AI Companion Security and Privacy

This whitepaper describes Zoom AI Companion’s security and privacy features as of the date of publication and not other AI products or services offered by Zoom. In our continuing commitment to empowering productivity — while keeping security and privacy at the core of our products — the features described in this paper may evolve. This paper discusses AI Companion features for Zoom Workplace. Zoom Contact Center and other Zoom products are not included in this whitepaper at this time.

AI Companion Security and Privacy

Zoom AI Companion

Zoom AI Companion, Zoom’s generative AI assistant, empowers individuals by helping them be more productive, connect and collaborate with teammates, and improve their skills. Zoom AI Companion is a set of generative AI features that can be enabled across the Zoom platform.

 

Zoom’s unique federated approach to generative AI is designed to deliver high-quality results by dynamically incorporating Zoom’s artificial intelligence models as well as third-party artificial intelligence models provided by subprocessors, such as OpenAI and Anthropic. With this approach, AI Companion can incorporate innovations in artificial intelligence models while providing users with the benefits of improved quality and performance.

Zoom’s Commitment to Responsible AI

Zoom is committed to developing AI responsibly, with security and privacy at the core of the generative AI capabilities it provides to its customers. Zoom recognizes that AI presents an evolving set of risk considerations for its customers, and the company is committed to prioritizing transparency and customer choice as it brings generative AI features to market.

 

In line with these commitments, Zoom has announced that it does not use any customer audio, video, chat, screen sharing, attachments, or other communications-like customer content (such as poll results, whiteboard, and reactions) to train Zoom’s or its third-party artificial intelligence models.

 

Zoom provides certain controls at the account, group, and/or user levels, allowing administrators to manage which AI Companion features or capabilities they wish to make available for specific Zoom product offerings and which users have access. For example, for Zoom Meetings, administrators can enable the AI Companion features at the account level and meeting hosts and participants can choose whether to activate and use them for specific meetings. To provide transparency, Zoom meeting participants will see in-product indicators for the AI Companion capabilities that are activated for that meeting.

Data Flow

Data Flow and Transmission to Third Parties

Data used by AI Companion is sent from the user to Zoom-hosted and/or third-party generative artificial intelligence models. Customer data is encrypted in transit between customers and Zoom, between Zoom data centers, between Zoom and third-party model providers, and at rest within Zoom’s platform.

The following diagram is an example of the general flow through Zoom systems and, where relevant, to third-party models:

data flow

Diagram is for illustration purposes only and does not cover all configurations or connection types. Zoom’s architecture may change going forward as we continually evolve our platform.

Third-Party Subprocessors

As part of Zoom’s federated approach to AI, artificial intelligence models from third parties, such as Anthropic and OpenAI, may be used for certain AI Companion features alongside Zoom’s artificial intelligence models to provide high-quality results. Zoom also uses other model providers for particular features. See “Model Usage and Processing” below.

 

Zoom requires its subprocessors to satisfy obligations equivalent to those outlined in Zoom’s Data Processing Addendum. Zoom’s subprocessors are subject to security assessments on at least an annual basis as part of Zoom’s third-party risk management program. Zoom’s third-party risk management controls are assessed by independent audit firms in many of its security certifications and attestations, which are available to customers on Zoom’s Trust Center.

Data Processing, Storage, and Retention

Zoom does not use any customer audio, video, chat, screen sharing, attachments, or other communications-like customer content (such as poll results, whiteboard, and reactions) to train Zoom’s or its third-party artificial intelligence models.

 

Zoom AI Companion features must use certain content to provide the service.

Consistent with Zoom’s Privacy Statement, Zoom employees may not access or use customer content, including meeting, webinar, messaging, or email content (specifically, audio, video, files, in-meeting whiteboards, messaging, or email content), any content generated or shared as part of other collaborative features (such as out-of-meeting whiteboards), or content generated by AI Companion, unless authorized by the account owner or administrator of the account hosting the Zoom product or service where the customer content was generated, or as required for legal, safety, or security reasons.

Zoom’s federated approach to AI utilizes multiple AI models and AI services to provide its AI Companion features. Below is a summary of the models used by AI Companion. 

AI Companion strategically leverages these models to provide high-quality results in response to users’ interactions with Zoom’s product.

  • Zoom-hosted models
  • Anthropic models (e.g., Claude 4.1 or later)
  • OpenAI models (e.g., GPT-5.1 or later)


Zoom also uses the following model providers for particular features:

  • Zoom uses Perplexity to provide certain web content search results.
  • Zoom uses ElevenLabs to generate audio for the Zoom Clips AI Avatars feature.
  • Zoom uses Google Gemini to provide the Whiteboard Image Generation feature.
  • Zoom uses AWS (Amazon Rekognition) to provide moderation services on the generated images for the Virtual Background Generation feature.


Changes to the models used in federation can occur at any time to improve the service or resolve issues and outages. In addition, maintenance of the models hosted by Zoom may include changes to their capabilities and responses.

In addition to the federated approach, customers using AI Companion in Zoom Workplace have two additional deployment options available that offer different approaches to data processing and third-party models. Customers can reach out to Zoom support to understand their default deployment and to select their preferred AI Companion data processing option based upon account and feature availability:

  • Zoom–hosted Models Only (ZMO): Available AI features are powered solely by Zoom-hosted models running on infrastructure managed directly by Zoom.
  • Zoom-hosted Models Plus (ZM+): Available AI features are powered by Zoom-hosted Models plus Anthropic models made available using Amazon Bedrock, a fully managed service provided through Zoom’s existing cloud services provider Amazon Web Service (AWS). (Currently available in the US, EU, AU)


Please note that ZMO and ZM+ only restrict data processing for features enabled within the account that uses ZMO or ZM+ deployment. When interacting with external participants, content (e.g., chats, meeting transcripts) exchanged between accounts may be processed according to the external account settings, including model deployment option.

