Using Zoom Docs content generation and revision with AI Companion

Users can leverage content generation and revision capabilities with AI Companion for Zoom Docs to be more efficient and boost their productivity, enhancing the writing process. You can get a head start by using templates tailored to various needs. When brainstorming new topics, AI Companion provides valuable insights and suggestions, helping you generate fresh ideas and incorporate unique perspectives. Additionally, AI Companion can summarize your doc’s content, highlighting key points to provide clarity. Whether you're working on a simple document or wiki, or preparing for a meeting or a project, AI Companion is your versatile writing assistant in Zoom Docs.

Notes:

• AI Companion for Zoom Docs is included in Pro, Pro Plus, Business, Business Plus, and Enterprise plans. AI Companion features may not be available for all regions and industry verticals.
• Learn more about other Zoom AI Companion features and how Zoom AI Companion features handle your data.

This article covers:

• How to initiate AI Companion in Zoom Docs
• How to generate content using AI Companion in Zoom Docs
  • Use AI Companion to generate new content in Zoom Docs
  • Use AI Companion in existing content within Zoom Docs
  • Use AI Companion to generate content from your Zoom meetings

Prerequisites for getting started with Zoom Docs with AI Companion

• Pro, Pro Plus, Business, Business Plus, Education, or Enterprise account
  Note: Basic accounts may have the option to enable AI features, but these features will not be accessible until the account is upgraded to a Pro account.
• Zoom Workplace desktop app for Windows, macOS, or Linux: 6.1.6 or higher
• Zoom Workplace mobile app for Android or iOS: 6.1.6 or higher
• Zoom Web App
• Zoom Docs enabled by admin
• Docs content generation and revision enabled by admin

How to initiate AI Companion in Zoom Docs

1. Create or open a Zoom doc, then do one of the following actions:
   • At the top of the document, in the toolbar, click the plus icon , then click AI Companion .
   • At the bottom of the page, click the AI Companion button.
   • In the body of your document do one of the following:
     • Type / then click AI Companion.
     • Press the space key on your keyboard to start AI Companion.
     • to the left of your new line, click the AI Companion icon .
       Note: If you are unable to start AI Companion by pressing your space key, in the top-right corner of your page, click the more icon , click Shortcut to AI Companion, then click the toggle button  to enable the shortcut.
   • Highlight content in your document, then click the AI icon .

How to generate content using AI Companion in Zoom Docs

After initiating AI Companion in Zoom Docs, a dialog box will appear. Click Continue to see this message each time you use AI Companion or select Don’t ask me again to prevent the dialog box from appearing in the future after you have read the Generate content with AI Companion dialog box.

Use AI Companion to generate new content in Zoom Docs

1. Initiate AI Companion in a blank Zoom doc.
2. Do one of the following:
   • In the Help me write box, provide a prompt of what you’d like AI Companion to help you write.
   • Under the Help me write box, select a suggestion from one of the categories and provide a prompt to help tailor the content.
3. Click Send .
4. (Optional) Click Stop while the content is being generated if you change your mind or want to enter a different instruction.
5. Review the proposed content, then click one of the following:
   • Improve the result box and enter your own instructions to improve the result, then select any of the following:
   • Shorter: To shorten the proposed content.
   • Longer: To lengthen the proposed content.
   • More formal: To write the content in a formal tone.
   • More casual: To write the content in a casual tone.
   • (Optional) To the right of the Ask AI Companion box, click the left or right arrow to navigate to the proposed content you want to keep.
   • Click Keep to keep the proposed content.
   • Click Try again icon  to regenerate the proposed content.
   • Click Discard icon to delete the proposed content.

Use AI Companion in existing content in Zoom Docs

1. Initiating AI Companion in a Zoom doc with existing content.
2. Do one of the following:
   • In the Ask AI Companion box, provide a prompt of what you’d like AI Companion to help you do and click the send icon .
   • Under Revise selection, select an out-of-the-box suggestion.
   • Under Generate from selection
     • Select Translate to, enter the desired language, and click the send icon  .
     • Select Convert to a list.
   • Under Help me understand, select Explain or Summarize.
3. Review the generated content, then click:

• • Replace to replace the existing proposed content with the generated content.
  • Insert to insert the generated content within the existing proposed content.
  • The Try again icon  to regenerate the proposed content.
  • The Discard icon  to delete the proposed content.

Use AI Companion to generate content from your Zoom meetings

If AI Companion meeting summary is enabled on your account, you can use AI Companion to generate content for your meetings in Zoom Docs. Your admin must enable this feature. Learn more about enabling meeting summary with AI Companion.

1. Initiate AI Companion in a Zoom doc.
2. Under Suggested, click Create from meeting, select an out-of-the-box suggestion, enter a prompt + @, or click the paperclip icon.
   A list of your past meetings will be displayed.
3. (Optional) In the Meetings pop-up, click the calendar or filter  icon to search for a specific meeting.
4. Select a meeting with the meeting summary you want to reference.
5. Click the send icon  .
6. (Optional) Click Stop while the content is being generated if you change your mind or want to enter a different instruction to improve the result.
7. Review the proposed content, then click one of the following:
   • Improve the result box, enter your own instructions to improve the result, then select any of the following:
   • Shorter: To shorten the proposed content.
   • Longer: To lengthen the proposed content.
   • More formal: To write the content in a formal tone.
   • More casual: To write the content in a casual tone.
   • (Optional) To the right of the Ask AI Companion box, click the left or right arrow to navigate to the proposed content you want to keep.
   • Click Keep to keep the proposed content.
   • The Try again icon  to regenerate the proposed content.
   • The Discard icon  to delete the proposed content.