Zoom Phone AI Companion FAQ

How do I generate a phone call summary?

1. While on a call, in the phone dialer, click Summarize to initiate a summary.
   A dialog box will appear, letting you and your participants know Call Summary is enabled for the call.
2. Click Stop summary  to stop the summary, or end the call.

How do I access a call summary?

1. Click the Phone tab.
2. Click the History tab.
3. At the top of the page, click the Filter call history icon  , then select Summary.
4. 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.
5. Click one of the following icons s necessary:

• Docs : Create a Zoom Doc containing your call summary after the call ends. After completing a call with AI Companion enabled, you have the option to manually create a Zoom Doc that includes an automatically generated call summary, next steps, and other sections based on selected templates. The document automatically includes the call summary and next steps generated by AI Companion
• Share : Share the summary with another user.
  The current version of the summary will be sent, and no other version.
• Copy to clipboard : To copy the summary and next step.
  The summary will be saved to your clipboard for you to paste where you need.
• Edit : To manually edit the summary as needed.
  Note: You can edit both the Summary and Next Steps that were generated.
• Trash : To delete the summary.