In this article
Manage Cisco AI Assistant for messaging
Manage Cisco AI Assistant for meetings
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Manage Cisco AI Assistant for Webex Calling
    Cisco AI Assistant features and licensing for Webex Calling
Manage user access to Cisco AI Assistant and AI features
Manage Cisco AI Assistant general settings and search sources
Configure AI Assistant integrations and search sources
Known issues and limitations
Additional resources
Customize Cisco AI Assistant and AI features in Control Hub
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Cisco AI Assistant and AI features help with your users’ productivity, collaboration, and communication. They can also automate some of your users’ daily tasks.

Manage Cisco AI Assistant for messaging

1

Sign in to Control Hub.

2

Go to Management > Organization Settings > Cisco AI Assistant & AI features > Customize AI Assistant & AI features.

3

In the Messaging AI Features section, turn AI Assistant options on or off:

  • Ask AI Assistant for Messaging tab—Users can get answers to work-related questions from the AI Assistant panel when they're on the Messaging tab.

    Access AI-generated Messaging features through AI Assistant. With space summaries, save time on unread messages and conversations. You can also enhance all communications with message translation and rewrite.

    Enjoy complimentary use of Ask AI Assistant for a limited time—pricing and terms are subject to change.

    For more information, see Webex App | Conversational search with Cisco AI Assistant.

  • Space summaries—Allow users to summarize threads in a space within a given timeframe, such as a day or a week. For more information, see Webex App | Generate space summaries and Webex App | Summarize your message threads.
  • Rewrite message—Help users enhance and improve their communication in Webex App. AI Assistant can fix mistakes and adapt the style, tone, and content to help users communicate faster and more effectively. For more information, see Webex App | Rewrite your messages with AI Assistant.
  • Message translation—Allow users to enable their target language in their settings, and translate individual messages or all messages in spaces in real time. For more information, see Webex App | Translate messages in a space.

You can also turn these options on or off in templates or per user. For templates, see Create a messaging template in Configure settings templates in Control Hub. For users, see Turn Cisco AI Assistant on or off for users below.

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Manage Cisco AI Assistant for meetings

Cisco AI Assistant can generate a summary that users can refer to both during and after meetings, even if the meeting is not recorded. Ask AI Assistant allows users to ask AI Assistant questions about anything work-related.

This feature is available on our Webex Suite meeting platform. Find out if your meetings use the Webex Suite meeting platform.

  • Enjoy complimentary use of Ask AI Assistant for a limited time—pricing and terms are subject to change.

  • AI Assistant meeting summaries are currently supported in English only.

  • When AI Assistant is available, Webex Assistant for meetings, which provides highlights and voice commands, becomes unavailable.

  • A new summary will only be prompted if there’s sufficient meeting duration to add more information.

  • If a user selects multiple summaries using all the available options in the AI Assistant panel, there may be some summary overlaps and differences in summary durations.

  • Post-meeting summaries and transcripts are only available for meetings within your organization.

1

Sign in to Control Hub.

2

Go to Organization Settings > Cisco AI Assistant & AI features > Customize AI Assistant and AI features.

3

In the Meetings AI Features section, turn on any of the following.

For internal or external meetings:
  • Enable AI Assistant in meeting—Users can get answers to not only ongoing meeting questions, but also any work-related questions, directly within the AI Assistant panel when they're in a meeting. To turn on search sources for AI responses, see the AI Assistant search sources section. For more information, see Cisco AI Assistant in meetings.
For internal meetings only:
  • AI Assistant while recording a meeting—For internal meetings only, you can turn on AI Assistant whenever recording is turned on. When turned on, this feature applies both when the recording is started, or when the meeting organizer turns on automatic recording when scheduling the meeting.
  • Allow external participant for AI Assistant—In-meeting summaries and Ask AI Assistant must be turned on before you can use this feature. When this setting is turned off, participants outside the organization can’t use AI Assistant in meetings, even if AI Assistant is turned on for meetings. External participants will see the AI Assistant button in Webex App but won’t be able to interact with it. You can also enable or disable this setting at the template or user levels.
  • Allow meeting participants to request AI Assistant—When enabled, meeting participants can request the host or co-host to turn on AI Assistant during a meeting. This setting is enabled by default and requires the Enable AI Assistant in meeting setting to be turned on. You can also enable or disable this setting at the template or user levels.

