--- title: "Zoom AI Companion for Nonprofits | AI Tool Check" description: "Is Zoom AI Companion safe for your nonprofit work? Use-case specific ratings and real nonprofit experiences." lang: en json-ld: --- [![Common Ground](/assets/common-ground-logo-white-RKdLhTAB.png)](https://www.commongroundconsulting.ai) [HOME](/)[TOOLS](/tools)[USE CASES](/use-cases)[METHODOLOGY](/methodology)[ALERTS](/alerts)[ABOUT](/about) Search... ⌘ K[Submit Experience](/submit-experience) [HOME](/)[TOOLS](/tools)[USE CASES](/use-cases)[METHODOLOGY](/methodology)[ALERTS](/alerts)[ABOUT](/about) [Submit Experience](/submit-experience) [Home](/)[Tools](/tools)Zoom AI Companion ![Zoom AI Companion logo](/assets/zoom-ai-companion-C2XBM7Kn.png) # Zoom AI Companion by Zoom Communications, Inc. AI Meeting Assistant (integrated) FedRAMP Moderate Authorized Privacy: 65% (Data Collection), 85% (Data Sharing), 65% (Security), 95% (Data Rights), 20% (Data Sold), 55% (Ads & Tracking) Basic (Free)AI Companion StandaloneWorkplace ProWorkplace BusinessWorkplace EnterpriseCustom AI Add-on $0 Basic (Free) Tier Ratings 0Safe • 2Caution • 10Risk Last Reviewed: 2026-07-14 40-minute meeting limit. Limited AI Companion access (AI Companion Basic with select features only). AI note-taking limited to 3 sessions. ## Quick Take AI assistant integrated into Zoom Workplace. Meeting summaries, Q&A, smart recordings, task extraction, and (as of mid-2026) agentic workflows, Whiteboard AI chat, and ZoomMate authoring tools (Slides, Sheets, Paper). INCLUDED FREE with paid Zoom plans. 50% nonprofit discount (Goodstack verification). Strong privacy: does NOT train AI on customer data. Zero Data Retention option. HIPAA BAA available on Pro and above, though several AI Companion features may be disabled for BAA/healthcare accounts. Enterprise: Zoom-hosted Models Only option; Zoom AI On-Prem now available for self-hosted AI processing. ## Ratings by Use Case How safe is this tool for your specific work? (Showing Basic (Free) tier) #### Marketing Content Not Recommended 40-min limit. Limited AI (3 note-taking sessions). Not practical for content creation. #### Grant Writing Not Recommended 40-min limit. Limited AI. Insufficient for grant discussions. #### Donor Communications Not Recommended Meeting limits. No AI summaries of donor calls beyond 3 free sessions. #### Program Documentation Not Recommended No cloud recording. Cannot document program meetings effectively. #### Board Reports Not Recommended 40-min limit inappropriate for board meetings. No full AI summaries. #### Volunteer Training Safe with Precautions Can host short trainings. No AI documentation beyond 3 free sessions. Safe if you keep sessions under 40 minutes. Use AI note-taking for 3 most critical sessions. #### Social Media Not Recommended No AI features for content creation beyond 3 free note-taking sessions. #### Email Campaigns Not Recommended No AI email drafting. #### Research Summaries Not Recommended Limited AI. Cannot summarize research discussions meaningfully. #### Policy Briefs Not Recommended No AI summaries of policy discussions beyond basic free tier. #### Event Planning Safe with Precautions Can host short planning meetings. No AI documentation. Safe if you keep sessions under 40 minutes. Use free AI note-taking sessions sparingly. #### Financial Reports Not Recommended 40-min limit. No AI summaries of financial discussions. ## Policy Snapshot As of 2026-07-14 Data Training NO Training on Customer Data Zoom commits to NOT using audio, video, chat, or content to train AI. Firm policy, not opt-out. Confirmed in Privacy Statement effective February 2, 2026 (still current as of July 2026 review). Opt-Out Not needed Zoom does not train on customer data by default. No opt-out needed. Admin can disable AI features entirely at account level. Human Review Never (except legal/safety) Zoom employees may not access customer content unless authorized by account owner/admin, or as required for legal, safety, or security reasons. Access is role-based, least privilege, and logged. Retention 30-Day Max AI inputs retained up to 30 days for support/debugging. Zero Data Retention option not available on Basic tier (requires account team engagement). Third-party model providers may also retain content up to 30 days. Security SOC 2 Type 2, ISO 27001 (Feb 2026) AES-256 encryption. E2E encryption available. SOC 2 Type 2 (Oct 2024-Oct 2025) and ISO 27001 (re-issued Feb 17, 2026) explicitly cover Zoom AI Companion. No newer certification cycle found as of July 2026. ### AI Companion is FREE with paid Zoom plans - major value for nonprofits Free tier has severe 40-min limit with only 3 free AI sessions. Standalone ($10/mo) adds full AI access but keeps Basic meeting limits. Pro at 50% nonprofit discount ($6.67/user/mo) includes full AI Companion with HIPAA BAA available. Business adds SSO and 300 participants. Enterprise adds Customer Managed Key, ZMO, Zoom AI On-Prem, and advanced compliance. Note: healthcare and education orgs are excluded from the nonprofit discount program. Switch tiers above to compare. Most nonprofits should be on Pro (50% off) or Business. Healthcare nonprofits must use