Agentic search in ZoomMate lets you search across Zoom, the web, and your connected enterprise systems to find relevant information for a project, account, ticket, policy, or business question — all without leaving your workflow. By connecting to systems like Salesforce, Workday, and ServiceNow, ZoomMate can surface customer records, open issues, service tickets, knowledge articles, project updates, files, and other business content in one place. Context from Zoom Meetings, Phone, Chat, and other connected platforms — including Google and Microsoft — is brought directly into your conversation so you always have what you need. Search results respect your organization's access controls, permissions, access controls and permissions.
Some features are available with a Zoom Workplace Pro, Zoom Workplace Pro Plus, Zoom Workplace Business, Zoom Workplace Business Plus, Zoom Workplace Enterprise, Zoom Workplace Enterprise Plus, or Enterprise Bundle account
Use of advanced and metered AI features requires a ZoomMate license and available AI Credits
In the search bar, enter your question or topic — for example, a project name, account, ticket number, or business question. ZoomMate will search across your connected enterprise systems, Zoom activity, and the web to find the most relevant results.
Review the results, which may include:
Customer records and account information
Open issues and service tickets
Knowledge articles and policy documents
Project updates and files
Relevant conversations from Zoom Meetings, Phone, and Chat
Content from connected platforms like Google and Microsoft
Select a result to view the full details or continue the conversation with ZoomMate to refine your search. ZoomMate will use the context from your connected systems to provide a more focused answer.
Search results are based on the data sources connected to your account and are governed by your organization's access controls and permissions. You'll only see content you already have permission to access.
Understanding indexing capacity per license
Indexing capacity is the total amount of data that Agentic Search can store, process, and make searchable from your connected data sources. This includes content such as documents, tickets, and records that users can query through unified search.
Indexing capacity is pooled at the account level. Each licensed user contributes a set amount to the shared pool based on their plan tier:
$5/user/month: 100 MB per licensed user
$20/user/month: 500 MB per licensed user
$100/user/month: 1 GB per licensed user
For example, an account with 50 seats on the $5/user/month plan has a total pool of 5 GB.
If your account reaches its indexing limit, new data will not be indexed until you add more capacity. Admins can purchase additional capacity in 100 MB increments using AI credits, monitor current usage, and set optional overage limits from the admin dashboard.
