---
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


---

# Touchpoints and meetings

# Skill inputs for touchpoint and meeting 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 touchpoint summarization, transcript analysis, prep brief, and next steps skills.

## Touchpoint summarization skill {#account-lifecycle-otto-skill-inputs-touchpoints__section_inputs_touchpoint}

Includes the inputs that identify the table and fields used when a touchpoint summary is generated.
{#account-lifecycle-otto-skill-inputs-touchpoints__table_inputs_touchpoint_1__entry__2}

| Input | Description |
|-|-|
| Input table | Touchpoint \[sn_acct_lc_touchpoint\] |
| Input fields | Squad, Progress |
[Table 1. Inputs for the touchpoint summarization skill]

{#account-lifecycle-otto-skill-inputs-touchpoints__table_inputs_touchpoint_1} {#account-lifecycle-otto-skill-inputs-touchpoints__table_inputs_touchpoint_2__entry__2}

| Input | Description |
|-|-|
| Input table | Meeting details |
| Input fields | Conference details, Meeting type, Meeting start time, Meeting end time, Customer notes, Meeting notes, State |
[Table 2. Related input for the touchpoint summarization skill]

{#account-lifecycle-otto-skill-inputs-touchpoints__table_inputs_touchpoint_2}

## Transcript Analysis skill {#account-lifecycle-otto-skill-inputs-touchpoints__section_inputs_transcript}

Analyzes a transcript chunk against the full meeting overview, next steps, and topic summaries to extract per-participant communication style, focus area, and sentiment, plus a chunk-level sentiment score.
{#account-lifecycle-otto-skill-inputs-touchpoints__table_inputs_transcript__entry__2}

| Input | Description |
|-|-|
| Input table | Virtual Meeting Details table (sn_meeting_mgmt_virtual_meeting_details) |
| Input fields | Conversation analysis, Meeting information |
[Table 3. Inputs for the Transcript Analysis skill]

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

## Prep Brief Data Generator skill {#account-lifecycle-otto-skill-inputs-touchpoints__section_inputs_prep_brief}

Produces a structured, citation-backed preparation brief for an upcoming customer meeting.
{#account-lifecycle-otto-skill-inputs-touchpoints__table_inputs_prep_brief__entry__2}

| Input | Description |
|-|-|
| Input table | Virtual Meeting Details table (sn_meeting_mgmt_virtual_meeting_details) |
| Input fields | Emails since last meeting, Touchpoint reference records, Stakeholders, Series classification, Meeting, Prior meetings, Account |
[Table 4. Inputs for the Prep Brief Data Generator skill]

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

## Next Steps Task Description skill {#account-lifecycle-otto-skill-inputs-touchpoints__section_inputs_next_steps}

Generates short and detailed task descriptions plus an assignee for each meeting. Creates next steps or actions required using the meeting overview and summary as context.
{#account-lifecycle-otto-skill-inputs-touchpoints__table_inputs_next_steps__entry__2}

| Input | Description |
|-|-|
| Input table | Meeting Details table (sn_meeting_mgmt_meeting_details) |
| Input fields | Meeting summary, Meeting overview |
[Table 5. Inputs for the Next Steps Task Description skill]

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