    Devices don’t support this feature.

  • Audio announcement for AI Assistant—For internal meetings only, you can turn off the audio announcement that plays when AI Assistant is starting or restarting. This does not affect the visual notification that AI Assistant is starting. PSTN devices will always receive audio announcements.
  • Auto-detect spoken language—The language spoken in meetings is automatically detected. The transcript shows all spoken languages. For more information, see Auto-detect spoken language.
  • Speaker diarization—Automatically separate unique speaker utterances in captions and transcripts. Hosts and cohosts can manually label speakers.
  • Customize post-meetings AI features
  • Ask AI Assistant for Meetings tab—Users can get answers to work-related questions directly within the AI Assistant panel when they're on the Meetings tab.
  • Allow AI assistant to search across user's Meetings history—AI assistant can search across the users' meetings summary, transcript, recordings, and meeting messages.

  • AI summaries and chapters for meeting recordings—Automatically generate meeting summaries and chapters in cloud recordings
4

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Manage Cisco AI Assistant for Webex Calling

For details about Cisco AI Assistant features, licensing, and early access, see Cisco AI Assistant features and licensing for Webex Calling.

1

Sign in to Control Hub.

2

Go to Organization Settings > Cisco AI Assistant & AI features > Customize AI Assistant and AI features.

You can manage how your organization experiences phone calls by configuring post-call summaries, audio notifications, and visual notifications through the default Organization settings.
3

In the Calling AI features section, turn the following features on or off:

  • Enable AI assistant in Calling—Make AI Assistant available in Webex calls for the organization.
    • Show visual notifications— If turned on, users can see visual notifications.

    • Play audio notifications for Internal calls—You can manage and control the audio and video notifications that are sent when AI Assistant is turned on for internal calls.

    • Play audio notifications for External calls—You can manage and control the audio and video notifications that are sent when AI Assistant is turned on for external calls.

  • Enable post call summaries and transcripts —If your users want to catch up on any call, the AI Assistant can help by summarizing the entire call from their call history. The post-call summary and transcript are stored in the storage region configured for their location.
  • Share a summary for transferred or conference calls—If turned on, AI Assistant creates a short summary of the ongoing call so far, and shares it with the recipient on call transfer or conference.

    • Intent and share summaries are generated in the language spoken by the user who initiates the sharing. For example, if Alice and Bob are communicating in English and Alice adds Charlie to the call, the summaries will be generated in English, regardless of Charlie’s Webex App language settings.

    • Shared summaries are stored only for 24 hours and then deleted.

  • Caller intent—The Caller Intent feature provides a predictive summary of an incoming call, allowing users to understand the purpose of the call before answering. By leveraging action items from past interactions between the caller and the recipient, the system generates a concise preview. Upon answering, a comprehensive summary is automatically displayed within the AI Assistant panel for ongoing reference.

    Existing intent configurations will not be preserved following a data migration. Ensure that you document your current settings before initiating the migration process.

  • Ask AI Assistant for Calling tab—Allow users to ask AI Assistant questions about the call, users, contacts, dates or any topic discussed in your current or previous calls and meetings.
  • Allow Calling AI Assistant to search Calling sources—Allows the AI Assistant to search Calling summaries and transcripts.
  • Enable AI generated summaries for call recordings—Generates the transcripts and summaries for recorded calls.

    Each participant joining the call will hear the announcement that the call is being transcribed and summarized.

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Cisco AI Assistant features and licensing for Webex Calling

The Cisco AI Assistant generates summaries that agents can access both during and after an interaction, regardless of whether the call is recorded.

  • If AI Assistant is used during a call, the user who enabled Post call summary and transcript will have access to post-call summaries, action items, and transcripts in their call history. This availability applies regardless of whether the call was recorded and is controlled by both admin and user settings. The AI Assistant data is stored for a fixed duration of 365 days.

