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. 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 and how Zoom AI Companion features handle your data.

This article covers:

Prerequisites for enabling or disabling Call summary with AI Companion

Limitations of Call summary with AI Companion

Call summary with AI Companion has the following limitations:

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.

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:
  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:
  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:
  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: