Zoom AI Features in 2026: What’s New and How to Use Them

Zoom in 2026 is no longer just a video meeting tool. It is evolving into a full work platform where AI helps you search, create, summarize, and coordinate across meetings, documents, chat, email, and even customer support  and this shift is also inspiring many businesses to explore platforms like Colsent to build similar AI-powered collaboration systems for their own teams. 

The biggest shift this year is that Zoom AI is becoming more “agentic,” meaning it can retrieve context from multiple sources and help you act, not just generate text. From smarter meeting insights to automated whiteboards and sales coaching, Zoom’s AI upgrades are built to reduce busy work and improve productivity at scale. 

In this guide, you will learn the most important Zoom AI features released in 2026, what they do, and how to use them in real workflows — along with why this growing demand is driving companies toward modern solutions like Colsent for creating Zoom-style AI collaboration platforms. 

What Makes Zoom AI in 2026 Different? 

Zoom’s AI updates in 2026 are not small improvements. They represent a new direction: AI as a daily assistant inside the Zoom ecosystem, not a separate tool you have to open and manage. 

Instead of only summarizing meetings, Zoom AI Companion is expanding into email context, document creation, web search, whiteboards, event analytics, and industry-specific workflows. This matters because most people do not struggle with “having meetings.” They struggle with what happens before and after meetings. 

The goal of Zoom AI in 2026 is simple: help you stop searching, stop switching tabs, and start completing work faster. 

The Latest Zoom AI Features Introduced in 2026 

• Zoom AI Companion 3.0 (Conversational Work Surface) 
• Agentic Retrieval for Gmail and Outlook 
• Generate Whiteboards from Zoom Content 
• AI Image Conversion for Whiteboard 
• Embed Zoom Clips on Third-Party Platforms 
• Custom AI Companion Agents with MCP Integration 
• Company Insights for Events 
• Revenue Accelerator Win/Loss Analysis 
• Channel Notifications for Sales Updates 
• HubSpot Integration for Zoom Auto Dialer 
• CRM APIs for Revenue Accelerator 
• Voice Message Recordings for Callbacks (Zoom CX) 
• Group SMS Messaging for Support Teams 
• Workforce Management in Zoom Workplace etc.

Zoom AI Companion 3.0: The Conversational Work Surface 

The most important update of 2026 is Zoom AI Companion 3.0 and its new “conversational work surface.” This is essentially a central AI hub inside Zoom Workplace on the web. 

Instead of asking AI questions in a separate box, you now interact with one workspace that connects: 

• Zoom Docs 
• Meeting insights 
• Web search 
• Team collaboration context 

This is a major step because it turns Zoom into a unified productivity environment. The AI Companion panel becomes the place where you ask questions like: 

• “What did we decide in last week’s product meeting?” 
• “Summarize all action items across my meetings this week.” 
• “Draft a follow-up message based on today’s call.” 

How to use it effectively 

• Use it as a daily “catch-up dashboard” after meetings 
• Ask it to combine meeting notes + docs + chat threads into one summary 
• Use it to prepare for meetings by retrieving past decisions and context 

Agentic Retrieval for Gmail and Outlook (One of the Biggest Updates) 

One of the most practical Zoom AI upgrades in 2026 is Agentic Retrieval for Gmail and Outlook. 

This feature allows you to connect your Gmail and Outlook accounts to AI Companion 3.0 on the web. Once connected, AI Companion can use your emails as context for: 

• Questions 
• Summaries 
• Finding details hidden in long threads 

This solves a real problem: you often know the answer exists in an email, but you do not remember where. 

Real examples of what you can ask 

• “Find the last email where the client approved the budget.” 
• “Summarize the last 10 emails with the vendor.” 
• “What did HR say about the new policy?” 

Why this matters in 2026 

Email is still the main place where decisions are recorded. Zoom AI Companion can now search those decisions and bring them into your work context, reducing the time wasted on inbox hunting. 

AI-Powered Whiteboards: From Conversations to Visuals 

Zoom is heavily investing in AI creation tools, and whiteboards are one of the strongest examples. 

In 2026, Zoom introduced multiple AI features that turn existing content into visual structure, instead of forcing you to start with a blank canvas. 

Generate Whiteboards from Zoom Content 

This feature lets AI Companion generate a visual map or flowchart using context from: 

• Zoom Meetings 
• Zoom Docs 
• Zoom Team Chat threads 

Instead of building diagrams manually, you get a structured starting point. 

Best use cases 

• Project planning diagrams 
• Workflow mapping 
• Brainstorming sessions 
• Sprint or roadmap planning 

AI Image Conversion for Whiteboard 

This is one of the most underrated upgrades. 

