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

Account owners and admins can configure AI Companion to join third-party meetings for licensed users on the account. Enabling this setting allows users to invite Zoom AI Companion 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 AI Companion meeting summaries.

Requirements for enabling or disabling the use of AI Companion 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 AI Companion to meetings

Note: This setting does not manage other AI Companion 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 Companion from joining third-party meetings for meeting summaries

Account

To enable or disable Allow AI Companion 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 navigation menu, click Account Management then Account Settings.
3. Click the AI Companion tab.
4. Under Meeting, click the Allow AI Companion to join third-party meetings toggle to enable or disable it.
5. If a verification dialog appears, click Enable or Disable to verify the change.
6. (Optional) Select the Automatically join meetings on user's 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
   • Meetings where I am the host
7. (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
8. (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.

Group

1. Sign in to the Zoom web portal as an admin with the privilege to edit groups.
2. In the navigation menu, click User Management then Groups.
3. Click the applicable group name from the list.
4. Click the AI Companion tab.
5. Under Meeting, click the Allow AI Companion 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.
   Note: If the option is grayed out, it has been locked at the account level and needs to be changed at that level.
7. (Optional) Select the Automatically join meetings on user's 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
   • 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. Group admins can select one of the following options:
   • All invitees
   • Only meeting host
9. (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.

User

To enable or disable Allow AI Companion to join third-party meetings for your own use:

1. Sign in to the Zoom web portal.
2. In the navigation menu, click Settings.
3. Click the AI Companion tab.
4. Under Meeting, click the Allow AI Companion 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 AI Companion 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.
5. If a verification dialog appears, click Enable or Disable to verify the change.
6. (Optional) Select the Automatically join meetings on my calendar check box to set the AI Companion bot to join all meetings on your synced calendar automatically.
7. (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