Enterprise for full HIPAA compliance and should confirm exact AI Companion feature availability under their BAA. ## Key Distinctions ### AI Companion Included Free AI Companion is included at no extra cost with all paid Zoom Workplace plans (Pro, Business, Enterprise). No separate AI add-on fee like some competitors. Basic plan now includes limited AI Companion (3 sessions). As of mid-2026, AI features (meeting summaries, AI writing) are increasingly described by Zoom as a built-in part of Zoom Workplace rather than a separately branded add-on. ### 50% Nonprofit Discount via Goodstack Nonprofits with budgets ≤$10M get 50% off Pro and Business plans. Apply at zoom.com/en/zoom-cares/ — Goodstack verifies eligibility and provides a coupon code. Important: healthcare organizations, K-12/higher ed, and government agencies are explicitly excluded. Confirmed unchanged as of July 2026. ### No AI Training on Customer Data Zoom explicitly commits to not using audio, video, chat, or content to train AI models. This is a firm policy, not an opt-out. Reaffirmed in Privacy Statement effective February 2, 2026, still current as of July 2026. ### Zero Data Retention (ZDR) Option Organizations can enable Zero Data Retention to immediately delete transcripts, OCR, and chat inputs after meeting summary generation. Contact account team to enable. Good for sensitive discussions. Trades some AI retry features for maximum privacy. ### Zoom-hosted Models Only (ZMO) and Zoom AI On-Prem Enterprise customers can opt for ZMO to ensure data never leaves Zoom infrastructure. Alternative: ZM+ includes only Zoom + Anthropic via AWS Bedrock. New as of June 2026: Zoom AI On-Prem lets organizations deploy AI processing (starting with speech recognition, expanding to summaries and agentic search) on their own infrastructure or private cloud. Contact account team to enable any of these options. ### Federated AI Approach Zoom uses multiple AI providers (own models + OpenAI + Anthropic + Perplexity for web search + ElevenLabs for Clips AI Avatars). Models can change without notice. Enterprise can restrict to specific providers via ZMO/ZM+ or self-host via Zoom AI On-Prem. No providers permitted to train on Zoom customer content. ### HIPAA BAA Available on Pro and Above, With AI Feature Caveats HIPAA Business Associate Agreement is available on Pro, Business, Business Plus, and Enterprise plans, confirmed via Zoom's current support documentation (KB0067751). However, multiple independent 2026 compliance sources (ComplyAssistant, BAA Generator, Curve Compliance, North Privacy Advisors) consistently report that AI Companion features — including meeting summaries and transcription — are commonly disabled or restricted for BAA/healthcare-configured accounts because they may not be covered by the standard BAA terms. Nonprofits handling PHI should confirm exact AI Companion feature scope with Zoom before relying on it under a BAA. ### AI Companion 3.0 Continues Expanding (Dec 2025 - July 2026) AI Companion 3.0 launched Dec 15, 2025 with web interface (ai.zoom.us), agentic workflows, deep research mode, cross-platform note-taking, and $10/mo standalone option. March 2026 Enterprise Connect announced expansion across the full Zoom Workplace app (targeted for April 2026) with a dedicated tab, AI Docs/Sheets/Slides canvases, and 10+ enterprise app connectors. Through April-July 2026, Zoom shipped incremental AI Companion features directly in the Workplace app (Whiteboard AI chat, Memory improvements, Workflow 'Deep Reasoning' node, My Notes on mobile, agentic search across 10 connectors including Workday, Confluence, SharePoint, Zendesk, and Seismic, and an AI Companion integration inside Microsoft Teams). As of July 2026, Zoom's own release notes had not explicitly confirmed complete feature parity for AI Companion 3.0 between web and the Workplace app — the web surface (ai.zoom.us) remains the most fully-featured entry point. ### ZoomMate: AI Capabilities Rebranded and Expanded (June 2026) In June 2026, Zoom introduced 'ZoomMate' as a new AI teammate concept on the web, consolidating agentic search, agentic workflows, and AI agents, alongside new AI-native authoring tools: Zoom Slides, Zoom Sheets, and Zoom Paper. At the same time, Zoom Workplace messaging shifted to describe AI features (meeting summaries, AI writing) as a built-in part of the platform rather than a separately named add-on. Nonprofits should watch for further consolidation of AI Companion and ZoomMate branding in upcoming releases. ### Meeting Participants Notified All participants see notification when AI Companion features are activated. Can choose to leave. Host can stop AI at any time and delete AI-generated assets. ## Recent Changes 2026-06 Zoom introduced 'ZoomMate,' a new AI teammate experience on the web consolidating agentic search, agentic workflows, and AI agents, plus new AI-native tools Zoom Slides, Zoom Sheets, and Zoom Paper. Zoom also began describing core AI features (meeting summaries, AI writing) as a built-in part of Zoom Workplace rather than a separately branded solution. Zoom AI On-Prem was also announced, letting organizations deploy AI processing (starting with speech recognition) on their own infrastructure or private cloud. 