Configuring additional data sources for AI Companion

The AI Companion panel in Zoom Workplace provides users with a personal assistant within the Zoom Workplace app to help make their workdays more productive and manageable. Users can access the AI Companion panel in the Zoom Workplace app, allowing them to get assistance from AI Companion based on the configured data sources. By default, AI Companion will use available Zoom data sources (meeting transcripts, Zoom Team Chat messages, etc.) to generate responses. For transcripts generated by Zoom to be accessible by AI Companion after a meeting ends, your account must enable Allow meeting hosts to retain and access meeting transcripts.

Additional third-party data sources including calendar events, emails, and documents, can be used as sources for AI Companion. Zoom AI Companion currently supports the use of specific data from Microsoft and/or Google to provide additional context to respond to user prompts. When enabled by account admins and connected by users, content will be indexed and stored by Zoom, which allows AI Companion to find relevant content when answering user prompts. Zoom will store content that has been viewed or edited within the last 30 days for authenticated users, so only recent content is used when providing responses.

Learn more about adding content as a data source.

Requirements for configuring data sources for AI Companion

• A Zoom Workplace Pro, Zoom Workplace Pro Plus, Zoom Workplace Business, Zoom Workplace Business Plus, Zoom Workplace Enterprise, Zoom Workplace Enterprise Plus, or Enterprise Bundle account
  Note: AI Companion may not be available for select industry verticals and select regional customers.
• Account owner, admin privileges, or any custom role that has access to modify Account Settings
• Third-party calendar must be synced to the Zoom Workplace desktop app if Google or Microsoft account will be used as data source

How to configure data sources for AI Companion

Account

To configure data sources for 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 AI Companion tab.
4. Under Data sources, you can configure the following:
   • Microsoft 365
     Note: To access Microsoft 365 data sources, users must first connect their Microsoft 365 account to Zoom.
     • Click the Microsoft 365 toggle to enable or disable it.
     • Configure the applicable data source by selecting any or all of the check boxes:
       • Microsoft Outlook calendar events accessible to the user
       • Microsoft Outlook emails accessible to the user
       • Office 365 documents accessible to the user
   • Google
     Note: To access Google data sources, users must first connect their Google account to Zoom.
     • Click the Google toggle to enable or disable it.
     • Configure the applicable data source by selecting any or all of the check boxes: 
       • Google Calendar events accessible to the user
       • Gmail emails accessible to the user
       • Google Drive documents accessible to the user
   • Web Content
     • Click the Web content toggle to enable or disable it.
   • Local file uploads
     • Click the Local file uploads toggle to enable or disable it.
5. If a verification dialog appears, click Enable or Disable to verify the change.
6. (Optional) To prevent all users in your account from changing a setting, click the lock icon  , and then click Lock to confirm the setting.

Group

To configure data sources for 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 AI Companion tab.
5. Under Data sources, you can configure the following:
   Note: If the option is grayed out, it has been locked at the account level and needs to be changed at that level.
   • Microsoft 365
     Note: To access Microsoft 365 data sources, users must first connect their Microsoft 365 account to Zoom.
     • Click the Microsoft 365 toggle to enable or disable it.
     • Configure the applicable data source by selecting any or all of the check boxes:
       • Microsoft Outlook calendar events accessible to the user
       • Microsoft Outlook emails accessible to the user
       • Office 365 documents accessible to the user
   • Google
     Note: To access Google data sources, users must first connect their Google account to Zoom.
     • Click the Google toggle to enable or disable it.
     • Configure the applicable data source by selecting any or all of the check boxes: 
       • Google Calendar events accessible to the user
       • Gmail emails accessible to the user
       • Google Drive documents accessible to the user
   • Web content
     • Click the Web content toggle to enable or disable it.
   • Local file uploads
     • Click the Local file uploads toggle to enable or disable it.
6. If a verification dialog appears, click Enable or Disable to verify the change.
7. (Optional) To prevent all users in your account from changing a setting, click the lock icon  , and then click Lock to confirm the setting.