  • When AI Assistant is available, Webex Assistant for calling, which provides highlights and voice commands, becomes unavailable.

  • The summaries, action items, and the transcript are available in multiple languages. The spoken language selected by the user in the call will define the post-call content language.

  • AI Assistant can also allow the user to share the summary of their ongoing call with a new participant when initiating a transfer or conference. You can edit this call summary before initiating a transfer or conference.

    The Caller Intent feature provides a predictive summary of an incoming call, allowing users to understand the purpose of the call before answering. By leveraging action items from past interactions between the caller and the recipient, the system generates a concise preview. Upon answering, a comprehensive summary is automatically displayed within the AI Assistant panel for ongoing reference.

    You can turn on AI Assistant call summary settings for call transferring and conferencing at organization, user, and template levels. The AI Assistant features are not available for users based out of India.

For a limited time, enjoy complimentary access to Share a call summary for transferred or conference calls and Show the caller intent features. Pricing and terms are subject to change.

Both parties, one who shares the call summary and the one who sees the call intent, need the Premium AI SKU.

Licensing

You can assign an Enhanced AI license to users with a paid Webex Meetings license or a Webex Calling Standard or Professional license. You can also assign an Enhanced AI license to a Webex Calling Professional workspace. Removing this license immediately revokes access to features that require it.

Feature access by type

Webex Calling Standard users with the Enhanced AI license can use the following features:

  • Call Capture and transcription

  • AI Assistant

  • Ask AI Assistant

  • Share a Summary

  • Caller Intent

Enhanced AI assigned to a Webex Calling Professional workspace enables AI features and Topic Analytics. Common Area workspaces aren’t eligible to use Topic Analytics.

If your users had early access to Enhanced AI features such as Caller Intent or Share a Summary for transferred or conference calls, they can continue to use these features through 2027-01-31. After that date, purchase and assign an Enhanced AI SKU to your users to maintain access.

Manage user access to Cisco AI Assistant and AI features

Before you configure Calling AI features for a Webex Calling Standard user, assign the Enhanced AI Assistant license. The license enables Call Capture and transcription, AI Assistant, Ask AI Assistant, Share a Summary, and Caller Intent for Standard users. Removing the Enhanced AI entitlement removes access to these features.

In Control Hub, go to Management > Users, select the user, and choose Edit licenses. Assign Enhanced AI Assistant as an add-on while Webex Calling Standard is selected, then save.

You can also assign this license from Organization-based licenses, from group license assignments, or while adding users. Bulk assignment is supported through CSV upload and public APIs. License templates can also assign Enhanced AI to Standard users.

1

Sign in to Control Hub.

2

Go to Management > Users, then select a user.

3

Select AI.

4

In the Calling AI features section, turn any of the following features on or off:

  • Enable AI Assistant in Calling—Make AI Assistant available in Webex calls for the organization or the selected users.
    • Show visual notifications— If turned on, users can see visual notifications.
    • Play audio notifications for Internal calls—you can manage and control the audio and video notifications that are sent when AI Assistant is turned on for internal calls.
    • Play audio notifications for External calls—you can manage and control the audio and video notifications that are sent when AI Assistant is turned on for external calls.
  • Enable post call summary and transcript —If you want to catch up on any call, the AI Assistant can help by summarizing the entire call from your call history. The post-call summary and transcript are stored in the storage region configured for your location.

  • Ask AI Assistant for Calling tab—Allow users to ask AI Assistant questions about the call, name, contact number,dates, or any topic discussed in the call. AI Assistant searches all internal and external sources that have been set up in Control Hub, such as Glean, Amazon Q and Microsoft, to provide responses to the user.​
  • Allow Calling AI Assistant to search Calling source—Allow the AI Assistant to search calling summaries and transcripts.
5

In the Meetings AI Features section, turn on any of the following.

