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

 Release :

    - brazil

ft:locale :

    - en-US

ft:publication_title :

    - Brazil Proactive Service Experience Workflows

ft:clusterId :

    - psew

bundleId :

    - psew

workflow :

    - Customer and Industry


---

# Review customer or partner accounts

# Reviewing customer or partner accounts {#ariaid-title1}

Release version: Brazil  
Updated September 10, 2026  
![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read  
Use the Technology Account 360 view to get insight about your customer's or partner's accounts.
* **[Review an account by using the Technology Account 360](https://www.servicenow.com/docs/IUO7ekxSfPYLrJfpiDFoQw)**   
  Review a customer or partner's account by using the Technology Account 360 view provided by the Proactive Service Experience Workflows application inside of Service Operations Workspace. You can track your data and tasks related to customer's or partner's and then take action to improve your delivery of service.
* **[Create a touchpoint from Technology Account 360 view](https://www.servicenow.com/docs/gwMDFV_92YLtZJaJsvIp2g)**   
  Create a touchpoint to capture and support conversations by analyzing the customer account data in the Technology Account 360 view.
* **[Create escalation from Technology Account 360 view](https://www.servicenow.com/docs/SukDxBIcnNyIidKdQp0wgw)**   
  Create an escalation after analyzing the customer account data in the Technology Account 360 view.
* **[Create a risk signal from Technology Account 360 view](https://www.servicenow.com/docs/T4IWv4XWzodnSsKasRy44A)**   
  Create a risk signal after analyzing the customer account data in the Technology Account 360 view.
* **[Ask ServiceNow Otto for account 360 details](https://www.servicenow.com/docs/mMCBk4KMgvJ7X3vxfKEzRQ)**   
  Generate summaries or ask questions about the account or engagement to retrieve specific information from the Technology Account 360 view.
* **[Activate the Executive Insight Generator skill](https://www.servicenow.com/docs/Mz6ml5lP8V5~k24HM9g~TA)**   
  Enable AI-generated engagement briefs that summarize recent signals across risk, adoption, and market activity on the engagement record page.
* **[Activate the Event-Context Candidate Recommender](https://www.servicenow.com/docs/s3my0jV63tVJbGtqvV89ng)**   
  Enable AI-powered success play recommendations in Technology Account 360 and engagement records based on account context and lifecycle events.