You can take a photo of a physical whiteboard and Zoom converts it into a digital editable canvas with distinct objects. That means your sketch becomes: 

• Clean 
• Editable 
• Shareable 
• Ready for remote collaboration 

Best use cases 

• Turning office whiteboards into remote-friendly assets 
• Capturing workshop diagrams 
• Preserving strategy sessions 

Zoom Clips: Smarter Sharing Beyond Zoom 

Zoom Clips is becoming more important in modern work because people increasingly prefer short, asynchronous updates instead of long meetings. 

In 2026, Zoom introduced the ability to embed Clips on third-party sites using simple code. 

This means you can post Zoom Clips directly into: 

• Company intranets 
• Internal wikis 
• Learning platforms 
• Marketing landing pages 

Why it matters 

Instead of forcing people to click away from their current platform, the video appears where they already work. This improves engagement and reduces friction. 

How to use it 

• Embed onboarding clips in your company wiki 
• Add product demos to a knowledge base 
• Share training videos in an LMS platform 

Custom Agents + MCP: Zoom’s Most Advanced AI Upgrade 

Zoom is pushing beyond “AI assistant” and moving into customizable AI agents. 

In 2026, Zoom added major updates for Custom AI Companion agents. Admins can now build and deploy custom agents that connect directly to third-party tools like: 

• Jira 
• Box 
• Other enterprise tools 

This is powered through the Model Context Protocol (MCP), which simplifies cross-app workflows that normally require manual steps. 

What this enables 

Instead of asking AI for generic summaries, organizations can build agents that do real operational work, such as: 

• Pulling ticket status from Jira 
• Retrieving files from Box 
• Generating updates from project tools 
• Automating internal workflows 

Why MCP matters 

Most AI tools fail in business environments because they cannot safely access enterprise systems. MCP is Zoom’s attempt to standardize secure tool connections. 

A New Simplified Zoom Workplace App (Better AI Experience) 

Zoom also refreshed the Zoom Workplace app with a simplified UI. 

This may sound like a minor update, but it matters because AI features only work when people can actually find and use them. 

The updated UI focuses on: 

• Easier navigation 
• Faster switching between tabs 
• Better layout control 

This makes AI Companion and other tools feel more integrated, not “hidden features.” 

Zoom for Cisco Rooms: AI Companion on Existing Hardware 

Zoom and Cisco partnered to deliver Zoom for Cisco Rooms. 

This gives customers the full Zoom Meetings experience on Cisco hardware, including key Zoom features like: 

• AI Companion 
• Breakout rooms 
• Reactions 
• Chat 

Why this is important 

Many companies already invested heavily in Cisco conference room systems. Now they can adopt Zoom’s AI features without replacing their hardware. 

This is a major enterprise adoption driver for 2026. 

Zoom Webinars & Events: AI for Engagement and Learning 

Zoom is also expanding AI-style analytics and automation into webinars and events. 

These updates are designed to make events measurable, not just “hosted.” 

Learning Certificates for Webinars 

You can now design and email custom certificates to attendees who meet specific criteria, such as: 

• Attending 60 minutes of a webinar 
• Answering quiz questions 

This is highly valuable for: 

• Online educators 
• Corporate trainers 
• Certification-based learning programs 

Company Insights for Events 

This feature groups attendees by business email domains so you can see which organizations are engaging with your events. 

For sales and marketing teams, this is extremely useful because B2B selling happens at the account level, not the individual email level. 

Event Engagement Score 

Zoom now provides an engagement score (0–10) based on: 

• Chat activity 
• Q&A participation 
• Poll responses 

This helps you identify who was truly engaged, not just present. 

Zoom for Sales: AI That Improves Revenue Workflows 

Zoom’s sales ecosystem is becoming more AI-driven, especially through Zoom Revenue Accelerator. 

In 2026, multiple new features were introduced to reduce manual reporting and improve deal execution. 

Revenue Accelerator: Win/Loss Analysis 

Zoom Revenue Accelerator can automatically analyze closed deals to generate a full win/loss story including: 

• Summary 
• Key learnings 
• Customer quotes 
• Sales conversation insights 

This reduces the “post-game analysis” workload that sales managers often skip due to time constraints. 

Channel Notifications (Zoom Team Chat + Slack) 

Revenue Accelerator can now route deal notifications (wins, risks, recordings) directly into shared channels. 

This is important because sales teams collaborate in chat, not in inboxes. 

HubSpot Integration for Zoom Auto Dialer 

This feature pulls HubSpot contact segments directly into the Auto Dialer and logs: 

• Calls 
• Meetings 
• Emails 

Everything syncs back into the CRM automatically. 

CRM APIs for Revenue Accelerator 

This enables programmatic syncing of deal, contact, and lead data between: 

• Zoom Revenue Accelerator 
• CRMs 
• BI tools 

This reduces manual exports and improves real-time pipeline visibility. 

Zoom CX and Virtual Agents: AI for Customer Support 

Zoom’s AI upgrades in 2026 are also heavily focused on customer experience (CX). 

