Enabling or disabling Zoom AI to join third-party meetings for meeting summaries

Account owners and admins can configure Zoom AI to join third-party meetings for licensed users on the account. Enabling this setting allows users to invite Zoom AI to join meetings on third-party platforms, such as Microsoft Teams and Google Meet, for the purpose of joining the meeting as a participant, generating transcripts, and providing meeting summaries.

Requirements for enabling or disabling the use of Zoom AI to join third-party meetings

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

Note: This setting does not manage other Zoom AI features that are compatible with third-party meetings, such as My notes. Learn more about enabling or disabling My notes.

How to enable or disable Zoom AI from joining third-party meetings

Enable or disable Zoom AI to join third-party meetings for the entire account

To enable or disable Allow Zoom AI to join third-party meetings for all users in the account.

1. Sign in to the Zoom web portal as an admin with the privilege to edit account settings.
2. In the top-right corner, click your profile picture or initials, then click Admin Center.
3. In the side menu, click Settings .
4. Click Zoom AI.
5. Under Meetings, click the Allow Zoom AI to join third-party meetings toggle to enable or disable it.
6. If a verification dialog appears, click Enable or Disable to verify the change.
7. (Optional) Select the Automatically join meetings on user's calendar check box to set the Zoom AI 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
   • Meetings where I am the host
8. (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
9. (Optional) To prevent all users in your account from changing this setting or any sub-settings, click the lock icon , and then click Lock to confirm the setting.

Enable or disable Zoom AI to join third-party meetings for a group of users

To enable or disable Allow Zoom AI to join third-party meetings for a specific group of users. Changes apply only to users in the selected group.

1. Sign in to the Zoom web portal as an admin with the privilege to edit groups.
2. In the top-right corner, click your profile picture or initials, then click Admin Center.
3. In the side menu, click Users .
4. Click Groups.
5. Click the applicable group name from the list.
6. In the General configuration section, click Edit product settings.
7. Click Zoom AI tab.
8. Under Meeting, click the Allow Zoom AI to join third-party meetings toggle to enable or disable it.
9. If a verification dialog appears, click Enable or Disable to verify the change.
   Note: If the option is grayed out, it has been locked at the account level and needs to be changed at that level.
10. (Optional) Select the Automatically join meetings on user's calendar check box to set the Zoom AI 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
    • Meetings where I am the host
11. (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
12. (Optional) To prevent all users in the group from changing this setting or any sub-settings, click the lock icon , and then click Lock to confirm the setting.

Enable or disable Zoom AI to join third-party meetings for your personal account

This setting allows individual users to enable or disable Allow Zoom AI to join third-party meetings for their personal account. You do not need admin permissions to change the setting, unless it is locked by an admin for the entire account or a group of users.

1. Sign in to the Zoom web portal.
2. In the top-right corner, click your profile picture or initials, then click My account.
3. In the side menu, click Settings .
4. Click the Zoom AI tab.
5. Under Meeting, click the Allow Zoom AI to join third-party meetings toggle to enable or disable it.
   Notes:
   • If you have not synced your calendar, you will be prompted to connect your calendar before using Meeting Summary in third-party meetings.
   • If the option is grayed out, it has been locked at either the group or account level. You need to contact your Zoom admin.
6. If a verification dialog appears, click Enable or Disable to verify the change.
7. (Optional) Select the Automatically join meetings on my calendar check box to set the Zoom AI bot to join all meetings on your synced calendar automatically. Users can select one of the following options:
   • All events with video conference links
   • Meetings where I am the host
   • Meetings where I am the participant
8. (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
9. Click Save.