Zoom Phone: Using Call Summary with AI Companion

Overview

1. Sign in to the Zoom desktop or mobile app to make or receive calls.
2. While on a call, on the phone keypad, click AI Companion to initiate AI Companion.
   A panel will appear. Additionally, an audible notification will play, letting you and your participants know that AI Companion is enabled for the call.
   Notes:
   • If this is the first time opening AI Companion in the current phone call, some typical preset prompts are provided. Any subsequent views of the panel for the current phone call will have your questions and responses thus far shown instead.
   • The AI Companion button will enable both in-call questions and post-call summary features for you (provided that the admin has turned on both features).
3. Click a provided question, or click the text compose box at the bottom of the panel to enter a custom question.
   Zoom’s AI Companion will provide a generated response based on what it has heard and properly analyzed thus far in the meeting.
4. (Optional) Click either thumbs up or thumbs down to rate the generated response.
5. (Optional) Click the copy icon to copy the response.
6. At the bottom of the panel, enter another custom question, or click Show suggested prompts to view additional preset prompts.
7. (Optional) On the phone keypad, click AI Companion again to close the AI Companion panel.

The phone call conversation will be displayed in the Zoom Phone History tab once the call is over, with the AI Companion indicator. The call will contain a Quick recap and Next steps, where you can View full summary. Users can also copy specific sections of call summaries individually, such as Key Points, Summary, and Next Steps under Call summary.

Start a new conversation with AI Companion during a phone call

1. While asking phone call questions with AI Companion, in the top-left corner of the panel, click the New conversation icon.
   You will begin a new conversation with AI Companion.
2. Click a provided question, or click the text compose box at the bottom of the panel to enter a custom question.
   Zoom’s AI Companion will provide a generated response based on what it has heard and properly analyzed thus far in the meeting.

How to configure AI Companion settings during a phone call

1. While asking phone call questions with AI Companion, in the top-right corner of the panel, click the Settings icon.
2. Click the toggles for the following settings to enable or disable them:
   • Call questions
   • Call summary
3. (Optional) Click Learn more about AI Companion for more information.

How to stop AI Companion during a phone call

1. When both Zoom Phone users are on the same call, a clear indicator shows which user has AI Companion enabled. Users can send requests to other participants to turn off AI Companion and delete conversation assets during a call.

2. While asking phone call questions with AI Companion, at the top of the panel, click Stop AI Companion.
   A confirmation window will appear, informing you of which AI Companion features will be disabled.
3. (Optional) Select the Delete call assets checkbox to enable it. Deselect the Delete call assets checkbox to disable it.
   When enabled, the call assets will be deleted.
4. Click Stop to confirm. The status indicator will be removed from the phone call.

View Past Summaries

1. Sign in to the Zoom desktop app.
2. Click the Phone tab.
3. Click the History tab.
4. At the top of the page, click the Filter call history icon, then select Summary.
5. Click the entry you want to view, identify the call summary you need, then click View full summary.
   A pop-up window will appear with a quick recap, next steps, and summary.