Instead of AI only helping internal employees, Zoom is expanding automation and intelligence for customer support workflows. 

Voice Message Recordings for Callbacks 

Customers can now record a short voice message when requesting a callback. 

This helps agents understand the issue before calling, so the conversation starts with context, not repetition. 

Group SMS Messaging 

Zoom CX now allows adding up to eight additional participants into one SMS support thread. 

This is useful when solving problems requires: 

• Internal experts 
• Supervisors 
• Family members (in consumer cases) 

Email Channel Support in CTI 

Agents can send, receive, and manage customer emails directly within the Salesforce CTI connector. 

This keeps interactions centralized, so agents do not have to leave their main workspace. 

Queue Visibility for Transfers 

Agents can now see how many people are ready or busy in a queue before transferring a customer. 

This reduces blind transfers and improves customer satisfaction. 

Workforce Management in Zoom Workplace 

Agents can view schedules, submit time-off requests, and check boards directly inside Zoom Workplace. 

This reduces the need for separate logins and systems. 

Coaching Sessions for Quality Management 

Zoom can create coaching modules directly from scorecard data so agents can improve specific skills. 

This makes feedback actionable instead of vague. 

Virtual Agent Change Log 

Zoom Virtual Agents now include a detailed change log of: 

• Additions 
• Deletions 
• Modifications 

This improves accountability and prevents production confusion. 

Enhanced Knowledge Coaching for Virtual Agents 

This feature filters and clusters user queries so you can see where the knowledge base is failing. 

Instead of guessing what customers are asking, you get a clear map of unanswered questions. 

Analytics Enhancements for Virtual Agents 

Zoom added the ability to: 

• Subscribe to multiple reports in one email 
• Set alerts when metrics stray from historical baselines 

This reduces dashboard fatigue and makes monitoring smarter. 

Expanded Language Support for Virtual Agents 

Zoom Virtual Agents can now speak and chat in: 

• Spanish 
• Catalan 
• Vietnamese 
• Arabic 

This makes automated support more inclusive and scalable globally. 

Zoom AI Feature Summary Table (2026) 

Feature	Category	What It Does	Best For
AI Companion 3.0 Work Surface	Productivity	Central hub for docs, meeting insights, and web search	Knowledge workers
Agentic Retrieval for Gmail/Outlook	Productivity	Uses emails as AI context for questions and summaries	Teams with heavy email workflows
Generate Whiteboards from Zoom Content	Creation	Turns meetings/docs/chat into visual maps	Project planning
AI Image Conversion for Whiteboard	Creation	Converts photo whiteboards into editable digital canvases	Hybrid teams
Embed Zoom Clips on Third-Party Sites	Collaboration	Lets clips be embedded in intranets/LMS sites	Training + onboarding
Custom Agents + MCP	Enterprise AI	AI agents connect to tools like Jira and Box	Admins + operations
Zoom for Cisco Rooms	Enterprise	Brings Zoom meetings + AI Companion to Cisco hardware	Large organizations
Event Engagement Score	Events	Scores engagement based on actions	Webinar hosts
Win/Loss Analysis	Sales	AI-generated closed deal analysis	Sales leaders
Virtual Agent Knowledge Coaching	CX	Finds where the bot fails to answer users	Support teams

How to Choose the Right Zoom AI Features for Your Workflow 

If your team wastes time searching for context, focus on AI Companion 3.0 and agentic email retrieval. If your team struggles with brainstorming and planning, use AI whiteboards. If your business relies on events, adopt engagement scoring and company insights. If your organization runs sales or support teams, Zoom Revenue Accelerator and Zoom CX upgrades will deliver the strongest ROI. 

For companies that want to build a similar AI-powered collaboration environment tailored to their own operations, platforms like Colsent are helping businesses develop scalable and customizable video collaboration ecosystems. Instead of relying only on third-party tools, organizations can launch their own intelligent meeting infrastructure using Zoom Solution designed for modern AI-ready workflows. 

If you are planning to create your own advanced collaboration platform, talk with our team experts and see how you can transform meetings into measurable productivity. 

The best part is that Zoom’s AI direction is moving toward unified work, where meetings, documents, chat, and automation support one connected workflow. 

FAQs

What is Zoom AI Companion 3.0?

It is Zoom’s updated AI assistant with a new web-based conversational workspace.

Can Zoom AI search my Gmail or Outlook?

Yes, using Agentic Retrieval after connecting your account.

What does “agentic retrieval” mean?

It means AI can actively find relevant context from your emails instead of you searching manually.

Can Zoom AI create whiteboards automatically?

Yes, it can generate whiteboards from meetings, docs, and chat threads.

Can Zoom convert a physical whiteboard photo into a digital board?

Yes, using AI Image Conversion for Whiteboard.

Can Zoom Clips be embedded outside Zoom?

Yes, Clips can be embedded on third-party websites using simple code.