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Customize Cisco AI Assistant and AI features in Control Hub
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
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Sign in to Control Hub. |
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Go to . |
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In the Messaging AI Features section, turn AI Assistant options on or off:
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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Click Save. |
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.
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Enjoy complimentary use of Ask AI Assistant for a limited time—pricing and terms are subject to change.
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AI Assistant meeting summaries are currently supported in English only.
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When AI Assistant is available, Webex Assistant for meetings, which provides highlights and voice commands, becomes unavailable.
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A new summary will only be prompted if there’s sufficient meeting duration to add more information.
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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.
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Post-meeting summaries and transcripts are only available for meetings within your organization.
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Sign in to Control Hub. |
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Go to . |
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In the Meetings section, turn on any of the following. For internal or external meetings:
For internal meetings only:
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Click Save. |
Manage Cisco AI Assistant 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.
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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.
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When AI Assistant is available, Webex Assistant for calling, which provides highlights and voice commands, becomes unavailable.
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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.
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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. Turn on the caller intent setting to allow the new participant to get a brief summary of the conversation in their incoming call toast notification.
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.
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Sign in to Control Hub. |
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Go to . You can manage how your organization experiences phone calls by configuring post-call summaries, audio notifications, and visual notifications through the default Organization settings.
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In the Calling AI features section, turn the following features on or off:
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Click Save. |
Manage user access to Cisco AI Assistant and AI features
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Sign in to Control Hub. |
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Go to , then select a user. |
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Select . |
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In the Calling AI features section, turn any of the following features on or off:
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In the Meetings section, turn AI Assistant and AI features on or off. For internal or external meetings:
For internal meetings only:
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In the Messaging AI Features section, turn AI Assistant options on or off:
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In the General AI Settings section, turn on the AI settings
Enjoy complimentary use of external search sources for a limited time—pricing and terms are subject to change. |
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Click Save. |
Manage Cisco AI Assistant 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.
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Sign in to Control Hub. |
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Go to . |
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In the General AI Settings section:
AI Assistant integrates with third-party apps, such as Glean, Amazon Q, and Microsoft, to search for information in applications outside of Webex from within Ask AI Assistant.
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Under Internal sources, turn on the internal content AI Assistant can access to provide answers to user questions.
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Under External sources, turn on the external third-party content the AI Assistant can access to provide answers to user questions. Enjoy complimentary use of external search sources for a limited time—pricing and terms are subject to change.
In order for these to work in Webex App, you must first set up AI integrations. |
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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.
Known issues and limitations
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AI Assistant is not currently available for the Education business vertical. These customers should turn it off in Control Hub if it's enabled. Please contact your Webex account team if you have any questions.
This limitation does not apply for Cisco AI Assistant in Webex Calling.
- Cisco AI Assistant in Calling is currently not available in the India region.
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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.