Preface: Understanding AI Companion’s Data Sources

Zoom AI Companion can leverage both internal Zoom data and external third-party data sources to deliver more comprehensive assistance tailored to your complete work environment. By default, AI Companion draws from available Zoom data sources including meeting transcripts, Zoom Team Chat messages, and other platform-native content to generate contextually relevant responses. However, to unlock the full potential of personalized productivity assistance, some AI Companion features may require or allow for integration with third-party data sources ranging from simple email connectivity to more sophisticated data indexing capabilities.

When enabled by account administrators and connected by individual users, AI Companion can access and index content from Microsoft and Google ecosystems, including calendar events, emails, and documents, as "data sources." This integration utilizes a RAG (Retrieval-Augmented Generation) module within Zoom that indexes and stores third-party content, allowing AI Companion to search across your broader digital workspace when responding to prompts.

To maintain relevance and data freshness, Zoom stores only content that has been viewed or edited from third-party data sources within the last 90 days for authenticated users, helping ensure that AI Companion's responses reflect your most current and active work materials. This approach helps enable AI Companion to provide more comprehensive assistance by understanding not just your Zoom activities, but your complete workflow across integrated platforms.

Data Source Category	Content Types	Setup Requirements	Data Retention	Access Scope	Integration Level	Use Case
Default Zoom Data Sources	- Meeting transcripts - Zoom Team Chat messages - Zoom Docs - Zoom Whiteboard content - Meeting recordings	- For meeting transcripts, account setting: "Allow meeting hosts to retain and access meeting transcripts" must be enabled. - No additional user authentication required.	- Follows standard Zoom data retention policies or as configured by admin. - Only data from the last 90 days is available for reference via search in the AI Companion panel.	- Limited to Zoom platform content. - Accessible to users with appropriate Zoom permissions. - Supports configurable scopes of access (e.g., can disable features for Docs, Whiteboard, etc.).	Native Integration: Built-in functionality.	- Meeting Summaries - Searching - Content Generation
Email and Calendar Integration (Without Indexing)	- Calendar events - Email Messages	- Account setting. - Basic authentication with third-party providers. - Standard OAuth connection. - Requires active user authorization for data access.	- No content storage within Zoom Web Services. - Real-time API calls to external services. - Data remains on original platforms and cached within Zoom Workplace app on local device.	- Limited to scheduling and notification functions. - No content search capabilities. - Basic integration features only.	API Integration: Surface-level connectivity without content indexing.	- Email Compose - Smart Scheduling
Third-Party Data Sources (With Indexing)	- Calendar events - Email messages - Documents (Word, Excel, PowerPoint, Google Docs, Sheets, Slides) - Cloud storage files	- Account administrator must enable third-party Data Sources setting. - Individual users must authenticate and connect their Microsoft or Google account. - Requires active user authorization for data access.	- Only content viewed or edited within last 90 days is indexed and stored. -Automatically purged after 90 days of inactivity.	- Cross-platform content access. - Limited to authenticated user's connected accounts. - Respects original platform permissions. - Full content search capabilities. - Supports configurable scopes of access (e.g., calendar, emails, documents).	RAG Module Integration: Content indexed and stored by Zoom for enhanced search and AI responses.	- Comprehensive AI search capabilities

Refer to Zoom’s support center for more information on configuring additional data sources for AI Companion.