The AI Companion Panel

Your Personal Assistant for the Workday

The Zoom AI Companion Panel is a seamless, AI assistant directly into the Zoom Workplace desktop app, designed to support users throughout their workday by helping them stay organized, informed, and efficient. Whether scheduling meetings, preparing for discussions, retrieving key information, or crafting follow-up messages, the Companion Panel acts as a centralized hub for AI-driven productivity.

To provide meaningful examples of the capabilities of the AI Companion Panel, most examples in the following sections follow a user coordinating the launch of a loyalty program sign-up for the grand opening of an eco-friendly luxury clothing store.

Refer to Zoom’s support center for more information on using the AI Companion Panel within the Zoom Workplace app. For information on the dataflows for these features, refer to the AI Companion Diagrams and Dataflows page.

In-App Contextual Awareness

The AI Companion Panel operates through intelligent contextual awareness that dynamically adapts its responses based on your current location and activity within the Zoom Workplace app. When you engage with AI Companion, it automatically recognizes whether you're actively viewing your Home tab, reviewing a Zoom Doc, managing calls in the Phone tab, or scheduling meetings in the Meetings tab, then tailors its assistance accordingly. This localized client context automatically surfaces relevant hero prompts when you start a new chat session.

For example, when viewing Zoom Team Chat, the AI Companion Panel will present suggested prompts specifically related to team communication or message summaries, while looking at the Phone or Meetings tabs, it may offer hero prompts for summarizing previous meetings, preparing for upcoming sessions, or optimizing call workflows.

Image illustrating how AI Companion Panel's Hero Prompts change based on in-app context.

Beyond initial prompt suggestions, this contextual intelligence helps refine the scope of your queries, helping ensure that when you ask a question while viewing Team Chat, AI Companion is more likely to prioritize search functions and responses related to team messaging, thread management, and collaborative communication rather than pulling from unrelated Zoom features. This targeted approach helps eliminate the need for users to manually specify their current workspace context, delivering more precise and actionable assistance that directly supports their immediate workflow needs.

General Knowledge Queries

Users can ask AI Companion broad or specific questions about almost anything, such as “Tell me about _____” or “What does the term ______ mean?” For users in specialized fields, they can ask more precise questions, like “What do researchers say are the top cybersecurity threats in the last five months?

When used this way, AI Companion can provide definitions, explanations, and contextual insights by leveraging its built-in knowledge or conducting a web-based search powered by Perplexity AI. This helps users receive accurate, well-sourced answers without leaving the Zoom platform.

Image illustrating AI Companion responding to a general query.

Smart Scheduling

When prompted by a user, the AI Companion Panel streamlines meeting coordination by automatically searching a colleague's calendar to find and schedule a time that works for both parties. By eliminating the back-and-forth of manual scheduling, this feature helps ensure users can quickly secure a meeting slot without leaving the Zoom Workplace desktop app—and when calendar access is limited, it seamlessly adapts by sending calendar invitations instead.

Image illustrating AI Companion Smart Scheduling a meeting.

Meeting Preparation

AI Companion synthesizes data from various sources—including chat messages, emails, and past meetings—to provide users with personalized summaries, key discussion points, tasks, and relevant context before a meeting. This helps users to walk into discussions prepared with the necessary insights at their fingertips.

Image illustrating AI Companion summarizing info to help a user prepare for a meeting.

Agenda Creation

Leveraging insights from meeting preparation, AI Companion can generate structured agendas, helping ensure all attendees are aligned on discussion topics. This feature helps meetings stay focused and productive by clearly outlining key points and objectives ahead of time.

Image illustrating AI Companion generating a meeting agenda.

Post-Meeting Transcript Querying

After meetings end, users can query AI Companion to quickly surface key details from the discussion. Ask questions like "Who were the five vendors mentioned?" or "What action items were assigned?" and receive instant, sourced responses drawn directly from the meeting transcript.

AI Companion referencing a transcript in response to a user's question, including a source.

Context-Aware Follow-Ups

Using meeting transcripts as source material, AI Companion crafts tailored follow-up communications that reflect actual discussion points and outcomes. From supervisor updates to colleague recaps to appreciation messages, AI Companion helps users craft messages that are professionally polished.

AI Companion writing an email, using the meeting's transcript as reference.

Chat Summaries & Search

For busy users navigating active chat channels, AI Companion can summarize recent messages or help locate specific conversation points they may not clearly remember. This saves time and helps ensure critical information is not overlooked.

AI Companion summarizing recent messages in a Zoom Team Chat channel

Data Analysis

AI Companion allows users to upload datasets—such as survey results, reports, or spreadsheets—and quickly generate summaries of key findings. By analyzing patterns, trends, and notable insights, AI Companion helps users extract meaningful conclusions, saving time on manual review and assisting with data-driven decision-making.

AI Companion analyzing a spreadsheet

AI Prompt Assistance

Users can ask AI Companion for guidance on crafting more effective prompts and queries. By requesting help with phrasing or structure—such as asking "How can I get better results from this question?"—users receive tailored suggestions that improve their interactions and lead to more precise, actionable AI responses.

AI Companion helping craft prompts for better data analysis and conclusions

AI Companion for Third-Party Meetings

AI Companion for Third-Party Meetings lets users can bring AI Companion to third-party meetings hosted on Microsoft Teams or Google Meet. With this feature, users can still receive post-meeting summaries and transcripts, creating a unified, cross-platform AI experience. This eliminates the need for users to switch between tools and enjoy the same AI-driven features regardless of the meeting platform.\

AI Companion joining a Microsoft Teams Meeting