<h4>Prerequisites</h4><ul><li>Refer to the current list of requirements in our AI section: <a target="_blank" rel="noopener noreferrer nofollow" href="https://docs.screenmeet.com/docs/ai-requirements">https://docs.screenmeet.com/docs/ai-requirements</a></li></ul>The AI Summarization feature of ScreenMeet’s AI Plus will summarize the key events of a ScreenMeet Remote Support session and post this AI-generated summary as work notes for the specified incident. &nbsp;To enable this functionality:<ol><li>Work with your ScreenMeet representative to enable the ScreenMeet AI Plus features for your organization.</li><li>Add additional permissions for the ScreenMeet service account within your Salesforce implementation.</li></ol>The ScreenMeet service account will be accessing the case <code>Description</code> and <code>Subject</code> fields and will create new <code>Comment</code> and <code>Resolution</code> entries, the following permissions are needed:<h2>Create a new Permission Set</h2><ol><li>Go to <code>Setup</code> —&gt; <code>Permission Sets</code> —&gt; <code>New Permission Set</code></li><li>Name the permission set: <code>ScreenMeet Service Account AI Plus Permissions</code></li><li>Click <code>Save</code></li></ol><h2>Assign the Necessary Permissions for the Case</h2><ol><li>Click <code>Object Settings</code> for the permissions set.</li><li>Click on <code>Case</code>.</li><li>Click on <code>Edit</code>.</li><li>Enable the following permissions for this the <code>Case</code> object: <code>Read</code> <code>View All</code> <code>Edit</code></li><li>Enable read access for the following fields: <code>Description</code> <code>Subject</code></li><li>Click <code>Save</code>.</li></ol><h2>Assign the Necessary Permissions for the Solution</h2><ol><li>Click <code>Object Settings</code> for the permission set.</li><li>Click on <code>Solution</code>.</li><li>Click on <code>Edit</code>.</li><li>enable the following permissions for the <code>Solution</code> object: <code>Read</code>, <code>Create</code>, <code>Edit</code>, <code>Delete</code> (optional), <code>Modify All</code> </li><li>Click <code>Save</code>.</li></ol><h2>Assign the Permission Set</h2>The new permission set needs to be assigned to the ScreenMeet Service Account.<ol><li>Click on <code>Manage Assignments</code>.</li><li>Assign the new permission set <code>ScreenMeet Service Account AI Plus Permissions</code> to the ScreenMeet service account.</li></ol>

AI Summarization

ScreenMeet 2025 Release Notes

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Installing ScreenMeet for Salesforce

Advanced CSS customization

AI Assist

AI Assist Overview

Overview

AI Release Notes Q4 24

Requirements

AI Summary History

AI Summary Privacy

AI Summary Studio

Android SDK Quickstart

How-to: Setup the app for Laser Pointer

How-to: Display a video stream to the end-user

Egress IP Addresses

AWS S3 File Storage

Configuring ScreenMeet / Microsoft Entra ID integration

Signing into ScreenMeet console with Microsoft Entra ID (Azure AD)

Beam Client: Installation, Deployment, and Configuration Guide

Beam Groups: Setup, Settings, and Access Management

Beam Release Notes Q1 22

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New Remote Support Client for Mac

Canvas

Certificate-Based Device Validation

Clone - Remote Support Release Notes Q4 23

Clone - Test ScreenMeet 2025 Release Notes

File Storage on AWS

Configuring Information Security & PII

Creating a Custom UI

Custom Copy

Cobrowse Demo

CoBrowse Deployments

Events

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Localization

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Remote Control

Remove End Cobrowse Button

Cobrowse Script

Cobrowse Settings

Starting a Session with a URL

Configuration and validation troubleshooting

Configure API service

Configure ScreenMeet for a New Salesforce Sandbox

Configure ScreenMeet to only show on specified tables

Configuring Environment Variables

Configuring Webhooks for Data Sync

Connecting to ChromeOS devices

Connecting to Mac devices

Connection Information

Create Multiple Sessions

Creating a Replay Recording

Creating a session

Custom Consent Message

Custom permission configuration for ServiceNow

Custom URL

Custom Windows Tools

Deploying a Pre-installed Client

Developer Notes

Developer Notes (3.0.11)

Device Requirements

Enable ScreenMeet for Omnichannel Chat Widget

Enabling features within the Salesforce + ScreenMeet component