Enabling Engagement Summary with AI Companion

Account owners and admins can enable or disable Engagement Summary with AI Companion, which automates transfer summaries, allowing agents to focus more on customer interactions. With this feature, agents can view summarized customer interactions before accepting engagements, aiding in quick understanding and reducing time spent documenting customer interactions. This article guides admins through enabling and disabling the Engagement Summary with AI Companion feature. 

Learn more about using Engagement Summary with AI Companion and how Zoom AI Companion features handle your data.

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

Requirements for enabling Engagement Summary with AI Companion

• Account owner or admin privileges
• Zoom Contact Center license

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

How to enable or disable Engagement Summary with AI Companion

Account

To enable or disable Engagement 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 Contact Center Management then Preferences.
3. Under General Settings, scroll down to AI Companion section.
4. Click the Summarize engagement conversations toggle to enable or disable it.
5. (Optional) To prevent all users in your account from changing this setting, click the lock icon , and then click Lock to confirm the setting.