Getting started with Custom AI Companion features

With Custom AI Companion, you can customize your Zoom experience with advanced AI features, including meeting summary templates, third-party integrations, custom avatars, and more. These features are designed to help meet unique organizational needs.

Requirements for Custom AI Companion

Table of Contents

Custom AI Companion features

 
FeatureDescriptionSetting management
Allow AI to reference the organization's data sourcesAllow AI to reference knowledge collections created in AI Studio as data sources to answer user queries within the Zoom application.
  • Account
  • Group
Allow AI to consume your organization's custom dictionariesAs an admin, improve AI transcription accuracy by creating custom dictionaries tailored to your organization’s terminology in AI Studio.
  • Account
  • Group
Allow AI to use custom agents to complete tasksAI will use custom agents created in AI Studio to find information and take actions based on user requests.
  • Account
  • Group
Allow Zoom AI to join third-party meetingsAllow Zoom AI to join your Google Meet or Microsoft Teams meetings to transcribe and/or record. Users need to connect to a calendar service in their web profile page.
  • Account
  • Group
Meeting summary templatesSelect a meeting summary template that includes dynamic placeholders and pre-defined sections to reflect the tone, structure, and focus of each meeting.
  • Account
  • Group
Create custom avatarsUsers can generate avatar-based videos by using text input which their avatar converts into spoken content, maintaining their likeness and voice characteristics.
  • Account
  • Group
Allow AI to perform tasks in third-party appsAllow AI to perform tasks on your behalf in third-party apps configured within AI Studio.
  • Account
  • Group
Allow users to use third-party apps in AI on web workflowsUsers can connect to built-in third-party apps in AI Companion. These third-party apps are available exclusively within workflows to perform actions through integrations.
  • Account
  • Group
Allow users to send SMS from workflowsEnable users to send SMS from workflows
  • Account
  • Group
Allow users to send voice messages from workflowsEnable users to send voice messages from workflows
  • Account
  • Group

How to enable or disable custom AI Companion

Enable or disable custom AI companion for the entire account

This setting allows account owners or admins to enable or disable custom 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 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 Custom AI Companion section, click the toggle next to a custom AI companion feature to enable or disable it.
    Notes: Some AI features are only available at the account and group levels.
  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 this setting, click the lock icon , and then click Lock to confirm the setting.

Enable or disable custom AI companion for a group of users

This setting allows account owners or admins to enable or disable custom AI companion 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 Custom AI Companion section, click the toggle next to a custom AI companion feature to enable or disable it.
  9. 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 the account level and must be changed at that level.
  10. (Optional) To prevent all users in the group from changing this setting, click the lock icon , and then click Lock to confirm the setting.

Learn more about configuring custom AI Companion features.

Note on Data Usage

Zoom does not use any customer audio, video, chat, screen sharing, attachments or other communications-like content (such as poll results, whiteboard and reactions) to train Zoom’s or its third-party AI models.

Please refer to the Zoom Privacy Statement for additional details on how Zoom processes personal data to provide its products and services.