Getting started with Zoom AI Companion features

Zoom AI Companion, your generative-AI digital assistant, delivers powerful, real-time capabilities to help users improve productivity and work together more effectively. Zoom customers can expect to see AI Companion throughout the Zoom platform, with features available for products including Meetings, Team Chat, Mail, Phone, and more.

Table of Contents

Feature availability

Zoom AI Companion is included at no additional cost for customers with the paid services assigned to their Zoom user accounts. For example, Zoom AI Companion features for Meetings are available to users provisioned with paid Meetings services. However, for a customer with paid users only provisioned with Zoom Phone services, such as paid users without paid Zoom Meetings services, those users will get AI Companion features for Zoom Phone, but not for Meetings. For customers with standalone Zoom Meetings, Zoom Phone, Zoom Revenue Accelerator, or Zoom Contact Center paid services, your paid users will also get, at no additional cost, AI Companion features for Zoom Team Chat.

AI Companion features may not be available for all regions or industry verticals.

Information for healthcare and education customers

Healthcare and education customers have unique industry-specific data security and privacy concerns. As such, for those customers with BAAs in place with Zoom, certain AI Companion features will be made available once the necessary HIPAA compliance is provided for these features.

Currently, the following AI Companion features are available for Healthcare and Education accounts with BAAs in place:

Current Zoom AI Companion features

Zoom AI Companion currently enhances the following Zoom products with these respective features:

 
FeatureDescriptionSetting management
General
AI Companion panelSend prompts and receive tailored responses sourced from different data sources and contexts available to you.
  • Account
  • Group
  • User
Meetings
In-meeting questionsQuickly catch up and get clarity on what you missed during a meeting without interrupting it.
  • Account
  • Group
  • User
Smart recordingReview cloud recordings faster through highlights, smart chapters, summaries, and next steps, and get analytics on key meeting and conversation factors.
  • Account
  • Group
  • User
Meeting summaryGenerate a summary and next steps of what was discussed in your meetings and share through email and Team Chat.
  • Account
  • Group
  • User
Team Chat
Chat composeDraft messages based on conversational context and what you want to say, as well as customize its tone and length.
  • Account
  • Group
Thread summaryQuickly summarize the content of long Team Chat threads.
  • Account
  • Group
Quick schedulingEasily schedule meetings based on conversation context.
  • Account
Sentence completionQuickly complete messages by accepting suggestions as they appear in real time as you type.
  • Account
Mail
Email composeCompose and reply to emails faster with suggested content based on the email thread and what you want to say.
  • Account
  • Group
Whiteboard
Content generationGenerate ideas, refine and extend existing content, and add objects to a canvas.
  • Account
  • Group
  • User
Events
Smart composeWrite compelling event content when setting up an event including event description, session descriptions, speaker bios, lobby announcements, images, and more.
  • Account
Image generationGenerate unique images to use in your event.
  • Account
Email composeGenerate an email, subject lines, titles, and calls to action, using context from your Zoom Event description and/or providing a more specific prompt.
  • Account
Chat composeDraft chat messages for your Lobby chat based on conversational context and what you want to say, as well as customize the tone and length.
  • Account
Phone
Call summaryGenerate a call summary of what was discussed in your phone call conversation to gather information important to you. Edit and share it as you see fit.
  • Account
  • Site
  • Group
  • User
Voicemail tasksQuickly access a summarized list of tasks from your voicemail transcription.
  • Account
  • Site
  • Group
  • User
Voicemail prioritizationQuickly prioritize your voicemails using topic or intent.
  • Account
  • Site
  • Group
  • User
SMS threads summarySummarize your SMS threads as a member of a call queue or auto receptionist to quickly generate your responses.
  • Account
  • Site
  • Call Queue
  • Auto Receptionist
Clips
Generate titles, descriptions, and tagsCreate clip titles, descriptions, and tags.
  • Account
  • Group
Docs
Content generation and revisionAllow you to use AI to generate and revise content.
  • Account
  • Group
Sentence completionQuickly complete text by accepting suggestions as they appear in real-time as you type.
  • Account
  • Group
Contact Center
Engagement summaryAllow agents to see an auto-generated summary before they accept the engagement.
  • Account
Agent talk metricsAllow agents to see real-time speech metrics to improve the agent/customer interaction.
  • Account
Sentiment analysisAllow agents to view the current sentiment of the engagement to help them de-escalate the consumer.
  • Account
Follow-up tasksAllow agents to generate a list of next steps/actions based on the context of the conversation with the customer.
  • Account
Smart composeAllow agents to generate a message response based on the engagement conversation.
  • Account

How to enable or disable Zoom AI Companion features

You can control AI Companion features in the Zoom web portal. Account owners and admins can choose to enable or disable AI features for all users on the account or specific groups of users. Individual users can also enable or disable some AI features for their own use, if not locked by an admin at the account or group level.