In general, Zoom stores and retains customer content and personal data for as long as required to engage in the uses described in its Privacy Statement, unless a longer retention period is required by applicable law, including for reasons such as trust and safety. In the context of data retention and processing, “trust and safety purposes” refers to measures taken to protect the safety and integrity of a service and its users. This involves retaining certain data for a period of time to help prevent abuse and misuse. Additional information on Zoom’s Trust and Safety processes may be found in Zoom's Safety Center. Content that would ordinarily be retained by the associated Zoom services is stored in accordance with the customer’s retention settings or policies. Customers may choose Zoom’s retention period for some of the AI Companion outputs for their account, including as described in the feature sections below. See also “Managing Meeting Summary Transcripts” below.
With respect to third-party model providers for AI Companion, Zoom has zero data retention policies in place (Third-Party Zero Data Retention), which provide that third-party model providers do not retain customer content, with limited exceptions for trust and safety purposes, such as to detect and report CSAM.

AI Companion features are subject to limitations in certain regions that are not supported by our third-party model providers, as well as for customers in specific industry verticals.  For customers with accounts specifically provisioned in a region outside of the US, supported AI Companion features are made available using ZM+ or ZMO.  For customers provisioned in the EU or AU, Zoom uses ZM+ (or customers can choose ZMO) to support account data residency preferences for available features. Customers hosted in other regions can also access available AI Companion features through ZMO. Furthermore, if the underlying product is not available in a particular region, related AI Companion features will not be available.

AI Companion Features

Below is a summary of each AI Companion feature as of the date of this whitepaper. This includes the content used or generated by the feature, where the model provider processes and stores the content, and if applicable, the customer storage location and relevant retention settings and policies that apply in addition to the model provider’s 30-day retention period after providing the service.

AI Companion on the web

AI Companion on the web allows users to ask questions, retrieve information from Zoom content or connected data sources, collaborate on writing projects, transcribe, create and run personal workflows, and perform deep research. AI Companion on the web includes built-in conversation starters for quick actions such as meeting summaries and project tracking.

AI Companion is accessible by web browser

Feature Inputs/Outputs

Input
  • User input
  • Zoom content
  • Third-party data sources
  • Web content
  • Local file uploads
  • Speech-to-text data
Output
  • Answer
  • Content that AI Companion generates
  • Personal workflows outputs or actions
  • Audio transcript

Customer Retention Controls and Additional Information

AI Companion will be able to access Zoom data available to the user (e.g. Meeting summaries, transcripts, Zoom Docs, Chat, Calendar etc.), as well as any enabled third-party data sources to provide responses to your users.

Third-party data sources, such as  Google Drive, Microsoft OneDrive, Google Calendar and Microsoft Outlook Calendar, can be configured and are governed by the Zoom App Marketplace. When connected, AI Companion on the Web can access files and calendar data from your connected accounts.

More about AI Companion on the web

AI Companion on the web is designed to boost productivity by offering an AI-driven, intuitive web interface that connects to your work context.  AI Companion on the web allows users to ask questions and retrieve information from Zoom content, connected third-party data sources, and web searches. AI Companion on the web is accessible at https://ai.zoom.us and includes a conversational work surface with starter prompts, a writing mode for drafting, editing, and revising business documents, personal workflows, and a deep research mode (available only with the Custom AI Companion add-on).

Enabling AI Companion on the web

AI Companion on the web can be enabled or disabled at the account, group, and user levels. When enabled, users can access AI Companion on the web by navigating on a browser to https://ai.zoom.us and logging into their Zoom account. Within the web interface, users have access to settings and preferences, including the ability to delete chat history and add connectors to third-party data sources.

Data Sources and Access

AI Companion on the web will use a combination of available data sources, and general knowledge available within the models, to provide responses to users. Citations and sources are provided for responses to assist users in understanding which data source was used to provide a response.


Zoom Data Sources
When AI Companion on the web is enabled, available Zoom data from Meetings, Docs, and Zoom Calendar will be used as data sources to provide responses to user prompts. 

Third-party Data Sources
Third-party data sources, such as Google Drive, Microsoft OneDrive, Google Calendar and Microsoft Outlook Calendar, can be configured and are governed by the Zoom App Marketplace. When connected, AI Companion on the Web can access files and calendar data from your connected accounts.

Web Content
If the “Web Content” setting is enabled, AI Companion on the web will be able to search the web for general knowledge questions. Citations to the source material will be provided to users. 

Local Files
If the “Local file uploads” setting is enabled, users will be able to upload files to AI Companion to access in responding to prompts. When uploaded by the user, the file is stored within Zoom File Storage for up to seven days to allow the user to continue to use the document as context in their conversation with AI Companion. 

Conversation starters

Conversation starters provide preconfigured prompts to help users get started with the AI capabilities in a variety of use cases such as meeting preparation, collaboration, and task completion. These prompts pre-select relevant AI-ready meetings as suggested context. If no applicable meetings are available, users are prompted to provide context manually.

In-person transcription

Users can transcribe in-person conversations in AI Companion for Web, capturing spoken discussions in real time. While transcription is in progress, users can view a live transcript and ask AI Companion questions based on the ongoing conversation to clarify points or surface key details. Once transcription is complete, users can access an AI-generated recap, review, and interact with the full transcript, and use AI Companion to create follow-up content such as notes, documents, and action items based on the conversation.

Available Modes

AI Companion on the web also provides different modes allowing users to choose how they want to research, write, or automate tasks.

Writing mode
Writing mode enables users to draft, edit, and refine business documents with AI Companion, using meeting notes and documents for context. Once written content has been drafted, users can edit in the writing canvas window or save the drafted content directly to a Zoom Doc. Users can leverage starter writing prompts for various standard document types. 

