Zoom Web Conferencing - Using Zoom AI Companion Features in the Zoom Desktop/Mobile Applications

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Overview

From the Zoom desktop or mobile app, users can ask AI questions during live meetings, generate meeting summaries and action items, draft chat messages or Zoom Docs content, and review smart recordings after meetings. AI Companion relies on meeting transcripts and other Zoom data to create summaries and insights. Generated content may contain errors and should be reviewed before sharing.

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Accessing AI Companion in the Zoom App

Before using AI Companion in the desktop or mobile app, AI Companion features must be enabled in the Zoom web portal settings. To confirm AI Companion availability:

  • Open the Zoom desktop/mobile application.
  • Join or start a meeting.
  • Look for the AI Companion "diamond" icon in the meeting toolbar.

If the icon does not appear:

  • Update your Zoom application.
  • Confirm AI Companion is enabled in web browser Settings.
  • Contact MSU IT Services if the feature is unavailable.

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During the Meeting: Using the AI Companion “Diamond” Icon

When AI Companion is enabled, a diamond icon appears in the Zoom meeting toolbar.

Start AI Companion in a meeting

  1. Click the AI Companion (diamond icon) in the toolbar.
  2. Enable necessary features such as Meeting Summary, Ask AI, Whiteboard.

The meeting host controls whether Zoom AI Companion is active during a meeting. Participants can ask AI Companion questions such as, “What did I miss?”, “Summarize the discussion so far.”, and “What are the action items?”, and receive generated real-time responses.

AI Companion in Chat/Zoom Docs

  • In Zoom Chat, select the AI icon to draft, suggest, or revise messages.
  • In Zoom Docs, type “/” or click the AI Companion icon to generate content or revise text.

Zoom AI Companion In Meetings

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Using AI Companion with Zoom Docs (Desktop App)

Zoom Docs can be accessed from the Zoom desktop application. To generate content:

  • Open Zoom Docs
  • Type “/” or select the AI Companion icon.
  • Enter a prompt to generate or revise content.

Zoom AI Companion Docs Guidance

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After the Meeting: Smart Recordings and Summaries in the Zoom App

After a meeting ends, AI Companion can automatically provide a structured meeting summary. Summaries typically include key discussion points, decisions made, and action items, as well as highlighted sections and AI-generated insights. Hosts can choose who receives the summary.

Accessing Smart Recordings

  1. Open the Zoom application
  2. Navigate to the meeting or Calendar tab.
  3. Select the completed meeting.
  4. Open the AI Summary.

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Data Privacy and Content Management

Zoom AI Companion uses meeting transcripts, chat content, and other Zoom data sources to generate content and responses. Always review summaries and generated content before sharing; AI Companion may make mistakes or omit context. Users can edit meeting transcripts, delete AI-generated content, and adjust retention settings. Zoom may temporarily retain content used to generate AI outputs for support and debugging purposes. Meeting summaries can be copied or forwarded, so avoid including sensitive information. Admins may restrict who can access summaries, or require authentication.

Zoom AI Companion Security and Privacy

Zoom Data Retention Controls

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Best Practices

  • Only enable AI Companion when desired for your meeting.
  • Structure meetings to improve summary accuracy.
  • Review transcripts and summaries before distributing externally.
  • Verify that third-party integrations are authorized within Settings if features are not working as expected.

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Help

If you cannot enable AI Companion or see missing features:

  • Check your Zoom web portal settings.
  • Verify that your Zoom application is up to date.
  • Contact MSU IT Services

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​​​​​​​Web Conferencing is a cloud-based solution that enables individuals and organizations to conduct virtual meetings, webinars, and collaborative sessions over the internet. It eliminates the need for on-premise infrastructure and provides users with a scalable, cost-effective, and easily accessible platform for communication.