Using AI Companion on the web

You can use AI Companion on the web to interact with AI Companion in your browser. AI Companion on the web allows you to ask questions, retrieve information from your Zoom content or connected sources, collaborate on writing projects, and perform deep research with AI assistance. AI Companion on the web supports conversation, agentic retrieval, writing, and deep research modes, and includes built-in conversation starter assistants for quick actions such as meeting summaries and project tracking.

Requirements for using the AI Companion on the web

• Pro, Business, Enterprise account, or AI Companion standalone account
• AI Companion enabled by admin
• Supported browsers: Chrome, Edge, Safari, or Firefox (latest versions)
• To use deep research mode, users must have a Custom AI Companion license.

How to access AI Companion on the web

You can access AI Companion on the web from the Zoom web portal after signing in with the correct account permissions.

1. Sign in to the Zoom web portal and navigate to AI Companion on the web.
2. In the welcome window, type or select your role from the drop-down menu to customize your AI Companion experience, then click Next.
3. (Optional) To sync your calendar, click Connect to integrate your Google or Outlook calendar account.
4. Click Next to complete setup.

How to start a conversation in AI Companion on the web

You can enter prompts in the AI Companion text box, attach data sources, use web search to complete research, and writing mode to help write content.

1. Sign in to the Zoom web portal and navigate to AI Companion on the web.
2. In the AI Companion on the web text box, you can:
   • Enter keywords, phrases, or sentences, then click the send icon. Learn more about formatting your AI Companion prompt.
   • (Optional) Click one of the conversation starters, such as Post Meeting Follow Up, Project Tracker, or Daily Reflection.
   • (Optional) Click the plus icon to manually upload or select one or more items from Meetings, Zoom Docs, Google Drive, or One Drive to include as reference material for your prompt.
3. When you're ready to send a message, click the send icon .
   AI Companion will process your prompt and respond. AI Companion responses will vary depending on prompt, settings, and available configured data sources.
4. (Optional) Click the thumbs up icon or the thumbs down icon to provide feedback about the response.

Note: Third-party data sources must be connected to use. Once connected, they remain available unless manually disconnected.

Conversation starters

Conversation starters are ready-made AI prompts that help you quickly analyze meeting and document information for tasks, such as follow-ups, project tracking, trend analysis, and personal development. Conversation starters are categorized by their focus, such as For you, Meeting related, Coaching, Analysis, Sales, and HR, which groups them by use case.

1. Sign in to the Zoom web portal and navigate to AI Companion on the web.
2. Under the AI Companion text box, click a conversation starter focus, then click one of the available prompts to open a new conversation tailored to your desired result.

Configure sources

You can manage and filter the sources AI Companion on the web retrieves information from, including Zoom meetings, Zoom Docs, Google Drive, OneDrive, and third-party connectors such as Slack. By default, your search scope includes all available and connected sources, and any changes made are remembered until you update them again. Learn more about connecting and disconnecting third-party data sources.

1. Sign in to the Zoom web portal and navigate to AI Companion on the web.
2. Click All sources, then select or clear the check boxes to configure the data sources AI Companion on the web retrieves information from.

   Available sources include:

   • All Zoom data
     • Meeting
     • Zoom Docs
   • Google Drive
   • OneDrive
   • Slack

Notes:

• Support for Slack as a data source requires a Custom AI Companion license.
• Data sources configured for the AI Companion side panel in the Zoom Workplace app are not applicable to AI Companion on the web.

Modes

AI Companion on the web provides different modes allowing you to choose how you want to research, write, or automate tasks, including Deep research, Write, and Workflows.

Write mode

Write mode allows you to draft, refine, and save collaborative documents with AI assistance, either in the writing canvas window or directly in Zoom Docs, where multiple users can edit and comment in real time.

1. Sign in to the Zoom web portal and navigate to AI Companion on the web.
2. In a new chat, click Mode, then Write.
3. Enter a writing prompt. For example, draft a project proposal based on my latest meeting notes.
4. Click the send icon .
5. In the writing canvas window, do the following:
   • (Optional) Enter additional prompts to refine your draft. For example, you can ask AI Companion to insert an introduction, edit for clarity, or rewrite in a formal tone.
   • (Optional) Edit AI Companion’s generated draft directly in the writing canvas window.
   • (Optional) Click the ellipsis icon to edit your draft in the Zoom Docs interface.

Workflow mode (beta)

Workflow mode allows you to describe a workflow in natural language and have AI Companion help you design an automated flow using triggers and actions. Learn more about creating and managing workflows.