For internal or external meetings:
  • Enable AI Assistant in meeting—Users can get answers to not only ongoing meeting questions, but also any work-related questions, directly within the AI Assistant panel when they're in a meeting. To turn on search sources for AI responses, see the AI Assistant search sources section. For more information, see Cisco AI Assistant in meetings.
For internal meetings only:
  • AI Assistant while recording a meeting—For internal meetings only, you can turn on AI Assistant whenever recording is turned on. When turned on, this feature applies both when the recording is started, or when the meeting organizer turns on automatic recording when scheduling the meeting.
  • Allow external participant for AI Assistant—In-meeting summaries and Ask AI Assistant must be turned on before you can use this feature. When this setting is turned off, participants outside the organization can’t use AI Assistant in meetings, even if AI Assistant is turned on for meetings. External participants will see the AI Assistant button in Webex App but won’t be able to interact with it. You can also enable or disable this setting at the template or user levels.
  • Allow meeting participants to request AI Assistant—When enabled, meeting participants can request the host or co-host to turn on AI Assistant during a meeting. This setting is enabled by default and requires the Enable AI Assistant in meeting setting to be turned on. You can also enable or disable this setting at the template or user levels.

    Devices don’t support this feature.

  • Audio announcement for AI Assistant—For internal meetings only, you can turn off the audio announcement that plays when AI Assistant is starting or restarting. This does not affect the visual notification that AI Assistant is starting. PSTN devices will always receive audio announcements.
  • Auto-detect spoken language—The language spoken in meetings is automatically detected. The transcript shows all spoken languages. For more information, see Auto-detect spoken language.
  • Speaker diarization—Automatically separate unique speaker utterances in captions and transcripts. Hosts and cohosts can manually label speakers.
  • Customize post-meetings AI features
  • Ask AI Assistant for Meetings tab—Users can get answers to work-related questions directly within the AI Assistant panel when they're on the Meetings tab.
  • Allow AI assistant to search across user's Meetings history—AI assistant can search across the users' meetings summary, transcript, recordings, and meeting messages.

  • AI summaries and chapters for meeting recordings—Automatically generate meeting summaries and chapters in cloud recordings
6

In the Messaging AI Features section, turn AI Assistant options on or off:

  • Ask AI Assistant for Messaging tab—Users can get answers to work-related questions from the AI Assistant panel when they're on the Messaging tab.

    Access AI-generated Messaging features through AI Assistant. With space summaries, save time on unread messages and conversations. You can also enhance all communications with message translation and rewrite.

    Enjoy complimentary use of Ask AI Assistant for a limited time—pricing and terms are subject to change.

    For more information, see Webex App | Conversational search with Cisco AI Assistant.

  • Space summaries—Allow users to summarize threads in a space within a given timeframe, such as a day or a week. For more information, see Webex App | Generate space summaries and Webex App | Summarize your message threads.
  • Rewrite message—Help users enhance and improve their communication in Webex App. AI Assistant can fix mistakes and adapt the style, tone, and content to help users communicate faster and more effectively. For more information, see Webex App | Rewrite your messages with AI Assistant.
  • Message translation—Allow users to enable their target language in their settings, and translate individual messages or all messages in spaces in real time. For more information, see Webex App | Translate messages in a space.

You can also turn these options on or off in templates or per user. For templates, see Create a messaging template in Configure settings templates in Control Hub. For users, see Turn Cisco AI Assistant on or off for users below.

7

In the General AI Settings section, turn on any of the following:

  • Enable Notetaker for in-person meetings and turn on Allow on Mobile—Users can use Notetaker to transcribe and summarize their in-person meetings and conversations.
  • Ask AI Assistant for other Webex App tabs—Users can get answers to work-related questions directly within the AI Assistant panel when they're in other tabs, such as Slido, Vidcast, and others.
8

In the AI Assistant search sources section, turn on Allow AI Assistant to search selected sources

Enjoy complimentary use of external search sources for a limited time—pricing and terms are subject to change.

  • Amazon Q—Allows the AI Assistant to search content available through Amazon Q.
  • Glean—Allows the AI Assistant to search content available through Glean. Enabling this requires your users to have a valid Glean license.
  • Microsoft
    • SharePoint
    • OneDrive
    • Copilot Connector

    For more information on how to integrate Microsoft as an external search source, see Allow Cisco AI Assistant to search external Microsoft data sources.

In order for these to work in Webex App, you must first set up AI integrations.

9

Click Save.

