Recommend risk signal solutions agentic workflow

---
title: Recommend risk signal solutions agentic workflow
description: Use the Analyze risk and recommend solutions agentic workflow to monitor and mitigate risks in customer engagements with minimal user intervention.
locale: en-US
canonical_url: https://www.servicenow.com/docs/r/acct-lifecycle-events/now-assist-tmt-resolve-risk.html
release: brazil
topic_type: concept
last_updated: "2026-09-10"
reading_time_minutes: 1
breadcrumb: [Risk and issues page, Risk portfolio dashboard, Dashboards, Customer success, Use, Customer Success Management]
---

# Recommend risk signal solutions agentic workflow

Use the Analyze risk and recommend solutions agentic workflow to monitor and mitigate risks in customer engagements with minimal user intervention.

## Recommend risk signal solutions agentic workflow overview

**Note:** Before you use this agentic workflow, you must activate the AI Agents for Customer Success Management plugin. See [Plugins activated with Customer Success Management](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/brazil/markdown/acct-lifecycle-events/account-lifecycle-required-plugins.md).

Use the Recommend risk signal solutions agentic workflow to:

-   Provide real-time risk analysis and generate detailed reports.
-   Identify common solutions and provide proactive recommendations.

Customer success managers can collaborate with customer success squad members to monitor risks, perform real-time risk analysis, generate detailed reports with proactive recommendations. This helps prevent escalations, improve customer retention, and enhance service quality. The agentic workflow can be used to assess and offer solutions for a risk signal.

You can trigger this workflow in two ways:

1.  **Recommend solutions** button
    1.  Navigate to **All** > **CRM Workspace** and select the **List** icon.
    2.  From the **Customer Success** menu, select **All Risks and issues** and open a risk signal record.
    3.  Select the **Recommend solutions** button in the risk record.
2.  Navigate to the [ServiceNow Otto panel](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/brazil/markdown/intelligent-experiences/now-assist-panel-overview.md) panel in the **CRM Workspace** and specify a risk number to be resolved.

For information on how risks are generated, see [Define risk criteria](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/brazil/markdown/acct-lifecycle-events/account-lifecycle-setup-risk-defn.md). To configure this workflow, see [Configure agentic workflows for Customer Success Management](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/brazil/markdown/acct-lifecycle-events/account-lifecycle-otto-workflows-config.md).

**Parent Topic:**[Risk and issues page](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/brazil/markdown/acct-lifecycle-events/account-lifecycle-risk-issues-page.md)