Customize Zoom AI Companion to accommodate your organization’s needs

If your digital work is scattered across several applications, it can be hard to feel productive at the end of the day. With the Custom AI Companion add-on, you can call on your organization-specific knowledge with AI Companion, get more relevant meeting summaries, and speed up your business processes by building custom agents or connecting AI Companion directly to compatible third-party apps.

With Custom AI Companion, you can tailor AI to your organization’s unique workflows by creating custom agents. These agents let you automate routine tasks, surface the right information, and interact with your team’s tools and knowledge bases. Custom agents are armed with your organization's data, from both third-party apps and tools that you use to organizational documents housed in your data collections. You can connect agents to your knowledge in a variety of ways:

No two organizations are alike, and AI Companion is here to match the flexibility that you need. At the core of our Custom AI Companion add-on is Zoom AI Studio, a portal where admins can tailor how Zoom AI Companion supports your organization. It’s a low-code, drag-and-drop builder that gives you the opportunity to customize how AI Companion works for you. Let’s explore how you can expand AI Companion’s knowledge, skills, and more.

By creating knowledge collections within Zoom AI Studio, you can tailor AI Companion responses based on your own company data housed in these collections. With connectors for SharePoint and ServiceNow available for knowledge collections, responses to queries can be made even more relevant and context-rich. You can interact directly with ServiceNow knowledge bases to get answers faster, all set up and managed for you by your admin in Zoom AI Studio (expected September 2025).

You can also connect AI Companion to 15 third-party apps, including Salesforce, Asana, and Box, for easier task completion in Zoom Workplace. For example, during a meeting, you can use AI Companion to proactively retrieve and surface information, like Jira tickets, so you can quickly create, access, or update them without leaving the conversation. This not only saves you the time and hassle of switching back and forth between multiple apps, but also helps you stay focused on the real-life person you’re talking to and working with. After the conversation ends, you can rely on workflow automations to take action for you.

With the Custom AI Companion add-on, you can connect to third-party indexing services like Amazon Q and Glean, connecting it to information stored in those services. For instance, you can connect AI Companion to your organization’s HR policies so employees can quickly get answers to their questions about them.

Whether you want to connect Zoom Workplace to your CRM (Salesforce), project management (Asana, Coda, Notion), issue management (Asana, Jira, Zendesk), or cloud storage (OneDrive, Google Drive, Box), there are plenty of ways to simplify your workflows. Learn more about the third-party apps available for Custom AI Companion.

With the Custom AI Companion add-on, you can add terms to a custom dictionary so that AI Companion is more fluent in your desired industry- or company-specific terminology. This can be useful for giving context to internal acronyms, terms, or even complicated vocabularies like the ones used in specialized industries. With this extra knowledge, AI Companion will be able to create more accurate transcriptions and a more precise meeting summary.

What’s more, everyone in your organization with access to AI Companion can use ready-made summary templates for common meeting types, such as one-on-ones, stand-ups, brainstorms, and more. If you have the Custom AI Companion add-on, admins will be able to create custom meeting summary templates directly in Zoom AI Studio.

No two teams work the same way, and Custom AI Companion can adapt to each role’s unique challenges. From IT to Finance, it can help teams accomplish their goals, no matter their roles.