Plugins activated with Customer Success Management

---
title: Plugins activated with Customer Success Management
description: Activating Customer Success Management installs the following related plugins, if they aren't already active.
locale: en-US
canonical_url: https://www.servicenow.com/docs/r/acct-lifecycle-events/account-lifecycle-required-plugins.html
release: brazil
topic_type: reference
last_updated: "2026-09-10"
reading_time_minutes: 2
breadcrumb: [Getting started, Configure, Customer Success Management]
---

# Plugins activated with Customer Success Management

Activating Customer Success Management installs the following related plugins, if they aren't already active.

<table id="table_f4r_m5k_1yb"><thead><tr><th>

Plugin

</th><th>

Description

</th></tr></thead><tbody><tr><td>

Customer Service Install Base Management \[com.snc.install\_base\]

</td><td>

Enables users to capture the current state of their install base and establish the relationship to any downstream entities that might impact their functioning.

</td></tr><tr><td>

Playbook Experience \[com.playbook\_experience\]

</td><td>

Enables you to customize the default playbook user experience to create your desired business process workflow.

</td></tr><tr><td>

Record Related Items Connected \[com.snc.sn\_record\_related\_items\_connected\]

</td><td>

Enables record related items.

</td></tr><tr><td>

Playbooks for Customer Service Management \[com.sn\_csm\_playbook\]

</td><td>

Guides customer service agents through the various tasks to resolve customer issues, and visualizes the entire lifecycle ​across diverse and siloed processes​.

</td></tr><tr><td>

Technology core \[com.sn\_ti\_core\]

</td><td>

Technology industry vertical Customer Service Management extensions.

</td></tr><tr><td>

Guided Decisions Experience \[com.snc.guided\_decisions\_playbook\_experience\]

</td><td>

Enables activity types, definitions, and UI components for the display of guided decisions in a playbook on Workspace.

</td></tr><tr><td>

Customer Service Case Types \[com.snc.csm\_case\_types\]

</td><td>

Activating this plugin enables the administrator to create and manage case types.

</td></tr><tr><td>

Record lookup \[com.snc.sn\_record\_lookup\]

</td><td>

Provides the record lookup component used to search and link a record from a table.

</td></tr><tr><td>

Data Context Engine \[com.sn\_data\_ctx\_engine\]

</td><td>

Enables for the creation and measuring of metrics and resolving them to specific context \(such as success engagements\) within the platform.

</td></tr><tr><td>

Touchpoint meetings \[com.sn\_meeting\_mgmt\]

</td><td>

Enables creation and management of single or recurring meetings with customers within the Touchpoint record.

</td></tr><tr><td>

Document management \[com.snc.platform\_document\_management\]

</td><td>

Enables customer success managers to store complex documents that can be saved as attachments or in the Knowledge Base.

</td></tr><tr><td>

Roadmap \[sn\_roadmap\]

</td><td>

Enables customer success manager to see and plan the roadmap of success initiatives tied to success objectives and outcomes.

</td></tr><tr><td>

Product capability core \[com.sn\_prod\_cap\_core\]

</td><td>

Enables organizations to define, manage, and assess capabilities across product models within the ServiceNow platform.

</td></tr><tr><td>

Customer central \[app-customer-central\]

</td><td>

Enables customer service agents to view complete information on the customer contacting support.

</td></tr><tr><td>

Seismic component for customer activity \[devsnc-sn-customer-activity\]

</td><td>

Shows all activities related to a contact, account, or consumer to an agent. This information can be used by an agent to assist the customer.

 This component accepts facets and activity feed items in JSON format along with a few other properties and renders given activities and facets.

</td></tr><tr><td>

Customer Success Advanced \(app-cust-succ-adv\)

</td><td>

New pro plus plugin for customer success. Used for product adoption roadmap.

</td></tr></tbody>
</table>|Plugin ID|Description|
|---------|-----------|
|Technology Account Management Experiences \[sn\_tech\_exp\]|Proactive Service Experience Workflows. Contains Technology Account 360, Executive Portfolio, and the recommendation framework. Install this plugin to enable all three capabilities.|
|AI Agents for Meetings \[sn\_meeting\_ai\_ag\]|Automates meeting preparation by reading relevant records, proposing agendas, and coordinating logistics for review and confirmation.|
|AI Agents for Customer Success Management \[sn\_cust\_succ\_ai\_ag\]|Enables the AI agents behind Customer Success Management agentic workflows, such as product release email communication.|
|Meeting Scheduler Plus \[com.sn\_sch\_plus\]|Adds meeting agenda items and meeting next steps to touchpoint meetings.|

**Parent Topic:**[Getting started with Customer Success Management](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/brazil/markdown/acct-lifecycle-events/account-lifecycle-get-started.md)

**Related topics**  


[Activate Customer Success Management](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/brazil/markdown/acct-lifecycle-events/account-lifecycle-activate.md)