Manage Cisco AI Assistant general settings and search sources

Cisco AI Assistant can enhance user productivity by surfacing content from various internal and external sources directly within Webex App. As an administrator, you can control which sources your organization's AI Assistant can access, ensuring that the relevant information is available to your users. This feature allows the AI Assistant to provide more complete answers by drawing from selected data repositories, such as meeting recordings, meeting transcripts, summaries including notes and action items, and meeting messages; calling transcripts and summaries; and third-party applications such as Glean and Amazon Q.

Before you begin

  • For external sources, your users must have a valid license for a third-party service.
  • When enabling external search sources, keep in mind that once data leaves Cisco Webex and moves to a non-Cisco product, Cisco is no longer responsible for its protection and handling. The customer data within these external services follows their respective contracts and policies.

1

Sign in to Control Hub.

2

Go to Management > Organization Settings > Cisco AI Assistant & AI features > Customize AI Assistant & AI features.

3

In the General AI Settings section, turn on any of the following:

  • Enable Notetaker for in-person meetings and turn on Allow on Mobile—Users can use Notetaker to transcribe and summarize their in-person meetings and conversations.
  • Ask AI Assistant for other Webex App tabs—Users can get answers to work-related questions directly within the AI Assistant panel when they're in other tabs, such as Slido, Vidcast, and others.
4

In the AI Assistant search sources section, turn on Allow AI Assistant to search selected sources

Enjoy complimentary use of external search sources for a limited time—pricing and terms are subject to change.

  • Amazon Q—Allows the AI Assistant to search content available through Amazon Q.
  • Glean—Allows the AI Assistant to search content available through Glean. Enabling this requires your users to have a valid Glean license.
  • Microsoft
    • SharePoint
    • OneDrive
    • Copilot Connector

    For more information on how to integrate Microsoft as an external search source, see Allow Cisco AI Assistant to search external Microsoft data sources.

In order for these to work in Webex App, you must first set up AI integrations.

5

Click Save.

What to do next

You can also turn these options on or off in a template. For more information, see Configure settings templates in Control Hub.

Once you enable these search sources, your users can select them within the AI Assistant panel in Webex App to broaden the scope of their queries. For example, users can ask the AI Assistant to summarize the content of a single meeting recording, generate summaries across multiple recordings on a specific topic, or gather insights from both meeting recordings and Glean- or Amazon Q-connected apps. Questions like What was discussed about [topic] in the last week? returns results that include relevant content from all enabled internal and external sources. For more information, see Webex App | Cisco AI Assistant search with Glean and Webex App | Cisco AI Assistant search with Amazon Q.

Configure AI Assistant integrations and search sources

The Jira and Salesforce integrations allow users to directly connect Jira and Salesforce with Webex App. They can then use AI Assistant to create, update, and retrieve Jira issues, tasks, and projects, and create Salesforce accounts, opportunities, leads, and add meeting summaries to opportunities, all from within Webex.

The Microsoft Copilot integration with Cisco AI Assistant allows Webex users to search within SharePoint, OneDrive, and Copilot connector using Ask AI Assistant in Webex. For more information, see Allow Cisco AI Assistant to search external Microsoft data sources.

Known issues and limitations

  • Cisco AI Assistant in Calling is currently not available in the India region.
  • Cisco AI Assistant in Webex Calling supports AI summaries for the following call flows: call transfer, conference, call forward, call queue, hunt group, supervisor agent, and executive assistant. However, AI summaries are not supported for shared lines and virtual lines.

  • The Caller Intent feature is subject to the following limitations:

    • Caller Intent is supported only on Webex App for desktop. It is not available on mobile devices, web clients, or dedicated calling devices, such as desk phones.

    • Caller Intent applies only to primary, one-to-one incoming calls. It does not support shared lines or virtual lines.

    • The caller must be identified through a UUID or phone number. If the caller cannot be resolved, Caller Intent does not start.

    • For redirected calls, Caller Intent displays information for the redirecting party rather than the original caller.

    • Caller Intent is not supported for India-based locations, FedRAMP deployments, Unified Communications Manager calls, or Locus calls.

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