- 12 Dec 2024
- 2 読む分
- 印刷する
- 闇光
- PDF
AI Summarization
- 更新日 12 Dec 2024
- 2 読む分
- 印刷する
- 闇光
- PDF
Prerequisites
Refer to the current list of requirements in our AI section: https://docs.screenmeet.com/docs/ai-requirements
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:
Work with your ScreenMeet representative to enable the ScreenMeet AI Plus features for your organization.
Add additional permissions for the ScreenMeet service account within your ServiceNow implementation.
Configuring Permissions for the ScreenMeet Service Account (ScreenMeet 2.9.8+)
Improved Permissions with ScreenMeet version 2.9.8
With ScreenMeet version 2.9.8+, the required permissions are streamlined as they are implemented as a role
x_prois_sm.ai_summarization
.
If your organization is using versions prior to 2.9.8, individual ACLs are required. Please skip to the following section.
Use the “All” finder and type in
sys_user.list
to go to the list of users.Find the Service Account by User ID.
Note: The ScreenMeet service account may be configured with a different User ID in your ServiceNow instance.Click the
Edit
button on theRoles
tab to configure the roles:Ensure the
x_prois_sm.ai_summarization
role is added to the ScreenMeet service account user:
Configuring Permissions for the ScreenMeet Service Account (Prior to 2.9.8)
Elevate your ServiceNow User Privileges
To perform the following steps to add the permissions for the ScreenMeet service account, your ServiceNow user needs to have elevated privileges for the current session. Ensure your ServiceNow user account session is elevated to security_admin
:
Add ACLs for the ScreenMeet service account
The following procedure describes how to add a single ACL with the ServiceNow ACL configuration tool:
Find the
Access Control (ACL)
configuration within the ServiceNow interface:Click on the New button to create a new ACL record:
Select the
Operation
. In this example we are adding aread
permission.Select the resource
Name
that this permission applies to. In this example, we are adding aread
permission for theIncident
resource:Add the appropriate role
x_prois_sm.service_account
for this permission:Click
Submit
to create the ACL record:
Perform the procedure above for the following set of permissions:
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Note
If you only need to work with incidents, then you only need to add the
task
andincident
ACLs (as specified above).If you need to work with chat interactions, then you need to additionally add the
sys_cs_message
andsys_cs_message.*
ACLs (as specified above).
Customer Service Management Plugin (CSM Plugin)
If your organization uses the CSM Plugin, the ScreenMeet service account role should also contain the csm_ws_integration
role:
Search for
sys_user_role_contains.list
in the All search box:Click
New
to create a new record adding thecsm_ws_integration_role
to the ScreenMeet service account: