---
sourceDocument: Brazil Customer Success Management
sourceDocumentLink: https://www.servicenow.com/docs/r/acct-lifecycle-events

 Release :

    - brazil

ft:locale :

    - en-US

ft:publication_title :

    - Brazil Customer Success Management

ft:clusterId :

    - actle

bundleId :

    - actle

workflow :

    - Customer and Industry


---

# Refresh the engagement insights

# Refresh the engagement insights {#ariaid-title1}

Release version: Brazil  
Updated September 10, 2026  
![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read  
Request a new AI-generated brief for an engagement to reflect signals that occurred since the brief was last generated.

## Before you begin

Role required: `sn_acct_lc.agent`

## About this task

The brief is generated when you first open the engagement record page. The same brief displays for 15 days. Consider refreshing when a significant change has occurred on the engagement since the brief was last generated.
Examples include a risk signal, a health score change, or a completed milestone.

## Procedure

1. Navigate to AllWorkspacesCRM Workspace.
2. Select the List menu, navigate to Customer SuccessAll Engagements, and open an engagement record.
3. In the Engagement updates section, select the Refresh icon.
{#account-lifecycle-exec-insight-refresh__steps_exec_insight_refresh}

## Result

A new brief is generated based on signals from the last 7 days and replaces the previous cached brief. The Last updated timestamp updates to reflect the current date and time. The Recommendations panel also refreshes to reflect the updated brief.
**Related concepts**   

* [Engagement brief](https://www.servicenow.com/docs/HUNRGcma2aGHAtVQHWx5pw "The engagement brief summarizes recent signals across risk, adoption, and market activity for a specific engagement.")  
**Related topics**   

* [Activate the Executive Insight Generator skill](https://www.servicenow.com/docs/access?context=now-assist-tmt-exec-insight-gen&version=brazil&pubname=brazil-proactive-service-exp-workflows&ft:locale=en-US)

*[\>]: and then