Enabling phone call questions with AI Companion

Account owners and admins can allow phone users to ask questions about an ongoing phone conversation. Zoom AI Companion uses AI technology, which may include third-party models, to let Zoom Phone users quickly catch up and get clarity during a phone call without interrupting it. Zoom Phone users can ask AI Companion questions about the content of the phone call based on the call transcript.

Preset prompts are provided, such as "Summarize this call so far.", "What are the action items?", "Who is responsible for the tasks mentioned?", and "Summarize the decisions made.", which can be useful for catching up when you join late or return after stepping away from the phone call. More specific custom questions are also possible.

Learn more about asking AI Companion questions during a phone call and how Zoom AI Companion features handle your data.

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

Note: AI Companion will have access to the call transcript and metadata.

Requirements for enabling phone call questions with AI Companion

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

Limitations for phone call questions with AI Companion

Phone call questions with AI Companion have the following limitation:

• Questions can only be answered if the content was discussed while AI Companion is active in the current phone call.

How to enable or disable phone call questions with AI Companion

Account

To enable or disable Allow users to ask AI Companion questions about the phone call 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 navigation menu, click Account Management then Account Settings.
3. Click the Zoom Phone tab.
4. Under AI Companion, click the Allow users to ask AI Companion questions about the phone call toggle to enable or disable it.
5. If a verification dialog appears, click Enable or Disable to verify the change.
6. (Optional) Select or deselect the following checkboxes, then click Save:
   
   • Automatically allow access when the call starts: Automatically allow access when the call starts to have AI Companion start transcribing at the beginning of the phone call. It is recommended that AI Companion automatically starts transcribing at the start of the call because this will produce the most accurate responses.
   • Play a prompt to call participant when AI companion questions has started: Customize the audio notifications and disclaimer prompts for AI Companion questions. You can use the Default audio or the Zoom Phone audio library to set the default audio for some Zoom Phone prompts and greetings.
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.

Group

To enable or disable Allow users to ask AI Companion questions about the phone call for a group of users:

1. Sign in to the Zoom web portal as an admin with the privilege to edit groups.
2. In the navigation menu, click User Management then Groups.
3. Click the applicable group name from the list.
4. Click the Zoom Phone tab.
5. Under AI Companion, click the Allow users to ask AI Companion questions about the phone call toggle to enable or disable it.
6. 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 needs to be changed at that level.
7. (Optional) Select or deselect the following checkboxes, then click Save:
   
   • Automatically allow access when the call starts: Automatically allow access when the call starts to have AI Companion start transcribing at the beginning of the phone call. It is recommended that AI Companion automatically starts transcribing at the start of the call because this will produce the most accurate responses.
   • Play a prompt to call participant when AI companion questions has started: Customize the audio notifications and disclaimer prompts for AI Companion questions. You can use the Default audio or the Zoom Phone audio library to set the default audio for some Zoom Phone prompts and greetings.
8. (Optional) To prevent all users in the group from changing this setting, click the lock icon , and then click Lock to confirm the setting.

Site

To enable or disable Allow users to ask AI Companion questions about the phone call for a site:

1. Sign in to the Zoom web portal as an admin with the privilege to edit groups.
2. In the navigation menu, click Phone System Management then Company Info.
3. Click the applicable site name from the list.
4. Click the Policy tab.
5. Under AI Companion, click the Allow users to ask AI Companion questions about the phone call toggle to enable or disable it.
6. 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 needs to be changed at that level.
7. (Optional) Select or deselect the following checkboxes, then click Save:
   
   • Automatically allow access when the call starts: Automatically allow access when the call starts to have AI Companion start transcribing at the beginning of the phone call. It is recommended that AI Companion automatically starts transcribing at the start of the call because this will produce the most accurate responses.
   • Play a prompt to call participant when AI companion questions has started: Customize the audio notifications and disclaimer prompts for AI Companion questions. You can use the Default audio or the Zoom Phone audio library to set the default audio for some Zoom Phone prompts and greetings.
8. (Optional) To prevent all users in the site from changing this setting, click the lock icon , and then click Lock to confirm the setting.

Phone user

To enable or disable Allow users to ask AI Companion questions about the phone call for a phone user:

1. Sign in to the Zoom web portal as an admin with the privilege to edit phone users.
2. In the navigation menu, click Phone System Management then Users & Rooms.
3. Click the Users tab.
4. Click the applicable phone user name from the list.
5. Click the Policy tab.
6. Under AI Companion, click the Allow users to ask AI Companion questions about the phone call toggle to enable or disable it.
7. 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 needs to be changed at that level.
8. (Optional) Select or deselect the following checkboxes, then click Save:
   
   • Automatically allow access when the call starts: Automatically allow access when the call starts to have AI Companion start transcribing at the beginning of the phone call. It is recommended that AI Companion automatically starts transcribing at the start of the call because this will produce the most accurate responses.
   • Play a prompt to call participant when AI companion questions has started: Customize the audio notifications and disclaimer prompts for AI Companion questions. You can use the Default audio or the Zoom Phone audio library to set the default audio for some Zoom Phone prompts and greetings.