Enabling Smart Recording with AI Companion

Smart Recording brings the power of Zoom AI Companion to cloud recordings, allowing hosts to get more out of their Zoom Meetings and Webinars. Smart Recording supports multi-language cloud recordings, uses AI technology, which may include third-party models, to automatically divide cloud recordings into smart chapters for easy review, highlight important information, create next steps for attendees to take action, and even provide the host with analytics on key meeting and conversation factors, including talk speed, talk-listen ratio, longest spiel (or monologue), filler word usage, and patience.

Learn more about using Smart Recording and how Zoom AI Companion features handle your data.

This article covers: 

• Limitations of Smart Recording
• How to enable the Smart Recording feature
  • Account
  • Group
  • User

Prerequisites for setting up Smart Recording

• A Zoom Workplace Pro, Zoom Workplace Pro Plus,  Zoom Workplace Business, Zoom Workplace Business Plus, Zoom Workplace Enterprise, Zoom Workplace Enterprise Plus, Enterprise Bundle, or Zoom One for Education account
  Note: AI Companion may not be available for select verticals and select regional customers.
• Account owner or admin privileges to modify settings at the account or group level
• Cloud recording enabled
• Create audio transcript enabled

Note on Data Usage

Zoom does not use any 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 smart recording to provide AI-generated insights, the meeting transcript and cloud recording 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.

Limitation of Smart Recording

• Use of Smart Recording with AI Companion is not available in all countries.

How to enable the Smart Recording feature

Note: This feature only applies to new recordings generated after this setting is enabled.

Account

To enable Smart Recording 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 Recording, select the Smart Recording with AI Companion toggle.
5. (Optional) Select or clear any of the following check boxes as desired:
   • Create recording highlights: Zoom will automatically highlight the most important parts of the recording. Hosts can adjust the highlights as needed and share the video summary with users.
   • Create smart chapters: Zoom will automatically group sections of the recording into chapters with an overview. Hosts can edit the chapters manually.
   • Create next steps: Zoom will automatically summarize any actions to take after the recorded session. Hosts can edit the next steps manually.
   • Meeting coaching: Zoom will provide additional analytics on key meeting and conversation factors, including talk speed, talk-listen ratio, longest spiel (or monologue), filler word usage, and patience. 
     Note: If you clear all the check boxes, Smart Recording will be disabled.
6. Click Save.
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 Smart Recording is disabled and locked, there will be an additional option below, allowing admins to control if the Smart Recording option is still shown in a meeting or not. If shown in a meeting, the host 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, the meeting host 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, the meeting host 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 Smart Recording 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 Recording, select the Smart Recording with AI Companion toggle.
6. (Optional) Select or clear any of the following check boxes as desired.
   • Create recording highlights: Zoom will automatically highlight the most important parts of the recording. Hosts can adjust the highlights as needed and share the video summary with users.
   • Create smart chapters: Zoom will automatically group sections of the recording into chapters with an overview. Hosts can edit the chapters manually.
   • Create next steps: Zoom will automatically summarize any actions to take after the recorded session. Hosts can edit the next steps manually.
   • Meeting coaching: Zoom will provide additional analytics on key meeting and conversation factors, including talk speed, talk-listen ratio, longest spiel (or monologue), filler word usage, and patience. 
     Note: If you clear all the check boxes, Smart Recording will be disabled.
7. Click Save.
8. (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 Smart Recording 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 Recording, select the Smart Recording with AI Companion toggle.
5. (Optional) Select or clear any of the following check boxes as desired.
   • Create recording highlights: Zoom will automatically highlight the most important parts of the recording. Hosts can adjust the highlights as needed and share the video summary with users.
   • Create smart chapters: Zoom will automatically group sections of the recording into chapters with an overview. Hosts can edit the chapters manually.
   • Create next steps: Zoom will automatically summarize any actions to take after the recorded session. Hosts can edit the next steps manually.
   • Meeting coaching: Zoom will provide additional analytics on key meeting and conversation factors, including talk speed, talk-listen ratio, longest spiel (or monologue), filler word usage, and patience. 
     Note: If you clear all the check boxes, Smart Recording will be disabled.
6. Click Save.