Session Insights is an AI-powered feature that allows you to generate concise summaries of TeamViewer support sessions your company members perform.
This article applies to Corporate and Tensor customers. Corporate or Tensor license holders can access up to 20 session summaries per month without purchasing the Session Insights add-on, while those who purchase the add-on can access more session summaries.
Benefits of Session Insights
Facilitates learning and continuous improvement from recent support cases, increasing productivity and efficiency in technical issue resolution.
Provides efficient documentation for faster support case reviews and handover, enhancing collaboration and saving time for support teams.
Offers a clear overview of services provided, ensuring compliance with requirements, proof of service, and increased customer satisfaction.
How to set up Session Insights
Step 1: Activate AI features for your company
First, you need to activate AI features for your company.
To do so, please follow the instructions below:
- Sign in with your TeamViewer account via https://web.teamviewer.com/.
- Click Admin settings.
- Within the Extensions section, go to AI settings.
- Activate AI features by clicking the toggle on the top.
- Confirm the terms and conditions for the use of the AI feature by clicking Accept.
- Click the toggle next to Session Insights.
Step 2: Set up a policy setting for your devices
1) Now, you need to create a TeamViewer policy that includes the setting Enable reports.
- If you already have a policy set up, edit the policy and add the setting Enable reports to it.
- If you already have a policy set up with the setting Enable reports, edit it as explained in the next step.
2) Within the Enable reports policy setting, make sure to enable the policy and Session Insights by clicking the first two toggles.
Optional: You also can enforce the policy so end users can't disable it.
3) Once you have set up the policy, assign the policy to the remote devices on which you want the interactions capturing to be active.
For more information on creating and assigning a TeamViewer policy to your devices, please read this article.
Important note: Policies can only be assigned to managed devices. Learn more about how to manage devices here.
How to define permissions for Session Insights
You can define the permissions of your users regarding Session Insights through roles.
To grant the respective permissions, please follow the instructions below:
- Go to Admin settings.
- Click the role you want to edit.
- Click Edit role.
- Go to Permissions (key icon).
- Within TeamViewer, scroll down to Session Insights.
- Select the desired Session Insights permissions and click Save.
How to access the summary of remote sessions
Session summaries are automatically generated and available for you in the Automation & Insights menu.
To access the summaries, please follow the instructions below:
1) Sign in with your TeamViewer account via https://web.teamviewer.com/.
2) Click Automation & Insights.
3) Within the Smart data section, go to Session Insights.
All session summaries will be listed in the section Session summaries at the bottom of the screen.
The system will automatically assign issue types and what applications are involved in the sessions and generate an overview in the respective sections at the top of the interface.
You can click on a session summary, and its content will be displayed on the right side of your screen.
Opening a summary will provide you the ability to:
- Edit the summary
- Delete the summary
Known limitations
Session summaries can currently only be generated:
- in English
- for incoming connections
- from remote sessions that happened on Windows devices