Summarizing Microsoft Teams calls by using the BMC Helix Ops Swarmer agent

The Ops Swarmer agent helps streamline incident collaboration by enabling participants to capture and log key details from live conversations. After a voice call, users can prompt the Ops Swarmer agent in chat to generate a concise summary of the discussion.

When instructed, BMC HelixGPT stores the highlights in the activity log of the related incident, ensuring important information is documented without manual effort. Additionally, users can update incidents with live meeting summaries directly from the Ops Swarmer agent, improving accuracy, speed, and visibility in incident resolution.

Write scenario as per the IX plan

Considerations for meeting summarization in Ops Swarmer agent

• Summarization is supported only for scheduled meetings. You cannot summarize Meet Now and group chat meetings.
• By default, only the most recent scheduled meeting can be summarized. To retrieve summaries of past meetings, you must provide the specific meeting URL or ID.
• For recurring series, only the latest session can be summarized, because the meeting URL remains the same.
• The meeting must be transcribed or recorded with transcription enabled for the summary to be generated.
• The organizer’s email ID must be configured in the Microsoft Teams toolkit for the APIs to retrieve meeting details.
• The Ops Swarmer agent requires specific Microsoft Graph API permissions to retrieve transcripts and attendance records.

Before you begin

You must have a permission to join the meeting

Task 1: To assign application access

1. For Microsoft Windows operating system, lauch Windows PowerShell with administrator permissions.
   Or
   For Mac opersting system, install PowerShell and run the pwsh command as an administrator.
2. (Optional) Change directory as shown in the following example:
   PS C:\Users\youruser> cd \windows
   PS C:\windows> cd system32
3. (Optional) Install the MS Team module if not done before. 
   See the following example:
   PS C:\windows\system32> Install-Module -Name MicrosoftTeams -Force
   PS C:\windows\system32> Connect-MicrosoftTeams

Task 2: To configure Ops Swarmer agent permissions

1. In Microsoft Azure Portal, make sure that the following permissions are assigned to the Ops Swamer agent:
   • OnlineMeetingArtifact.Read.All
   • OnlineMeetings.Read.All
   • OnlineMeetingTranscript.Read.All
2. In <location>, add the following details:
   {
       "organizer_email_id": "xyz@helixvirtualagent.onmicrosoft.com",
       "include_meeting_chat" : true,
        "number_of_last_calls":5
   }
   
3. Click Save.

Task 3: To retrieve attendance records and transcription