Deep research 
Available with the Custom AI Companion add-on, users can use AI Companion to generate comprehensive insights by analyzing for example, multiple documents, meeting transcriptions, or web searches to create structured, actionable reports, such as competitor analysis or business model evaluation.

Personal workflows
Users can configure personal workflows from templates or a low-code builder to automate multi‑step actions across Zoom Meetings, Team Chat, Docs, Tasks, and more.

AI Companion panel in Zoom Workplace

Allow users access to the AI Companion panel within the Zoom Workplace app, allowing them to get assistance from AI Companion based on the data within applications they have given it permission to access.

Minimum Zoom Workplace app version

6.2.5

Compatible with ZMO/ZM+

US & EU Hosted Accounts

** AIC 2.0 is available with ZMO for customers hosted in the US and to those hosted in select regional locations which include: Europe, Canada, and India.

Model Processing and Provider Storage Location

Feature Inputs/Outputs

Input
  • User input
  • Zoom content
  • Third-party data sources*
  • Web content*
    • Not available with ZMO/ZM+
  • Local file uploads*
Output

*Please see “AI Companion panel in Zoom Workplace“ below for further information on how this feature functions.

** AI Companion panel is available with ZMO for customers hosted in the US and to those hosted in select regional locations which include: Europe, Canada, and India.

Customer Retention Controls and Additional Information

AI Companion will be able to access Zoom data available to the enabled user (e.g. Meeting summaries, transcripts, Zoom Chat messages, Zoom Docs, Contacts, etc.), as well as any enabled third-party data sources to provide responses to your users.

Third-party content from Microsoft 365 and Google requires the user to authenticate the connection for AI Companion to utilize this content. You can learn more about how to authenticate in our “Using calendar and contacts integration” support article.

Zoom uses Perplexity to provide web content when providing answers with AI Companion. Perplexity processes data in the US.

AI Companion panel in Zoom Workplace

The release of the new AI Companion panel in Zoom Workplace app 6.2.5 introduces new interactions throughout the Zoom platform, including enhanced ways to use Zoom and third-party data sources to provide responses to your users.

Enabling the AI Companion panel

The AI Companion panel in Zoom Workplace can be enabled or disabled at the account, group, and user levels, and retention settings for conversations with the AI Companion panel can also be managed at the account, group, and user levels. When enabled, users will see the new AI Companion diamond on the top right of their Zoom Workplace app.

Data Sources and Access

When using the AI Companion panel, access to data sources is determined by account settings and user’s underlying permissions. The system leverages and indexes data across your Zoom account, as well as any other enabled data sources, to answer user prompts, based on the user’s underlying permissions. Citations and sources are provided for responses to assist users in understanding which data source was used to provide a response.

Zoom Data Sources
When the AI Companion panel is enabled, available Zoom data from Meetings, Phone, Zoom Chat, Docs, Zoom Mail, Zoom Calendar, and Contacts will be used as data sources to provide responses to user prompts. In order for AI Companion to access meeting transcripts for context, the setting “Allow meeting hosts to retain and access meeting transcripts” described under “Managing Meeting Transcript Usage” above must be enabled. The AI Companion side panel is able to search for Zoom data sources from the last 90 days.

Third-party Data Sources
If enabled, Zoom AI Companion can use data from Microsoft and/or Google to provide additional context to respond to user prompts. Account admins can enable the use of these third-party calendar events, emails, and documents by their users. Users must first connect their third-party account to Zoom on their Profile page. When enabled by account admins and connected by users, content will be indexed and stored by Zoom, which allows AI Companion to find relevant content when answering user prompts. Zoom will store content that has been viewed or edited within the last 90 days for authenticated users, so only recent content is used when providing responses. The initial syncing of content is not instant and will occur over time in the background as data is indexed.

When an account admin disables the third-party data source for their account, Zoom will begin deletion of the stored content within Zoom.

Web Content
If the “Web Content” setting is enabled, AI Companion will be able to search the web for general knowledge questions. We utilize our partner Perplexity to find relevant content to help answer the user’s prompt. AI Companion will first search internal sources prior to utilizing a general web search to answer the user prompt. Citations to the source material will be provided to users. Zoom requires Perplexity to delete inputs and outputs promptly upon delivery of the output. Perplexity is not permitted to train its artificial intelligence models on Zoom customer content. 

Local Files
If the “Local file uploads” setting is enabled, users will be able to add files from their personal device to their AI Companion prompts. When uploaded by the user, the file is stored within Zoom File Storage for up to seven days to allow the user to continue to use the document as context in their conversation with the AI Companion panel.

See also the “Custom AI Companion Add-on” section for information on other data sources that may be available.

Differences for enabled users

Accounts may choose to enable the AI Companion panel in Zoom Workplace for only certain users. For users who do not have the Zoom Workplace panel enabled, they will only be able to use the panel in meetings where the Meeting questions feature is enabled. This means the experience for users can differ based on whether or not the AI Companion panel is enabled. Only users who have the feature enabled will be able to ask questions against data sources outside of the meeting (i.e., other than the current meeting transcript). 

An enabled user may use their AI Companion panel to ask questions in the meeting even if the host has disabled AI Companion from accessing that meeting. AI Companion will not have access to the meeting transcript and therefore will not be able to answer questions related to the content of the meeting. However, the AI Companion panel will still be able to access other data sources the user has access to, such as Zoom Chat messages or web content.

Smart recordings

Review cloud recordings faster through highlights, smart chapters, summaries, and next steps, and get analytics on key meeting and conversation factors.

Minimum Zoom Workplace app version

5.16.5

Compatible with ZMO/ZM+

Model Processing and Provider Storage Location

Feature inputs/outputs

Input
  • Cloud recording
  • Audio transcript
Output
  • Recording highlights, smart chapters, next steps, meeting coach metrics

Customer retention controls and additional information

Follows meeting host’s configured cloud recording retention settings.

