---
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


---

# Onboarding and engagement

# Skill inputs for onboarding and engagement skills {#ariaid-title1}

Release version: Brazil  
Updated September 22, 2026  
![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read  
Table and field inputs for the account onboarding case, engagement, success initiative, and executive insight skills.

## Account onboarding case summarization skill {#account-lifecycle-otto-skill-inputs-engagement__section_inputs_onboarding}

Includes the inputs that identify the table and fields used when an account onboarding summary is generated. You can configure the input in the following account onboarding case stages: Form details, Data capture,
Development, Training, Testing.
{#account-lifecycle-otto-skill-inputs-engagement__table_inputs_onboarding_1__entry__2}

| Input | Description |
|-|-|
| Input table | Account Onboarding Case \[sn_acct_lc_onb_case\] |
| Input fields | * Service Exchange integration * Short description * Description * Go live date * Days remaining * Work notes * Additional comments |
[Table 1. Inputs for the account onboarding case summarization skill]

{#account-lifecycle-otto-skill-inputs-engagement__table_inputs_onboarding_1} {#account-lifecycle-otto-skill-inputs-engagement__table_inputs_onboarding_2__entry__2}

| Input | Description |
|-|-|
| Input table | Account Lifecycle Import Task |
| Input fields | * State * Days remaining * Published records * Work notes * Additional comments * Target table * Total records updated |
[Table 2. Related input for the account onboarding case summarization skill]

{#account-lifecycle-otto-skill-inputs-engagement__table_inputs_onboarding_2} {#account-lifecycle-otto-skill-inputs-engagement__table_inputs_onboarding_3__entry__2}

| Input | Description |
|-|-|
| Input table | Account Lifecycle Task |
| Input fields | * Short description * State * Days remaining * Type * Work notes * Additional comments |
[Table 3. Related input for the account onboarding case summarization skill]

{#account-lifecycle-otto-skill-inputs-engagement__table_inputs_onboarding_3}

## Engagement summarization skill {#account-lifecycle-otto-skill-inputs-engagement__section_inputs_engagement}

Includes the inputs that identify the table and fields used when an engagement summary is generated.
{#account-lifecycle-otto-skill-inputs-engagement__table_inputs_engagement_1__entry__2}

| Input | Description |
|-|-|
| Input table | Engagement \[sn_acct_lc_engagement\] |
| Input fields | * State * Stage * Renewal date * Initial go-live date * Perceived health |
[Table 4. Inputs for the engagement summarization skill]

{#account-lifecycle-otto-skill-inputs-engagement__table_inputs_engagement_1} {#account-lifecycle-otto-skill-inputs-engagement__table_inputs_engagement_2__entry__2}

| Related table | Input fields |
|-|-|
| Risk and issue | State, Due date, Probability |
| Internal play | Due date, Progress |
| Success case | Due date, Progress |
| Success initiative | Due date, Progress |
| Success outcome | Progress, Base value, Current value, Target value |
[Table 5. Related inputs for the engagement summarization skill]

{#account-lifecycle-otto-skill-inputs-engagement__table_inputs_engagement_2}

## Success initiative summarization skill {#account-lifecycle-otto-skill-inputs-engagement__section_inputs_success_init}

Includes the inputs that identify the table and fields used when a success initiative summary is generated.
{#account-lifecycle-otto-skill-inputs-engagement__table_inputs_success_init_1__entry__2}

| Input | Description |
|-|-|
| Input table | Success initiative |
| Input fields | * Primary success outcome * Account * Sold product name * Sold product number * Squad * Short description * Description * State * Contact * Days remaining |
[Table 6. Inputs for the success initiative summarization skill]

{#account-lifecycle-otto-skill-inputs-engagement__table_inputs_success_init_1} {#account-lifecycle-otto-skill-inputs-engagement__table_inputs_success_init_2__entry__2}

| Input | Description |
|-|-|
| Input table | Success task |
| Input fields | State, Short description, Description, Due date, Days remaining |
[Table 7. Related input for the success initiative summarization skill]

{#account-lifecycle-otto-skill-inputs-engagement__table_inputs_success_init_2}

## Executive Insight Generator skill {#account-lifecycle-otto-skill-inputs-engagement__section_inputs_exec_insight}

{#account-lifecycle-otto-skill-inputs-engagement__table_inputs_exec_insight__entry__2}

| Input | Description |
|-|-|
| Input table | Activity type table (sn_actsub_activity_type) |
| Input fields | activities |
[Table 8. Inputs for the Executive Insight Generator skill]

{#account-lifecycle-otto-skill-inputs-engagement__table_inputs_exec_insight}