Getting started with the ZoomMate free trial

For a limited time, Zoom is offering eligible users a one-time free trial of ZoomMate capabilities with up to 500 Zoom AI credits to explore agentic AI features, including workflows, deep research, and enterprise search. Zoom AI credits are required to access and use certain metered AI-powered capabilities in ZoomMate. This free trial is subject to Zoom's Free Trial Terms of Service. This article covers who's eligible, how the trial works, and how to upgrade to a paid plan.

Who is eligible for a ZoomMate free trial

The ZoomMate free trial is available to users who are online users in the US only and meet one (1) of the following criteria as of June 1, 2026:

• A licensed user on a paid Zoom Workplace Pro or Business account
• Users with a paid My Notes standalone license

Each eligible user will receive a one-time allocation of up to 500 free trial AI credits. These credits are non-transferable and will be available to the user until they are used or the free trial ends at Zoom's discretion, whichever occurs first.

How to opt into the ZoomMate free trial

When you first sign in as an eligible user during free trial availability, you'll see an in-product promotion dialog that explains the offer:

• You've received 500 AI credits to try ZoomMate
• The free trial is a limited offering, and Zoom reserves the right to end the program at any time

To start the trial, click Start free trial. The credits are added to your account immediately, and you can begin using metered AI features right away.

ZoomMate free trial credit usage and allocation behavior

When you run a metered AI action during the trial, credits are deducted from your trial allocation. Account owners and admins can track your remaining credits from the AI Credits page in the Zoom web portal.

The ZoomMate free trial works differently from paid plans that include AI credits. Key differences:

• One-time credit usage: Trial credits do not reset monthly. Once consumed, they are not replenished.
• Per-user credit allocation: Trial credits are allocated to individual users and cannot be transferred or pooled, for example, between users.
• Trial-only credit usage: Credit packs, annual commits, and pay-as-you-go billing are not available as part of the free trial. To add more credits, users must upgrade to a paid plan for ZoomMate or AI Productivity Suite.
• Limited trial capacity: The free trial will be offered for a limited time and with limited availability. Once Zoom ends the free trial, all trial credits will expire, even for those users who have not yet used all of their allotted personal trial credits.

What happens when you reach your credit limit during the trial

Once you've consumed all of your trial credits, additional trial credits are not available. To continue using metered AI features, you'll need to upgrade to a paid plan with access to AI credits.

How to manage users as an admin during the free trial

Enable or disable the free trial for users as an admin

Admins on multi-user accounts don't need to manually activate the free trial. The trial is activated for the account as soon as any eligible user, including the admin or a non-admin user, opts in. However, admins can disable access to free trial credits after the free trial has been activated. To manage free trial access after it has been activated:

1. Sign in to the Zoom web portal as an admin.
2. In the top-right corner, click your profile picture or initials, then click Admin Center.
3. In the side menu, click AI credits.
4. Click the toggle next to Toggle to control Free trial to enable or disable the free trial for all users in their account.
5. (Optional) Click Opted-in users to view a list of users on your account who have opted in to the free trial, with their credit usage.

What happens when users on your account run out of credits

When a user on your account consumes all of their trial credits and tries to run another metered AI action, they'll see a prompt directing them to contact their admin. You can purchase and assign licenses to account users that include AI credits, which restore access to metered AI features.

How ZoomMate handles your data

How ZoomMate handles your data during the free trial is governed by Zoom's Privacy Statement. For more information, please see How Zoom AI Companion features handle your data.

Account admins can see trial usage data, such as credits consumed.