Meeting Summary

Generate a summary and next steps of what was discussed in your meeting and share through email and Zoom Chat. Transcription begins once the meeting summary feature is activated by the meeting host.

Minimum Zoom Workplace app version

5.14.2

Compatible with ZMO/ZM+

Model Processing and Provider Storage Location

  • Zoom hosted models - meeting host’s “live transcript” location
  • OpenAI - US
  • Anthropic - US, EU

Feature inputs/outputs

Inputs
  • Audio transcript (ZDR Eligible)
    • The meeting summary only uses the transcript of the current meeting when generating the summary.
  • In-meeting chat messages (ZDR Eligible)
  • Shared screen content via OCR (ZDR Eligible)
Outputs
  • Meeting summary
    • Stored in - meeting host’s content storage location

Customer retention controls and additional information

Summaries are stored in the web portal in accordance with the account, group, and/or user retention settings.

Summaries shared within the continuous meeting chat are stored in accordance with the customer’s Zoom Chat retention settings.


Admins and users can choose whether the full text of a meeting summary or just a link to the summary is shared via email. This can be managed at the account, group, and user level.

Emails are stored in accordance with the customer’s retention settings with the email provider.*

When enabled, in-meeting chat messages (excluding direct messages) are used as additional context when generating the summary. In-meeting messages are  subject to customer retention settings if continuous meeting chat is enabled.

When enabled, screen shared content via optical character recognition (OCR) is used to refine the meeting transcript and improve entity recognition for the summary.

When enabled, the audio transcript generated for meeting summary can be used by other AI Companion features, for example Zoom Docs.

Customers who have elected to use Zoom’s Zero Data Retention (ZDR) option will only be able to select a Meeting Summary Template before the meeting as post meeting generation requires retention of the transcript.

*Zoom uses Twilio Sendgrid as its email provider to deliver the meeting summary or link to the meeting summary (depending on the customer’s settings). Twilio Sendgrid uses a process that takes random content samples of emails and retains the information for 7 days for anti-fraud purposes and troubleshooting. Twilio processes data in the US.

Voice Recorder

Create Meeting summaries for in-person meetings with your device or Zoom Room.

Minimum Zoom Workplace app version

6.4.3

Compatible with ZMO/ZM+

Model Processing and Provider Storage Location

Feature inputs/outputs

Inputs
  • Meeting audio for speaker diarization
  • Audio transcript
    • Zero Data Retention (ZDR) Eligible
    • Voice recorder uses the transcript of the current meeting.
  • Title and speaker names
Outputs

Customer retention controls and additional information

Speaker diarization is used to identify separate speakers during an in-person meeting. Audio is processed to separate and tag the transcript with different speakers. Speaker names can be manually updated by the Meeting host.

Voice Recorder with AI Companion uses the same summarization technology as Meeting summary. 

Summaries generated follow the same retention policies and delivery methods as Meeting summary.

Meeting questions

Quickly catch up and get clarity on what you missed before you joined a meeting without interrupting it.

Transcription begins once the meeting questions feature is activated by the meeting host.

Minimum Zoom Workplace app version

5.15.12

Compatible with ZMO/ZM+

Model Processing and Provider Storage Location

Feature inputs/outputs

Inputs
  • Audio transcript
  • Question
    • Meeting questions uses the transcript of the current meeting
Outputs
  • Answer

Customer retention controls and additional information

When enabled, the audio transcript generated for meeting questions can be used by other AI Companion features, for example Zoom Docs.

Virtual background generation

Choose the best backdrop with AI generated virtual backgrounds.

Minimum Zoom Workplace app version

6.0.0

Zoom-hosted Models Only (ZMO) Eligible

Model Processing and Provider Storage Location

  • Zoom hosted models - meeting host’s content storage location
  • OpenAI - US
  • Anthropic - US

Feature Inputs/Outputs

Inputs
  • User prompt
Outputs
  • Virtual background image
    • Stored in - user’s personal device

Customer retention controls and additional information

Virtual backgrounds generated by the service are stored on the user’s personal device. 

Zoom uses AWS (Amazon Rekognition) to provide moderation services on the generated images. Moderation occurs within AWS data centers in the US.

Email compose

Compose and reply to emails faster with suggested content based on the email thread and what you want to say.

Minimum Zoom Workplace app version

5.15.0

Model Processing and Provider Storage Location

  • Zoom hosted models - customer’s provisioned data center
  • OpenAI - US
  • Anthropic - US, EU

Feature inputs/outputs

Input
  • User prompt
  • Email thread
Output
  • Email draft
    • Stored in - customer email provider

Customer retention controls and additional information

Emails are stored in accordance with the customer’s retention settings with the email provider.

Chat compose

Draft messages based on conversational context and what you want to say, as well as customize its tone and length.

Minimum Zoom Workplace app version

5.14.10

Compatible with ZMO/ZM+

Model Processing and Provider Storage Location

  • Zoom hosted models - customer’s provisioned data center
  • OpenAI - US
  • Anthropic - US, EU

Feature inputs/outputs

Inputs
  • Chat message text for the selected chat thread
  • Chat participant names
  • User prompt
Outputs
  • Message draft
    • Stored in - customer’s provisioned data center

Customer retention controls and additional information

If the output is posted to the chat, the chat message is stored in accordance with the customer’s Zoom Chat retention settings.

Message, thread, and doc summary

Quickly summarize the new messages in a Zoom Chat or channel, long chat threads, and shared documents.

Minimum Zoom Workplace app version

5.16.10

Compatible with ZMO/ZM+

Model Processing and Provider Storage Location

  • Zoom hosted models - customer’s provisioned data center
  • OpenAI - US
  • Anthropic - US, EU

Feature inputs/outputs

Inputs
  • Chat message text for the selected chat thread
  • Chat participant names
Outputs
  • Thread summary

Customer retention controls and additional information

Document summarization in Zoom Chat supports text-based uploaded document types, such as PDF, DOC, DOCX, and TXT, as well as Zoom Docs.

