Getting started with Zoom AI Companion features

Zoom AI Companion, your generative-AI digital assistant, delivers powerful, real-time capabilities to help users improve productivity and work together more effectively. Zoom customers can expect to see AI Companion throughout the Zoom platform, with features available for products including Meetings, Team Chat, Mail, Phone, and more.

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Want to enable Zoom AI Companion? Admins can configure AI Companion features in the Zoom web portal.

Set up

This article covers: 

Feature availability

Zoom AI Companion is included at no additional cost for customers with the paid services assigned to their Zoom user accounts. For example, Zoom AI Companion features for Meetings are available to users provisioned with paid Meetings services. However, for a customer with paid users only provisioned with Zoom Phone services, such as paid users without paid Zoom Meetings services, those users will get AI Companion features for Zoom Phone, but not for Meetings.

If you are a Zoom Workplace paid user, you get AI Companion capabilities for all services included in your Zoom Workplace license.

For customers with standalone Zoom Meetings, Zoom Phone, Zoom Revenue Accelerator, or Zoom Contact Center paid services, your paid users will also get, at no additional cost, AI Companion features for Zoom Team Chat.

Basic (free) users, including those in paid accounts, will not have access to AI Companion features.* Upgrade to a paid account or license for access to these features.

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

*Note: Basic (free) users may still have access to some AI Companion features such as for Zoom Team Chat Compose on an interim basis.

Information for healthcare and education customers

Healthcare and education customers have unique industry-specific data security and privacy concerns. As such, for those customers with BAAs in place with Zoom, certain AI Companion features will be made available once the necessary HIPAA compliance is provided for these features.

Currently, the following AI Companion features are available for Healthcare and Education accounts with BAAs in place:

Current Zoom AI Companion features

Zoom AI Companion currently enhances the following Zoom products with these respective features:

 
FeatureDescriptionSetting management
Meetings
In-meeting questionsQuickly catch up and get clarity on what you missed during a meeting without interrupting it.
  • Account
  • Group
  • User
Smart recordingReview cloud recordings faster through highlights, smart chapters, summaries, and next steps, and get analytics on key meeting and conversation factors.
  • Account
  • Group
  • User
Meeting summaryGenerate a summary and next steps of what was discussed in your meetings and share through email and Team Chat.
  • Account
  • Group
  • User
Team Chat
Chat composeDraft messages based on conversational context and what you want to say, as well as customize its tone and length.
  • Account
  • Group
Thread summaryQuickly summarize the content of long Team Chat threads.
  • Account
  • Group
Quick schedulingEasily schedule meetings based on conversation context.
  • Account
Sentence completionQuickly complete messages by accepting suggestions as they appear in real time as you type.
  • Account
Mail
Email composeCompose and reply to emails faster with suggested content based on the email thread and what you want to say.
  • Account
  • Group
Whiteboard
Content generationGenerate ideas, refine and extend existing content, and add objects to a canvas.
  • Account
  • Group
  • User
Events
Smart composeWrite compelling event content when setting up an event including event description, session descriptions, speaker bios, lobby announcements, images, and more.
  • Account
Image generationGenerate unique images to use in your event.
  • Account
Email composeGenerate an email, subject lines, titles, and calls to action, using context from your Zoom Event description and/or providing a more specific prompt.
  • Account
Chat composeDraft chat messages for your Lobby chat based on conversational context and what you want to say, as well as customize the tone and length.
  • Account
Phone
Call summaryGenerate a call summary of what was discussed in your phone call conversation to gather information important to you. Edit and share it as you see fit.
  • Account
  • Site
  • Group
  • User
Voicemail tasksQuickly access a summarized list of tasks from your voicemail transcription.
  • Account
  • Site
  • Group
  • User
Voicemail prioritizationQuickly prioritize your voicemails using topic or intent.
  • Account
  • Site
  • Group
  • User
SMS threads summarySummarize your SMS threads as a member of a call queue or auto receptionist to quickly generate your responses.
  • Account
  • Site
  • Call Queue
  • Auto Receptionist
Clips
Generate titles, descriptions, and tagsCreate clip titles, descriptions, and tags.
  • Account
  • Group
Docs
Content generation and revisionAllow you to use AI to generate and revise content.
  • Account
  • Group
Sentence completionQuickly complete text by accepting suggestions as they appear in real-time as you type.
  • Account
  • Group
Contact Center
Engagement summaryAllow agents to see an auto-generated summary before they accept the engagement. 
  • Account
Agent talk metricsAllow agents to see real-time speech metrics to improve the agent/customer interaction. 
  • Account
Sentiment analysisAllow agents to view the current sentiment of the engagement to help them de-escalate the consumer.
  • Account
Follow-up tasksAllow agents to generate a list of next steps/actions based on the context of the conversation with the customer. 
  • Account
Smart composeAllow agents to generate a message response based on the engagement conversation.
  • Account

