Enabling Meeting Summary with AI Companion

This article guides admins through enabling the Zoom AI Companion Meeting Summary feature. This feature uses AI technology, which may include third-party models, and allows meeting hosts to initiate an AI-generated meeting summary. The summary will be automatically sent after the meeting has ended.

Learn more about using Meeting Summary and how Zoom AI Companion features handle your data.

This article covers: 

• Limitations of Meeting Summary with AI Companion
• How to enable or disable Meeting Summary
  • Account
  • Group
  • User

Prerequisites for enabling and disabling Zoom Meeting Summary

• A Zoom Workplace Pro, Zoom Workplace Pro Plus, Zoom Workplace Business, Zoom Workplace Business Plus, Zoom Workplace Enterprise, Zoom Workplace Enterprise Plus, or Enterprise Bundle account
  Note: AI Companion may not be available for select verticals and select regional customers.
  • Meeting Summary is available to customers with an active BAA. Learn more about AI Companion feature availability.
• Account owner, admin privileges, or any custom role that has access to modify Account Settings

Note: Using the AI Companion Meeting Summary feature requires being a Licensed user on these account types.

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 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. For example, if you use meeting summary to create an AI-generated summary, the meeting transcript will be sent to the relevant model to provide the service. Data may be processed within U.S. based data centers.

Learn more about how Zoom uses data to provide Zoom AI Companion features.

Limitations of Meeting Summary with AI Companion

• Only the meeting host and co-host can start or stop the meeting summary through the in-meeting controls.
  Note: Starting and stopping the summary will still result in a meeting summary of the discussion while the feature was enabled.
• Meeting summarization only begins when the host clicks Start Summary, unless the host has enabled the web setting to automatically start Meeting Summary.
• Use of Meeting Summary with AI Companion is not available in all countries.
• If you have set your pronouns in your Zoom profile, the AI Companion feature will use those pronouns when referring to you. If you do not set your pronouns or choose not to share them in the meeting, the pronouns chosen by the Large Language Model (LLM) will be used instead. 
• Meeting Summary with AI Companion is currently not available within Breakout Rooms.

How to enable or disable Meeting Summary

Account

To enable or disable Meeting Summary with AI Companion for all users in the account:

1. Sign in to the Zoom web portal as an admin with the privilege to edit account settings.
2. In the navigation menu, click Account Management then Account Settings.
3. Click the AI Companion tab.
4. Under Meeting, click the Meeting Summary with AI Companion toggle to enable or disable it.
5. (Optional) Select the checkbox next to Automatically start Meeting Summary for all meetings I host to have meeting summary generation automatically start for meetings you host.
   Note: This does not require the host to be present, as the Meeting Summary generation will begin as soon as someone starts your meeting.
   • (Optional) To prevent all users in your account from changing this setting, click the lock icon , and then click Lock to confirm the setting.
6. (Optional) Select the checkbox next to Include the full summary text in the email sent to users to send the full summary as part of the email to appropriate recipients. If disabled, a link will be sent instead, which opens the summary through the web portal and requires authentication before viewing. 
   • (Optional) To prevent all users in your account from changing this setting, click the lock icon , and then click Lock to confirm the setting.
7. Under the Share summary with section, select Only me (meeting host), Only myself (meeting host) and meeting invitees in our organization, or All meeting invitees including those outside of our organization.
   Note: Meeting invitees only includes participants that were originally invited to the meeting, as participants joining the meeting ad hoc (through the in-meeting contact invitation or sharing the join link) will not receive the summary.
8. Click Save.
9. (Optional) To prevent all users in your account from changing this setting, click the lock icon , and then click Lock to confirm the setting.

If Meeting Summary is disabled and locked, there will be an additional option below, allowing admins to control if the Meeting Summary option is still shown in a meeting or not. If shown in a meeting, meeting participants can request to have the feature enabled. If there is an admin in the current meeting that can adjust account or group settings, they will see the request during the meeting and be prompted to take action or ignore. If no admin is in the current meeting, an email will be sent by Zoom to all account admins.

• If  Shown in Meetings toolbar is displayed, meeting participants will still see the in-meeting option and have the option to request an admin enable this feature.
• If  Hidden in Meetings toolbar is displayed, meeting participants will not see the in-meeting option nor the ability to request admin enablement Before the next meeting, the host would need to enable the user-level web setting (if unlocked at account and group levels) or request an admin provide them access to this feature (if locked at either group or account level).

Group

To enable or disable Meeting Summary with AI Companion for a group of users:

1. Sign in to the Zoom web portal as an admin with the privilege to edit groups.
2. In the navigation menu, click User Management then Groups.
3. Click the applicable group name from the list.
4. Click the AI Companion tab.
5. Under Meeting, click the Meeting Summary with AI Companion toggle to enable or disable it.
6. If a verification dialog displays, click Enable or Disable to verify the change.
7. (Optional) Select the checkbox next to Automatically start Meeting Summary for all meetings I host to have meeting summary generation automatically start for meetings you host.
   Note: This does not require the host to be present, as the Meeting Summary generation will begin as soon as someone starts your meeting.
   • (Optional) To prevent all users in your account from changing this setting, click the lock icon , and then click Lock to confirm the setting.
8. (Optional) Select the checkbox next to Include the full summary text in the email sent to users to send the full summary as part of the email to appropriate recipients. If disabled, a link will be sent instead, which opens the summary through the web portal and requires authentication before viewing. 
   
   • (Optional) To prevent all users in your account from changing this setting, click the lock icon , and then click Lock to confirm the setting.
9. Under the Share summary with section, select Only meeting host, Only meeting host and meeting invitees in our organization, or All meeting invitees including those outside of our organization.
   Note: Meeting invitees only includes participants that were originally invited to the meeting, as participants joining the meeting ad hoc (through the in-meeting contact invitation or sharing the join link) will not receive the summary.
10. Click Save.
11. (Optional) To prevent all users in your account from changing this setting, click the lock icon , and then click Lock to confirm the setting.

User

To enable the Meeting Summary with AI Companion for your own use:

1. Sign in to the Zoom web portal.
2. Click Settings.
3. Click the AI Companion tab.
4. Under Meeting, click the Meeting Summary with AI Companion toggle to enable or disable it.
5. If a verification dialog displays, click Enable or Disable to verify the change.
6. (Optional) Select the checkbox next to Automatically start Meeting Summary for all meetings I host to have meeting summary generation automatically start for meetings you host.
   Note: This does not require the host to be present, as the Meeting Summary generation will begin as soon as someone starts your meeting.
7. (Optional) Select the checkbox next to Include the full summary text in the email sent to users to send the full summary as part of the email to appropriate recipients. If disabled, a link will be sent instead, which opens the summary through the web portal and requires authentication before viewing. 
8. Under the Share summary with section, select Only me (meeting host), Only myself (meeting host) and meeting invitees in our organization, or All meeting invitees including those outside of our organization.
   Note: Meeting invitees only includes participants that were originally invited to the meeting, as participants joining the meeting ad hoc (through the in-meeting contact invitation or a sharing the join link) will not receive the summary.
9. Click Save.