How to use AI Companion smart compose in Team Chat

Using AI Companion Smart Compose in Zoom Team Chat can significantly streamline your communication. As an admin, you can enable AI-powered features like sentence completion and quick replies to help users compose messages more efficiently. These features, managed within the Zoom admin portal, suggest words, complete sentences, and offer quick reply options based on message context.

Prerequisites

• Zoom Pro, Business, Enterprise, or Education account.
• Account owner or admin privileges.
• AI Companion enabled for the account.

Enabling Team Chat Sentence Completion with AI Companion

Enable sentence completion to suggest words while users are typing.

1. Sign in to the Zoom web portal as an admin.
2. In the navigation menu, click Account Management, then Account Settings.
3. Click the Team Chat tab.
4. Under AI Companion, find the Sentence Completion setting.
5. Click the toggle to enable Sentence Completion.
6. (Optional) If a verification dialog displays, click Enable to verify the change.
7. (Optional) Lock the setting for the account:
   • Click the lock icon to lock the setting.
   • Click Lock to confirm the setting.

Using Team Chat Sentence Completion

Once enabled, sentence completion suggests words in light gray in the compose box as a user types.

1. Open Zoom Team Chat.
2. Start typing a message in a chat.
3. Observe the grayed-out word suggestions that appear.
4. Press the Tab key to accept the suggestion and add it to the message.
5. Continue typing or send the message.

Enabling Team Chat Quick Reply with AI Companion

Enable quick reply to suggest responses to messages.

1. Sign in to the Zoom web portal as an admin.
2. In the navigation menu, click Account Management, then Account Settings.
3. Click the Team Chat tab.
4. Under AI Companion, find the Quick Reply setting.
5. Click the toggle to enable Quick Reply.
6. (Optional) If a verification dialog displays, click Enable to verify the change.
7. (Optional) Lock the setting for the account:
   • Click the lock icon to lock the setting.
   • Click Lock to confirm the setting.

Using Team Chat Quick Reply

Once enabled, quick replies appear below messages.

1. Open Zoom Team Chat.
2. View a message in a chat.
3. Look for suggested quick replies below the message.
4. Click a quick reply to automatically send that response.

Enabling Contact Center Smart Compose with AI Companion (If Applicable)

If you’re using Zoom Contact Center, you can also enable Smart Compose for agents.

1. Sign in to the Zoom web portal as an admin.
2. In the navigation menu, click Contact Center Management, then Settings.
3. Click the AI Companion tab.
4. Under Smart Compose, click the toggle to enable or disable the setting.
5. (Optional) If a verification dialog displays, click Enable to verify the change.
6. (Optional) Lock the setting for the account:
   • Click the lock icon to lock the setting.
   • Click Lock to confirm the setting.

Using Contact Center Smart Compose (If Applicable)

Agents can use Smart Compose to generate messages based on prompts.

1. Open Zoom Contact Center.
2. Start a conversation with a contact.
3. In the message compose box, enter a prompt for the desired message. For example, “Respond to the customer about their shipping delay.”
4. Click the Generate button (if available). The AI will generate a message based on the prompt and the conversation context.
5. Review the generated message and edit as needed.
6. Send the message.

Enabling Team Chat Quick Schedule with AI Companion

Enable Quick Schedule to easily schedule meetings within chat.

1. Sign in to the Zoom web portal as an admin.
2. In the navigation menu, click Account Management, then Account Settings.
3. Click the Team Chat tab.
4. Under AI Companion, find the Quick Schedule setting.
5. Click the toggle to enable Quick Schedule.
6. (Optional) If a verification dialog displays, click Enable to verify the change.
7. (Optional) Lock the setting for the account:
   • Click the lock icon to lock the setting.
   • Click Lock to confirm the setting.

Using Team Chat Quick Schedule

Once enabled, Quick Schedule is triggered automatically when the system detects a need for a meeting.

1. Open Zoom Team Chat.
2. Participate in a group chat, direct message, or channel conversation.
3. The system will detect situations where a meeting is likely needed.
4. A prompt to schedule a meeting with AI Companion will appear.
5. Follow the prompts to quickly schedule the meeting within the chat.

Common Issues

• AI Companion features not appearing: Ensure that AI Companion is enabled at the account level. Also, check that individual features like Sentence Completion or Quick Reply are enabled within the Team Chat settings.
• Sentence Completion suggestions are irrelevant: AI suggestions are based on context. Ensure users are providing sufficient context in their messages for the AI to generate relevant suggestions. While the AI gets better over time, irrelevant suggestions may occur.
• Quick Reply suggestions are inappropriate: Admins should monitor feedback and report any inappropriate AI-generated responses to Zoom.
• Users are not seeing Quick Schedule prompts: The AI detects potential meetings based on conversation content. Ensure conversations contain elements that would indicate a need for a meeting (e.g., discussion of schedules, action items, etc.).
• AI Companion generates incorrect information: Remind users to always review and edit AI-generated content before sending, as the AI might not always be accurate. It is a tool to enhance, not replace, human input.