Enabling Call summary with AI

Account owners and admins can control the use of Call summary with AI 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 on the desktop app and get real-time answers 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 with AI and how Zoom AI features handle your data.

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

Note: This Zoom AI feature requires access to the call transcript and metadata.

Requirements for enabling or disabling Call summary with AI

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

Limitations for Call summary with AI

Phone call questions with AI

Phone call questions with AI have the following limitations:

Table of Contents

How to enable and disable Call summary with AI

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

Account

To enable or disable Call summary with AI 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 top-right corner, click your profile picture or initials, then click Admin Center.
  3. In the side menu, click Settings , then click Zoom Phone.
  4. Under AI Features, click the Call summary with AI 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:
  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.

Group

To enable or disable Call summary with AI 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 top-right corner, click your profile picture or initials, then click Admin Center.
  3. In the side menu, click Users then Groups.
  4. Click the applicable group name from the list.
  5. Click Edit product settings.
  6. Click the Zoom Phone tab.
  7. Under AI Features, click the Call summary with AI toggle to enable or disable it.
  8. 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.
  9. (Optional) Select or deselect the following checkboxes:
  10. Click Save.
  11. (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 for a site:

  1. Sign in to the Zoom web portal as an admin with the privilege to edit sites.
  2. In the top-right corner, click your profile picture or initials, then click Admin Center.
  3. In the side menu, click Product configuration, then click Phone system, followed by Company Info.
  4. Click the applicable site name from the list.
  5. Click the Policy tab.
  6. Under AI Features, click the Call summary with AI 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 or group level and needs to be changed at that level.
  8. (Optional) Select or deselect the following checkboxes:
  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.

Phone user

To enable or disable Call summary with AI 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 top-right corner, click your profile picture or initials, then click Admin Center.
  3. In the side menu, click Product configuration, then click Phone system, followed by Users & Rooms.
  4. Click the Users tab.
  5. Click the applicable phone user name from the list.
  6. Click the Policy tab.
  7. Under AI Features, click the Call summary with AI toggle to enable or disable it.
  8. 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, group, or site level and needs to be changed at that level.
  9. (Optional) Select or deselect the following checkboxes:
  10. Click Save.

note icon
As of June 22, 2026, the name "AI Companion" has been retired. While the name is no longer in use, the AI features previously available under the AI Companion brand remain available throughout Zoom Workplace.