Skill inputs for onboarding and engagement skills

reference brazil Updated Sep 22, 2026 1 min read account-lifecycle-otto-skill-inputs-engagement.md
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Table and field inputs for the account onboarding case, engagement, success initiative, and executive insight skills.

Account onboarding case summarization skill

Includes the inputs that identify the table and fields used when an account onboarding summary is generated. You can configure the input in the following account onboarding case stages: Form details, Data capture, Development, Training, Testing.

Input

Description

Input table

Account Onboarding Case [sn_acct_lc_onb_case]

Input fields

  • Service Exchange integration
  • Short description
  • Description
  • Go live date
  • Days remaining
  • Work notes
  • Additional comments

Input

Description

Input table

Account Lifecycle Import Task

Input fields

  • State
  • Days remaining
  • Published records
  • Work notes
  • Additional comments
  • Target table
  • Total records updated

Input

Description

Input table

Account Lifecycle Task

Input fields

  • Short description
  • State
  • Days remaining
  • Type
  • Work notes
  • Additional comments
## Engagement summarization skill

Includes the inputs that identify the table and fields used when an engagement summary is generated.

Input

Description

Input table

Engagement [sn_acct_lc_engagement]

Input fields

  • State
  • Stage
  • Renewal date
  • Initial go-live date
  • Perceived health
|Related table|Input fields| |-------------|------------| |Risk and issue|State, Due date, Probability| |Internal play|Due date, Progress| |Success case|Due date, Progress| |Success initiative|Due date, Progress| |Success outcome|Progress, Base value, Current value, Target value|

Success initiative summarization skill

Includes the inputs that identify the table and fields used when a success initiative summary is generated.

Input

Description

Input table

Success initiative

Input fields

  • Primary success outcome
  • Account
  • Sold product name
  • Sold product number
  • Squad
  • Short description
  • Description
  • State
  • Contact
  • Days remaining
|Input|Description| |-----|-----------| |Input table|Success task| |Input fields|State, Short description, Description, Due date, Days remaining|

Executive Insight Generator skill

Input Description
Input table Activity type table (sn_actsub_activity_type)
Input fields activities

Parent Topic:Skill inputs for ServiceNow Otto for Customer Success Management

Keywords skill inputsengagementonboarding
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