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 connecting compatible third-party apps.

Let’s explore some of the ways you can customize AI Companion.

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.

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.

You can connect Custom AI Companion to 16 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. AI Companion can also connect to third-party indexing services like Amazon Q and Glean, connecting it to information stored in those services. For instance, you connect AI Companion to your organization’s HR policies so employees can quickly get answers to their questions about them.

With the Custom AI Companion add-on, you can add terms to custom dictionaries 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.

But it’s about more than what you put into AI Companion. You can also get customized outputs, such as custom meeting summaries, including summary templates customized to your organization’s needs. Based on the type of meeting you’re having, you can choose the best template for AI Companion to use for your meeting summary. If you’ve given AI Companion your custom terminology, acronyms, and more, it can incorporate them directly into your summaries.

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. 

Zoom Workplace is an open platform because we know that everyone has different workflows and preferences for how they get their work done. So whether you need information from a different platform or need to jump on a meeting with someone outside of Zoom Workplace, you can now bring Zoom AI Companion along for the ride.

For example, let’s say you’re on a call with clients using a different meeting platform but still want to create a meeting summary or transcript. Now, you can add AI Companion to Microsoft Teams and Google Meet meetings as if it were another participant, and everyone will be made aware that it’s transcribing the meeting. After the meeting, the meeting summary will be available along with your other Zoom meeting summaries. Coming soon, you’ll also be able to add AI Companion to Cisco Webex meetings.

And, coming soon,* you’ll be able to create custom agents to handle your organization’s unique needs. Using Zoom AI Studio, you can easily create agents with specific skill sets that will work with AI Companion to complete organization-specific tasks or automate business processes that are important parts of your workflows.

Because the modern workforce is often distributed around the world, it can be a challenge to communicate effectively to a global audience, sometimes even within your own organization.

As a way to get one step closer to your audience, you can make a custom avatar in Zoom Clips. After you record a source video of yourself, you’ll be able to generate short clips with an avatar that looks and sounds just like you. These clips can be generated based on a script you provide, which can even be in a language you don’t speak. This can provide an easy way to share training modules, company-wide announcements, or other communications in different languages. There are even built-in safeguards to help protect against misuse and support the integrity of AI-generated content. As a tip, when you’re recording your source video, make sure to give AI Companion a good range of tones and inflections to work with!

Zoom Workplace remains the open platform where your best work happens. With our new Custom AI Companion add-on, it’s an even more flexible platform where you get to work how you want. 

Learn more about the Custom AI Companion add-on, including pricing, eligibility, and availability.

*Custom agents are expected to launch later this year.

Editor’s note: This article was originally published in April 2025 and updated in July 2025 to reflect the most accurate product information.