1. Sign in to the Zoom web portal and navigate to AI Companion on the web.
2. In a new chat, click Mode, then Workflow.
3. Enter a task to automate. For example, preparing for meetings, summarizing content, or sending updates to chat channels.
4. Click the send icon .
5. (Optional) Enter additional prompts to refine your workflow, modify triggers, or update actions at any stage of the workflow creation process.

Deep research mode

Deep research mode allows users with an active Custom AI Companion license to ask complex questions and receive multi-turn, in-depth answers across your available data sources, supporting follow-up questions that build on prior context.

Deep research mode can retrieve information from the following sources:

• Meeting data
• Zoom Docs
• Google Drive
• OneDrive
• Web search

To use deep research mode:

1. Sign in to the Zoom web portal and navigate to AI Companion on the web.
2. In a new chat, click Mode, then Deep research.
3. Enter a research prompt. For example, you can ask AI Companion to compare project summaries from the last three sprint reviews.
4. Click the send icon .
5. (Optional) Click the copy icon to copy the generated result to your clipboard.
6. (Optional) Click the save icon to save the generated result to a Zoom Doc.

How to use sidebar options in AI Companion on the web

Help me write

Help me write uses the same underlying capabilities as Write mode and provides a library of writing templates.

1. Sign in to the Zoom web portal and navigate to AI Companion on the web.
2. In the sidebar, click Help me write.
   A new AI Companion conversation opens in a writing-focused workspace.
3. In the AI Companion text box, enter a writing request, such as Draft a weekly status update for my team or Summarize my latest meeting outcomes for leadership.
4. (Optional) Under the AI Companion text box, select a writing template to start from a prebuilt structure, such as:
   • Daily report
   • Recruiting notes
   • User feedback report
   • Call prep
   • Deal win/loss note
   • Campaign plan
5. (Optional) Click the ellipsis icon to edit your draft in the Zoom Docs interface.

Meetings

AI Companion on the web integrates with Zoom Calendar, Google Calendar, and Outlook Calendar so you can view and manage your schedule directly. Learn more about managing your calendar events in Zoom Calendar.

1. Sign in to the Zoom web portal and navigate to AI Companion on the web.
2. In the sidebar, click Meetings.
   A calendar view of your connected calendars appears, showing your events and meetings for today and upcoming days.
3. To join a scheduled Zoom meeting from the calendar view, click Join next to the meeting.
4. (Optional) Click a calendar event to access your meeting assets, such as summaries, recordings and meeting details.
5. (Optional) Click a hero prompt to have AI Companion generate calendar insights, such as, key takeaways, schedule summaries, or action item reminders.
6. (Optional) In the AI Companion side panel text box, enter a prompt to retrieve meeting assets or calendar insights.

Workflows (beta)

The Workflows sidebar option allows you to build, view, and monitor automated workflows using AI Companion on the web.

Note: Workflows for AI Companion on the web is a beta feature and is only available to some paid AI Companion and Custom AI Companion users in the US. During the beta, users can run up to 125 flows per month.

When you click Workflows in the sidebar, the Workflow mode will automatically open, where you can describe a workflow in natural language. You can also access the following workflow-related options, which are displayed under Workflow in the sidebar:

+ Create

To create a workflow from scratch:

1. Sign in to the Zoom web portal and navigate to AI Companion on the web.
2. In the sidebar, click Workflow.
3. Under Workflow, click + Create.
   The workflow builder opens, and the AI Companion side panel displays a text box where you can describe your workflow.
4. In the workflow canvas, click + Add your first node.
5. In the node trigger list, do one of the following:
   • Select a trigger from the list, for example:
     • Manually start: Start the workflow when you press a button.
     • Fill out a form: Start the workflow when users submit a form with required fields.
     • Meeting event: Start the workflow when specific Zoom Meeting events occur, such as when a meeting starts or ends.
     • Team chat event: Start the workflow when a Zoom Team Chat event occurs, such as when a message is received or a specific emoji is used.
     • Custom schedule: Start the workflow at a scheduled date and time.
     • Personal audio recorder: Start the workflow using audio. Personal audio recorder allows you to transcribe in-person conversations by capturing audio and automatically generating a transcript. Before you start recording, make sure you follow all applicable laws when monitoring or recording conversations.
   • Search for a previously created or commonly used node trigger.
   Note: When you hover over a trigger option, a coach or help tooltip appears to explain when to use that trigger.
6. Click a trigger to add it to the canvas and expand its configuration panel.
7. Configure the trigger details. For example, for a Meeting event trigger, configure:
   • Meeting event type: When meeting ends.
   • Which meetings to monitor: All my meetings.
   • Time offsets: 0 min to trigger exactly when the event happens, or a negative or positive offset to trigger before or after the event.
8. Add additional nodes and actions as needed, such as sending a summary to Slack, saving a document to Zoom Docs, or posting a message to a chat channel.
9. (Optional) At any step, use the AI Companion side panel text box to describe adjustments you want to make to the workflow, and let AI Companion update triggers, actions, or parameters for you.

All Workflows

To View and manage workflows in All Workflows:

1. Sign in to the Zoom web portal and navigate to AI Companion on the web.
2. In the sidebar, click Workflow.
3. Under Workflow, click All Workflows.
4. Use the available filters to find the workflow you want to review or update:
   • Search by workflow name.
   • Filter by date range.
   • Filter by flow trigger type.
5. (Optional) Click + Create new to create a new workflow from scratch directly from the All Workflows list.
6. Click a workflow name to open it, review its configuration, or make changes.

Templates

To use a workflow template:

1. Sign in to the Zoom web portal and navigate to AI Companion on the web.
2. In the sidebar, click Workflow.
3. Under Workflow, click Templates.
   A library of workflow templates organized by category is displayed, such as meeting management, reports, chat, and project and task management.
4. Browse the templates and select a template that matches your use case. Examples include:
   • Meeting management templates, such as:
     • Top 5 Things: Generate a weekly summary highlighting the top five items from meetings.
     • Pre-meeting reminder: Before the meeting starts, remind you of the essentials, such as the topic, start time, and key participants.
     • General Meeting Preparation Flow: Automatically prepares for upcoming meetings by searching related documents and chats.
     • Meeting Summary to Slack: Generate a comprehensive AI-powered meeting summary and send it to a Slack channel.
   • Report templates, such as Daily Reflection and Weekly work report.
   • Chat templates, such as Auto Meeting Summary Chat Sender, Daily Chat Summary, and Channel Welcome and Summary.
   • Project and task management templates, such as Daily Project Status Check-In or workflows that create Jira bugs from chat reactions.
   • Personal audio recording templates, such as sending summaries of personal audio recordings to Zoom Docs.
5. Click a template to open it in the workflow builder.
6. Review the preconfigured triggers and actions, then adjust any fields (such as channels, recipients, or storage locations) as needed.
7. (Optional) Use the AI Companion text box in the side panel to refine the template, add steps, or change conditions using natural language instructions.

Activity logs

To view workflow activity logs:

1. Sign in to the Zoom web portal and navigate to AI Companion on the web.
2. In the sidebar, click Workflow.
3. Under Workflow, click Activity logs.
   A list of workflow execution records displays.
4. Use the available filters to narrow down activity:
   • Search by workflow name.
   • Filter by status, such as completed, failed, running, paused, timed out, or terminated.
   • Filter by date range.
5. Review the columns for each workflow run, such as Name, Last run, Status, and Actions.
6. (Optional) Click a specific run or the actions associated with it to view details, troubleshoot failures, or re-run the workflow if supported.

How to manage AI Companion on the web settings

AI Companion on the web provides settings to customize its appearance, manage your conversation history, and control your connected services.

General

General settings provides options for adjusting the appearance of AI Companion on the web and managing your conversation history.

1. Sign in to the Zoom web portal and navigate to AI Companion on the web.
2. In the bottom-left corner, click your profile picture, then Settings.
3. Under General, manage the following options:
   • (Optional) Click the Dark Mode toggle to enable or disable dark mode appearance.
   • (Optional) Click Delete to permanently delete your AI Companion conversation history.

Note: Deleted conversations are permanently removed and cannot be recovered.

Connectors

Connector settings allow you to connect or disconnect supported third-party services, enabling AI Companion on the web to access files and calendar data from your connected accounts.

1. Sign in to the Zoom web portal and navigate to AI Companion on the web.
2. In the bottom-left corner, click your profile picture, then Settings.
3. Click the Connectors tab.
4. Next to the connector you want to manage, click Connect or Disconnect, then follow the prompts.
   Supported third-party services include: 
   • Google Drive
   • Google Calendar
   • OneDrive
   • Outlook Calendar
   • Slack

Note: Support for Slack as a data source requires a Custom AI Companion license.

Responsibilities for using AI Companion on the web

You are responsible for ensuring that your use of AI Companion on the web complies with Zoom’s Acceptable Use Guidelines, including those specific to AI. You may not use AI Companion on the web to make decisions with limited or no human input that have legal or similarly significant effects, including provision or denial of:

• Financial or lending services
• Housing
• Insurance
• Education enrollment or opportunity
• Criminal justice
• Employment opportunities
• Health care services or
• Access to essential goods or services