Enabling Meeting Summary with AI Companion


This article guides admins through enabling the Zoom AI Companion Meeting Summary feature. This feature uses AI technology, which may include third-party models, and allows meeting hosts to initiate an AI-generated meeting summary. The summary will be automatically sent after the meeting has ended.

Learn more about using Meeting Summary and how Zoom AI Companion features handle your data.

This article covers: 

Prerequisites for enabling and disabling Zoom Meeting Summary

Note: Using the AI Companion Meeting Summary feature 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, if you use meeting summary to create an AI-generated summary, the meeting transcript 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 Meeting Summary with AI Companion

How to enable or disable Meeting Summary

Account

To enable or disable Meeting Summary 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 Meeting, click the Meeting Summary with AI Companion toggle to enable or disable it.
  5. (Optional) Select the checkbox next to Automatically start Meeting Summary 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 the Share summary with section, select Only me (meeting host), Only myself (meeting host) and meeting invitees in our organization, or All meeting invitees including those outside of our organization.
    Note: Meeting invitees only includes participants that were originally invited to the meeting, as participants joining the meeting ad hoc (through the in-meeting contact invitation or sharing the join link) will not receive the summary.
  7. Click Save.
  8. (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 Meeting Summary is disabled and locked, there will be an additional option below, allowing admins to control if the Meeting Summary 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.

Group

To enable or disable Meeting Summary 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 Meeting, click the Meeting Summary with AI Companion 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 Meeting Summary 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 the Share summary with section, select Only meeting host, Only meeting host and meeting invitees in our organization, or All meeting invitees including those outside of our organization.
    Note: Meeting invitees only includes participants that were originally invited to the meeting, as participants joining the meeting ad hoc (through the in-meeting contact invitation or sharing the join link) will not receive the summary.
  9. Click Save.
  10. (Optional) To prevent all users in your account from changing this setting, click the lock icon , and then click Lock to confirm the setting.

User

To enable the Meeting Summary with 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 Meeting Summary 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) Select the checkbox next to Automatically start Meeting Summary 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 the Share summary with section, select Only me (meeting host), Only myself (meeting host) and meeting invitees in our organization, or All meeting invitees including those outside of our organization.
    Note: Meeting invitees only includes participants that were originally invited to the meeting, as participants joining the meeting ad hoc (through the in-meeting contact invitation or a sharing the join link) will not receive the summary.
  8. Click Save.