Enabling or disabling the conversational AI Companion feature

Account owners, admins, and users can manage the Show conversational AI setting, which allows users to access the AI chat panels within the Zoom Workplace app. In addition to the AI chat panel, users can use ZoomMate in their desktop app or browser to ask questions, generate content, and complete complex tasks.

If enabled, users will have an AI icon in Zoom Workplace that opens a panel where they can ask questions and receive tailored responses from different data sources and contexts available to them, depending on the product they are using.

Learn more about using the AI chat panel and how Zoom AI features handle your data.

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

Requirements for enabling or disabling the conversational AI feature

• 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
• Account owner, admin privileges, or any custom role that has access to modify account settings

Note: AI features may not be available for select verticals and select regional customers. See the Zoom AI Security and Privacy Whitepaper for more information.

How to enable or disable the conversational AI feature

Enable or disable the conversational AI feature for the entire account

This setting allows account owners or admins to enable or disable Show conversational AI 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 top-right corner, click your profile picture or initials, then click Admin Center.
3. In the side menu, click Settings .
4. Click Zoom AI.
5. Under Conversations, click the Show conversational AI toggle to enable or disable it.
6. If a verification dialog appears, click Enable or Disable to verify the change.
7. (Optional) Select the ZoomMate on the web navigation and Zoom Workplace app navigation bar checkbox to allow users to use ZoomMate in the web browser and Zoom desktop app.
8. (Optional) Select the Auto-delete conversation history after(days), then select between 30 days, 60 days, 90 days, or 120 days.
9. (Optional) Select the Workflow toggle to enable or disable the Workflows features in ZoomMate. In addition, the following settings can be managed:
   • Select the Allow users to share in your organization checkbox to allow users to share workflows within the account.
   • Select the Allow users to disable confirmation for sensitive actions checkbox to allow users to skip confirmation prompts before workflows perform sensitive actions, such as deleting or sharing recordings, sending emails, or editing files. If disabled, all sensitive actions require user approval.
10. (Optional) Click the Save and use memories when responding toggle to enable or disable AI's ability to remember helpful information about the user, such as meeting preferences or topics they care about, to personalize their experience.
11. (Optional) Click the Archive AI conversations toggle to enable or disable archiving of AI conversations.
12. (Optional) To prevent all users in your account from changing these settings, click the lock icon  , and then click Lock to confirm the settings.

Enable or disable the conversational AI feature for a group of users

This setting allows account owners or admins to enable or disable Show conversational AI for a specific group of users. Changes apply only to users in the selected group.

1. Sign in to the Zoom web portal as an admin with the privilege to edit groups.
2. In the top-right corner, click your profile picture or initials, then click Admin Center.
3. In the side menu, click Users .
4. Click Groups.
5. Click the applicable group name from the list.
6. In the General configuration section, click Edit product settings.
7. Click the Zoom AI tab.
8. Under Conversations, click the Show conversational AI toggle to enable or disable it.
9. If a verification dialog appears, click Enable or Disable to verify the change.
10. (Optional) Select the Auto-delete AI conversation history after(days) checkbox, then select between 30 days, 60 days, 90 days, or 120 days.
11. (Optional) Click the Workflow toggle to enable or disable the Workflows features in ZoomMate.
12. In addition, the following settings can be managed:
    • Select the Allow users to share in your organization checkbox to allow users to share workflows within the account.
    • Select the Allow users to disable confirmation for sensitive actions checkbox to allow users to skip confirmation prompts before workflows perform sensitive actions, such as deleting or sharing recordings, sending emails, or editing files. If disabled, all sensitive actions require user approval.
13. (Optional) Click the Save and use memories when responding toggle to enable or disable AI's ability to remember helpful information about the user, such as meeting preferences or topics they care about, to personalize their experience.
14. (Optional) Click the Archive AI conversations to enable or disable archiving of AI conversations.
15. (Optional) To prevent all users in the group from changing these settings, click the lock icon  , and then click Lock to confirm the settings.
    Note: If any of the above options are grayed out, they have been locked at the account level and need to be changed at that level.

Enable or disable the conversational AI feature for your personal account

This setting allows individual users to enable or disable Show conversational AI for their personal account. You do not need admin permissions to change the setting, unless it is locked by an admin for the entire account or a group of users.

1. Sign in to the Zoom web portal.
2. In the top-right corner, click your profile picture or initials, then click My account.
3. In the side menu, click Settings .
4. Click Zoom AI.
5. Under Conversations, click the Show conversational AI toggle to enable or disable it.
6. (Optional) Click the Save and use memories when responding toggle to enable or disable AI's ability to remember helpful information about the user, such as meeting preferences or topics they care about, to personalize their experience.
7. (Optional) Click the Workflow toggle to enable or disable the Workflow features in ZoomMate.
8. If a verification dialog appears, click Enable or Disable to verify the change.
   Note: If the option is grayed out, it has been locked at either the group or account level. You cannot change it yourself and must contact your Zoom admin.