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

As an incident manager or administrator, use the BMC Helix Ops Swarmer agent to streamline incident collaboration. This collaboration helps participants to capture and log key details from live conversations.

The BMC Helix 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 BMC Helix Ops Swarmer agent in chat to generate a concise summary of the discussion.

BMC HelixGPT can store 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 BMC Helix Ops Swarmer agent, improving accuracy, speed, and visibility in incident resolution.

Considerations for meeting summarization Edit

• Summarization is supported only for scheduled meetings, and 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 following details:
  • Specific meeting URL
  • Specific meeting  ID.
• To generate a summary, the meeting needs to be transcribed or recorded.
• For recurring meetings, the BMC Helix Ops Swarmer agent generates the default summary based on the latest meeting. The summary also indicates that previous meetings have taken place.
  If you request to view earlier meetings, the BMC Helix Ops Swarmer agent displays up to the last five meetings as defined by the number_of_last_calls parameter, which defaults to 5. You can then choose to generate a summary for any of these previous meetings.

Before you beginEdit

• Make sure you have the necessary Microsoft Graph API permissions for the BMC Helix Ops Swarmer agent to access transcripts and attendance records.
• Configure the organizer’s email ID in the Microsoft Teams toolkit for the APIs to retrieve meeting details.
• You must have permission to join the meeting.

To assign permissions to the application and BMC Helix Ops Swarmer agent

1. For the Microsoft Windows operating system, start Windows PowerShell with administrator permissions.
   Or
   For the Mac operating system, install PowerShell and run the pwsh command as an administrator.
    
2. (Optional) Change the directory as shown in the following example:
   PS C:\windows\system32> Install-Module -Name MicrosoftTeams -Force
   PS C:\windows\system32> Connect-MicrosoftTeams
   
   ####Create Policy for the application
   New-CsApplicationAccessPolicy -Identity <POLICY_NAME> -AppIds "<BOT_ID>" -Description "DESCRIPTION"
   
   ###Grant policy to user
   PS C:\windows\system32> Grant-CsApplicationAccessPolicy -PolicyName <POLICY_NAME> -Identity "USER_ID"
    
3. (Optional) Install the Microsoft Teams module if it has not been installed previously. 
   See the following example:
   PS C:\windows\system32> Install-Module -Name MicrosoftTeams -Force
   PS C:\windows\system32> Connect-MicrosoftTeams
4. In Microsoft Azure Portal, make sure that the following permissions are assigned to the BMC Helix Ops Swamer agent:
   • OnlineMeetingArtifact.Read.All
   • OnlineMeetings.Read.All
   • OnlineMeetingTranscript.Read.All
      
5. In the application, add the following details:{
       "organizer_email_id": "MaryMann@apexglobal.com",
       "include_meeting_chat" : true,
        "number_of_last_calls":5
   }
   
   • Organizer_email_id: Required when searching by meeting ID.
     Specify this parameter if the person is the organizer for all meetings. You can leave this blank. In this case, the user is prompted for the organizer’s email.
   • include_meeting_chat: By default it includes the chat from the meeting for summarization.

   • number_of_last_calls: Number of previous calls for the meeting to report. The default value is 5.

      

6. Click Save.

To attach a meeting summary to an incident, simply enter the incident ID directly into the Microsoft Teams chat. BMC Helix Ops Swarmer agent automatically associates the summary with the corresponding incident record.

Related topic

BMC Helix Ops Swarner agent