<h2>Overview</h2>You may leverage ScreenMeet with your existing virtual agent chat bot.<h2>Instructions</h2>Install the virtual agent component for ScreenMeet <a target="_blank" rel="nofollow" href="https://store.servicenow.com/sn_appstore_store.do#!/store/application/98c2d42bdba17010d10fd1d3ca961946/1.0.1?referer=%2Fstore%2Fsearch%3Flistingtype%3Dallintegrations%25253Bancillary_app%25253Bcertified_apps%25253Bcontent%25253Bindustry_solution%25253Boem%25253Butility%25253Btemplate%25253Bgenerative_ai%26q%3Dscreenmeet&amp;sl=sh">here</a>.&nbsp;<ul><li>Make sure ScreenMeet 2.5+ is installed and configured in your instance</li><li>Make sure virtual agent is configured in your instance</li><li>Clone / incorporate blocks from ScreenMeet virtual agent into your conversations to automatically create Video call, Replay, or Remote Support sessions and route them to agents after the user connects.</li></ul><h2>When to use ScreenMeet with your virtual agent</h2>Listed below are some chat topics that may lead to a ScreenMeet Session.<h3>Employee Help Desk</h3><ul><li>Password change / reset</li><li>Administrator access</li><li>Email setup on phone</li><li>Can’t receive email</li><li>Can’t send email</li><li>Email sync issues</li><li>Email setup</li><li>Outlook calendar issues</li><li>Email client is slow</li><li>Email setup on Gmail</li><li>Recover deleted emails.</li><li>Upgrade an app on device / desktop</li><li>Adding a new app to a device / desktop</li><li>Camera not working</li><li>Microphone not working</li><li>Speaker not working</li><li>Desktop computer running slow</li><li>Can’t connect to VPN</li><li>Device running hot</li><li>Device port not being recognized</li><li>Device freezes</li><li>Device won’t restart</li><li>Interference in video</li></ul><h3>Customer Technical Support</h3><ul><li>Hardware</li><li>Password change / reset</li><li>Device running hot</li><li>Device port not being recognized</li><li>Device freezes</li><li>Device won’t restart</li><li>Apps on device not working</li><li>Apps on device not working after upgrade</li><li>Systems</li><li>How do I do a specific function</li><li>When I do x, y happens</li><li>I don’t have access to a feature</li><li>I don’t have permission to use a specific feature</li><li>Where do I find training</li><li>Where do I find documentation</li><li>Who is my account rep</li></ul><h3>Customer General Support (Consumer Goods, Finance, Education, Hospitality, Healthcare, Telecom)</h3><ul><li>How do I use a feature of your product</li><li>Something on my product is not working</li><li>I need a replacement part</li><li>Set up auto pay</li><li>Pay a bill</li><li>Understand details of a bill</li><li>Transfer funds</li><li>Schedule an appointment</li><li>Make a reservation</li><li>Change my plan</li></ul><h3>Sales</h3><ul><li>Product comparison</li><li>Choosing the right product</li><li>Choosing products that work together</li><li>Determining how much to buy</li><li>Searching for a specific item</li><li>Adjusting contents of shopping cart</li><li>Payment information entry</li><li>Gift card and coupon entry</li><li>Multiple payment types for a purchase</li><li>Shipping instructions</li><li>Returning something</li><li>Exchanging something</li></ul><h3>&nbsp;Example of a ScreenMeet + Virtual Agent Flow</h3><ul><li>Bot: &nbsp;How Can I Help<ul><li>Customer: &nbsp;I can’t do, this is broke, where do I find, etc.</li></ul></li><li>Bot: &nbsp;AI Answer<ul><li>Customer: I still need help</li></ul></li><li>Bot: &nbsp;What would you like to do (show a subset of these based on use case)<ul><li>Chat with a human agent -&gt; &nbsp;chat</li><li>Have a video call with an agent -&gt; &nbsp;Live</li><li>Show my screen -&gt; &nbsp;Live</li><li>Record my question/issue -&gt; &nbsp;Replay</li><li>Have an agent fix my equipment –&gt; Remote Support</li><li>Shop with an agent -&gt; CoBrowse</li></ul></li></ul>

Virtual Agent Integration w/ ScreenMeet

ScreenMeet 2025 Release Notes

403 Forbidden while making API request

404 NO_ACCESS

Installing ScreenMeet for Salesforce

Advanced CSS customization

AI Assist

AI Assist Overview

Overview

AI Release Notes Q4 24

Requirements

AI Summarization

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

Beam Release Notes Q1 23

Beam Release Notes Q1 24

Beam Release Notes Q2 22

Beam Release Notes Q2 23

Beam Release Notes Q2 24

Beam Release Notes Q3 23

Beam Release Notes Q3 22

Beam Release Notes Q4 22

Beam Release Notes Q4 24

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

Hotkeys

Localization

CoBrowse Release Notes Q1 23

CoBrowse Release Notes Q1 22

CoBrowse Release Notes Q1 24

CoBrowse Release Notes Q2 22

CoBrowse Release Notes Q2 23

CoBrowse Release Notes Q2 24

CoBrowse Release Notes Q3 22

CoBrowse Release Notes Q3 23

CoBrowse Release Notes Q3 24

CoBrowse Release Notes Q4 22

CoBrowse Release Notes Q4 23

CoBrowse Release Notes Q4 24

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