Generate a product adoption roadmap using ServiceNow Otto for Telecommunications, Media, and Technology \(TMT\)

task australia Updated Sep 10, 2026 1 min read now-assist-tmt-generate-par-roadmap.md

Generate a product adoption roadmap with products or capabilities organized into lanes based on engagement data and insights from similar engagements.

Before you begin

The Lookup similar engagements skill must be activated.
Role required: sn_acct_lc.customer_success_agent

About this task

Use ServiceNow Otto to generate a roadmap by analyzing the engagement's details, including health, success blueprints, product adoption data, and renewal date. The AI agent identifies similar engagements in the system that have existing roadmaps and uses those patterns to organize items into lanes. After the roadmap is generated, you can further refine it as needed.

Procedure

Navigate to Workspace > CRM Workspace and navigate to the Success portfolio overview page.
Select an engagement from the list and navigate to the Product adoption tab.
In the Product adoption roadmaps section, select New product adoption roadmap.
Enter a name and description for the roadmap and select Next.
Select your product adoption implementation strategy: By product (a high-level, strategic plan) or By capability (short-term, tactical planning).
Select ServiceNow Otto to create a quick draft of your roadmap.
Select a value from the Phase drop-down field to determine the lanes for your roadmap.
Select Generate roadmap.

The Product adoption roadmap agent creates the roadmap's lanes based on the Phase field, collects contextual data from the current engagement, identifies similar engagements with existing roadmaps, analyzes how those were organized, and arranges products or capabilities into lanes based on the patterns identified. You can view the steps in the ServiceNow Otto panel.
Review the generated roadmap in the panel: a link to the completed roadmap (in Draft state) and a summary of the rearrangement logic.

You can also request an explanation of the rearrangement logic in the ServiceNow Otto panel.
Review the generated roadmap, make any necessary adjustments by dragging items between lanes, and select Finalize roadmap.

Parent Topic:Create a product adoption roadmap

Related topics

Create a product adoption roadmap

View a product adoption roadmap

62 lines · 3.4 KB Wrap lines

---
title: Generate a product adoption roadmap using ServiceNow Otto for Telecommunications, Media, and Technology \(TMT\)
description: Generate a product adoption roadmap with products or capabilities organized into lanes based on engagement data and insights from similar engagements.
locale: en-US
canonical_url: https://www.servicenow.com/docs/r/australia/acct-lifecycle-events/now-assist-tmt-generate-par-roadmap.html
release: australia
topic_type: task
last_updated: "2026-09-10"
reading_time_minutes: 1
breadcrumb: [Create a product adoption roadmap, Product adoption, Customer success, Use, Customer Success Management]
---

# Generate a product adoption roadmap using ServiceNow Otto for Telecommunications, Media, and Technology \(TMT\)

Generate a product adoption roadmap with products or capabilities organized into lanes based on engagement data and insights from similar engagements.

## Before you begin

- The **Lookup similar engagements** skill must be activated.
- Role required: `sn_acct_lc.customer_success_agent`

## About this task

## Procedure

1. Navigate to **Workspace** &gt; **CRM Workspace** and navigate to the **Success portfolio overview** page.

2. Select an engagement from the list and navigate to the **Product adoption** tab.

3. In the Product adoption roadmaps section, select **New product adoption roadmap**.

4. Enter a name and description for the roadmap and select **Next**.

5. Select your product adoption implementation strategy: **By product** \(a high-level, strategic plan\) or **By capability** \(short-term, tactical planning\).

6. Select **ServiceNow Otto** to create a quick draft of your roadmap.

7. Select a value from the **Phase** drop-down field to determine the lanes for your roadmap.

8. Select **Generate roadmap**.

The Product adoption roadmap agent creates the roadmap's lanes based on the Phase field, collects contextual data from the current engagement, identifies similar engagements with existing roadmaps, analyzes how those were organized, and arranges products or capabilities into lanes based on the patterns identified. You can view the steps in the ServiceNow Otto panel.

9. Review the generated roadmap in the panel: a link to the completed roadmap \(in Draft state\) and a summary of the rearrangement logic.

You can also request an explanation of the rearrangement logic in the ServiceNow Otto panel.

10. Review the generated roadmap, make any necessary adjustments by dragging items between lanes, and select **Finalize roadmap**.

**Parent Topic:**[Create a product adoption roadmap](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/acct-lifecycle-events/account-lifecycle-create-par-roadmap.md)

**Related topics**

[Create a product adoption roadmap](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/acct-lifecycle-events/account-lifecycle-create-par-roadmap.md)

[View a product adoption roadmap](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/acct-lifecycle-events/account-lifecycle-view-par-roadmap.md)