Using the AI chat panel in the Zoom Workplace app

In the Zoom Workplace desktop app, mobile app, and Web App, you can access the AI chat panel  to ask questions and receive tailored responses from contexts available to you. You can enhance AI responses by uploading relevant files or connecting to available data sources. These sources can include Zoom content (such as meetings, chat messages, and docs), as well as Google Drive, Microsoft 365, and more.

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

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

Requirements for using the AI chat panel

Note: Zoom’s AI features are 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. For more information, refer to the Zoom AI Whitepaper.

Table of Contents

How to use the AI chat panel

Open AI chat panel and start a new conversation

Windows | macOS | Linux | Web App
  1. Sign in to the Zoom Workplace desktop app or Web App.
  2. In the navigation bar, click the Home tab, or click a product tab that supports the AI chat panel to receive contextual responses related to that product.
  3. In the top-right corner, click the Open AI chat icon .
  4. (Optional) To start a new conversation, click the new chat icon .
  5. To generate a response, enter a prompt using keywords, phrases, or sentences, or click a suggested prompt.
  6. (Optional) To add context for Zoom AI to provide more relevant responses, click the plus icon to add a data source or upload a file. For example, you can ask AI to summarize the selected file.
    Note: To use third-party data sources (Microsoft 365, Google, web content, or local file uploads) for added context, Data sources must be enabled and configured.
  7. Click the send icon .
    AI will analyze your prompt and respond. AI responses will vary depending on prompt, product settings, and available configured data sources.
  8. (Optional) After receiving a response, you can do the following:
    • To view the sources that AI used to generate a response, click Show sources.
    • To provide feedback, click the good response icon  or bad response icon .
    • To copy a response, click the copy icon .
    • To regenerate a response, click the regenerate icon .
    • To save a response, click the save message icon .
Android | iOS
  1. Sign in to the Zoom Workplace mobile app.
  2. In the app header, tap the AI chat icon .
  3. To generate a response, enter a prompt using keywords, phrases, or sentences, or tap a suggested prompt.
  4. (Optional) To add context for Zoom AI to provide more relevant responses, tap the attachment icon to add a data source or upload a file. For example, you can ask AI to summarize the selected file.
    Note: To use third-party data sources (Microsoft 365, Google, web content, or local file uploads) for added context, Data sources must be enabled and configured.
  5. Tap the send icon .
    AI will analyze your prompt and respond. AI responses will vary depending on prompt, product settings, and available configured data sources.
  6. (Optional) After receiving a response, you can do the following:
    • To provide feedback, tap the good response icon  or bad response icon .
    • To copy a response, tap the copy icon .

Add data or upload files as a source for your AI prompt

You can enhance AI responses by adding relevant content or selecting from available data sources. For example, you can upload files directly or choose from existing sources such as meetings, chats, emails, Google Drive, or Office 365 data to provide context for your AI prompt. To use third-party data sources (Microsoft 365, Google, web content, or local file uploads) for added context, Data sources must be enabled and configured.

Windows | macOS | Linux | Web App
  1. Sign in to the Zoom Workplace desktop app or Web App.
  2. In the navigation bar, click the Home tab, or click a product tab that supports the AI chat panel to receive contextual responses related to that product.
  3. In the top-right corner, click the Open AI chat icon .
  4. Click the plus icon and do the following:
    1. (Optional) To add a data source, search for and select the check box next to each source you want to use.
    2. (Optional) To upload a file from your device, in the top-right corner, click the Upload file icon and select a file.
      Notes:
      • The following file types are supported: PDF, DOCX, XLSX, PPT, TXT, JSON, VTT.
      • The maximum file size is 5 MB.
      • Local file upload must be enabled.
    3. (Optional) Click the [number] sources option to review the sources you have selected. To remove a source, hover over the name of the source and click the delete icon .
    4. Click Add.
      The sources will be added to your AI prompt.
  5. (Optional) To manage sources, click the filter icon . From here, you can also enable Web content as a source for Zoom AI.
  6. Complete your AI prompt, then click the send icon .
    AI will analyze your prompt and respond. AI responses will vary depending on prompt, product settings, and available configured data sources.
Android | iOS
  1. Sign in to the Zoom Workplace mobile app.
  2. In the app header, tap the AI chat icon .
  3. Tap the attachment icon .
  4. Do any of the following:
    • To upload a file from your device, tap Upload file and select a file. 
      Note: Local file upload must be enabled.
    • To add a data source, tap Google Drive or OneDrive and select a file.
      Note: You must connect to your Google or Microsoft account to use it as a data source.
      The sources will be added to your AI prompt.
  5. Complete your AI prompt, then tap the send icon .
    AI Companion will analyze your prompt and respond. AI Companion responses will vary depending on prompt, product settings, and available configured data sources.

Tips for drafting your prompt

Key components for creating effective AI prompts:

How to view AI chat panel history and rename or delete past conversations

Windows | macOS | Linux | Web App
  1. Sign in to the Zoom Workplace desktop app or Web App.
  2. In the navigation bar, click the Home tab, or click a product tab that supports the AI chat panel to receive contextual responses related to that product.
  3. In the top-right corner, click the Open AI chat icon .
  4. In the top-left corner of the AI chat panel, click the Chat history icon .
  5. To view a specific conversation, click the name of that conversation. For conversations that are not archived, you can continue the conversation after opening it.
  6. (Optional) To manage a conversation, hover over it and click the ellipsis icon. You can then rename the conversation, open it in a browser, or delete it.
    Note: The option to open in a browser is only available from the desktop app.
  7. (Optional) To view archived conversations in read-only mode, click Archived, then click the conversation you want to view.
Android | iOS
  1. Sign in to the Zoom Workplace mobile app.
  2. In the app header, tap the AI chat icon .
  3. In the top-right corner of the AI chat panel, tap the chat history icon .
  4. To view a specific conversation, tap the name of that conversation. You can continue the conversation after opening it.
  5. (Optional) Swipe left on a conversation name to rename or delete it.