Creating knowledge collections in AI Studio

Admins can create knowledge collections in AI Studio to allow users with a Custom AI Companion license to access and interact with organization-specific content when using AI Companion in Zoom Workplace. In AI Studio, admins can organize documents and files around various topics into collections that serve as curated knowledge hubs accessible by AI Companion to search and reference key organizational materials. Admins can manage collections by creating, editing, or deleting them as needed.

Requirements for creating knowledge collections

• Zoom Pro, Pro Plus, Business, Business Plus, Education, or Enterprise account
• AI Companion enabled
• Custom AI Companion add-on
• Account owner or admin privileges

How to create a knowledge collection

A knowledge collection is a group of files that AI Companion can reference when users with a Custom AI Companion add-on on your account ask questions.

1. Sign in to the Zoom web portal.
2. In the navigation menu, click AI Studio, then Knowledge.
3. Click Create collection, then do the following:
   • (Optional) Select an Icon to represent the collection.
   • Enter a Collection name.
   • (Optional) Enter a Description that summarizes the purpose or contents of the collection.
   • Under Who can use this?, configure usage permissions for the template.
   • Click Create.
4. Click Upload files to add knowledge sources to the collection that will be used by AI Companion to generate responses for users on your account with the Custom AI Companion add-on.
   Note: A knowledge collection must include at least one section and be tested before it can be published.
5. Click Test.
6. Enter a sample query to test your knowledge collection with AI Companion.
7. Click Publish.

Add knowledge sources to a collection

1. Sign in to the Zoom web portal.
2. In the navigation menu, click AI Studio, then Knowledge.
3. Click the ellipses icon next to the collection, then click Edit.
4. Click Upload file.
5. Click to upload or drag files from your local device, then click Upload.
6. Click Test.
7. Enter a sample query to test your knowledge collection with AI Companion.
8. Click Publish.

Notes:

• Files can be up to 50 MB in size and in PDF, DOCX, or TXT format.
• Document processing time may vary based on file size.

How to edit a knowledge collection

Editing a collection allows you to update the name, description, or knowledge sources, or access permissions as your organization’s content or user needs change.

1. Sign in to the Zoom web portal.
2. In the navigation menu, click AI Studio, then Knowledge.
3. Click the ellipses icon next to the collection, then click Edit.
4. Click Test.
5. Enter a sample query to test your knowledge collection with AI Companion.
6. Click Publish.

How to delete a knowledge collection

1. Sign in to the Zoom web portal.
2. In the navigation menu, click AI Studio.
3. Hover over the collection, then click the ellipses icon .
4. Click Delete collection.
5. In the confirmation dialog, click Delete to permanently remove the collection.

Note: Deleting a collection will not delete uploaded files unless they were uploaded to only that deleted collection.