Using the AI dashboard

Account owners and admins can view the usage of AI, Custom AI, and Agent within their account, including tracking adoption rates and identifying the most active users. These metrics are based on AI 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 dashboard

Note: ZoomMate features may not be available for all regions or account types.

Table of Contents

How to access the AI tab in the Dashboard

  1. Sign in to the Zoom web portal as an account owner or administrator.
  2. In the top-right corner, click your profile picture or initials, then click Admin Center.
  3. In the side menu, click Dashboard .
  4. At the top of the Dashboard menu, click the AI tab.
  5. The dashboard is organized into 2 tabs:

The dashboard displays multiple sections showing adoption, usage metrics, and trends.

Understanding the AI Dashboard

The AI Dashboard provides insights into the adoption and usage of ZoomMate and AI features across your organization.

Overview

Adoption summary

The Adoption summary section provides an overview of ZoomMate and AI in Workplace adoption across your organization. It displays the following metrics:

These metrics help administrators compare the number of licensed users with those actively using AI features.

The visualization helps you track the progression from licensing to actual usage and identify potential adoption barriers. Click View feature breakdown to view the feature-level details for both ZoomMate and AI in Workplace.

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If the following options are not visible, click View feature breakdown to display the available features.

Available feature

The Overview section displays charts comparing feature usage across ZoomMate and AI in Workplace, helping administrators identify adoption patterns and usage trends.

The following table lists the features included in each category.

Feature categoryZoomMateAI in Workplace
Agents and workflows
  • ZoomMate agent
  • Custom agent
  • Workflow
  • Custom AI
  • ZoomMate chat
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My NotesMy notesMy Notes
AI Chat panelAI Chat panelAI chat panel
Meeting

AI in Meetings:

  • Meeting summary
  • Meeting questions
  • Smart recording

AI in Meetings:

  • Meeting summary
  • Meeting questions
  • Smart recording
Chat

AI in Chat:

  • Chat thread summary
  • Chat compose

AI in Chat:

  • Chat thread summary
  • Chat compose
Phone

AI in Phone:

  • Call summary
  • Voicemail prioritization
  • Voicemail tasks
  • Teams SMS thread summary

 AI in Phone:

  • Call summary
  • Voicemail prioritization
  • Voicemail tasks
  • Teams SMS thread summary
WhiteboardWhiteboardWhiteboard
Canvas-

 Canvas

Clips Clips

Clips

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For definitions of individual usage metrics, see the Key performance indicators section.

ROI

The Zoom AI ROI Dashboard helps account owners and admins see where AI is making a difference across their organization.

Filter dashboard data

The dashboard provides several filtering options to customize your view and focus on specific data segments.

Group filtering

  1. Click the Groups filter field.
  2. Select one or multiple groups from the list.
  3. The filter supports both primary and secondary groups.

Click the Clear filters option to reset the filters.

Department filtering

  1. Click the Department filter field.
  2. Search for or select specific departments.

Click the Clear filters option to reset the filters.

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The filtering options apply to the KPIs and the Usage and Engagement Details section.

Calculation settings

Note: Applies only to the ROI tab.

Learn more about how the benefits of using Zoom AI are calculated.

Understanding the usage metrics

Account owners and admins can access comprehensive usage and savings data for ZoomMate and AI in Workplace through the AI 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 usage 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 filter the metrics by timeframe, department (under Department filters), or group (under Group filters). To change the timeframe, click the drop-down menu on the right and select one of the following options:

Key performance indicators

Overview

Overall

The following metrics may be available, depending on which AI features are enabled on the account:

ZoomMate

The following metrics may be available, depending on which AI features are enabled on the account:

AI in workplace

The following metrics may be available, depending on which AI features are enabled on the account:

ROI

Understanding the usage and engagement details

The next section of the dashboard provides similar information, but in a graph format to show trends over time. Admins can:

Usage and adoption

Overview

ZoomMate

AI in Workplace

User feedback

Overview, ZoomMate and Workplace AI

Understanding the top 10 users by engagement

Admins can view the top 10 users in their account who use AI features the most. 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.

Usage across all AI features

Meeting summary usage details

Note: Applies only to the ROI tab.

View usage details for meeting summaries, including meeting IDs, meeting duration, participant count, summary creation and sharing status, host and participant savings minutes, unrealized savings minutes, and summary length.