AI Summary Studio

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.

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

• Adjust Temperature: Controls the predictability and creativity of the prompts.

  • Low: Predictable

  • High: Creative

• System grounding prompt: The grounding prompt for the LLM to understand the use case.

• Short Description Prompt: A short description from the related record in your CRM.

• Description Prompt: Longer description from the related record in your CRM.

• Timestamp Prompt: Determines if each line is prefixed with a timestamp when the event occurred.

• Base Prompt: Main prompt for the summarizer.

• Agent Hint Prompt: Allows you to show a hint for the agent to generate a better summary.

New Summarizers

After creating a new summarizer, only toggles to enable or disable sections of the prompt will be visible. ScreenMeet will manage prompt adjustments for your organization moving forward; please contact ScreenMeet for assistance.

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)

• Summary Workflow:

  • Review Generation: Allows the agent to review the summary before saving it.

  • Automatically post as note to CRM: Skips the agent review step and posts directly to your CRM.

  • Automatically post as resolution to CRM: Skips the agent review step and posts directly to your ServiceNow CRM as a resolution.

  • Don’t generate summary: Disables AI Summary

• Remote Control Event Filter: Determines which actions are recorded and will be included in the summary.

  • Agent and End User

  • Agent Only

• Include ScreenMeet Chat: Will include the chat conversation that occurred between the agent and the end user during the session.

• Enable Post to CRM: Allows the summary to be posted in your CRM.

• Enable Post as Resolution: Allows the summary to be posted as a resolution in your ServiceNow CRM.

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.

1. Select a Session: Navigate to the session list and choose a mock session that includes the prompt configuration you want to test.

2. 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.

3. Generate the Summary: Once you're satisfied with the preview, click the Generate Summary button to process the prompt and generate the output.

4. 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.