---
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 account onboarding case

# Summarize an account onboarding case 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 that you selected on the account onboarding case record. Quickly understand the case context by using the account onboarding case summarization skill.

## Before you begin

Role required: `sn_acct_lc.agent`

## About this task

The account onboarding case summarization skill provides you with a concise summary including details about each stage in the account onboarding lifecycle. With this skill, you can:

* Generate an initial summary of an account onboarding case so that you can understand the onboarding case context.
* Summarize all the work that has been done on an account onboarding case.  
The skill is available in CRM Workspace and in Core UI:

* In CRM Workspace, use the Account Onboarding Case summary by ServiceNow Otto component, which appears above the Activities card.
* In Core UI, select Summarize on the account onboarding case record.

Note:  
The skill requires a minimum 50 words in the case record to generate a summary. If the skill isn't active, summaries are generated using the out-of-box case summarization skill instead.

## Procedure

1. Navigate to WorkspacesCRM WorkspaceListsAccount Onboarding Case.
2. Open an account onboarding case.
3. In the Account Onboarding Case 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-onboard-case__steps_dyn_hrp_5bc}

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