Purpose

Zoom Phone allows you to utilize the AI Call Summary feature. The following instructions are adapted from the Zoom website documentation

Content Summary

I. Why AI Call Summary?

The Zoom AI Call Summary feature allows users to capture notes during a Zoom phone call. The AI assistant will structure the notes into 3 sections: Quick Summary for a brief overview of the call notes, Next Steps to list out action items born out of the discussion, and Summary for a detailed walkthrough of the call contents.

II. Best Practices for Using Zoom AI Call Summary

Obtain Consent: Prior to using the AI Call Summary feature, ensure all call participants are informed that the conversation may be recorded and summarized.
Restrict Access: Share call summaries only with individuals who have a legitimate need to know.
Protect Sensitive Information: Review all call summaries before distribution, and redact any sensitive or confidential information as necessary.

III. How to Start a Call Summary

  • 1. Log onto the Zoom application - mobile or desktop.
  • 2. Once you begin a call, click Summarize Image Placeholder from your dialer to start the AI Summary tool.

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Zoom Phone Dialer with Summarize Button

  • 3. To stop the summary, click Stop summary Image Placeholder.

IV. How to Access a Call Summary

  • 1. Sign in to your mobile/desktop application or the web portal.
  • 2. Select the Phone tab (if on Web Portal, find the Phone tab in the left menu).
  • 3. Navigate to the History tab and identify the call you wish to view.
  • 4. Click the View Summary/View full summary icon next to the call entry.
    Image Placeholder
    View Summary from Zoom Mobile App
  • a. From the web portal, you will need to view the Details of the call entry to see the Summary. Image Placeholder
    Details of Call Summary from Web Portal
  • 5. Call Summary Actions: From here, you can Share Image Placeholder, Copy Image Placeholder, Edit Image Placeholder, and Delete Image Placeholder the summary as needed.