. You can toggle the settings without needing to restart or re-log in to the Zoom Workplace app. If the Summarize with AI Companion feature is unlocked but disabled, the setting will be hidden. However, if the feature is both unlocked and enabled, the setting will be visible and enabled by default until you choose to disable it.

Note on data usage

Zoom does not use any customer audio, video, chat, screen sharing, attachments or other communications-like content (such as poll results, whiteboard and reactions) to train Zoom’s or third-party AI models.

We evaluate and update our models periodically and those used to support Zoom AI Companion may change from time to time. For features in AI Companion that use third-party AI model providers, we will share relevant data with those third-parties when you use the feature. For example, if you use Thread Summary to help condense a threaded discussion in Zoom Team Chat, the chat thread messages and chat participant names will be sent to the relevant model to provide the service. Data may be processed within U.S. based data centers.

Learn more about how Zoom uses data to provide Zoom AI Companion features.