Quick scheduling

Easily schedule meetings based on conversation context.

Minimum Zoom Workplace app version

5.16.10

Model Processing and Provider Storage Location

  • Zoom hosted models - customer’s provisioned data center
  • OpenAI - US
  • Anthropic - US

Feature inputs/outputs

Inputs
  • Chat message text, participant names and emails
Outputs
  • Schedule suggestion
    • Stored in - customer calendar provider

Customer retention controls and additional information

If the suggestion is used to schedule a meeting, the scheduled meeting will be subject to the customer’s calendar provider’s retention policies.

Sentence completion

Quickly complete messages by accepting suggestions as they appear in real time as you type.

Minimum Zoom Workplace app version

5.17.10

Model Processing and Provider Storage Location

  • Zoom hosted models - customer’s provisioned data center
  • OpenAI - US
  • Anthropic - US, EU

Feature inputs/outputs

Inputs
  • Chat message text
Outputs
  • Message draft
    • Stored in - customer’s provisioned data center

Customer retention controls and additional information

If the output is posted to the chat, the chat message is stored in accordance with the customer’s Zoom Chat retention settings.

Quick reply

Quickly respond to messages using AI recommended responses with a single click.

Minimum Zoom Workplace app version

6.0.0

Mobile only

Model Processing and Provider Storage Location

  • Zoom hosted models - customer’s provisioned data center
  • OpenAI - US
  • Anthropic - US

Feature inputs/outputs

Inputs
  • Chat message text
Outputs
  • Message draft
    • Stored in - customer’s provisioned data center

Customer retention controls and additional information

If the output is posted to the chat, the chat message is stored in accordance with the customer’s Zoom Chat retention settings.

Content generation

Generate ideas, refine and extend existing content, and add objects to a canvas.

Minimum Zoom Workplace app version

5.16.0

Model Processing and Provider Storage Location

  • Zoom hosted models - customer’s content storage location
  • OpenAI - US
  • Anthropic - US, EU

Feature inputs/outputs

Inputs
  • Whiteboard content
  • User prompt
Outputs
  • Whiteboard content
    • Stored in - user’s content storage location

Customer retention controls and additional information

If the output is posted to the whiteboard, the whiteboard content is stored in accordance with the customer’s Whiteboard retention settings.

Call summary

Generate a call summary of what was discussed in your phone call conversation to gather information important to you. Edit and share it as you see fit.

Minimum Zoom Workplace app version

5.17.10

Compatible with ZMO/ZM+

Model Processing and Provider Storage Location

  • Zoom hosted models - customer’s provisioned data center
  • OpenAI - US
  • Anthropic - US, EU

Feature inputs/outputs

Inputs
  • Audio transcript
Outputs
  • Call summary
    • Stored in - customer’s provisioned data center

Customer retention controls and additional information

Summaries are stored until deleted by the user or account administrator, or until the user or customer account is terminated.

Call questions

Ask questions about your current phone call without interrupting it.

Minimum Zoom Workplace app version

6.4.0

Zoom-hosted Models Only (ZMO) Eligible

Model Processing and Provider Storage Location

  • Zoom - Customer’s provisioned data center
  • OpenAI - US
  • Anthropic - US, EU

Feature inputs/outputs

Inputs
  • Audio transcript
  • Question
Outputs
  • Answer

Customer retention controls and additional information

Summaries are stored until deleted by the user or account administrator, or until the user or customer account is terminated.

Voicemail tasks

Quickly access a summarized list of tasks from your voicemail transcription.

Minimum Zoom Workplace app version

5.17.10

Compatible with ZMO/ZM+

Model Processing and Provider Storage Location

  • Zoom hosted models - customer’s provisioned data center
  • OpenAI - US
  • Anthropic - US, EU

Feature inputs/outputs

Inputs
  • Audio transcript
Outputs
  • Voicemail task
    • Stored in - customer’s provisioned data center

Customer retention controls and additional information

Follows the site’s configured voicemail retention policy.

Voicemail prioritization

Quickly prioritize your voicemails using topic or intent.

Minimum Zoom Workplace app version

5.17.5

Model Processing and Provider Storage Location

  • Zoom hosted models - customer’s provisioned data center
  • OpenAI - US
  • Anthropic - US, EU

Feature inputs/outputs

Inputs
  • Audio transcript
  • User priority labels
Outputs
  • Voicemail priority
    • Stored in - customer’s provisioned data center

Customer retention controls and additional information

Follows the site’s configured voicemail retention policy.

SMS thread summary

Summarize your SMS threads as a member of a call queue or auto receptionist to quickly generate your responses.

Minimum Zoom Workplace app version

5.16.5

Compatible with ZMO/ZM+

Model Processing and Provider Storage Location

  • Zoom hosted models - customer’s provisioned data center
  • OpenAI - US
  • Anthropic - US, EU

Feature inputs/outputs

Inputs
  • SMS message content
  • SMS participant names
Outputs
  • Thread summary

Generate title, description, tags and chapters with AI Companion

Quickly create titles, descriptions, and chapters for your Clips based on the content recorded.

Minimum Zoom Workplace app version

N/A

Compatible with ZMO/ZM+

Model Processing and Provider Storage Location

  • Zoom hosted models - customer’s provisioned data center
  • OpenAI - US
  • Anthropic - US, EU

Feature inputs/outputs

Inputs
  • Audio transcript
Outputs
  • Title and description
    • Stored in - customer’s provisioned data center

AI Avatars

Use Prebuilt or Custom Avatars to quickly generate Clips from a script in multiple languages.

