Enabling Call summary with AI Companion

Account owners and admins can control the use of Call summary with AI Companion feature to generate summaries of phone calls in their accounts. After the call, the summary is available in both the Zoom Workplace app and the web portal. Users can also ask questions during the call and get real-time answers from Companion based on the ongoing conversation. Preset prompts are provided, such as "Summarize this call so far.", "What are the action items?", "Who is responsible for the tasks mentioned?", and "Summarize the decisions made.", which can be useful for catching up when you join late or return after stepping away from the phone call. More specific custom questions are also possible.

This feature uses AI technology, which may include third-party models, and allows Zoom Phone users to initiate an AI-generated call summary. At the end of the call, the summary is automatically accessible through the user’s call history logs in the Zoom app or web portal and can be edited and emailed.

Learn more about using call summary, asking phone call questions with AI Companion, and how Zoom AI Companion features handle your data.

For language availability, review the supported languages for Zoom AI Companion features.

Note: AI Companion will have access to the call transcript and metadata.

Requirements for enabling or disabling Call summary with AI Companion

• Either a Zoom Workplace license with Phone included, or a standalone Zoom Phone calling plan
• Account owner or admin privileges with the ability to modify settings at the appropriate levels
• Zoom Phone paid licenses in the account

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

Limitations for Call summary with AI Companion

Phone call questions with AI Companion

Phone call questions with AI Companion have the following limitations:

• Questions can only be answered if the content was discussed while AI Companion is active in the current phone call. This setting is only available with Zoom app version 6.4.0 or later.
• This setting is controlled by the primary setting, AI Companion Panel in Zoom Workplace, and follows its status. It is enabled by default when available, but you can turn it off manually. If AI Companion Panel in Zoom Workplace is disabled, then this setting will also be disabled automatically.

How to enable and disable Call summary with AI Companion

Call summary with AI Companion can be enabled or disabled for the entire account, at sites, groups, and user levels.

Note: After disabling this feature, you can hide or show Call Summary with AI Companion in Zoom Phone.

Account

To enable or disable Call 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 Zoom Phone tab.
4. Under AI Companion, click the Call 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 or deselect the following checkboxes, then click Save:
   • Automatic call summary: Enable or disable automatic summarization of phone calls.
   • Play a prompt to call participant when call summary has started: Customize the audio notifications and disclaimer prompts for call summarization. You can use the Default audio or the Zoom Phone audio library to set the default audio for some Zoom Phone prompts and greetings.
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.

Group

To enable or disable Call 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 Zoom Phone tab.
5. Under AI Companion, click the Call summary 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) Select or deselect the following checkboxes, then click Save:
   • Automatic call summary: Enable or disable automatic summarization of phone calls.
   • Play a prompt to call participant when call summary has started: Customize the audio notifications and disclaimer prompts for call summarization. You can use the Default audio or the Zoom Phone audio library to set the default audio for some Zoom Phone prompts and greetings.
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.

Site

To enable or disable Call summary with AI Companion for a site:

1. Sign in to the Zoom web portal as an admin with the privilege to edit sites.
2. In the navigation menu, click Phone System Management then Company Info.
3. Click the applicable site name from the list.
4. Click the Policy tab.
5. Under AI Companion, click the Call summary 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) Select or deselect the following checkboxes, then click Save:
   • Automatic call summary: Enable or disable automatic summarization of phone calls.
   • Play a prompt to call participant when call summary has started: Customize the audio notifications and disclaimer prompts for call summarization. You can use the Default audio or the Zoom Phone audio library to set the default audio for some Zoom Phone prompts and greetings.
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.

Phone user

To enable or disable Call summary with AI Companion for a phone user:

1. Sign in to the Zoom web portal as an admin with the privilege to edit phone users.
2. In the navigation menu, click Phone System Management then Users & Rooms.
3. Click the Users tab.
4. Click the applicable phone user name from the list.
5. Click the Policy tab.
6. Under AI Companion, click the Call summary with AI Companion toggle to enable or disable it.
7. 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.
8. (Optional) Select or deselect the following checkboxes, then click Save:
   • Automatic call summary: Enable or disable automatic summarization of phone calls.
   • Play a prompt to call participant when call summary has started: Customize the audio notifications and disclaimer prompts for call summarization. You can use the Default audio or the Zoom Phone audio library to set the default audio for some Zoom Phone prompts and greetings.

How to hide or show Call summary with AI Companion in Zoom Phone

1. Disable Call Summary with AI Companion at the desired level.
   The Shown in Zoom Phone setting will appear.
2. To the right of Shown in Zoom Phone, click Hide.
   The setting will change to Hidden in Zoom Phone. Users will not be able to utilize the clear call-to-action buttons in Zoom Phone to request admin enablement for this feature.
   
   1. (Optional) To the right of Hidden in Zoom Phone, click Show.
      If this feature is shown in Zoom Phone, users can request that you enable this feature. Clear call-to-action buttons allow users to request an admin to enable AI Companion call summary.
3. Click Save.

How to manage feature requests using the Feature Enablement Requests page

Note: First, you must disable Call Summary with AI Companion at the desired level and make sure that Call Summary is shown in Zoom Phone.

If you choose to show call summary in Zoom Phone, you can manage users' feature enablement requests in the Feature Enablement Requests section in the web portal. Learn more about managing feature requests using the Feature enablement requests page.