Setting Up Zoom AI for Web and Workplace

This Knowledge Base article discusses Zoom AI as used in your desktop app (Zoom Workplace) and Zoom's conversational AI bot, which is accessed at ai.zoom.us. If you are looking for information on in-meeting AI features, please see the following: Get Started with In-Meeting Zoom AI.

What is Conversational AI for Zoom Workplace and On the Web?

Conversational AI functions like a chatbot and you can access it only outside of your meetings. It can be used either direcly in your Zoom app, also known as Zoom Workspace, or it can be used online, like other popular generative AI models. Conversational AI in Workplace can provide information from your Zoom account, like past meetings. If you enable access to your UNLV account’s Google Drive and Gmail, you can also ask it questions relating to data from your UNLV Google account and calendar. It is limited to this.

On the web version, it can use data from public webpages on the internet, your Zoom account (past meetings, transcripts, etc.), and from your UNLV Google account, if you enable access, making it the most robust AI feature Zoom has to offer.

Appearance in Zoom Workplace

In Zoom Workplace, Zoom AI shows up as a side panel in your app window.

Workplace with Zoom AI panel open.

If you do not see the panel even if Zoom AI is on, then select the Zoom AI sparkles icon to open it.

Zoom AI sparkles in the top right corner.

Apperance on the Web

Online, at ai.zoom.us, Zoom AI appears more as a full-window chat, rather than a side panel. It includes prompts for coaching, meeting recaps, and other productivity chats you could start with the bot.

Zoom AI on the web.

Enable Conversational AI for Zoom Workplace and Web

  1. Log into your Zoom account at it.unlv.edu/zoom
  2. On the left-hand navigation, select Settings
  3. Under the Zoom AI tab, toggle the switch to ON beside "Show Conversational AI."
    a) You can also select "Save and Use Memories when Responding" for a more personalized experience, but it is not required.

    Show Conversational AI
     
  4. If you want to access Zoom AI on the web, ensure that you also select Show ZoomMate on the web navigation and Zoom Workplace navigation bar.

    Show ZoomMate on the web navigation and Zoom Workplace navigation bar.

Provide Zoom AI Access to Your UNLV Google Account Files

Now that you have enabled Zoom AI, you can allow it to access your UNLV Google account’s data. This is optional and is not enabled by default. Zoom AI can still be used without Google access, but can only provide information on Zoom-related queries (past meetings, upcoming meetings, etc.). There are two different processes for setting it up in Zoom Workplace versus on the web. We will go over both below.

For both, you must first have your calendar and contacts integration set up.

Enabling Access for Zoom AI in Zoom Workspace

  1. Log into your Zoom account at it.unlv.edu/zoom
  2. On the left-hand navigation, select Profile
  3. Scroll to the bottom of the page, to the header Others. You will see your Gmail account and current permissions Zoom has. By default, Zoom has read/write access to Google Calendar
  4. To add permissions for Drive and Gmail, select Edit

    Edit option, beside the user's email.
     
  5. Tick the box with the permissions you wish to enable, then select Next

    The available permissions: Calendar, Contacts, Drive, and Mail. There are checkboxes for "Read" and "Write" next to each.
     
  6. After selecting Next, you will be promoted to sign back into Zoom via Google, and will also have to confirm that you enabled more advanced permissions in your UNLV Google account for Zoom. Click Continue for both prompts

Now, conversational AI in Zoom Workplace can use data from these Google services to provide responses to your questions.

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