Minimum Zoom Workplace app version (Prebuilt)

6.3.10

Minimum Zoom Workplace app version (Custom)

6.4.5

Model Processing and Provider Storage Location

Feature inputs/outputs

Inputs
  • Script
  • Avatar
Outputs

Customer retention controls and additional information

In addition to prebuilt avatars, users can choose to create a custom avatar that is a personalized digital representation of themselves to appear in Clips. To build a custom avatar, users will record a video and authorize analysis and storage of recorded video and related facial and voice data.

Content generation and revision

Allow users to use AI to generate and revise content, including the ability to create new summary templates from existing transcripts.

Minimum Zoom Workplace app version

6.1.5

Compatible with ZMO/ZM+

Model Processing and Provider Storage Location

  • Zoom hosted models - customer’s provisioned data center
  • OpenAI - US
  • Anthropic - US, EU

Feature inputs/outputs

Inputs
  • Doc text
  • Audio transcript
  • Meeting summary
  • User prompt
Outputs
  • Doc content
    • Stored in - customer’s provisioned data center

Customer retention controls and additional information

Meeting summaries and audio transcripts, when enabled*, can be selected by the user to be used as inputs. The user will only have access to Meeting summaries and audio transcripts they have permission to access.

*For more information see “Managing Meeting Transcript Access” under Putting You In Control of AI Companion Capabilities.

Sentence completion

Quickly complete messages by accepting suggestions as they appear in real time as you type.

Minimum Zoom Workplace app version

6.1.5

Model Processing and Provider Storage Location

  • Zoom hosted models - customer’s provisioned data center
  • OpenAI - US
  • Anthropic - US, EU

Feature inputs/outputs

Inputs
  • Doc text
Outputs
  • Doc content
    • Stored in - customer’s provisioned data center

Chat compose

Draft chat messages for your Lobby chat based on conversational context and what you want to say, as well as customize the tone and length.

Minimum Zoom Workplace app version

N/A

Model Processing and Provider Storage Location

  • Zoom hosted models - customer’s provisioned data center
  • OpenAI - US
  • Anthropic - US, EU

Feature inputs/outputs

Inputs
  • Chat message text for the selected chat thread
  • Chat participant names
  • User prompt
Outputs
  • Message draft
    • Stored in - customer’s provisioned data center

Customer retention controls and additional information

Messages posted during an event are only accessible while the event is live.

Email compose

Generate an email, subject lines, titles, and calls to action, using context from your Zoom Event description and/or providing a more specific prompt.

Minimum Zoom Workplace app version

N/A

Model Processing and Provider Storage Location

  • Zoom hosted models - customer’s provisioned data center
  • OpenAI - US
  • Anthropic - US, EU

Feature inputs/outputs

Inputs
  • User prompt
Outputs
  • Email draft
    • Stored in - customer’s provisioned data center

Customer retention controls and additional information

Emails sent are stored in accordance with the customer’s retention settings with their email provider.

Smart compose

Write compelling event content when setting up an event including event description, session descriptions, speaker bios, lobby announcements, images, and more.

Minimum Zoom Workplace app version

N/A

Model Processing and Provider Storage Location

  • Zoom hosted models - customer’s provisioned data center
  • OpenAI - US
  • Anthropic - US, EU

Feature inputs/outputs

Inputs
  • User prompt
Outputs
  • Event content
    • Stored in - customer’s provisioned data center

Customer retention controls and additional information

Event content will be publicly available in accordance with the customer’s configuration of Zoom Events settings, for up to two years.

Image generation

Generate unique images to use in your event.

Minimum Zoom Workplace app version

N/A

Model Processing and Provider Storage Location

  • Zoom hosted models - customer’s provisioned data center
  • OpenAI - US

Feature inputs/outputs

Inputs
  • User prompt
Outputs
  • Image
    • Stored in - customer’s provisioned data center

Customer retention controls and additional information

Event content will be publicly available in accordance with the customer’s configuration of Zoom Events settings, for up to two years.

Content generation

Generate post-event content from webinar recordings including blog posts, articles, social media posts, and more.

Minimum Zoom Workplace app version

N/A

Model Processing and Provider Storage Location

  • Zoom - customer’s provisioned data center
  • OpenAI - US
  • Anthropic - US, EU

Feature inputs/outputs

Inputs
  • Audio transcript
  • User prompt
Outputs
  • Event content
    • Stored in - customer’s provisioned data center

Customer retention controls and additional information

Event content will be publicly available in accordance with the customer’s configuration of Zoom Events settings, for up to two years.

Webinar Summary

Generate a real time summary of what has happened in a webinar, and share the summary to panelists and attendees after the webinar has concluded.

Minimum Zoom Workplace app version

6.4.0

Compatible with ZMO/ZM+

Model Processing and Provider Storage Location

Feature inputs/outputs

Inputs
  • Audio transcript
  • Screen shared content via OCR
Outputs

Customer retention controls and additional information

Summaries are stored in the web portal in accordance with the account, group, and/or user retention settings.

Hosts can include the full text of the summary in the webinar follow-up emails. This can be managed at the account, group, and user level.

Emails are stored in accordance with the customer’s retention settings with the email provider.****

When enabled, screen shared content via optical character recognition (OCR) is used to refine the meeting transcript and improve entity recognition for the summary.

Webinar Questions

Help hosts and panelists quickly reference content discussed in the webinar by asking questions about webinar content.

Minimum Zoom Workplace app version

6.4.0

Compatible with ZMO/ZM+

Model Processing and Provider Storage Location

Feature inputs/outputs

Inputs
  • Audio transcript
  • Question
Outputs

Customer Retention Controls and Additional Information

Summaries are stored in the web portal in accordance with the account, group, and/or user retention settings.

Hosts can include the full text of the summary in the webinar follow-up emails. This can be managed at the account, group, and user level.

Emails are stored in accordance with the customer’s retention settings with the email provider.****

When enabled, screen shared content via optical character recognition (OCR) is used to refine the webinar transcript and improve entity recognition for the summary.

