Using Call summary with AI Companion

When this feature is enabled, Call summary with AI Companion in Zoom Phone allows users and participants to generate summaries of their ongoing phone conversations. This feature uses AI technology, which may include third-party models, and allows users to initiate an AI-generated call summary. At the end of the call, these summaries are automatically accessible to each person through the call history logs within the Zoom app or the web portal. The summary includes dates, names, and key discussion points that can be edited and emailed as needed. Users can view a condensed or complete version of the summary based on their preference.

Learn more about other Zoom AI Companion features and how Zoom AI Companion features handle your data.

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

Requirements for using Call summary with AI Companion

• Zoom Workplace Pro, Zoom Workplace Business, or Zoom Workplace Enterprise account
• Call summary with AI Companion enabled
• Zoom desktop app
  • Windows: 5.17.0 or higher
  • macOS: 5.17.0 or higher
  • Linux: 5.17.0 or higher
• Zoom mobile app
  • Android: 5.17.0 or higher
  • iOS: 5.17.0 or higher

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

How to generate a phone call summary

1. Sign in to Zoom desktop or mobile app to make or receive calls.
2. While on a call, in the phone dialer, click Summarize  to initiate a summary.
   A dialog box will appear, letting you and your participants know Call Summary is enabled for the call.
3. Click Stop summary  to stop the summary.

How to access your call summary

Access your call summaries from the Zoom app

1. Sign in to the Zoom desktop or mobile app.
2. Click the Phone tab  .
3. Click the History tab, then under All history filter, select Summary.
4. Identify the call summary you need, then click the View Summary icon .
5. Click one of the following icons as necessary:
   • Share  : Share the summary with another user.
     The current version of summary will be sent and no other version.
   • Copy to clipboard  : To copy the summary and next step.
     The summary will be saved to your clipboard for you to paste where you need.
   • Pencil : To manually edit the summary as needed.
     Note: You can edit both the Summary and Next Steps that were generated.
   • Trash : To delete the summary.

Access your call summaries from the Zoom web portal

1. Sign in to the Zoom web portal.
2. In the navigation menu, click Phone.
3. Click the History tab.
4. On the top left, select Show calls with summaries, to filter out your summarized calls.
5. To the right of your summarized call, click Details to view the summary, then click one of the following as necessary:
   •  Share: Enter the email address of the person you want to share the summary with, then click Share.
   •  Copy: The summary will be copied to a clipboard for you to paste wherever you need.
   •  Edit: Edit your summary and enter any Next Steps as necessary, then click Save.
   •  Delete: Click Delete to permanently delete and remove the call summary within the Zoom product.