Ask ServiceNow Otto for account 360 details

task australia Updated Sep 10, 2026 1 min read ask-servicenow-otto-account-360-details.md

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

Navigate to Workspaces > Service Operations Workspace.
Select the list icon ([Omitted image "icon-list.png"] Alt text: List Icon.)
Navigate to Accounts > All.
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.
On the Overview tab, select Ask Otto.

Result

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

Parent Topic:Reviewing customer or partner accounts

48 lines · 2.2 KB Wrap lines

---
title: Ask ServiceNow Otto for account 360 details
description: Generate summaries or ask questions about the account or engagement to retrieve specific information from the Technology Account 360 view.
locale: en-US
canonical_url: https://www.servicenow.com/docs/r/australia/proactive-service-exp-workflows/product-support-for-technology/ask-servicenow-otto-account-360-details.html
release: australia
product: Product Support for Technology
classification: product-support-for-technology
topic_type: task
last_updated: "2026-09-10"
reading_time_minutes: 1
breadcrumb: [Review customer or partner accounts, Use, Proactive Service Experience Workflows, Product Support for Technology]
---

# Ask ServiceNow Otto for account 360 details

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 **Workspaces** &gt; **Service Operations Workspace**.

2. Select the list icon \(\[Omitted image "icon-list.png"\] Alt text: List Icon.\)

3. Navigate to **Accounts** &gt; **All**.

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.

**Parent Topic:**[Reviewing customer or partner accounts](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/proactive-service-exp-workflows/product-support-for-technology/reviewing-customer-accounts-360.md)