Using the AI Companion dashboard
Account owners and admins can view the usage of AI Companion, Custom AI Companion, and AI Companion on the web features within their account, including tracking adoption rates and identifying the most active users. These metrics are based on AI Companion usage in meetings hosted by users on the account, as well as in group chats, channels owned by internal users, and 1:1 chats.
Admins can also use the Dashboard for Meetings and Webinars, Zoom Rooms, Chat, Whiteboard, and more. Learn how to get started with using the Zoom Dashboard.
Requirements for using the AI Companion dashboard
- Business, Education, or API Plan
- Account owner or admin privileges
- AI Companion for Web licenses assigned to users in your organization, including:
- AI Companion 3.0 standalone licenses
- Zoom Workplace Pro licenses
- Users must have AI Companion for Web enabled in their settings
Note: AI Companion features may not be available for all regions or account types.
How to access the AI Companion tab of the Dashboard
- Sign in to the Zoom web portal as an account owner or administrator.
- In the navigation menu, click Dashboard.
- At the top of the Dashboard, click the AI Companion tab.
- The dashboard is organized into four tabs:
- AI Companion
- Custom AI Companion
- AI Companion on the web
- ROI
The dashboard displays multiple sections showing adoption, usage metrics, and trends.
View the adoption funnel
The adoption funnel section provides a visual representation of AI Companion, Custom AI Companion, and AI Companion for Web adoption across your organization. This section displays three key metrics:
- Licensed users: The total number of unique licensed users on the current day.
- Active users: The total number of unique active users in the last quarter (last 90 days).
The funnel visualization helps you understand the progression from licensing to actual usage, identifying potential adoption barriers.
Filter dashboard data
The dashboard provides several filtering options to customize your view and focus on specific data segments.
Group filtering
- Click the Groups filter field.
- Select one or multiple groups from the list.
- The filter supports both primary and secondary groups.
Click the Clear filters option to reset the filters.
Department filtering
- Click the Department filter field.
- Search for or select specific departments.
Click the Clear filters option to reset the filters.
Note: Filtering options apply to all sections below the adoption funnel, including KPIs, historical trends, and the leaderboard.
Understanding the usage metrics
Account owners and admins can access comprehensive usage data for AI Companion, Custom AI Companion, and AI Companion on the web through the AI Companion dashboard. The dashboard presents key performance indicators and allows admins to filter data while analyzing historical trends across customizable time periods. Advanced filtering options and top user analytics offer deeper insights into feature utilization patterns.
The Key Performance Indicators (KPI) section displays the number of users who have used the given feature and the number of user interactions with that feature.
You can also filter the metrics to view them from a specific timeframe (under KPI date range), department, or group (under Global filters). To adjust the timeframe of these metrics, click the drop-down menu above this section and choose from the following options:
- Daily: View the current day’s usage metrics.
- Weekly: View the past week’s worth of usage metrics. This includes the present day and the 6 previous days.
- Monthly: View the past month’s worth of usage metrics. This includes the present day and the 27 previous days, regardless of whether the month has 30 or 31 days.
AI Companion
The following metrics may be available, depending on which AI Companion features are enabled on the account:
- AI Companion Active Users: The number of unique users who completed at least one action with AI Companion in the specified timeframe.
- Active AI Companion in Zoom Workplace users: The number of licensed Zoom Workplace users who sent at least one message to the AI Companion panel in Zoom Workplace in the specified timeframe.
- AI Companion in Zoom Workplace queries: The number of messages sent to the AI Companion Zoom Workplace app in the specified timeframe. This includes user-typed queries and clicks on the prompts generated by AI Companion.
- Meeting AI Companion active users: The number of unique users who completed at least one action with AI Companion in Meetings features (e.g., Meeting Summary, Meeting Questions) during the selected timeframe.
- Meeting summary hosts: The number of users on the account who have used the meeting summary feature in the specified timeframe.
- Meetings with summaries: The number of meetings on the account that have used the meeting summary feature in the specified timeframe. Users attending external meetings where AI Companion features were used are not included.
- Meeting questions users: The number of users on the account who have used the in-meeting questions feature in the specified timeframe.
- Meetings with questions: The number of meetings on the account that have used the in-meeting questions feature in the specified timeframe.
- Team Chat AI Companion active users: The number of unique users who completed at least one action with AI Companion in Team Chat features (e.g. Thread summary, Compose, etc.) in the specified timeframe.
- Team Chat compose users: The number of users on the account who have used the Chat compose feature in the specified timeframe.
- Team Chat compose events: The number of Chat messages composed with the Chat compose feature on the account in the specified timeframe.
- Team Chat thread summary users: The number of users on the account that have used the Chat thread summary feature in the specified timeframe.
- Team Chat thread summaries generated: The number of thread summaries generated with the Chat thread summary feature on the account in the specified timeframe.
- Smart Recording users: The number of users on the account that have used the smart recording feature in the specified timeframe.
- Smart Recording generated: The number of smart recordings created on the account in the specified timeframe.
- Phone AI Companion active users: The number of unique users who completed at least one action with AI Companion in Phone features (e.g., call summary and voicemail prioritization) in the specified timeframe.
- Call Summary active users: Call Summary active users are the total number of unique active users who use the Zoom Phone summary feature during this period.
- Voicemail Prioritization active users: Total number of unique active users who use the Voicemail Prioritization feature during this period.
- Voicemail Task active users: Total number of unique active users who use voicemail task.
- Team SMS thread summary active users: Total number of unique active users who use Team SMS thread summary.
- Calls with summary on: Total number of calls that have call summaries during this period.
