Enabling or disabling Push to Talk AI summary for Zoom Phone

Account owners and admins can control the use of the Push to Talk AI summary feature to generate summaries of push-to-talk phone calls in their accounts. After the call, the summary is available in both the Zoom Workplace app and the web portal. Users can also request to get caught up and receive a summary from Companion 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. At the end of the call, the summary is automatically accessible through the user’s call history logs in the Zoom app or web portal and can be edited and emailed.

Learn more about using Zoom Phone push-to-talk, using Push to Talk AI summary for Zoom Phone, and how Zoom AI Companion features handle your data.

Requirements for enabling or disabling Zoom Phone Push to Talk AI summary

• 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
• Zoom Phone paid licenses in the account

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

How to enable or disable Push to Talk AI summary for Zoom Phone

Account

To enable or disable Push to Talk AI summary 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 Zoom Phone tab.
4. Under AI Companion, click the Push to Talk AI summary toggle to enable or disable it.
5. If a verification dialog appears, click Enable or Disable to verify the change.
6. (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 for a site:

1. Sign in to the Zoom web portal as an admin with the privilege to edit sites.
2. In the navigation menu, click Phone System Management then Company Info.
3. Click the applicable site name from the list.
4. Click the Policy tab.
5. Under AI Companion, click the Push to Talk AI summary 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) 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 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 navigation menu, click Phone System Management then Push to Talk.
3. Click the applicable channel name from the list.
4. Click the Policy tab.
5. Under AI Companion, click the Push to Talk AI summary 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 or site level and needs to be changed at that level.

How to configure the Push to Talk AI summary email report

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 navigation menu, click Account Management then Account Settings.
3. Click the Zoom Phone tab.
4. Under AI Companion, click the Push to Talk AI summary email report toggle to enable or disable it.
5. If a verification dialog appears, click Enable or Disable to verify the change.
6. Configure the Push to Talk AI summary email report.
7. (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 navigation menu, click Phone System Management then Company Info.
3. Click the applicable site name from the list.
4. Click the Policy tab.
5. Under AI Companion, 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.
   Note: If the option is grayed out, it has been locked at the account level and needs to be changed at that level.
7. Configure the Push to Talk AI summary email report.
8. (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 navigation menu, click Phone System Management then Push to Talk.
3. Click the applicable channel name from the list.
4. Click the Policy tab.
5. Under AI Companion, 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.
   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.
7. 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:
   1. In the window, click Add Member.
   2. Add members by searching for the member's name or extension.
   3. Click Save.
   4. (Optional) To the right of a member, click Remove to remove the member from the access member list.
3. Click the Time zone dropdown and select the time zone.
4. Under Report time range, set the time range that the report will be delivered.
5. 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.