Enabling Smart Recording

Account owners and admins can enable Smart Recording to allow hosts to get more out of their Zoom meetings and webinars. Smart Recording uses Zoom’s machine learning model to automatically divide cloud recordings into smart chapters for easy review, highlight important information, and create next steps for attendees to take action.

This article covers:

• How to enable the Smart Recording feature
  • Account
  • Group
  • User
• Frequently asked questions about Smart Recording

Prerequisites for setting up Smart Recording

• Cloud recording enabled
• Create audio transcript enabled
• Business, Education, or Enterprise account
• Account owner or admin privileges to modify settings at the account or group level
• Licensed user

Notes:

• This feature is not available to Education accounts that provide educational services to children under the age of 18.
• If you meet the prerequisites for Smart Recording but don't see it as an available setting, submit a request to Zoom Support for enablement.

How to enable the Smart Recording feature

Note: By default, Smart Recording is disabled. This feature only applies to new recordings generated after this setting is enabled.

Account

To enable Smart Recording for all users in the account:

1. Sign in to the Zoom web portal as an admin with the privilege to edit account settings.
2. In the navigation menu, click Account Management then Account Settings.
3. Click the Recording tab.
4. Verify that the Cloud recording setting is enabled.
   Note: If the setting is disabled, click the toggle to enable it. If a verification dialog appears, click Enable to verify the change.
5. Under Advanced cloud recording settings, select the check boxes next to Create audio transcript and Smart Recording.
6. (Optional) Select or clear any of the following check boxes as desired.
   Note: If you clear all the check boxes, Smart Recording will be disabled.
   • Create recording highlights: Zoom will automatically highlight the most important parts of the recording. Hosts can adjust the highlights as needed and share the video summary with users.
   • Create smart chapters: Zoom will automatically group sections of the recording into chapters with an overview. Hosts can edit the chapters manually.
   • Create next steps: Zoom will automatically summarize any actions to take after the recorded session. Hosts can edit the next steps manually.
7. Click Save.
8. (Optional) To prevent all users in your account from changing this setting, click the lock icon , and then click Lock to confirm the setting.
   Note: Locking Smart Recording on will also lock the Create audio transcript setting on.

Group

To enable Smart Recording for a group of users:

1. Sign in to the Zoom web portal as an admin with the privilege to edit groups.
2. In the navigation menu, click User Management then Groups.
3. Click the applicable group name from the list.
4. Click the Recording tab.
5. Verify that the Cloud recording setting is enabled.
   Note: If the setting is disabled, click the toggle to enable it. If a verification dialog appears, click Enable to verify the change.
6. Under Advanced cloud recording settings, select the check boxes next to Create audio transcript and Smart Recording.
7. (Optional) Select or clear any of the following check boxes as desired.
   Note: If you clear all the check boxes, Smart Recording will be disabled.
   • Create recording highlights: Zoom will automatically highlight the most important parts of the recording. Hosts can adjust the highlights as needed and share the video summary with users.
   • Create smart chapters: Zoom will automatically group sections of the recording into chapters with an overview. Hosts can edit the chapters manually.
   • Create next steps: Zoom will automatically summarize any actions to take after the recorded session. Hosts can edit the next steps manually.
8. Click Save.
9. (Optional) To prevent all users in the group from changing this setting, click the lock icon , and then click Lock to confirm the setting.
   Note: Locking Smart Recording on will also lock the Create audio transcript setting on.

User

To enable Smart Recording for your own use:

1. Sign in to the Zoom web portal.
2. In the navigation menu, click Settings.
3. Click the Recording tab.
4. Verify that the Cloud recording setting is enabled.
   Notes:
   • If the setting is disabled, click the toggle to enable it. If a verification dialog appears, click Enable to verify the change.
   • If the option is grayed out, it has been locked at either the group or account level. You need to contact your Zoom admin.
5. Under Advanced cloud recording settings, select the check boxes next to Create audio transcript and Smart Recording.
6. (Optional) Select or clear any of the following check boxes as desired.

   Note: If you clear all the check boxes, Smart Recording will be disabled.

   • Create recording highlights: Zoom will automatically highlight the most important parts of the recording. Hosts can adjust the highlights as needed and share the video summary with users.
   • Create smart chapters: Zoom will automatically group sections of the recording into chapters with an overview. Hosts can edit the chapters manually.
   • Create next steps: Zoom will automatically summarize any actions to take after the recorded session. Hosts can edit the next steps manually.
7. Click Save.

Frequently asked questions about Smart Recording

How do hosts use Smart Recording?

Learn how to manage your cloud recordings with Smart Recording.

What does it mean to allow Zoom to use recording data in my account for Zoom’s product improvement?

Along with Smart Recording, admins can decide to enable or disable the Allow Zoom to use recording data in my account for Zoom’s product improvement setting. If enabled, Zoom will use your recording to help improve Zoom’s products and Smart Recording features. You can always disable the setting at any time.

Note: This feature only applies to new recordings generated after this setting is enabled.

If the meeting host has Smart Recording on and has opted to share recording data with Zoom, can I opt out of sharing with Zoom on my end?

In Zoom meetings or webinars where the host’s account has opted to share recording data with Zoom, a disclaimer will appear at the start of the recording that tells you the host is sharing recordings with Zoom. Participants can then choose whether or not to stay in the meeting or webinar.

How does Zoom identify “next steps” from a meeting or webinar?

Zoom’s machine learning model examines the end of the recording and looks for cues to identify any next steps. These can be edited by the owner of the cloud recording (the host) or a user with permission to manage cloud recordings.

Is Smart Recording considered an “AI” feature?

Yes, we are using our own machine learning model to identify chapters and next steps.

Is Smart Recording being rolled out globally?

There are no geographic restrictions for this feature, however, the Smart Recording feature is supported in English only.