---
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


---

# Recommend risk signal solutions

# Recommend risk signal solutions 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 the Analyze risk and recommend solutions agentic workflow to monitor and mitigate risks in customer engagements with minimal user intervention.

## Recommend risk signal solutions agentic workflow overview {#now-assist-tmt-resolve-risk__section_wsz_35g_52c}

Note:  
Before you use this agentic workflow, you must activate the AI Agents for Customer Success Management plugin. See [Plugins activated with Customer Success Management](https://www.servicenow.com/docs/ka1HLMaa0QD0O6GT3RtWYw "Activating Customer Success Management installs the following related plugins, if they aren't already active.").  
Use the Recommend risk signal solutions agentic workflow to:

* Provide real-time risk analysis and generate detailed reports.
* Identify common solutions and provide proactive recommendations.
Customer success managers can collaborate with customer success squad members to monitor risks, perform real-time risk analysis, generate detailed reports with proactive recommendations. This helps prevent escalations, improve customer retention, and enhance service quality. The agentic workflow can be used to assess and offer solutions for a risk signal.  
You can trigger this workflow in two ways:

1. Recommend solutions button
   1. Navigate to AllCRM Workspace and select the List icon.
   2. From the Customer Success menu, select All Risks and issues and open a risk signal record.
   3. Select the Recommend solutions button in the risk record.
2. Navigate to the [ServiceNow Otto panel](https://www.servicenow.com/docs/access?context=now-assist-panel-overview&version=brazil&pubname=brazil-intelligent-experiences&ft:locale=en-US) panel in the CRM Workspace and specify a risk number to be resolved.

For information on how risks are generated, see [Define risk criteria](https://www.servicenow.com/docs/YN3lwNxSQWY87Myo9vNeCg "Use the engagement risk definition to configure the metrics required to define the risk signals for an engagement."). 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.").

*[\>]: and then