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Newcomer
March 3, 2026
Question

Can't select custom template

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.

 

 

    7 replies

    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.
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    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

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    Newcomer
    May 8, 2026

    Wrong. KikaM is not looking to choose a custom SUMMARY template - they want a custom MEETING template. I also have created 3 of them, and when I try to choose one in the edit screen, none of them are showing. This needs to be repaired ASAP. I also have a paid account.

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    New Member
    August 16, 2026

    I also have the same issue - was there any resolution?

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    New Member
    September 9, 2026

    Same issue - I’ve been trying to solve this by speaking to zoom support, nobody has a clue. Told me an Account Executive must call me to activate the AI custom companion package - since it’s not anywhere in ‘add ons’ or a product I can buy. Zoom is ridiculous. 

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    Vinnie
    Community Champion | Customer
    Community Champion | Customer
    September 14, 2026

    Hello ​@Jamesk96, the part number for the add-on might not be visible from the portal but it is explicitly mentioned to contact Sales.

    When you opened the ticket with Zoom did you chose Technical Support or Billing &Account Management? If it was the first one, then try again but open the ticket with Billing.
    On the other hand, I think this functionality has been integrated into the new ZoomMate add-on; see below:

    https://www.zoom.us/pricing/aic

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    New Member
    September 27, 2026

    This is ridiculous - I’ve wasted countless hours going around and around in circles. Gemini and ChattyG are confused as well. 

    So, on the pro plan I can create 8 custom meeting summary templates per month, but I can’t actually use them anywhere? I’ve run into the same error messages as everyone in this thread.   

    If you’re going to offer AI, it has to work.  It’s ridiculous to say you can create something but not use it.   (I’m on Pro and tried on the browser and workplace app - both of which are so overcrowded with features that it takes forever to find anything. And, when you do click on something...surprise! It’s a free trial then you need to upgrade)  

    Zoom - you need to offer a cheaper plan without AI, or get the AI working. 

    Very unhappy customer thinking of just switching to Google Meet as a result of this chaos and misleading advertising. 

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