<ol><li>Log in to your genesys instance as admin. Use the “Admin” tab, and search for “integrations” - click on the result. {height="" width=""}</li><li>In the upper right-hand corner of the integrations, page, click on the “+” button to add a new integration. {height="" width=""}</li><li>Use the search box to search for “ScreenMeet.” {height="" width=""}</li><li>Click “Install” and then agree to all the permissions that the screenmeet app installer will need: {height="" width=""}</li><li>The ScreenMeet integration should now show up in your Admin “integrations” view. Click the “Inactive” toggle to “activate” ScreenMeet, and then save: {height="" width=""}</li><li>Refresh the page, and now click your “Apps” dropdown - ScreenMeet should now show up there: {height="" width=""}</li><li>Click “ScreenMeet” to load the screenmeet installer page: {height="" width=""}</li><li>Click “Start” and follow the steps to finish installation. This will create custom roles, permissions, and groups in your instance. It will also create an oauth client that you will need to enter into the screenmeet console. At the end of the installation process, you should see a screen like the following: {height="" width=""}</li><li>Follow the links and instructions in this summary page, to enter the newly-created client id and secret into the genesys configuration page of the screenmeet console. Then click “Save.” {height="" width=""}</li><li>Following step 4 of the installation summary page, you will need to go back to the Genesys admin panel, and find the group called “ScreenMeet Agents.” Then add an “inclusion” to that group for any agents that need to have access to the ScreenMeet widget on their interaction view. {height="" width=""}</li><li>Now you (and any of the agents added above) should see the screenmeet icon in their interaction view: {height="" width=""}</li><li>Click “Sign In,” and then you will be able to create ScreenMeet sessions which are associated with that interaction. {height="" width=""}</li></ol>:::(Info) (Data Sync) Any logs or recordings generated during the ScreenMeet session will be synced back to the “notes” field of the interaction. :::

How To Install ScreenMeet in Your Genesys Instance

Getting Application from ServiceNow Store

Using your Azure Blob for ScreenMeet File Storage

Minimal Cobrowse Script

Frequently Asked Questions

Timeout Settings

July

Remote Control

IP Access Control Feature

Live Release Notes Q2 2024

Video Chat Integration

Cobrowse Settings

CoBrowse Release Notes Q2 23

Connecting to Mac devices

Connecting to a Device Using Beam

Windows Tools

Starting a session

CoBrowse Release Notes Q1 22

Remote Support Release Notes Q4 24

Clipboard

Release Summer 21 (1.14)

Virtual Agent Integration w/ ScreenMeet

Android SDK Quickstart

Security

Remote Support Release Notes Q3 23

Replay Settings

Custom Copy

CoBrowse Deployments

AI Summary History

Integration Signing Key

Microsoft D365 Release Notes Q4 2022

Replay Release Notes Q2 24

October

Live Settings

ScreenMeet Console Customers

Hosting a Desktop Session

Remote Support Release Notes Q2 23

Creating a Replay Recording

AI Assist Overview

Included Reports and how to add them into Dashboards

Custom Domain

Networking Configuration

AI Summarization

Remote Support

Overview

Remote Support Settings

CoBrowse Release Notes Q2 24

Sign in to console.screenmeet.com

Multiple Domain and Subdomain support

February

File Transfer Settings

Exporting ScreenMeet + Salesforce data to third party visualization tools

Beam Release Notes Q1 24

Regional Geo-Fencing

Custom Branding

AI Assist

Configure API service

Beam Release Notes Q3 23

Joining & Completing a Live Plus session

Egress IP Addresses

Custom URL

Starting a Session from within Salesforce

Settings and Policies

Requirements

Localization

Configuring Environment Variables

Reviewing a Session

August

Remote Support Release Notes Q1 23

Live Release Notes Q2 22

Release Summer 2020 (1.9)

Device Requirements

System Information

Create Multiple Sessions

ServiceNow Release Notes Q4 24

403 Forbidden while making API request

Manage Beam Group Permission Set

ScreenMeet Platform Release Notes Q3 23

Remote Support Release Notes - Q1 22

Screen Annotation

Creating a Session

Custom Background

Remote Support Release Notes Q2 24

AI Summary Studio

Instructions to Person at End Point Device

Beam Client: Installation, Deployment, and Configuration Guide

Beam Groups: Setup, Settings, and Access Management

Component settings

Customer initiated sessions with a chatbot

ScreenMeet 2024 Release Notes

Package Installation Error - Case-Case Layout: feedLayout is not supported for this layout

Developer Notes (3.0.11)

Starting a Session from Dynamics

ScreenMeet Platform Release Notes Q1 23

Remote Support Release Notes Q2 22