- Voicemail Prioritization generated: Total number of voicemails that have voicemail prioritization generated during this period.
- Voicemail Tasks generated: Total number of voicemails that have tasks generated.
- Team SMS thread summary generated: Total number of Team SMS thread summary generated.
- Whiteboard Users: Total number of unique active users who take any action using the AI Companion in Whiteboard during this period.
- Whiteboard content generated: Total Whiteboard content generated with AI Companion during this period.
- Whiteboard content refined: Total Whiteboard content refined with AI Companion during this period.
- Clip Active Users: Total number of unique active users who trigger the AI Companion feature in Clips during this period.
- Auto-generated Clip metadata: Total number of Clips content elements (such as titles, descriptions, tags and chapters) automatically generated using AI Companion during this period.
- Template avatars used: Total number of Clips content elements (such as titles, descriptions, tags and chapters) automatically generated using AI Companion during this period.
- Custom avatars used: The number of custom avatars used in clips during this period.
- Custom avatars generated: Number of custom avatars created from scratch using AI Companion during this period.
Custom AI Companion
The following metrics may be available, depending on which Custom AI Companion features are enabled on the account:
- Active users: The total number of unique active users who use any Custom AI Companion feature in the specified timeframe.
- Assisted Actions: The number of unique licensed users who completed at least one action using Custom AI Companion.
- Queries using knowledge: The total number of user queries that were answered using custom knowledge collections created in AI Studio.
- Queries using BYOI: The total number of user queries that were answered using third-party indexing services like Amazon Q or Glean.
- Queries using 3rd-party app: Total number of user queries against third- party applications.
AI Companion on the web
The following metrics may be available, depending on which AI Companion on the web features are enabled on the account:
- Active users: The total number of unique active users who submit at least one query through AI Companion on the web during the specified timeframe.
- Total queries: The total number of queries that users in AI Companion initiated on the web during the specified timeframe.
- Total threads: The total number of conversation threads that were initiated by users in AI Companion on the web during the specified timeframe.
- Average queries per user: The average number of queries initiated per active user in AI Companion on the web during the specified timeframe.
- Average threads per user: The average number of conversation threads initiated per active user in AI Companion on the web during the specified timeframe.
- Top 10 roles by users: Top 10 user profile roles, ranked by the number of unique users who used AI Companion on the web during the selected period.
- Top 10 roles by queries: Top 10 user profile roles, ranked by the number of user-initiated query count in AI Companion on the web during the selected period.
ROI
The ROI productivity metrics displayed in this dashboard are estimates calculated based on available account data and the current calculation settings. These calculations can use either the default values based on industry benchmarks or custom configured values. Actual results may vary significantly depending on your organization's implementation. These projections are provided for informational purposes only and should not be considered guaranteed outcomes. Learn more
- Total minutes saved: Represents the total estimated savings provided by AI Companion Meeting Summary. This value is calculated by multiplying the number of meeting minutes by the host and participant saving factors.
- Host minutes saved: Represents the total estimated savings for meeting hosts provided by AI Companion Meeting Summary. This value is calculated by multiplying the number of meeting minutes by the host saving factors.
- Particpant minutes saved: Represents the total estimated savings for meeting participants generated by AI Companion Meeting Summary in meetings where the summary was shared with participants. The calculation multiplies the number of meeting minutes by the participant savings factor and by number of participants, excluding the host.
- Unrealized host minutes: Represents the potential savings that could have been generated by AI Companion if the host had created a meeting summary. This value is calculated by multiplying the total meeting minutes by the host savings factor.
- Unrealized participant minutes: Represents the potential savings that could have been generated by AI Companion if the host had created and shared a meeting summary with participants. The value is calculated by multiplying the total meeting minutes by the number of participants (excluding the host) and the participant savings factor.
- Average number of views per shared meeting summary: The average number of times a meeting summary was viewed.
Understanding the usage and engagement trends
The next section of the dashboard provides similar information, but in a graph format to show trends over time. Admins can:
- Choose a time range to view metrics for that period.
Note: This time range also affects the Top 10 users section below. - Click color-coordinated metrics to add or remove their data from the graph.
- Hover over plot points to view exact details for that date.
- Export as a CSV or JPEG file by clicking the download icon
in the top-right corner of a usage chart.
AI Companion
- AIC in Zoom Workplace usage and adoption by product
- Usage & adoption by feature
- Meeting questions enabled and used
- AIC in Zoom Workplace Feedback
Custom AI Companion
- Overall usage & adoption
- Usage & adoption by feature
- 3rd-party app usage
AI Companion on the web
- Overall usage & adoption
- Queries by category
- AI Companion on the web feedback
Understanding the top 10 AI Companion users by engagement
Admins can view the top 10 users in their account who make the most use of AI Companion features. The displayed data is affected by the selected time range above. By default, the overall top 10 users by usage are shown, but this view can be further filtered by usage, features, or queries.
AI Companion
- Usage across all AI Companion features
- AI Companion in Workplace App
- AI Companion in Meetings
- Meeting summary
- Meeting questions
- Smart recording
- AI Companion in Phone
- Call summary
- Voicemail prioritization
- Voicemail tasks
- Team SMS thread summary
- AI Companion in Team Chat
- Team Chat thread summary
- Team Chat compse
- AI Companion in Whiteboard
- AI Companion in Clips
Custom AI Companion
- All feature
- Knowledge collection
- 3rd-party app
- BYOI
- Custom meeting templates
AI Companion on the web
- Total queries
- General
- Writing
- Deep research
- Workflow
- Total threads