Enabling AI agents

AI agents builder is a no-code that lets you create and deploy a custom artificial intelligence (AI) agent directly within Zoom Chat. You can personalize your AI agent with a name, avatar, and description, then connect it to various knowledge sources, including Zoom Canvas, Zoom Slides, Zoom Sheets, web URLs, and uploaded files such as PDFs, Word documents (.docx/.doc), CSV, JSON, and PowerPoint presentations.
 
Additionally, AI agents can be connected to third-party tools like Jira, Salesforce, and ServiceNow using pre-built Model Context Protocol (MCP) connectors. Once created and published, your AI agent becomes available in Zoom Chat, where users can interact directly with the AI agent or add agents to chat channels to help answer questions, take actions, and help you get work done, all without leaving the conversation.
 



Requirements for enabling AI agents

Table of Contents

How to enable or disable AI agents

You can control AI agents for Chat in the Zoom web portal. Account owners and admins can choose to enable or disable Chat AI agents for all users on the account or specific groups of users.

Enable or disable AI agents for the entire account

This setting allows account owners or admins to enable or disable AI agents for all users in the account.
  1. Sign in to the Zoom web portal as 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 AI.
  5. Under Conversations, click the AI agents toggle to enable or disable it.
  6. (Optional) Check one or both of the boxes to enable the options:
  7. (Optional) To prevent all users in the account from changing this setting, click the lock icon, and then click Lock to confirm the setting.

Enable or disable AI agents for a group of users

This setting allows account owners or admins to enable or disable AI agents for a specific group of users. Changes apply only to users in the selected group.
  1. Sign in to the Zoom web portal as admin with the privilege to edit groups.
  2. In the top-right corner, click your profile picture or initials, then click Admin Center.
  3. In the side menu, click Users.
  4. Click Groups.
  5. Click the applicable group name from the list.
  6. In the General configuration section, click Edit product settings.
  7. Click the Zoom AI tab.
  8. Under Conversations, click the AI agents toggle to enable or disable it.
  9. (Optional) Check one or both of the boxes to enable the options:
  10. (Optional) To prevent all users in the group from changing this setting, click the lock icon, and then click Lock to confirm the setting.

Enable or disable AI agents in the user account

This setting allows individual users to enable or disable AI agents for their personal account. You do not need admin permissions to change the setting, unless it is locked by an admin for the entire account or a group of users.
  1. Sign in to the Zoom web portal.
  2. In the top-right corner, click your profile picture or initials, then click My account.
  3. In the side menu, click Settings .
  4. Click Zoom AI.
  5. Under Conversations, click the AI agents 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 either the group or account level. You cannot change it yourself and must contact your Zoom admin.

How to enable or disable the use of third-party apps in AI agents

Enable or disable third-party apps in AI agents for the entire account

This setting allows account owners or admins to enable or disable the use of third-party apps in AI agents 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 AI.
  5. Under Conversations, click the Allow users to use third-party apps in Agents toggle to enable or disable it.
  6. (Optional) Select one of the following options:
  7. (Optional) To prevent all users in the account from changing this setting, click the lock icon, and then click Lock to confirm the setting.

Enable or disable third-party apps in AI agents for a group of users

This setting allows account owners or admins to enable or disable third-party apps in AI agents for a specific group of users. Changes apply only to users in the selected group.
  1. Sign in to the Zoom web portal as an admin with the privilege to edit groups.
  2. In the top-right corner, click your profile picture or initials, then click Admin Center.
  3. In the side menu, click Users.
  4. Click Groups.
  5. Click the applicable group name from the list.
  6. In the General configuration section, click Edit product settings.
  7. Click the Zoom AI Tab.
  8. Under Conversations, click the Allow users to use third-party apps in Agents toggle to enable or disable it.
  9. (Optional) Select one of the following options:
  10. (Optional) To prevent all users in the account from changing this setting, click the lock icon, and then click Lock to confirm the setting.

How to enable or disable the Agent management role

  1. Sign in to the Zoom web portal as an admin with the privilege to edit groups.
  2. In the top-right corner, click your profile picture or initials, then click Admin Center.
  3. In the side menu, click Users.
  4. Click Roles.
  5. Click the All tab.
  6. Click the applicable group name from the list.
  7. Click the Role Settings tab.
  8. In the navigation menu, click Agent.
  9. Under the View and Edit columns, select the checkboxes to grant permissions for Agent management.
  10. (Optional) Under Scope, select the scope of the role.