---
sourceDocument: Australia Proactive Service Experience Workflows
sourceDocumentLink: https://www.servicenow.com/docs/r/australia/proactive-service-exp-workflows

 Release :

    - australia

ft:locale :

    - en-US

ft:publication_title :

    - Australia Proactive Service Experience Workflows

ft:clusterId :

    - psew

bundleId :

    - psew

workflow :

    - Customer and Industry


---

# Ask ServiceNow Otto for account 360 details

# Ask ServiceNow Otto for account 360 details {#ariaid-title1}

Release version: Australia  
Updated September 2, 2026  
![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read  
Generate summaries or ask questions about the account or engagement to retrieve specific information from the Technology Account 360 view.

## Before you begin

Role required: sn_acct_lc.customer_success_agent, sn_ind_tsm_sdwan.app_eng

## About this task

Select Ask Otto to ask questions about the account or engagement in plain language. ServiceNow Otto returns answers based on live data from the current account or engagement without requiring you to navigate between tabs. You can ask about account health scores and trends, product
adoption and usage, financial data including renewal confidence, and open work items and service metrics.

## Procedure

1. Navigate to WorkspacesService Operations Workspace.
2. Select the list icon (![List Icon.]())
3. Navigate to AccountsAll.
4. In the Accounts list, select a customer account.  
   Note:  
   You can also access this view by selecting a company (account) name account inside the various incident lists or within the incident form in Service Operations Workspace.
5. On the Overview tab, select Ask Otto.

## Result

The panel opens where you can select the option to ask questions about the account details.

*[\>]: and then