****Zoom uses Twilio Sendgrid as its email provider to deliver the webinar summary. Twilio Sendgrid uses a process that takes random content samples of emails and retains the information for 7 days for anti-fraud purposes and troubleshooting. Twilio processes data in the US.

Workspace Recommendations

Get recommendations on rooms, desks, and even days to come in to the office to better collaborate with your team.

Minimum Zoom Workplace app version

N/A

Compatible with ZMO/ZM+

Model Processing and Provider Storage Location

  • Zoom hosted models - customer’s provisioned data center
  • OpenAI - US
  • Anthropic - US, EU

Feature inputs/outputs

Inputs
  • Past bookings
  • Zoom contacts
  • Upcoming meetings
  • User information
Outputs
  • Booking recommendation
    • Stored in - customer’s provisioned data center

Custom AI Companion Add-on

Customize AI Companion by tailoring AI agents and skills to address your unique needs, and drive efficiency across your organization. With the Custom AI Companion paid add-on for Zoom Workplace plans, admins can include information from organizational data sources, including third-party applications, using Zoom AI Studio. Zoom AI Studio is an admin portal featuring low-code, drag-and-drop builders for customizing AI Companion.

The minimum Zoom Workplace app version for Custom AI Companion is 6.2.5. Certain Custom AI Companion features are currently only available in Zoom Workplace and accessible to users in the side panel.

Knowledge Collections Compatible with ZM+

Knowledge Collections allow organizations to enhance AI Companion responses with organization-specific content—such as internal documentation, knowledge bases, or indexed data sources—so that responses are grounded in the context of the business. By integrating these knowledge bases, AI Companion can deliver more relevant and tailored answers.

Knowledge source

Processing/Permissions

Supported File Types

Manual

 

Directly upload documents to AI Studio to create knowledge collections

AI Companion searches across the full content of uploaded documents in the collection. User access to uploaded knowledge collections is determined by account admin’s permission settings.

Files can be up to 50 MB in size and in PDF, DOC, DOCX, or TXT format.

Integrations

 

Connect to supported cloud storage providers

AI Companion searches through the documents stored in your organization’s connected cloud storage accounts on supported third-party platforms. Access to connected resources can be configured using user account mapping  based on the third-party platform’s existing permissions, or through Zoom User Groups.

Google Drive
Microsoft OneDrive

Web Sync

 

Indexes publicly accessible web pages using a sitemap, link discovery, or URL upload list

 

AI Companion regularly indexes and retrieves information from your organization’s publicly accessible websites using a web crawler to automatically extract content from specified websites.

Publicly accessible web pages

Third-Party Index Connections

 

Integrate with third-party indexing platforms to retrieve and reference content from a wide range of enterprise data sources

AI Companion queries your organization’s indexing platforms in real-time, retrieving relevant information from various indexed sources. The index searches authorized documents (user-permission based) and returns relevant matches with text excerpts.

Amazon Q
Glean


Integrations are configured through the Zoom App Marketplace

Custom Dictionaries

Compatible with ZMO/ZM+

 

Custom Dictionary enables AI Companion to recognize and better transcribe unique terms, including organization-specific names, industry terminology, and specialized vocabulary. Admins can import terms and acronyms from a file or manually add them in AI Studio. When utilized, Zoom’s transcription service will reference the account’s Custom Dictionary during the transcription process, resulting in more accurate meeting transcripts and summaries.

Custom Meeting Summary Templates

Compatible with ZM+

 

With Custom Meeting Summary Templates, admins can create custom post-meeting summaries that align with the organization’s specific style, priorities, and format through customizable templates and prompts. Admins manage which meeting summary templates are available for use within the organization. Users can configure which templates to use when scheduling a meeting or change the template used after a meeting so long as the transcript remains available for use.

Third-Party Application Skills

Compatible with ZM+

With Third-Party Skills, Zoom AI Companion can interface with external applications to perform actions within those systems. Beyond surfacing information, AI Companion can help initiate tasks, update records, and follow through on next steps from connected platforms using prompts in the AI Companion panel.  Additional information on supported third-party applications can be found in the “Integrating AI Companion with third-party apps” support article.

Admins can use the Zoom App Marketplace to manage app access for users via admin authorization, allowing them to pre-approve apps, add them directly, or require pre-approval for user-added apps. After admin approval or for pre-approved apps, users can authorize apps themselves through the Marketplace or within the Zoom app.

Content created by end users using the third-party apps is stored in the customers' respective third-party accounts. Data retrieved from third-party apps is displayed in the AI Companion panel, and can be processed by AI Companion, including being summarized and reformatted.

Putting you in control of AI Companion capabilities

Zoom is committed to providing transparency and choice when it comes to enabling and using AI Companion features. Account administrators and users are provided with controls for AI Companion features. Zoom is continually working to enhance its platform and educate users on new features. Currently, users will see certain in-product notifications, which may be updated over time.

Account administrator controls

Account administrator controls

Administrators may enable or disable features for their entire account within the account settings page in the Admin Portal. For some features that are managed outside of the AI Companion tab, links are provided to the relevant settings.

  • Managing Meeting Summary Transcripts

    Managing Meeting Summary Transcripts

    Account owners and administrators can manage whether or not meeting transcripts are generated with AI Companion meeting summaries, which can be used for other AI Companion features; for example, for generating content within Zoom Docs or asking meeting questions after a meeting ends.  When this setting is on, hosts are able to decide at the meeting level whether or not they want to retain a transcript using a checkbox in the AI Companion icon menu at the top of the meeting window. Additional settings are available that allow meeting hosts to download and delete these transcripts through the web portal and to set custom auto-deletion for transcripts.

    Zoom offers a Meeting Summary Zero Data Retention option with respect to Zoom’s retention of the transcript, screen shared content via OCR, and in-meeting chat messages used to provide a Meeting Summary. For more information and to enable this feature please reach out to your account team or log a support ticket.

