Zoom AI Companion

Overview

The Zoom AI Companion is a tool designed to enhance user experiences during virtual meetings and collaborations on the Zoom platform. By using artificial intelligence, Zoom AI aims to improve productivity and engagement by offering multiple features.

  • Generate concise summaries of meetings, highlighting key points and action items to help participants recall important discussions.
  • Provide real-time transcription of conversations, allowing users to follow along and refer to discussions later.
  • Assist in scheduling meetings by analyzing participants' availability and suggesting optimal times.
  • Enhance visual experiences with virtual backgrounds and effects, adding a creative touch to meetings.
  • Provide insights and recommendations based on the content of the meeting, helping users stay focused and make informed decisions.

Overall, Zoom AI Companion aims to streamline workflows, facilitate better communication, and enhance the overall meeting experience.

To begin using Zoom AI Companion, verify your version of Zoom. Zoom version 5.16.0 (or higher) is required. The latest version of the Zoom app can be downloaded here.

Note: Zoom AI Companion is designed to assist with meeting transcriptions and summaries; however, users should be aware that the information provided may contain inaccuracies or misrepresentations. It is recommended not to rely solely on this AI-generated content for critical decisions or actions. Additionally, please note that all AI-generated meeting summaries will be automatically deleted after 30 days. Users are encouraged to verify any important details through additional sources.

Details / Instructions

To Enable/Disable the Meeting Summary with AI Companion on your Zoom Account: 

  1. Go to https://urichmond.zoom.us and select Sign In. Sign into the Zoom web portal using your UR ID and password.
  2. On the left, Select Settings.
  3. Select the AI Companion tab.
  4. Enable/disable Allow users to ask AI Companion questions about the meeting
  5. Enable/disable Automatically allow access when the meeting starts and decide with whom you want to Share access:
  • All participants and invitees
  • All participants only from when they join
  • Participants and invitees in our organization
  • Participants in our organization only from when they join
  • Only hosts
  1. Select the Meeting Summary with AI Companion toggle to enable or disable it.
  2. (Optional) Select the checkbox next to Turn on meeting summary automatically when meetings start to have meeting summary generation automatically start for all meetings you host.
  3. (Optional) Select the checkbox for Send an email notification when sharing with users and choose between:
  • Include summary text in the email
  • Don’t include the summary text in the email
  1. If you’ve enabled Meeting summaries, choose Automatically share summary with:
  • Only me (meeting host), you can select this option to edit a summary before sharing it with other users
  • Only meeting host, co-hosts, and alternative hosts
  • Only me (meeting host) and meeting invitees in our organization
  • All meeting invitees including those outside of our organization
  1. Enable/Disable Auto-delete meeting summaries and choose a time range for auto-deletion. Please note that the maximum time is 120 days before the summary is placed in the trash.
  2. Enable/disable Use screen share content with OCR. Use this option to generate more accurate and relevant AI Companion results. OCR converts images of text screen shared during a meeting into machine-readable text.
  3. Enable/disable Use meeting chat messages to allow the AI to include in-meeting chats for additional context. This choice excludes direct (private) messages.
  4. Under Whiteboard, enable/disable Whiteboard content generation with AI Companion.

Start Meeting Summary as the Host 

  1. Start a meeting from the Zoom desktop client after you log in with your UR ID and password. 
  2. On the in-meeting controls, select the AI Companion button.  Select Start Summary to begin the summary. The meeting summary will begin to be generated, and participants will see a notification informing them that Meeting Summary is active. 
  3. Allow Ask meeting questions to allow participants to ask questions of the AI companion.
  4. Select Turn on all to turn both above options on simultaneously
  5. Select Stop Summary to finish generating the summary of the current meeting.  

Once the meeting has ended, the meeting summary will be processed and sent out shortly for viewing. 

See Also

Zoom AI Companion Support

Getting started with Zoom AI Companion feature

How Zoom AI Companion features handle your data

Using Zoom AI Companion in Zoom Meetings

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