2026-05 AI Companion 3.0 features expanded further into Zoom Workplace: My Notes available on mobile (transcribe in-person/on-the-go conversations, syncs to desktop), workflows embedded directly in meetings, agentic search enhancements bringing the total live connectors to 10 (Salesforce, Google Drive, ServiceNow, OneDrive, Box, Workday, Confluence, SharePoint, Zendesk, Seismic), AI Companion Chat added to Whiteboard, and a new AI Companion app for Microsoft Teams. 2026-04 AI Companion gained Memory improvements (view/edit what AI Companion knows about a user's work preferences), a new 'Deep Reasoning' workflow node for complex automations, and AI Companion chat directly inside Whiteboard. 2026-03-10 Enterprise Connect 2026: AI Companion 3.0 expansion across full Zoom Workplace app (previously web-only) announced, targeted for April 2026. New dedicated AI Companion tab in Zoom Workplace. AI Docs, AI Sheets, AI Slides canvases added. 10 new enterprise connectors (Salesforce, ServiceNow, Box, Google Drive, OneDrive). Custom prebuilt agents for Sales, IT, and Marketing. AI memory/personalization feature launched. Monthly active users tripled year-over-year in Q4 FY26. As of the July 2026 review, Zoom's release notes describe substantial incremental AI Companion features shipped into the Workplace app but had not explicitly confirmed full 3.0 feature parity with the web surface. 2026-02-17 ISO 27001 certification re-issued, explicitly covering Zoom AI Companion and AI Expert Assist, AI Notetaker, AI Studio/Custom AI Companion (CAIC), and Healthcare Clinical Notes products. Confirmed still the most current ISO 27001 certification as of July 2026. 2026-01-20 Critical vulnerability CVE-2026-22844 (CVSS 9.9) disclosed in Zoom Node Multimedia Routers, affecting on-premise/hybrid meeting infrastructure (Zoom Node Meetings Hybrid and Meeting Connector deployments only — not standard cloud accounts). Patched the same day in version 5.2.1716.0. No evidence of active exploitation. Relevant primarily to enterprise/on-prem nonprofit deployments, not typical cloud AI Companion users. 2025-12-15 AI Companion 3.0 launched. New web interface at ai.zoom.us. Agentic workflows, deep research mode, cross-platform note-taking (Teams, Meet, Webex, in-person). $10/mo standalone option for Basic users. AI Companion Basic with limited features included in free tier. Personal workflows (beta). Daily Reflection Report. Cross Meeting Analyst. 2025-09 AI Companion 2.0 features announced at Zoomtopia. Custom AI agents. Cross-platform support (Teams, Meet, Webex planned). 2025-05-01 Zoom nonprofit program verification partner changed from TechSoup to Goodstack. Application process updated to use Goodstack for eligibility verification. 50% discount still available on Pro and Business plans. Confirmed unchanged as of July 2026. ## Bottom Line For organizations with 5+ staff Pro at 50% nonprofit discount ($6.67/user/mo) is excellent value. AI Companion included free. HIPAA BAA available even on Pro, though confirm which AI Companion features remain active under your BAA. Business ($9.17/user/mo) adds SSO and 300 participants if needed. Note: healthcare organizations are excluded from the nonprofit discount and should contact sales for Enterprise pricing. For organizations with fewer than 5 staff Pro at 50% off is still best value. AI Companion Standalone ($10/mo) is an option if you must stay on free Zoom — gives full AI access via ai.zoom.us but still limited to 40-min meetings. Free tier now includes 3 limited AI sessions. Upgrade to Pro when meeting length matters. For health data or vulnerable populations HIPAA BAA is available starting at the Pro plan — but confirm with Zoom which specific AI Companion features (meeting summaries, transcription) remain active under your BAA, since several independent 2026 compliance reviews report these are commonly disabled for healthcare-configured accounts. Enterprise tier recommended for full compliance with Customer Managed Key, ZMO, Zoom AI On-Prem, eDiscovery, and legal holds. Healthcare organizations with budgets under $10M cannot access the nonprofit discount program and must contact sales. ## From the Community "Used to spend 20 minutes writing up notes and feedback for parents after a class. This has been halved thanks to this very useful and clever AI Companion." Teacher Education • Unknown Verified 2025-06 "Notes are effective and complete but still missing some important details. Sometimes takes notes a few minutes after the meeting started." Business user Business • Unknown Verified 2025 [Share Your Experience →](/submit-experience) ### Get Alerts for Zoom AI Companion We'll notify you when this tool changes their policies. Subscribe Expect updates only when something changes. Unsubscribe anytime. ## Related Tools [![Claude](/assets/claude-DDWVp79j.png) Claude Chat/LLM 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Y3MxMvRWWh58tpeRjNshqz4/i6OEvKHP/LqKztyjiHNE3hHiV/94AiIiIiIiIiIiIiIiIiIiIiIiIiIiIiIj4E/wDOlro3hu0lHAAAAABJRU5ErkJggg==) 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