Using the AI Companion panel within the Zoom Workplace desktop app

The AI Companion panel in Zoom Workplace provides users with a personal assistant within the Zoom Workplace desktop app, that helps users get more done. Users will experience having a personal Zoom assistant that helps make their workdays more productive and manageable. With the new AI diamond  in Zoom Workplace, users will be able to open a right-side panel. This is where they can ask questions and receive tailored responses sourced from different data sources and contexts available to the user. This feature is designed to enhance their productivity and collaboration.

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

This article covers

Prerequisite for using AI Companion within the Zoom Workplace desktop app

Limitations

How to use the AI Companion panel within the Zoom Workplace desktop app

The AI Companion panel is accessible from the Home tab and from the supported product tabs.

Using the AI Companion panel from the Home tab

The AI Companion panel is prominently displayed in the Zoom Workplace desktop app’s Home tab.

  1. Sign in to the Zoom Workplace desktop app.
  2. Click the Home tab.
  3. In the Message AI Companion or type / for more field, enter keywords, phrases, or sentences.
    Note: Learn more about formatting your AI Companion prompt.
  4. (Optional) Click the hero prompts such as:
  5. (Optional) For a more refined response, click the add button  then select your preferred data source. Learn more about adding content as a data source.
  6. Click the send button  .
  7. (Optional) Click the pop-out button  to detach the AI Companion, allowing you to use it simultaneously with other products.
  8. (Optional) Click the upvote button to confirm, or downvote button to provide feedback on the accuracy of the response, or click copy button  to copy the response.

Using the AI Companion panel from the supported product tabs

Regardless of the active product tab, users can access the AI Companion panel by clicking on the AI Companion diamond  at the upper right-hand corner of the Zoom Workplace desktop app. Hero prompts or pre-populated prompts are available and are dynamically updated as users shift between product tabs. In the current release, AI Companion supports asking questions about Meetings, Team Chat, Zoom Docs, Email, Calendar, and Contacts. General questions can be answered if the admin has enabled Web Content. Questions about a document can be answered if the admin has enabled Local File Upload.

  1. Sign in to the Zoom Workplace desktop app.
  2. From an active product tab, click the AI Companion button  .
  3. In the Message AI Companion or type / for more field, enter keywords, phrases, or sentences.
    Note: Learn more about formatting your AI Companion prompt.
  4. (Optional) For a more refined response, click “/” then select your preferred data source. Learn more about adding content as a data source.
  5. Click the send button  .

Here are various actions that can be performed within the AI Companion panel:

Meetings / Calendar

 
Pre MeetingIn MeetingPost Meeting

Click the calendar, meeting card then click Open full meeting details
From the AI Companion panel, click Prepare for my next meeting

Users can also click a specific meeting from their calendar, then from the AI Companion panel, click or type Prepare for this meeting

Useful prompts:

  • Help me write an agenda for this meeting
  • What are some meeting icebreakers?
  • When is my next meeting with (person)?

From the meeting toolbar, click AI Companion to display the AI Companion panel. 

Users can also click a specific meeting from their calendar, then from the AI Companion panel, click or type Catch me up, Was my name mentioned, Are there any action items

Useful prompts:

  • What did (participant’s name) say about (topic)?
  • What decisions were made in this meeting?
  • Who does (participant’s name) report to?
  • What department is (participant’s name) under?
  • What does (acronym)  mean?

Click the calendar, meeting card then click Open full meeting details

From the AI Companion panel, click Summarize this meeting, What are this meeting’s action items, What topics were covered in this meeting, or Was my name mentioned in this meeting.

Useful prompts:

  • Recap this meeting
  • What did (participant’s name) say about (topic)?
  • What were (participant’s name) concerns?
  • Write a thank you note to meeting participants
  • Draft a project plan from this meeting summary

Team Chat

From a group chat or channel, users can ask AI Companion to summarize unread messages, ask if a certain topic was mentioned within a chat thread, or ask what a specific person has said in a chat.

Useful prompts:

Zoom Docs

From the Zoom Docs dashboard or from an open Docs file, users can ask AI Companion to summarize the document, get key points, draft a blog about a certain topic, write an outline about a topic, or run a spell check.

Useful prompts:

Mail

From the Mail tab, users can select a specific email or email thread and then select from any of the hero prompts such as Summarize this email, List actions items from this email, Was my name mentioned in this email, or Tips to sound more professional in email.

Web content

If enabled, users can ask general questions sourced from the web.

Useful prompts:

How to add content as data source

If enabled, users can add content or use available data sources to get better responses.

  1. Sign in to the Zoom Workplace desktop app.
  2. Click the Home tab or click the AI diamond button  from your active tab.
  3. In the Message AI Companion or type / for more field, click the / button to add data sources or click the Attach File button  to add files, then select your preferred data source.
    1. Chats - Select a chat or a channel from the list or use the Search field to type in keywords.
    2. Contacts - Select one or multiple contacts from the list or use the Search field to type a contact’s name.
    3. Mail - Select one or multiple emails from the list or use the Search field to type in keywords.
    4. Meetings - Select one or multiple meetings from the list or use the Search field to type in keywords.
    5. Google Drive / Office 365 - Select one or multiple files from the list or use the Search field to type in keywords.
      Note: Data sources must be enabled to use this feature.
    6. Upload local file - Select a file from your computer
      Note: Currently supports PDF, DOCX, XLSX, PPTS, TXT, JSON, VTT format with a maximum size of 5MB.
      Note Local File Upload must be enabled to use this feature.

How to submit feedback

Upon receiving the response to a submitted prompt, users can select or  under the response.

Another option is to use the Give Feedback button and selecting AI Companion as the Product Area.

How to format your AI Companion prompt

When you weave in more specificity to your prompts, you’ll find that AI Companion’s generated responses are richer, fuller, and closer to what you had in mind.

Here are the four most important components of creating a successful AI Companion prompt:

  1. Be specific and give context - Provide detailed context and the exact information you’re looking for. Include why you’re requesting it and what you want it to look like.
  2. Use clear instructions for analysis - State how you want AI Companion to think about the information you’re prompting about. You might need a summary, to extract specific points, or to receive detailed insights. The more clear you are, the better the output will be.
  3. Leverage background information - Include up-to-date background information about the subject to give the model the best opportunity to provide accurate information back to you.
  4. Ask for a specific type of output - Based on the other information you provide, frame your prompt to give AI Companion a clear task to complete.

Learn more about product specific use of AI Companion using the following references: