Enabling or disabling AI Formula

Account owners and admins can control the use of AI Companion in Zoom AI Sheets to generate, explain, and apply spreadsheet formulas from natural-language input. This feature uses AI technology, which may include third-party models, and enables users to create and understand formulas by simply describing what they want to accomplish in plain language. The feature can be enabled at the account and group levels, and to restrict access, it can be hidden and locked at the account level.

Learn more about using AI Formula with AI Companion and how Zoom AI Companion features handle your data.

For language availability, review the supported languages for Zoom AI Companion features.

Requirements for enabling or disabling AI Formula 

• Zoom Workplace Pro, Zoom Workplace Pro Plus, Zoom Workplace Business, Zoom Workplace Business Plus, Zoom Workplace for Education, or Zoom Workplace Enterprise account
  Note: Basic accounts may have the option to enable AI features, but these features will not be accessible until the account is upgraded to a Pro account.
• Account owner or admin privileges
• AI Sheets enabled by an admin

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

How to enable or disable AI Formula

Enable or disable AI Formula for the entire account

To enable or disable the AI Formula feature for all users in the account:

1. Sign in to the Zoom web portal.
2. Click Account Management, then Account Settings.
3. Click the AI Companion tab.
4. Under the AI Sheets section, click the AI Formula toggle to enable or disable the option.
5. If a verification dialog appears, click Enable or Disable to verify the change.
6. (Optional) To prevent all users in your account from changing these settings, click the lock icon , and then click Lock to confirm the setting.

Enable or disable AI Formula for a group of users

This setting allows account owners or admins to enable or disable AI Formula for a specific group of users. Changes apply only to users in the selected group.

1. Sign in to the Zoom web portal.
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 the AI Sheets section, click the AI Formula toggle to enable or disable the option.
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 prevent all users in the group from changing these settings, click the lock icon , and then click Lock to confirm the setting.