Using Confluence within AI Companion

AI Companion allows you to interact with Confluence directly from the AI Companion panel, eliminating the need to switch between applications. You can create, update, and extract information from Confluence documents using natural language commands.

You can also use Confluence with Zoom Team Chat.

Requirements for using Confluence within AI Companion

• A paid Zoom license (Online, Pro, or Enterprise)
• Custom AI Companion add-on
• Custom AI Companion for third-party apps must be enabled by account owners and admins and the third-party app must be integrated with AI Companion
• Zoom desktop app
  • Windows: 6.4.5 or higher
  • macOS: 6.4.5 or higher
  • Linux: 6.4.5 or higher
• Zoom web app
• Confluence workspace access with appropriate permissions
• Use of Confluence in personal workflows requires AI Companion for the web

Limitations

• Administrative changes to Confluence cannot be made through AI Companion
• Confluence plugin and extension features are not supported
• The full Confluence interface is not replicated within the AIC Panel

Note: AI Companion provides quick access to common Confluence tasks but is not intended to replace the full Confluence experience. For advanced document management, visit Confluence directly.

How to connect Confluence with AI Companion

1. Sign in to the Zoom 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, click the add icon .
4. Click the My Apps tab then Confluence.

Note: Authorizing the Confluence app allows AI Companion to access your Confluence folder, pages and content.

How to disconnect the Confluence app

1. Sign in to the Zoom App Marketplace as an account admin or owner.
2. In the top-right corner, click Manage.
3. In the navigation menu, click Added apps, then Confluence.
4. Click Connections.
5. Click the ellipsis icon , then Disconnect.

Note: Confluence app configuration data is deleted automatically when you remove the Confluence app from the Zoom App Marketplace.

How to use Confluence with AI Companion

Create Confluence documents

1. Click the [+] menu in the AIC Panel.
2. To create a new document, use one of these commands:
   • Create a document with just a title: "Create a document [title]"
   • Create a document with content: "Create a document [title] with the following content [content]"

Note: The document will be created in your default Confluence space.

Update Confluence documents

1. Access the AIC Panel.
2. Use these commands to modify existing documents:
   • Change document title: "Change the name of [old title] to [new title]"
   • Update document content: "Update the content of [document title] to [new content]"
   • Add content: "Add the following content to [document title]: [content]"

Note: Changes made through AI Companion are saved immediately to your Confluence workspace.

Search and extract information

1. Access the AIC Panel.
2. Use these commands to find and extract information:
   • Find documents: "Find me all documents with [keyword] in the title"
   • View document content: "What is the content of [document title]"
   • Get document summary: "Provide a summary of [document title]"
   • Ask specific questions: "What is [specific information] in [document title]"

Note: Content extracts are limited to 300 characters. For longer content, you'll receive a link to view the full document in Confluence.

Summarize Confluence documents

1. Access the AIC Panel.
2. Use these commands to modify existing documents:
   • Summarize document content: "Summarize the content of [document title]"
3. (Optional) Add content: "Add the following paragraph to [document title]: [content]"

How to use Confluence in AI Companion on the Web personal workflows

Authorizing the Confluence app allows AI Companion to access your Confluence folder, pages, and content.

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 Confluence.
5. Click Confluence.
   When prompted, click  Authenticate to log in to your Slack account.
6. Select from the available predefined nodes.

Nodes available for Confluence in personal workflows

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

Note: Authentication is required before using the Confluence nodes.

How your data is used

Zoom's Confluence marketplace app allows Zoom Communications Inc. access to your Confluence folders, pages and content. To do so, you'll need to share Confluence permissions. The permissions you'll share with Zoom Communications Inc. include:

• Access Confluence content: Zoom Communications Inc. will have permission to access your Confluence Confluence folder, pages and content.

By authorizing this connection, the Confluence app maintains ongoing access to your information.