Enabling or disabling AI Companion to join third-party meetings

Account owners and admins can configureAI Companion to join third-party meetings for users licensed with the Custom AI Companion add-on. Enabling allows users to invite a Zoom bot to meetings on third-party platforms, such as Microsoft Teams and Google Meet, for the purpose of generating transcripts and AI Companion meeting summaries. Account owners and admins can enable or disable this feature at the account, group, or user level.

Requirements for enabling or disabling AI Companion to join third-party meetings

• Basic, Pro, Pro Plus, Business, Business Plus, Education, or Enterprise account
• Custom AI Companion add-on
• Account owner or admin privileges (for account or group-level changes)
• Calendar sync must be completed before inviting AI Companion to meetings

How to enable or disable AI Companion to join third-party meetings

Account

1. Sign in to the Zoom web portal.
2. In the navigation menu, click Account Management, then click Account Settings.
3. Click the Allow AI Companion to join third-party meetings toggle to enable or disable the assistant.
4. (Optional) Select the Automatically join meetings on my calendar check box to set the AI Companion to join all supported meetings on a user’s synced calendar automatically. Account admins can select one of the following options:
   • All events with video conference links
   • External meetings outside of our organization
   • Internal meetings within our organization
   • Meetings where I am the host
5. (Optional) Select the Pre-meeting email notification check box to send an email notification to the meeting host and/or participants 10 minutes before the meeting starts. Account admins can select one of the following options:
   • All invitees
   • Only meeting host
6. (Optional) Click the lock to prevent users in the account from disabling the assistant.

Group

1. Sign in to the Zoom web portal.
2. In the navigation menu, click User Management, then Groups.
3. Click the name of the group you want to configure.
4. Click the AI Companion tab, then click the Allow AI Companion to join third-party meetings toggle to enable or disable the assistant.
5. (Optional) Select the Automatically join meetings on my calendar check box to set the AI Companion bot to join all meetings on a user’s synced calendar automatically. Group admins can select one of the following options:
   • All events with video conference links
   • External meetings outside of our organization
   • Internal meetings within our organization
   • Meetings where I am the host
6. (Optional) Select the Pre-meeting email notification check box to send an email notification to the meeting host and/or participants 10 minutes before the meeting starts. Group admins can select one of the following options:
   • All invitees
   • Only meeting host
7. (Optional) Click the lock to prevent users in the group from disabling the assistant.

User

1. Sign in to the Zoom web portal.
2. In the navigation menu, click Settings, then click the AI Companion tab.
3. Click the Allow AI Companion to join third-party meetings toggle to enable or disable the assistant.
4. (Optional) Select the Automatically join meetings on my calendar check box to set the 3rd party meeting assistant to join all meetings on your synced calendar automatically.
5. (Optional) Select the Pre-meeting email notification check box to send an email notification to the meeting host and/or participants 10 minutes before the meeting starts. Users can select one of the following options:
   • All invitees
   • Only meeting host

Note: If you have not synced your calendar, you will be prompted to connect your calendar before using AI Companion in third-party meetings.