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Feature Management

Managing AI Companion Features in the Zoom Web Portal

AI Companion Panel in Zoom Workplace

To manage the AI Companion Panel in the Zoom workplace app, perform the following steps:

  1. As a Zoom Admin, sign in to zoom.us.

  2. Click the Settings tab on the left-hand sidebar.

  3. Ensure you are on the AI Companion tab by clicking AI Companion at the top of the screen.

  4. Click the General tab in the secondary sidebar to jump to the appropriate settings section.

  5. Click the toggle button next to AI companion panel in Zoom Workplace.

Zoom Meetings with AI Companion

Settings for Zoom Meetings are found in the AI Companion settings in the secondary sidebar.

Meeting Summary

To manage the setting for meeting summaries, perform the following steps:

  1. As a Zoom Admin, sign in to zoom.us.

  2. Click the Settings tab on the left-hand sidebar.

  3. Ensure you are on the AI Companion tab by clicking AI Companion at the top of the screen.

  4. Click the Meeting tab to jump to the appropriate settings section.

  5. Click the toggle button next to Meeting summary with AI companion, along with any other settings you are managing.

In-Meeting Questions

To manage the In-Meeting Question setting, perform the following steps:

  1. As a Zoom Admin, sign in to zoom.us.

  2. Click the Settings tab on the left-hand sidebar.

  3. Ensure you are on the AI Companion tab by clicking AI Companion at the top of the screen.

  4. Click the Meeting tab to jump to the appropriate settings section.

  5. Click the toggle button next to Allow users to ask AI companion questions about the meeting.

Smart Recording

To manage the Smart recording setting, perform the following steps:

  1. As a Zoom Admin, sign in to zoom.us.

  2. Click the Settings tab on the left-hand sidebar.

  3. Ensure you are on the AI Companion tab by clicking AI Companion at the top of the screen.

  4. Click the Recordingtab to jump to the appropriate settings section.

  5. Click the toggle button next to Smart recordings with AI Companion, along with any other settings you are managing.

Zoom Team Chat with AI Companion

Settings for the Team Chatare found in the AI Companion settings in the secondary sidebar.

Team Chat Compose with AI Companion

To manage Team Chat Compose, perform the following steps:

  1. As a Zoom Admin, sign in to zoom.us.

  2. Click the Settings tab on the left-hand sidebar.

  3. Ensure you are on the AI Companion tab by clicking AI Companion at the top of the screen.

  4. Click the Team Chat tab to jump to the appropriate settings section.

  5. Click the toggle button next to Compose with AI Companion.

Thread Summary with AI Companion

To manage the Thread Summary feature, perform the following steps:

  1. As a Zoom Admin, sign in to zoom.us.

  2. Click the Settings tab on the left-hand sidebar.

  3. Ensure you are on the AI Companion tab by clicking AI Companion at the top of the screen.

  4. Click the Team Chat tab to jump to the appropriate settings section.

  5. Click the toggle button next to Thread summary with AI Companion.

Quick Scheduling

To manage the Quick Scheduling feature, perform the following steps:

  1. As a Zoom Admin, sign in to zoom.us.

  2. Click the Settings tab on the left-hand sidebar.

  3. Ensure you are on the AI Companion tab by clicking AI Companion at the top of the screen.

  4. Click the Team Chat tab to jump to the appropriate settings section.

  5. Click the toggle button next to Quick schedule with AI Companion.

Sentence Completion

To manage the Sentence Completion feature, perform the following steps:

  1. As a Zoom Admin, sign in to zoom.us.

  2. Click the Settings tab on the left-hand sidebar.

  3. Ensure you are on the AI Companion tab by clicking AI Companion at the top of the screen.

  4. Click the Team Chattab to jump to the appropriate settings section.

  5. Click the toggle button next to Sentence Completion with AI Companion.

Quick Reply

To manage the Quick Reply feature, perform the following steps:

  1. As a Zoom Admin, sign in to zoom.us.

  2. Click the Settings tab on the left-hand sidebar.

  3. Ensure you are on the AI Companion tab by clicking AI Companion at the top of the screen.

  4. Click the Team Chattab to jump to the appropriate settings section.

  5. Click the toggle button next to Quick reply with AI Companion.

Zoom Clips with AI Companion

Settings for Clips are found in the AI Companion settings in the secondary sidebar.

Smart Recording (title, description, tags, etc.) with AI Companion

To manage the Smart Recording feature (automatically generate title, description, tags, etc.), perform the following steps:

  1. As a Zoom Admin, sign in to zoom.us.

  2. Click the Settings tab on the left-hand sidebar.

  3. Ensure you are on the AI Companion tab by clicking AI Companion at the top of the screen.

  4. Click the Clipstab to jump to the appropriate settings section.

  5. Click the toggle button next to Generate title, description, tags, and chapters with AI Companion.

Create Clips with AI Companion

To manage the Clip Creation feature, perform the following steps:

  1. As a Zoom Admin, sign in to zoom.us.

  2. Click the Settings tab on the left-hand sidebar.

  3. Ensure you are on the AI Companion tab by clicking AI Companion at the top of the screen.

  4. Click the Clipstab to jump to the appropriate settings section.

  5. Click the toggle button next to Create clips with AI Companion.

Create Clips using Custom Avatars

To manage the Clip Creation with Custom Avatars feature, perform the following steps:

  1. As a Zoom Admin, sign in to zoom.us.

  2. Click the Settings tab on the left-hand sidebar.

  3. Ensure you are on the AI Companion tab by clicking AI Companion at the top of the screen.

  4. Click the Clips tab to jump to the appropriate settings section.

  5. Click the toggle button next to Create clips using custom avatars.

Zoom Whiteboard

Settings for Whiteboard are found in the AI Companion settings in the secondary sidebar.

Whiteboard content generation with AI Companion

To manage the Whiteboard Content Generation feature, perform the following steps:

  1. As a Zoom Admin, sign in to zoom.us.

  2. Click the Settings tab on the left-hand sidebar.

  3. Ensure you are on the AI Companion tab by clicking AI Companion at the top of the screen.

  4. Click the Whiteboard tab to jump to the appropriate settings section.

  5. Click the toggle button next to Whiteboard content generation with AI Companion.

Zoom Tasks

Settings for Tasksare found in the AI Companion settings in the secondary sidebar.

Task Creation and Management with AI Companion

To manage the Task Creation and Managementfeature, perform the following steps:

  1. As a Zoom Admin, sign in to zoom.us.

  2. Click the Settings tab on the left-hand sidebar.

  3. Ensure you are on the AI Companion tab by clicking AI Companion at the top of the screen.

  4. Click the Zoom Taskstab to jump to the appropriate settings section.

  5. Click the toggle button next to Task creation and management with AI Companion.

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