---
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


---

# Summarize an engagement

# Summarize an engagement using ServiceNow Otto for Telecommunications, Media, and Technology (TMT) {#ariaid-title1}

Release version: Brazil  
Updated September 10, 2026  
![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read  
Generate a summary from the fields you select on the engagement record. Get up to speed on success initiatives, outcomes, risks, and internal plays associated with an engagement.

## Before you begin

Role required: admin

## About this task

The engagement summary skill provides a concise summary of all activities and key points of information associated with an engagement. With this skill, you can generate an initial summary of the engagement, or
summarize all the work associated with it.  
The skill is available in CRM Workspace and in Core UI:

* In CRM Workspace, use the Engagement summary by ServiceNow Otto component, which appears above the Account details card.
* In Core UI, select Summarize on the engagement record.

Note:  
The skill requires a minimum 50 words in the record to generate a summary.

## Procedure

1. Navigate to WorkspacesCRM WorkspaceListsAll Engagements.
2. Open an engagement.
3. In the Engagement summary by ServiceNow Otto component, select Summarize.  
   The component expands to display the summary. For longer summaries, select View more and scroll to see the rest of the content.
4. **Optional:** After you're finished, manage the results: view more/less detail, provide helpful/not-helpful feedback, copy the summary, or view summary info using the icons on the summary card.
{#now-assist-tmt-summarize-engagement__steps_dyn_hrp_5bc}

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