Using real-time call summaries with AI

Users can open the AI feature during an active phone call to get a call summary and ask questions in real time. This feature provides answers based on the live transcription of the call. Users can select from pre-built prompts or type custom questions. When initiating this feature, 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 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.", "Summarize the decisions made.", "What are the action items?", and "Who is responsible for the tasks mentioned?", 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 Call Summary with AI, using Call Summary with AI, other Zoom AI features, and how Zoom AI features handle your data.

Requirements for using real-time call summaries with AI

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

Limitations for using real-time call summaries with AI

Table of Contents

How to get real-time call summaries with AI

This section provides step-by-step instructions for accessing and using real-time call summaries with AI during an active phone call. Follow the steps to start the AI feature, ask questions, and interact with AI-generated responses.

Windows | macOS
  1. Sign in to the Zoom Workplace desktop app.
  2. Make or receive calls.
  3. While on a call, on the phone keypad, click the AI button  to initiate the feature.
    A panel will appear. Additionally, a disclaimer will play, letting you and your participants know that the feature is enabled for the call.
    Note: If this is the first time opening the feature 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.
  4. Click a provided question, or click the text compose box at the bottom of the panel to enter a custom question.
    The AI feature will provide a generated response based on what it has heard and properly analyzed thus far in the meeting.
  5. (Optional) Click either thumbs up or thumbs down to rate the generated response.
  6. (Optional) Click the copy icon to copy the response.
  7. (Optional) Click the regenerate icon to regenerate a new response.
  8. (Optional) Click the save message icon to save the response to Zoom Canvas.
    A pop-up window window showing the Zoom Canvas link will shortly appear.
  9. At the bottom of the panel, enter another custom question, or click Show suggested prompts to view additional preset prompts.
  10. (Optional) On the phone keypad, click the AI button again to close the AI chat panel.
Android | iOS
  1. Sign in to the Zoom Workplace mobile app.
  2. Make or receive calls.
  3. While on a call, on the phone keypad, tap the AI button  to initiate the feature.
    A panel will appear. Additionally, a disclaimer will play, letting you and your participants know that the feature is enabled for the call.
    Note: If this is the first time opening the feature 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.
  4. Tap a provided question, or click the text compose box at the bottom of the panel to enter a custom question.
    The AI feature will provide a generated response based on what it has heard and properly analyzed thus far in the meeting.
  5. (Optional) Tap either thumbs up or thumbs down to rate the generated response.
  6. (Optional) Tap the copy icon to copy the response.
  7. (Optional) Tap the more icon then tap Create Task to create a task. 
    A pop-up window will appear which lets you create the task. Tap Create to save the task or tap Cancel to go back to the AI panel.
  8. At the bottom of the panel, enter another custom question.
  9. (Optional) On the phone keypad, tap the AI button again to close the AI chat panel.

The phone call conversation will be displayed in the Zoom Phone History tab once the call is over, with the AI indicator . The call will contain a Quick recap and Next steps, where you can View full summary. Users can also copy specific sections of call summaries individually, such as Key Points, Summary, and Next Steps under Call summary with AI.

Start a new conversation with AI during a phone call

Windows | macOS
  1. While asking Phone Call Questions with AI, in the top-right corner of the AI panel, click the New conversation icon .
    You will begin a new conversation with with AI.
  2. Click a provided question, or click the text compose box at the bottom of the panel to enter a custom question.
    The AI feature will provide a generated response based on what it has heard and properly analyzed thus far in the meeting.
Android | iOS
  1. While asking Phone Call Questions with AI, in the top-right corner of the AI panel, tap the New conversation icon .
    You will begin a new conversation with with AI.
  2. Tap a provided question, or tap the text compose box at the bottom of the panel to enter a custom question.
    The AI feature will provide a generated response based on what it has heard and properly analyzed thus far in the meeting.

How to stop real-time call summaries with AI during a phone call

When both Zoom Phone users are on the same call, a clear indicator shows which user has Phone Call Questions with AI enabled. Users can send requests to other participants to turn off the feature and delete conversation assets during a call.

Windows | macOS
  1. At the top of the active call screen, click the AI icon . 
    A confirmation window will appear, informing you of which AI features will be disabled.
  2. Click Click here next to the AI icon .
  3. Click Stop AI.
  4. (Optional) Select the Delete call assets checkbox to enable it. Deselect the Delete call assets checkbox to disable it.
    When enabled, the call assets will be deleted.
  5. Click Stop to confirm.
    The status indicator will be removed from the phone call.
Android | iOS
  1. While asking Phone Call Questions with AI, at the top of the panel, tap Stop Zoom AI.
    A confirmation window will appear, informing you of which AI features will be disabled.
  2. (Optional) Select the Delete call assets checkbox to enable it. Deselect the Delete call assets checkbox to disable it.
    When enabled, the call assets will be deleted.
  3. Tap Stop to confirm.
    The status indicator will be removed from the phone call.

How to request admin enablement for Call Summary with AI

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

Depending on the admin settings for Call Summary with AI, and when the Call Summary with AI feature is not enabled, users can request that an admin enable Call Summary with AI.

Learn more about requesting admin enablement for Call Summary with AI.

note icon
As of June 22, 2026, the name "AI Companion" has been retired. While the name is no longer in use, the AI features previously available under the AI Companion brand remain available throughout Zoom Workplace.