---
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 a risk signal

# Summarize a risk signal 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 a risk signal and issues record and all associated tasks.

## Before you begin

Role required: `sn_acct_lc.agent`

## About this task

The risk signal and issues summary skill provides a summary of the risk signal and issues record and associated risk occurrences and solutions. The skill is available in CRM Workspace and in Core UI:

* In CRM Workspace, use the Risk signal and issues summary by ServiceNow Otto component, which appears above the Activities card.
* In Core UI, select Summarize on the risk signal and issues record.

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

## Procedure

1. Navigate to WorkspacesCRM WorkspaceListsAll Risk Signal and Issues.
2. Open a risk and select Summarize.  
   Based on the inputs from Engagement, Account, and Short Description, the summary includes:
   * **Overview:** the primary goal, engagement, account, product, progress, and customer contact details.
   * **Progress updates:** status of work notes, activities, and recent emails.
   * **Next steps:** recommendations based on open Risk Solution records, or on the Risk Category if none are open.
3. **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.

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