Asking phone call questions with AI Companion

Users can open AI Companion during an active phone call and ask questions. AI Companion provides answers based on the live transcription of the call. Users can select from pre-built prompts or type custom questions. When initiating AI Companion, participants hear a disclaimer prompt and a visual indicator shows the call is being transcribed. Users can control the transcription and have separate options for call summaries and questions. The feature provides real-time assistance by leveraging AI to capture summaries and answer questions during ongoing calls, enhancing the call experience.

The AI Companion feature uses AI technology, which may include third-party models, to allow meeting participants to ask questions about the content of the meeting thus far. 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. Phone calls, as well as questions and responses, are supported in more than 30 languages.

Learn more about enabling phone call questions with AI Companion, other Zoom AI Companion features, and how Zoom AI Companion features handle your data.

Requirements for asking phone call questions with AI Companion

• A Zoom Pro, Business, or Enterprise account
• Allow users to ask AI Companion questions about the phone call enabled
• Zoom desktop app for Windows, macOS, or Linux: 6.4.0 or higher
• Zoom mobile app for Android or iOS: 6.4.0 or higher

Note: AI Companion may not be available for select verticals and select regional customers.

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 ask phone call questions with AI Companion

1. Sign in to Zoom desktop or mobile app to make or receive calls.
2. While on a call, on the phone keypad, click AI Companion to initiate AI Companion.
   A panel will appear. Additionally, a disclaimer will appear, letting you and your participants know that AI Companion is enabled for the call.
   Notes:
   • If this is the first time opening AI Companion in the current phone call, some typical preset prompts are provided. Any subsequent views of the panel for the current phone call will have your questions and responses thus far shown instead.
   • The AI Companion button will enable both in-call questions and post-call summary features for you (provided that the admin has turned on both features).
3. Click a provided question, or click the text compose box at the bottom of the panel to enter a custom question.
   Zoom’s AI Companion will provide a generated response based on what it has heard and properly analyzed thus far in the meeting.
4. (Optional) Click either thumbs up or thumbs down to rate the generated response.
5. (Optional) Click the copy icon to copy the response.
6. At the bottom of the panel, enter another custom question, or click Show suggested prompts to view additional preset prompts.
7. (Optional) On the phone keypad, click AI Companion again to close the AI Companion panel.

The phone call conversation will be displayed in the Zoom Phone History tab once the call is over, with the AI Companion indicator . The call will contain a Quick recap and Next steps, where you can View full summary.

Start a new conversation with AI Companion during a phone call

1. While asking phone call questions with AI Companion, in the top-left corner of the panel, click the New conversation icon .
   You will begin a new conversation with AI Companion.
2. Click a provided question, or click the text compose box at the bottom of the panel to enter a custom question.
   Zoom’s AI Companion will provide a generated response based on what it has heard and properly analyzed thus far in the meeting.

How to configure AI Companion settings during a phone call

1. While asking phone call questions with AI Companion, in the top-right corner of the panel, click the Settings icon .
2. Click the toggles for the following settings to enable or disable them:
   • Call questions
   • Call summary
3. (Optional) Click Learn more about AI Companion for more information.

How to stop AI Companion during a phone call

1. While asking phone call questions with AI Companion, at the top of the panel, click Stop AI Companion.
   A confirmation window will appear, informing you that the Call summary and Ask AI Companion features will be disabled.
2. Click Turn off to confirm.
   The status indicator will be removed from the phone call.