Using the AI Companion panel within the Zoom Workplace app
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. With the AI Companion diamond in Zoom Workplace, users will be able to open a panel where they can ask questions and receive tailored responses sourced from different data sources and contexts available to the user. The AI Companion panel currently supports asking questions about Meetings, Team Chat, Zoom Docs, Mail, Calendar, and Contacts.
Note: AI Companion is available to customers hosted in the U.S., with certain limitations for customers in select regions that are not supported by our third-party model providers and customers in select industry verticals. See the Zoom AI Companion Security and Privacy Whitepaper for more information.
How to use 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 icon in the top-right corner of the Zoom Workplace desktop or mobile app. Hero prompts or pre-populated prompts are available and are dynamically updated as users shift between product tabs. Currently, 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.
Sign in to the Zoom Workplace desktop or mobile app.
From an active product tab, click or tap the AI Companion icon .
In the Message AI Companion or type / for more field, enter keywords, phrases, or sentences. Note: Learn more about formatting your AI Companion prompt.
(Optional) For a more refined response, enter “/” then select your preferred data source. Learn more about adding content as a data source.
Click or tap the send icon .
Here are various actions that can be performed within the AI Companion panel:
Meetings / Calendar
Pre Meeting
In Meeting
Post 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:
Summarize recent messages
List recent action items
Summarize new messages in this chat
What did [person's name] say about [topic]
Who's responsible for [topic]
What are the action items in [topic]
What's the status of [topic] in this chat
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:
Summarize this document
What are the key points in this document?
Find misspelled words
What topics are discussed in the document?
Create a one-paragraph marketing announcement from this document
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:
What languages are spoken in (country)
What does the acronym (acronym) mean?
How to add content as data source
If enabled, users can add content or use available data sources to get better responses.
Sign in to the Zoom Workplace desktop app.
Click the Home tab or click the AI Companion icon from your active tab.
In the text box, enter "/"to add data sources or click the attach file icon to add files, then select your preferred data source.
Chats: Select a chat or a channel from the list or use the Search field to type in keywords.
Contacts: Select one or multiple contacts from the list or use the Search field to type a contact’s name.
Mail: Select one or multiple emails from the list or use the Search field to type in keywords.
Meetings: Select one or multiple meetings from the list or use the Search field to type in keywords.
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.
Upload local file: Select a file from your device. Notes:
Currently supports PDF, DOCX, XLSX, PPTS, TXT, JSON, VTT format with a maximum size of 5MB.
Local File Upload must be enabled to use this feature.
How to submit feedback about AI Companion responses
Upon receiving the response to a submitted prompt, you can select the good response icon or bad response icon under the response. You also have the option to enter detailed feedback and choose if you want to share content related to feedback with the AI team for product improvement.
Another option is to use the Give Feedback option 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:
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.
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.
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.
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:
.
in Zoom Workplace, users will be able to open a panel where they can ask questions and receive tailored responses sourced from different data sources and contexts available to the user. The AI Companion panel currently supports asking questions about Meetings, Team Chat, Zoom Docs, Mail, Calendar, and Contacts.
to add files, then select your preferred data source.
or bad response icon 
under the response. You also have the option to enter detailed feedback and choose if you want to share content related to feedback with the AI team for product improvement.