  • User feedback to Zoom for AI Companion

    User feedback to Zoom for AI Companion

    If enabled, users will be able to send feedback on their experience with AI Companion, including free text feedback and, if selected, the prompt they sent to AI Companion. This information will be used to improve the product experience and not for model training.

  • Using AI Companion with Zoom Workflow Automation

    Using AI Companion with Zoom Workflow Automation

    Users can automate certain tasks, such as creating a Team Chat Thread summary and saving and sharing a Meeting summary, with Zoom Workflow Automation if the related AI Companion features are enabled for their account.

Data Protection

Customer data, including customer content, is encrypted in transit between customers and Zoom, where supported by the user’s connection method and as stated in Zoom's support articles, between Zoom services, and between Zoom and its third-party subprocessors, including its third-party AI model providers (e.g., OpenAI and Anthropic), using Transport Layer Security (TLS) 1.2, as a minimum, or AES 256-bit GCM. Customer data, including customer content, that is either generated by or used to provide the AI Companion features, is encrypted at rest using a minimum Advanced Encryption Standard (AES) 256-bit encryption. Customers may supply their own encryption key for content stored by Zoom if they use Zoom Customer Managed Key (CMK). A current list of the types of assets supported by CMK can be found in the “Content protected by Customer Managed Key” support article.

Zoom’s access to customer data and content used to provide the AI Companion features is role-based and restricted based on least privilege, in accordance with Zoom’s access control policies and standards. Controls are in place to prevent Zoom employees from accessing customer content, including meeting, webinar, chat, or email content (specifically, audio, video, files, in-meeting whiteboards, messaging, or email content), or any content generated or shared as part of other collaborative features (such as out-of-meeting whiteboards), unless authorized by the account owner or administrator of the account hosting the Zoom product or service where the customer content was generated, or as required for legal, safety, or security reasons. Zoom’s access to customer data and content is logged and monitored for suspicious activity or unauthorized access. Zoom’s data access controls are assessed by independent audit firms where indicated in our security certifications and attestations, which are available to our customers on Zoom’s Trust Center.

Secure Development of Generative AI Features

Zoom’s secure software development lifecycle (SDLC) is a set of practices and processes designed to integrate security into each phase of the software development lifecycle. Zoom’s secure software development controls are assessed by independent audit firms as indicated in Zoom’s security certifications and attestations, which are available to customers on Zoom’s Trust Center. Zoom AI Companion features follow Zoom’s standard secure SDLC process, which includes the following:

Zoom’s Engineering Security team is engaged during the design phase when a feature is being conceptualized so that key security controls can be built into the requirements. Security design reviews, which include threat analysis, are performed to identify potential threats and mitigations. Zoom maintains vulnerability remediation standards governing the remediation or mitigation of security vulnerabilities identified during the security design review.

Peer code reviews are a key element of Zoom’s secure software development lifecycle and are enforced in Zoom’s software development platform. In addition to peer code reviews, high-risk areas identified during the security design review require secure code reviews. Where appropriate manual testing is also performed on a release by release basis.

Zoom utilizes static analysis security testing (SAST) tools to scan its source code for coding errors and common security vulnerabilities, including Open Web Application Security Project’s (OWASP) Top 10 and National Vulnerability Database (NVD). Zoom maintains vulnerability remediation standards governing the remediation or mitigation of security vulnerabilities identified through static analysis testing.

Zoom utilizes dynamic analysis security testing (DAST) tools to identify common security vulnerabilities, including OWASP’s Top 10 and NVD. Zoom maintains vulnerability remediation standards governing the remediation or mitigation of security vulnerabilities identified through dynamic analysis testing.

Where open source software (OSS) is used, the OSS package must undergo Zoom’s third-party code review process, which includes a set of OSS evaluation criteria and scanning for common security vulnerabilities. Zoom maintains vulnerability remediation standards governing the remediation or mitigation of security vulnerabilities identified through third-party OSS scanning tools.

Security approval is required for the deployment of new products and features, including AI Companion features. Zoom has a dedicated Release Security Assurance function responsible for scanning Zoom client builds prior to release. The final Zoom client build scans are designed to identify potential vulnerabilities or malicious content, and the build is digitally signed to maintain its integrity and authenticity.

Generative AI Model Security

In addition to the steps outlined in Zoom’s secure SDLC above, models hosted by Zoom are subject to security reviews to assess security threats specific to generative AI models. The generative AI model review includes commonly known LLM model vulnerabilities, in line with OWASP’s Top 10 for LLMs and other secure AI frameworks. Vulnerabilities identified in the generative AI security reviews must be remediated in accordance with Zoom’s vulnerability remediation standards.

Zoom’s third-party subprocessors are subject to security assessments on at least an annual basis as part of Zoom’s third-party risk management program. Zoom’s third-party risk management controls are assessed by independent audit firms as indicated in Zoom’s security certifications and attestations, which are available to customers on Zoom’s Trust Center.

Security Assessments

Zoom has a dedicated offensive security team that performs ongoing vulnerability research and red team exercises across Zoom’s platform, including for Zoom AI Companion features. In addition to Zoom’s dedicated offensive security team, penetration tests are performed by an independent third party on at least an annual basis.

Vulnerability Disclosure Program

Zoom believes that the independent security research community can provide key contributions to the security of Zoom’s products. Zoom maintains a vulnerability disclosure program as well as a Bug Bounty program through HackerOne that incentivizes security researchers to responsibly report potential security vulnerabilities so Zoom can fix them and keep its users safe.

AI Companion Compliance

Zoom’s AI Companion features adhere to the same security and compliance requirements as the primary Zoom products within which they are incorporated. AI Companion is ISO 27001, ISO 27701, and ISO 27017/18 certified and is also included within the scope of Zoom’s SOC 2 report, available on Zoom’s Trust Center.