Can't select custom template | Community
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New Member
March 3, 2026
Question

Can't select custom template

  • March 3, 2026
  • 1 reply
  • 39 views

I’ve created a custom template under AI Companion/Custom Meeting Template. It is saved, published and accessible to the 'entire account’

When I go to select this as my preferred meeting template to use and change the default template (currently set to ‘general), my template does not show up on the list to choose from.  Under the template tab ‘by my company’, the template number shows as ‘0’.

I’ve looked everywhere to figure out what I’m doing wrong! Any and all help appreciated.

I have a Pro license.

 

 

    1 reply

    MGSR
    Community Manager
    Community Manager
    March 4, 2026

    Hello ​@KikaM,

    Welcome to the Zoom Community! We’re glad to have you here.
     

    If your custom AI Companion meeting template is not showing up as a selectable default, please check the following:

    1. Make sure the feature is enabled for your user or group under Settings > AI Companion > Meeting summary templates. An admin may need to enable this option for your account or group.
    2. In the summary template preview, select the checkbox in the top-right corner to set your template as the default.
    Vinnie
    Community Champion | Customer
    Community Champion | Customer
    March 5, 2026

    Hello ​@KikaM 

    On top of what ​@MGSR is indicating, please note that to use “Meeting Summary Template” you need an Add-on license called “Custom AI Companion”.

    When you saved the template, you should have got a pop message that looked like this:

    I hope this helps answering your question.

    Vinnie