---
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


---

# Squad resource identifier

# Squad resource identifier agentic workflow {#ariaid-title1}

Release version: Brazil  
Updated September 10, 2026  
![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read  
Use a squad resource identifier agentic workflow to identify and recommend internal experts based on record under consideration, skill set, region, and real-time availability.

## Squad resource identifier agentic workflow overview {#now-assist-squad-resource-identifier__section_byx_xnz_b3c}

The agentic workflow assists customer success teams to quickly identify and connect with the right individuals to support success plays, initiatives, or critical escalations. This ensures faster and more effective
collaboration across engagements.

The Squad resource identifier agentic workflow supports these tables: Touchpoint, Account Onboarding Case, Success Task, Engagement, Implementation Record, Customer Play, Success Initiative, Internal Play, Internal Play
Task, Risk Signal and Issue, Onboarding Task, and Data Import Task.

Role required: `sn_acct_lc.customer_success_agent` and `sn_acct_lc.agent`

Agentic workflows included with the base system are read-only. To configure this workflow, see [Configure agentic workflows for Customer Success Management](https://www.servicenow.com/docs/qK~BFUv8ylsEc5fDADatkA "Duplicate and activate the Customer Success Management agentic workflows, and complete any additional setup a specific workflow requires.").