Using Jira within AI Companion

If enabled and integrated, users can use Jira within AI Companion. This includes functions such as getting a summary of a Jira and creating, updating, and deleting a Jira.

You can also use Jira within Team Chat. Learn more about configuring and using Jira within Team Chat.

Requirements for using Jira within AI Companion

Table of Contents

How to use Jira within AI Companion

  1. Sign in to the Zoom Workplace desktop app.
  2. Click the Home tab or click the AI Companion icon from your active tab.
  3. In the Write a message or type / for more field, you can:
  4. Enter or select your preferred action:

Various actions that can be performed within the AI Companion panel of the Zoom Workplace App

 
ActionDescription
Search for issues

Users can search for Jira tickets regardless of whether they previously mentioned them in the AI Companion conversation or not.

In the Write a message or type / for more field, enter any of these useful prompts:

  • Show me all Jira tickets about “x” topic
  • What Jira tickets are assigned to me?
  • What are my pending Jira work items this week?
  • Show me all my open Bugs
Create an issue

Users can create a Jira ticket directly from the AI Companion panel.

In the Write a message or type / for more field, enter any of these useful prompts:

  • Create a Jira issue based from “x” topic from “y” meeting
  • Create a Jira issue based from “x” topic from “y” chat channel

Once a Jira issue is created, users can click the pencil icon to edit the Jira from a pop-up window.

Update an issue

Users can update the summary, reporter, assignee, and description of a Jira ticket previously mentioned in the AI Companion conversation.

In the Write a message or type / for more field, enter any of these useful prompts:

  • Update Jira summary to “x”
  • Change assignee to …

The Jira ticket number must be added to the prompt if multiple or no Jira tickets were mentioned in the conversation.

Users can also click the pencil icon to edit the Jira project, issue type, summary, reporter, assignee, and description from a pop-up window.

Summarize a Jira issueUsers can get a summary of all Jira tickets mentioned in the AI Companion conversation. The Jira ticket number must be added to the prompt if multiple or no Jira tickets were mentioned in the conversation.

In the Write a message or type / for more field, enter any of these useful prompts:

  • Show me all Jira tickets for “x” topic
  • Summarize the Jira ticket “xxxx”
Delete an issue

Users can delete a Jira ticket directly from the AI Companion panel.

In the Write a message or type / for more field, enter any of these useful prompts:

  • Delete the Jira ticket for “x” topic
  • Delete Jira ticket “xxxx”

AI Companion will show the Jira ticket you wish to delete. If multiple Jira tickets were mentioned for the same topic, users must specify the Jira ticket number they wish to delete. Once deletion is confirmed, this action cannot be undone with AI Companion.

How to use Jira in AI Companion on the web personal workflows

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Authorizing the Jira app allows AI Companion to access your Jira records for automated creation and management.
  1. Sign in to the Zoom web portal and navigate to AI Companion on the web.
  2. In the navigation menu, click Workflows.
  3. Under Workflows, click + Create.
  4. In the Search all nodes field, enter Jira.
  5. Click Jira.
  6. When prompted, click Authenticate to log in to your Jira account.
  7. Select from the available predefined nodes.

Nodes available for Jira in personal workflows

The following workflow nodes are available when Jira is connected to AI Companion on the web.

 
Node nameDescriptionFields that can be managed
Search For Issues Using JQL PostSearches Jira issues using enhanced JQL via POST request; supports eventual consistency and token-based pagination.
  • JQL Query
  • Max Results
  • Fields to Return
  • Expand
  • Fields By Keys
  • Issue Properties
Get IssueRetrieves a Jira issue with custom fields and expanded content by ID or key.
  • Issue Key
  • Fields
  • Fields By Keys
  • Expand
  • Properties
  • Update History
Create IssueCreates a new Jira issue (e.g., bug, task, story) in a specified project.
  • Project
  • Issue Type
  • Summary
  • Description
  • Assignee Name
  • Assignee
  • Labels
  • Due Date
  • Reporter
  • Components
  • Fix Versions
  • Affects Versions
  • Environment
  • Additional Properties (custom fields)
Transition IssueTransitions a Jira issue to a different workflow state, supporting transition name lookup and user assignment by email.
  • Issue Key or ID
  • Transition ID or Name
  • Comment
  • Assignee (Name)
  • Assignee (Account ID)
  • Due Date
  • Resolution
Add CommentAdds a comment to an existing Jira issue using Atlassian Document Format (ADF) rich text formatting.
  • Issue ID or Key
  • Comment
  • Visibility Type
  • Visibility Value
Get FieldsRetrieves Jira issue field metadata. Use before editing issues to discover custom field IDs and names.
  • Page ID
  • Max Results
  • Media Type Filter
  • Start Index
Edit IssueUpdates an existing Jira issue with field values and operations
  • Issue ID or Key
  • Summary
  • Description
  • Assignee
  • Labels
  • Priority (ID or Name)
  • Due Date
  • Notify Users
  • Return Updated Issue
  • Override Editable Flag
  • Override Screen Security
  • Fields (Raw Field Map)
  • Update (Raw Update Operations)
Get TransitionsRetrieves available workflow transitions for a Jira issue.
  • Issue Key or ID
  • Transition
  • Expand
  • Include Unavailable Transitions
  • Skip Remote-Only Condition
  • Sort by Ops Bar and Status
Find UsersSearches for Jira users by email or display name to find account IDs; essential for assigning issues, adding watchers, and other user-related operations.
  • Search Query
  • Account
  • Active Only
  • Max Results
  • Start At (Offset)

Data security 

Communications between this Team Chat app and Zoom/Jira are encrypted:

How your data is used

This app has access to the following information on Jira: