---
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


---

# Create a touchpoint from Technology Account 360 view

# Create a touchpoint from Technology Account 360 view {#ariaid-title1}

Release version: Australia  
Updated August 13, 2026  
![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read  
Create a touchpoint to capture and support conversations by analyzing the customer account data in the Technology Account 360 view.

## Before you begin

Role required: sn_acct_lc.customer_success_agent, sn_ind_tsm_sdwan.app_eng

## 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. Select Compose touchpoint, and then select one of the following from the drop-down list.

   | Option | Details |
   | Meeting | Select this option to schedule a new meeting. 1. Select Meeting to schedule a new meeting. 2. Fill in the fields. For more information about the fields, see [Touchpoint home page](https://www.servicenow.com/docs/access?context=account-lifecycle-touchpoint-home&version=australia&pubname=australia-acct-lifecycle-events&ft:locale=en-US). 3. Select Select file to add any attachments. 4. Select Save. {#create-touchpoint-technology-account-360-view__ol_clw_4nx_fkc} |
   | Email | 1. Select Email to send an email. 2. Select <kbd class="ph userinput">Attach file</kbd>. You can attach a file either from your computer or from the touchpoint record. Select the file to be attached and select <kbd class="ph userinput">Add</kbd> to attach the file with your email. 3. Select the attachment () icon to add any attachments.You can attach a file either from your computer or from the touchpoint record. 4. Select send () icon. {#create-touchpoint-technology-account-360-view__ol_eds_c4x_fkc} |
   |-|-|

   {#create-touchpoint-technology-account-360-view__choicetable_qqm_jnx_fkc}

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