  1. Sign in to the Zoom web portal.
  2. In the navigation menu, do one of the following:
  3. Click the AI Companion tab.
  4. Click the toggle next to a feature to enable or disable it.
    Notes:
  5. (Optional) If you're an admin modifying account or group settings, click the lock icon to prevent users in the account or group from changing the settings.
note icon
For more information about configuring AI Companion features, refer to Settings and Configuration for Zoom AI Companion.

How to use AI Companion features in Zoom products

Zoom Meetings

Meeting summary

During a live meeting, the host can enable Meeting summary to create a summary of the meeting from the time it’s enabled. The summary is automatically shared with the host and can be shared with other participants by email and through Team Chat, if continuous meeting chat is available for the meeting.

In-meeting questions

With AI Companion questions enabled, AI Companion can also answer questions about the meeting, including the option to summarize the meeting thus far or ask specific questions.

Smart recording

With Smart Recording enabled, cloud recordings are automatically organized into chapters and highlights are generated, which can be shared and seen by others.

Zoom Team Chat

Chat compose

Use AI Companion to compose messages by using context from your conversation, as well as adjusting tone, providing topic prompts, or changing the length of the message to give you confidence in what you’re communicating.

Thread summary

AI Companion can also help summarize chat threads, quickly catching you up on long discussions in chat while you were focused elsewhere.

Quick schedule

Chatting with colleagues about scheduling a meeting to discuss further? Let AI Companion help schedule a meeting for you directly from that chat discussion.

Sentence completion

Write messages more efficiently by allowing AI Companion to suggest words to complete your sentence, tapping Tab to quickly accept the suggestions.

Zoom Mail

Email compose

Using context from your conversation, as well as adjustments for tone and length, AI Companion can compose emails for you.

Zoom Whiteboard

Content generation

Based on the prompt provided or the content already available, let AI Companion generate content for your Whiteboard.

Zoom Events

Event compose

AI Companion can help you generate content, such event descriptions, session descriptions, speaker bios, and lobby announcements, when creating a new event.

Image generation

Create unique images to use in your event by letting AI generate a custom image.

Chat compose

Zoom Events participants can use AI Companion to compose chat messages for the lobby chat.

Email compose

Zoom Events hosts can also get help with composing the email body, subject lines, titles, and calls to action, using context from your Zoom Event description and/or providing a more specific prompt.

Zoom Phone

Call summary

Use Call summary with AI Companion during a phone conversation, no need to worry about taking notes and being unable to focus on the conversation. You can use the Summarize functionality to gather information most important to you. Once the call ends, the summary is automatically shared with you in the Zoom app and web portal, giving you the ability to edit it as you see fit.

Voicemail tasks

Use Voicemail Tasks with AI Companion to quickly access a summarized list of tasks derived from your voicemail transcription to promptly identify important tasks.

Voicemail prioritization

Use Voicemail Prioritization with AI Companion to define a topic or intent to assist you in managing your voicemails. The system will use your defined topic or intent to organize your incoming voicemails in order of priority.

SMS thread summary

Use Team SMS thread summary with AI Companion to allow members of your call queues and auto-receptionists to summarize their SMS threads with Zoom AI Companion to quickly understand the conversation and generate their response.

Zoom Clips

Generate titles, descriptions, and tags

Use Generate title, description, and tags with AI Companion to generate a clip title, description, and tags based on the audio transcript of your clips.

Zoom Docs

Content generation and revision

Use Docs content generation and revision with AI Companion to generate and revise content, and create new meeting summary docs from templates using existing transcripts.

Sentence completion

Use Docs sentence completion with AI Companion to provide predictive suggestions while writing content.

Zoom Contact Center

Engagement summary

While in an active messaging engagement (web or in-app chat), agents can view a summary generated for the current engagement.


Agent talk metrics

While in an active voice engagement, agents can view speech metrics above the in-call controls.

Follow-up tasks

While in an active messaging engagement, agents can generate action items after an engagement.

Sentiment analysis

While in an active messaging engagement, agents can view the customer sentiment in the top panel above the conversation.

Smart compose

While in an active messaging engagement, agents can generate a message response to the customers.

Note on Data Usage

Zoom does not use any customer audio, video, chat, screen sharing, attachments or other communications-like content (such as poll results, whiteboard and reactions) to train Zoom’s or its third-party AI models.

We evaluate and update our models periodically and those used to support Zoom AI Companion may change from time to time. For features in AI Companion that use third-party AI model providers, we will share relevant data with those third-parties when you use the feature. Data may be processed within U.S. based data centers.

Learn more about how Zoom uses data to provide Zoom AI Companion features, or view the Zoom AI Companion Security and Privacy Whitepaper.

ai companion icon

Want to enable Zoom AI Companion? Admins can configure AI Companion features in the Zoom web portal.

Set up