What Zoom licenses are eligible for Zoom AI Companion?

Zoom AI Companion is included at no additional cost with paid Zoom user accounts assigned to qualifying Zoom services. This includes Zoom Meetings, Zoom Team Chat, Zoom Whiteboard, Zoom Mail, and Zoom Docs.

How do I know if Zoom AI Companion is enabled for my users after I've activated it?

After enabling it at the account or group level, instruct users to update their Zoom client to the latest version. Once updated, they should see AI Companion features available within eligible Zoom services.

Can I control which AI Companion features are available to specific groups of users?

Yes, you can manage access to specific AI Companion features at the group level within the Zoom web portal. This allows you to tailor the AI Companion experience for different user groups within your organization.

Are there any privacy considerations I should be aware of when enabling Zoom AI Companion?

Yes, it's important to review Zoom's AI Companion privacy policy and communicate its key points to your users. Ensure users understand how their data is used and protected when using AI Companion features.

How to enable Zoom AI Companion for your organization

Enabling Zoom AI Companion for your organization allows users to leverage AI features across various Zoom products to enhance productivity. To enable AI Companion, sign in to the Zoom web portal as an administrator, navigate to the AI Companion settings, and then toggle the features you want to enable for your account or specific groups.

Prerequisites

A Zoom account with administrator privileges.
A Zoom Workplace plan or Zoom United Business plan.
Familiarity with the Zoom web portal navigation.

Enable AI Companion Features at the Account Level

Sign in to the Zoom web portal as an administrator.
In the navigation menu, click Account Management, then click AI Companion.
You will see a list of available AI Companion features, such as Team Chat Summary, Webinar Summary, Call Summary, Voicemail Tasks, and Task Creation and Management with AI.
Locate the feature you want to enable (e.g., “Team Chat Summary with AI Companion”).
Click the toggle to enable or disable the feature for all users in your account.
- If the setting is grayed out, it is locked at the group level. You must adjust the setting at the group level first.
A verification dialog box will appear. Click Enable or Disable to confirm your choice.

Enable AI Companion Features at the Group Level

Sign in to the Zoom web portal as an administrator.
In the navigation menu, click User Management, then click Groups.
Click the name of the group you want to manage.
Click the AI Companion tab.
You will see a list of available AI Companion features.
Locate the feature you want to enable (e.g., “Webinar Summary with AI Companion”).
Click the toggle to enable or disable the feature for users in this group.
- If the setting is grayed out, it is locked at the account level. You must adjust the setting at the account level first.
A verification dialog box will appear. Click Enable or Disable to confirm your choice.
If you want to lock the setting for the group so users cannot change it individually, click the lock icon.

Enable Custom AI Companion for Third-Party Apps

Sign in to the Zoom web portal as an administrator.
In the navigation menu, click Account Management, then click AI Companion.
Locate the feature labeled “Custom AI Companion for third-party apps.”
Click the toggle to enable or disable this feature.
Confirm your choice in the verification dialog box. This setting allows or prevents users from integrating AI Companion with external applications.

Customize AI Companion

Sign in to the Zoom web portal as an administrator.
Navigate to the AI Companion settings (Account Management > AI Companion).
Explore the available customization options for each feature. These options may include settings for summarization length, preferred language, and data sharing preferences. Refer to Zoom’s documentation on customizing AI Companion for specific settings.
Adjust the settings to align with your organization’s security and privacy policies.

AI Companion Security and Privacy

Review the Zoom AI Companion Security and Privacy whitepaper for the most up-to-date information on data handling and security measures. This document outlines Zoom’s commitment to protecting user data when using AI Companion features. Ensure you understand the implications before enabling any AI Companion feature.

Common Issues

Settings are grayed out: This indicates that the setting is locked at either the account or group level. Adjust the setting at the higher level first.
Users do not see the AI Companion features after enabling: Ensure that users have the latest version of the Zoom Workplace app installed. Also, verify that their user type is compatible with the feature enabled.
AI Companion is not summarizing accurately: AI models are constantly improving, but accuracy can vary. Provide feedback to Zoom through the in-app reporting features to help improve the model.
Concerns about data privacy: Review the Zoom AI Companion Security and Privacy documentation and configure settings to align with your organization’s data governance policies.
Third-party apps not integrating: Ensure that the “Enable Custom AI Companion for third-party apps” setting is enabled at the account or group level, and that the third-party app is properly authorized and configured.