Enabling in-meeting questions with AI Companion

This article guides admins through enabling AI Companion for Meetings. Zoom AI Companion uses AI technology, which may include third-party models, to let meeting participants quickly catch up and get clarity during a meeting without interrupting it. Meeting participants can ask AI Companion questions about the content of the meeting based on the meeting transcript. Preset questions are provided, such as “Catch me up”, “Was my name mentioned?”, and “What are the action items?”, which can be useful for catching up when you join late or return after stepping away from the meeting. More specific custom questions are also possible, like “Was a date agreed on?” and “Was there a decision on the name?”.

Learn more about using AI Companion in Zoom Meetings and how Zoom AI Companion features handle your data.

This article covers: 

• How to enable or disable AI Companion
  • Account
  • Group
  • User

Prerequisites for enabling and disabling AI Companion

• 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
  Note: AI Companion may not be available for select verticals and select regional customers.
• Account owner, admin privileges, or any custom role that has access to modify Account Settings

Note: Using AI Companion in Meetings requires being a Licensed user on these account types.

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, AI Companion features used in Zoom Meetings to answer questions generate a meeting transcript that 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.

Limitations of AI Companion

• Only the meeting host can start or stop AI Companion through the in-meeting controls.
• Questions can only be answered if the content was discussed while AI Companion is active in the current meeting.
• If you have set your pronouns in your Zoom profile, the AI Companion feature will use those pronouns when referring to you. If you do not set your pronouns or choose not to share them in the meeting, the pronouns chosen by the Large Language Model (LLM) will be used instead. 

How to enable or disable AI Companion

Account

To enable or disable 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 Meeting, click the AI Companion Questions toggle to enable or disable it.
5. (Optional) Select the checkbox next to Automatically start AI Companion questions for all meetings I host to have meeting summary generation automatically start for meetings you host.
   Note: This does not require the host to be present, as the Meeting Summary generation will begin as soon as someone starts your meeting.
6. Under Who can ask questions to AI Companion?, choose who in the meeting can interact with AI Companion: 
   • All participants: Allows all participants to ask questions about all discussion since AI Companion is active. 
   • All participants only from when they join: Allows all participants to ask questions about discussion since they joined the current meeting. 
     
   • Only hosts: Allow only the host, alternative host, and users with host privileges assigned before the meeting starts to ask questions about all discussions since AI Companion is active. 
     Note: If the setting is unlocked, this choice is the default during meetings and can be adjusted by the host, alternative host, and users with host privileges assigned before the meeting starts, through in meeting controls. 
7. (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 AI Companion is disabled and locked, there will be an additional option below, allowing admins to control if the AI Companion option is still shown in a meeting or not. If shown in a meeting, meeting participants can request to have the feature enabled. If there is an admin in the current meeting that can adjust account or group settings, they will see the request during the meeting and be prompted to take action or ignore. If no admin is in the current meeting, an email will be sent by Zoom to all account admins.

• If  Shown in Meetings toolbar is displayed, meeting participants will still see the in-meeting option and have the option to request an admin enable this feature.
• If  Hidden in Meetings toolbar is displayed, meeting participants will not see the in-meeting option nor the ability to request admin enablement. Before the next meeting, the host would need to enable the user-level web setting (if unlocked at account and group levels) or request an admin provide them access to this feature (if locked at either group or account level).

Group

To enable or disable 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 Meeting, click the AI Companion Questions toggle to enable or disable it.
6. If a verification dialog displays, click Enable or Disable to verify the change.
7. (Optional) Select the checkbox next to Automatically start AI Companion questions for all meetings I host to have meeting summary generation automatically start for meetings you host.
   Note: This does not require the host to be present, as the Meeting Summary generation will begin as soon as someone starts your meeting.
8. Under Who can ask questions to AI Companion?, choose who in the meeting can interact with AI Companion: 
   • All participants: Allows all participants to ask questions about all discussion since AI Companion is active. 
   • All participants only from when they join: Allows all participants to ask questions about discussion since they joined the current meeting. 
     
   • Only hosts: Allow only the host, alternative host, and users with host privileges assigned before the meeting starts to ask questions about all discussions since AI Companion is active. 
     Note: If the setting is unlocked, this choice is the default during meetings and can be adjusted by the host, alternative host, and users with host privileges assigned before the meeting starts, through in meeting controls. 
9. (Optional) To prevent all users in a group from changing this setting, click the lock icon , and then click Lock to confirm the setting.

User

To enable the AI Companion for your own use:

1. Sign in to the Zoom web portal.
2. Click Settings.
3. Click the AI Companion tab.
4. Under Meeting, click the AI Companion Questions toggle to enable or disable it.
5. If a verification dialog displays, click Enable or Disable to verify the change.
6. (Optional) Select the checkbox next to Automatically start AI Companion questions for all meetings I host to have meeting summary generation automatically start for meetings you host.
   Note: This does not require the host to be present, as the Meeting Summary generation will begin as soon as someone starts your meeting.
7. Under Who can ask questions to AI Companion?, choose who in the meeting can interact with AI Companion: 
   • All participants: Allows all participants to ask questions about all discussion since AI Companion is active. 
   • All participants only from when they join: Allows all participants to ask questions about discussion since they joined the current meeting. 
     
   • Only hosts: Allow only the host, alternative host, and users with host privileges assigned before the meeting starts to ask questions about all discussions since AI Companion is active. 
     Note: If the setting is unlocked, this choice is the default during meetings and can be adjusted by the host, alternative host, and users with host privileges assigned before the meeting starts.