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3 minute read
The Brief: Zoom has announced a set of new agentic AI offerings designed to enhance daily productivity across various workflows and platforms. The updates include the launch of a Custom AI Companion add-on, now available for online purchase, which extends Zoom AI Companion’s functionality to third-party platforms such as Google Meet and Microsoft Teams. Users can now connect with 16 third-party apps—including ServiceNow, Jira, Box, and Asana—to automate tasks, update documents, and manage workflows without leaving Zoom. Additional enhancements include AI-generated meeting summaries, document collaboration features, in-person meeting support, and integrations with CRMs and project management tools. These new capabilities are aimed at helping small businesses and enterprise users save time and operate more efficiently.
Learn full details of the announcement about Zoom’s new agentic AI offerings at news.zoom.com.
Source: ZoomZoom Introduces New Agentic AI Offerings to Save Time and Streamline Workflows
Analyst Perspective: Zoom new agentic AI offerings bring a practical layer of automation to cross-platform collaboration. Through native integrations with third-party applications, AI Companion enables real-time task orchestration without requiring users to exit the Zoom environment.
These functions are packaged into the Custom AI Companion add-on, empowering users to generate summaries from meetings hosted on Google Meet and access expanded capabilities such as creating avatars, updating records, and summarizing chat documents.
The agentic tools are designed to reduce repetitive work across sales, service, and education workflows. For instance, sales teams can automate CRM entries, while educators can generate customized content summaries. Zoom’s approach ensures AI tools fit naturally into existing workflows and tech stacks.
Source: ZoomZoom Expands AI Companion with Agentic Capabilities
Zoom introduced new agentic AI capabilities aimed at improving productivity through streamlined task execution. At the center of this update is the Custom AI Companion add-on, which enables users to connect to a broad set of third-party applications directly within Zoom. These apps include business-critical tools like ServiceNow, Jira, Asana, and Box. AI Companion can now assist users in completing actions across these platforms without the need to switch apps. This approach helps reduce manual data entry and improves task efficiency. Additionally, the add-on supports AI-generated content such as meeting summaries, updates, and document drafting. The AI capabilities extend across different Zoom modalities, including Meetings, Phone, and Chat, providing broad coverage for users working in hybrid environments.
Broader Availability and Customization for Small Businesses
Zoom has expanded access to its Custom AI Companion add-on by making it available online to a wider range of customers, including small businesses and individual users. The add-on enables meeting summaries on third-party conferencing platforms such as Google Meet, with support for Cisco Webex expected soon. Beyond meetings, AI Companion now offers custom summary templates tailored to the user’s tone and structure preferences, helping streamline follow-up and communication. This update is especially useful for professionals like consultants, sales reps, and educators who manage client engagements and team sessions across multiple platforms. Users can also create personalized Zoom Clips through Custom Avatars and summarize shared documents within Zoom Chat. Through offering these features online for $12 per user per month, Zoom lowers the barrier to entry for small organizations seeking to adopt AI-powered automation without investing in complex infrastructure or enterprise-level software. This move supports productivity gains for lean teams looking to scale operations efficiently.
Source: ZoomZoom AI Companion Enhancements for Meetings and Collaboration
Zoom continues to enhance AI Companion across its core collaboration tools with features designed to streamline meeting preparation, follow-up, and content sharing. New capabilities include agenda generation using past meeting data or templates, real-time queries during Zoom Phone calls, and automatic transcription and summarization for in-person meetings using the Voice Recorder. AI Companion can also summarize text documents shared in Zoom Team Chat and surface relevant answers using expanded knowledge sources like Google Drive or crawled URLs. Users benefit from easier access to meeting assets, including summaries, transcripts, and recordings, all from the Zoom Calendar event. These upgrades allow teams to stay aligned and reduce time spent on administrative tasks, reinforcing Zoom’s goal of supporting seamless, multi-format collaboration.
Aligning Zoom AI with Practical Workflows and User Needs
Zoom continues to expand its workplace platform by integrating agentic AI capabilities into its ecosystem of productivity tools. The AI Companion has evolved beyond summarization to become an interactive assistant capable of executing tasks, connecting with third-party apps, and functioning across multiple platforms. This aligns with Zoom’s strategy to position Zoom Workplace as a centralized productivity hub—one that serves not only meetings but broader workflows across sales, support, education, and project management.
The new capabilities address ongoing pain points such as fragmented workflows, app-switching fatigue, and time lost to manual updates. Through enabling AI to operate across apps like Asana, Salesforce, Box, and Google Drive, Zoom provides users with immediate, actionable intelligence.
While some friction is expected in connecting apps, managing security settings, and retraining teams, Zoom’s streamlined onboarding, configurable workflows, and individual add-on access help smooth the adoption curve. These features make the solution accessible to individual professionals and small teams—not just large enterprises—widening the scope of impact for AI Companion across industries.
