AI Summary Studio is a feature that allows ScreenMeet Administrators to select different options like the LLM, summarization strategy, test prompt outputs and more! This allows you to customize our AI summary to best fit your business needs. If you need additional changes to your Bast Prompt, please contact ScreenMeet for assistance.
Administrators can access this new feature by going to console.screenmeet.com —> Organization > AI Summary Studio. If you do not see this option, please contact ScreenMeet for more information.
Action Toolbar
Summarizer Library: Displays all summarizer template options. Currently we offer two summarizers - Default and Detailed.
Active: Allows you to set the current summary you are viewing as the active summarizer.
Save: Saves the current changes to the summarizer.
Save as new: Opens a modal where a copy of a summarizer can be created with a new name. If saving as new for an active summarizer, the new summarizer will not be active. Only activating a summarizer can change the ‘active’ state.
Clear changes: Loads the summarizer’s last saved state.
Reset to default: Clears all changes and restores the summarizer back to the templated state.
Create new: Creates a new summarizer that will show up in your Summarizer Library.
Delete: Opens a modal where a summarizer can be permanently deleted. Only non-active summarizers can be deleted. This ensures one summarizer is always active.
Prompt Configuration
Select AI Model: Select from the options or bring your own using an Azure self-hosted model.
Not all LLMs will be available for each summarizer. We will display the LLMs that fit the need for each summarizer and their required capabilities
Include Introduction: Adds a brief overview that outlines the session’s purpose and provides context for the summary.
Include Conclusion: Adds a closing section that highlights the resolution of the issue.
Select List Style: Controls how actions and events will be formatted in the summary.
Bullet
Numbered
Timestamps
Short Description: Uses the CRM’s short description of the issue.
Detailed Description: Uses the CRM’s detailed description of the issue.
Agent Hint: This is a hint for the agent to help them generate a better summary.
Prompt Preview
Select Session: Allows you to select a mock session to preview the prompt that would be generated with current configurations.
Mock sessions are provided to test prompts
Prompt Preview: Once a session is selected, the prompt preview will display the prompt data.
Generate Summary: Click this button to preview the summary that will be generated based on all options above.
Available Options: (must be enabled/disabled by ScreenMeet)
Include ScreenMeet Chat: Will include the chat conversation that occurred between the agent and the end user during the session.
Remote Control Event Filter: Determines which actions are recorded and will be included in the summary.
Agent and End User
Agent Only
Testing your Prompts:
Once all configuration options have been completed, you're ready to test your prompts and generate a summary. Follow these steps to ensure everything is working as expected.
Select a Session: Navigate to the session list and choose a mock session that includes the prompt configuration you want to test.
Review the Prompt Preview: After selecting a session, the Prompt Preview will display a fully compiled version of your prompt—including any variables and dynamic content. Review this carefully to confirm that everything is accurate and complete.
Generate the Summary: Once you're satisfied with the preview, click the Generate Summary button to process the prompt and generate the output.
Review the Output: After the summary is generated, review the results to ensure they meet your expectations. If necessary, return to the prompt configuration to make adjustments and repeat the test.