Setting up Push to Talk AI summary email report for Zoom Phone

Account owners and admins can control the use of the Push to Talk AI summary email report feature to generate daily or weekly summaries of push-to-talk phone calls based on the ongoing conversation, including the summary time period, quick recap, next steps, and full summary. This feature uses AI technology, which may include third-party models, and allows Zoom Phone users to initiate an AI-generated call summary. 

Learn more about using Zoom Phone push-to-talk and how Zoom AI features handle your data.

Requirements for setting up Zoom Phone Push to Talk AI summary email report

• Either a Zoom Workplace license with Phone included, or a standalone Zoom Phone calling plan
• Account owner or admin privileges
• Zoom Phone role to configure Push to Talk settings
• Contact Zoom Support to enable PTT Scheduled Summary for your account

Note: AI features may not be available for select verticals and select regional customers.

How to configure the Push to Talk AI summary email report

You can enable or disable the Push to Talk AI summary email report at the account, site, or Push to Talk channel level, and customize report settings such as access members (who receives the report), time zone, time range, and delivery schedule.

Note: The Push to Talk AI summary covers activity within the selected time range, the current day if set to daily, or the last 7 days if set to weekly.

Enable or disable Push to Talk AI summary email report

Account

To enable or disable Push to Talk AI summary email report 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 Phone.
5. Under Push to Talk, click the Push to Talk AI summary email report toggle to enable or disable it.
6. If a verification dialog appears, click Enable or Disable to verify the change.
7. Configure the Push to Talk AI summary email report.
8. (Optional) To limit all users in your account from changing this setting, click the lock icon , and then click Lock to confirm the setting.

Site

To enable or disable Push to Talk AI summary email report for a site:

1. Sign in to the Zoom web portal as an admin with the privilege to edit sites.
2. In the top-right corner, click your profile picture or initials, then click Admin Center.
3. In the side menu, click Product configuration then Phone System followed by Company Info.
4. Click the applicable site name from the list.
5. Click the Policy tab.
6. Under Push to Talk, click the Push to Talk AI summary email report toggle to enable or disable it.
7. 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.
8. Configure the Push to Talk AI summary email report.
9. (Optional) To limit all users in the group from changing this setting, click the lock icon , and then click Lock to confirm the setting.

Push to Talk channel

To enable or disable Push to Talk AI summary email report for a Push to Talk channel:

1. Sign in to the Zoom web portal as an admin with the privilege to edit Push to Talk channels.
2. In the top-right corner, click your profile picture or initials, then click Admin Center.
3. In the side menu, click Product configuration then Phone System followed by Push to Talk.
4. Click the applicable channel name from the list.
5. Click the Policy tab.
6. Under Push to Talk, click the Push to Talk AI summary email report toggle to enable or disable it.
7. 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 or site level and needs to be changed at that level.
8. Configure the Push to Talk AI summary email report.

Configure the Push to Talk AI summary email report

1. Enable or disable Push to Talk AI summary email report at the level that you want.
2. Click Access member list.
   A pop-up window will appear, where you can manage the members who will receive the email report:
3. In the window, click Add Member.
4. In the Add member window, search for the member by name or extension.
5. Click Add.
6. (Optional) To the right of a member, click Remove to remove the member from the access member list.
7. Click Close.
8. Under Push to Talk AI summary email report, click the Time Zone dropdown and select the time zone.
9. Under Report time range, set the time range that the report will be delivered.
10. Click the Email delivery schedule dropdown to select the frequency of the email report delivery:
    • Daily
    • Weekly: Select the day of the week to deliver the email report.
11. Click Save.