Using Zoom AI Companion

In Zoom Meetings

During a live meeting, the host can enable Meeting summary to create a summary of the meeting from the time it’s enabled. The summary is automatically shared with the host and can be shared with other participants by email and through Team Chat, if continuous meeting chat is available for the meeting.


With AI Companion questions enabled, AI Companion can also answer questions about the meeting, including the option to summarize the meeting thus far or ask specific questions.

With Smart Recording enabled, cloud recordings are automatically organized into chapters and highlights are generated, which can be shared and seen by others.

In Team Chat

Use AI Companion to compose messages by using context from your conversation, as well as adjusting tone, providing topic prompts, or changing the length of the message to give you confidence in what you’re communicating.

AI Companion can also help summarize chat threads , quickly catching you up on long discussions in chat while you were focused elsewhere..

Chatting with colleagues about scheduling a meeting to discuss further? Let AI Companion help schedule a meeting for you directly from that chat discussion. 

Write messages more efficiently by allowing AI Companion to suggest words to complete your sentence, tapping Tab to quickly accept the suggestions. 

In Zoom Mail

Using context from your conversation, as well as adjustments for tone and length, AI Companion can compose emails for you.

In Zoom Whiteboards

Based on the prompt provided or the content already available, let AI Companion generate content for your Whiteboard.

In Zoom Events

AI Companion can help you generate content, such event descriptions, session descriptions, speaker bios, lobby announcements, and more, when creating a new event. 

Create unique images to use in your event by letting AI generate a custom image. 

Zoom Events participants can use AI Companion to compose chat messages for the lobby chat

Zoom Events hosts can also get help with composing the email body, subject lines, titles, and calls to action, using context from your Zoom Event description and/or providing a more specific prompt.

In Zoom Phone

Use Call summary with AI Companion during a phone conversation, no need to worry about taking notes and being unable to focus on the conversation. You can use the Summarize functionality to gather information most important to you. Once the call ends, the summary is automatically shared with you in the Zoom app and web portal, giving you the ability to edit it as you see fit.

Use Voicemail Tasks with AI Companion to quickly access a summarized list of tasks derived from your voicemail transcription to promptly identify important tasks.

Use Voicemail Prioritization with AI Companion to define a topic or intent to assist you in managing your voicemails. The system will use your defined topic or intent to organize your incoming voicemails in order of priority.

Use Summary SMS Threads with AI Companion to allow members of your call queues and auto-receptionists to summarize their SMS threads with Zoom AI Companion to quickly understand the conversation and generate their response.

In Zoom Clips

Use Generate title description and tags with AI Companion to help users create titles, descriptions, and tags based on the audio transcript of their clips.

In Zoom Docs

Use Docs content generation and revision with AI Companion to generate and revise content, and create new meeting summary docs from templates using existing transcripts.

Use Docs sentence completion with AI Companion to provide predictive suggestions while writing content.

In Zoom Contact Center

While in an active messaging engagement (web or in-app chat), agents can view a summary generated for the current engagement.

While in an active voice engagement, agents can view speech metrics above the in-call controls.

While in an active messaging engagement (web or in-app chat), agents can generate action items after an engagement.

While in an active messaging engagement, agents can view the customer sentiment in the top panel above the conversation.

While in an active messaging engagement, agents can generate a message response to the customers.

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 its 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. Data may be processed within U.S. based data centers.

Learn more about how Zoom uses data to provide Zoom AI Companion features, or view the Zoom AI Companion Security and Privacy Whitepaper.