---
title: "AI Summarization"
slug: "ai-summarization-sf"
updated: 2026-07-22T17:58:08Z
published: 2026-07-22T17:58:08Z
canonical: "docs.screenmeet.com/ai-summarization-sf"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://docs.screenmeet.com/llms.txt
> Use this file to discover all available pages before exploring further.

# AI Summarization

#### Prerequisites

- Refer to the current list of requirements in our AI section: [https://docs.screenmeet.com/docs/ai-requirements](https://docs.screenmeet.com/docs/ai-requirements)
- AI Summaries support posting to Case records by default.

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. To enable this functionality:

1. Work with your ScreenMeet representative to enable the ScreenMeet AI Plus features for your organization.
2. Add additional permissions for the ScreenMeet service account within your Salesforce implementation.

The ScreenMeet service account will be accessing the case `Description` and `Subject` fields and will create new `Comment` and `Resolution` entries, the following permissions are needed:

![](https://cdn.document360.io/9da39725-20e5-434f-83a4-d630456099dc/Images/Documentation/image(57).png)

![](https://cdn.document360.io/9da39725-20e5-434f-83a4-d630456099dc/Images/Documentation/image(56).png)

## Create a new Permission Set

1. Go to `Setup` —> `Permission Sets` —> `New Permission Set`
2. Name the permission set: `ScreenMeet Service Account AI Plus Permissions`
3. Click `Save`

![](https://cdn.document360.io/9da39725-20e5-434f-83a4-d630456099dc/Images/Documentation/image(58).png)

## Assign the Necessary Permissions for the Case

1. Click `Object Settings` for the permissions set.
2. Click on `Case`.
3. Click on `Edit`.
4. Enable the following permissions for this the `Case` object: `Read` `View All` `Edit`

![](https://cdn.document360.io/9da39725-20e5-434f-83a4-d630456099dc/Images/Documentation/image(60).png)
5. Enable read access for the following fields: `Description` `Subject`

![](https://cdn.document360.io/9da39725-20e5-434f-83a4-d630456099dc/Images/Documentation/image(59).png)
6. Click `Save`.

## Assign the Necessary Permissions for the Solution

1. Click `Object Settings` for the permission set.
2. Click on `Solution`.
3. Click on `Edit`.
4. enable the following permissions for the `Solution` object: `Read`, `Create`, `Edit`, `Delete` (optional), `Modify All`

![](https://cdn.document360.io/9da39725-20e5-434f-83a4-d630456099dc/Images/Documentation/image(61).png)
5. Click `Save`.

## Assign the Permission Set

The new permission set needs to be assigned to the ScreenMeet Service Account.

1. Click on `Manage Assignments`.
2. Assign the new permission set `ScreenMeet Service Account AI Plus Permissions` to the ScreenMeet service account.