Zoom Phone
Zoom Phone
Zoom Phone supports the following AI Companion features that can simplify user workflows and help save time. These features are described in the following sections.
Call Summary
Zoom Phone’s Call Summary feature provides AI-generated post-call summaries that capture key details such as dates, names, discussion points, and action items. When enabled, the Zoom user who enabled the feature will receive an automatic summary within the Zoom Workplace app, allowing them to review essential information without manually taking notes.
This feature is particularly useful for sales teams, customer support agents, and professionals handling frequent calls, helping ensure important details are documented and easily accessible. Users can also edit, email, or share summaries as needed to streamline follow-ups and maintain clear communication.
Refer to Zoom’s support center for more information on using Call Summary with AI Companion.
Voicemail Prioritization
Zoom Phone’s Voicemail Prioritization feature helps users manage voicemail more efficiently by automatically identifying and prioritizing messages that match a user’s predefined topics or intents. This helps ensure that critical or time-sensitive messages are surfaced first, allowing users to respond more quickly to high-priority communications.
This feature is especially beneficial for professionals who receive a high volume of voicemails, such as customer service representatives, sales teams, and executives, helping them focus on urgent matters without manually sorting through their inbox.
Refer to Zoom’s support center for more information on using voicemail prioritization with AI Companion.
Voicemail Tasks
Zoom Phone’s Voicemail Task Suggestions feature helps users stay organized by analyzing voicemail content and automatically suggesting tasks based on key details. This allows users to quickly identify action items, making it easier to manage follow-ups and stay on track, especially when handling a high volume of messages.
This feature is particularly useful for professionals who rely on voicemail for client communications, such as sales representatives, customer support teams, and executives. By streamlining task management, it helps users respond efficiently and stay productive.
Refer to Zoom’s support center for more information on using voicemail tasks with AI Companion.
Team SMS Thread Summary
Zoom Phone’s Summarize Team SMS Threads feature allows Call Queue and Auto Receptionist members with the Power Pack add-on to generate AI summaries of Team SMS conversations. This helps users quickly understand ongoing discussions and craft appropriate responses without having to review entire message histories.
This feature is particularly useful when following up on lengthy SMS exchanges or transferring conversations to another agent, helping ensure seamless communication and continuity in customer support or team collaboration.
Refer to Zoom’s support center for more information on summarizing SMS threads with AI Companion.
Create a Zoom Doc from Call Summary
Users who complete a Zoom Phone call with AI Companion enabled can easily generate a Zoom doc containing a structured call summary once the call concludes. After each eligible call, users can press the Open summary in Docs button to create a document that automatically includes AI Companion–generated insights such as call summaries, next steps, and action items.
This capability removes the need for manual transcription or note-taking. The resulting document is titled “Call Summary with [User]” or “Call Summary with [Number]” when the contact is not recognized, enabling consistent organization across call records.
Refer to Zoom's support center for more information on accessing Call Summary Zoom docs.
Call Questions
When AI Companion is enabled during a Zoom Phone call, users can engage with it in real time to ask context-aware questions about the ongoing call or afterward about the completed conversation. AI Companion analyzes the live transcript to surface relevant details, allowing users to clarify or retrieve information without searching manually.
For example, if a caller mentions a specific date, time, or event detail, the user can simply ask, “When did they say the event is happening?”, and AI Companion will reference the transcript to provide a prompt, accurate response.
This capability enhances understanding during or after the call, helping users stay focused on the conversation while still capturing and recalling critical details with ease.
Refer to Zoom's support center for more information on asking phone call questions with AI Companion.
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