Summarize a risk signal using ServiceNow Otto for Telecommunications, Media, and Technology \(TMT\)
Generate a summary from a risk signal and issues record and all associated tasks.
Before you begin
Role required: sn_acct_lc.agent
About this task
The risk signal and issues summary skill provides a summary of the risk signal and issues record and associated risk occurrences and solutions. The skill is available in CRM Workspace and in Core UI:
- In CRM Workspace, use the Risk signal and issues summary by ServiceNow Otto component, which appears above the Activities card.
- In Core UI, select Summarize on the risk signal and issues record.
Note: The skill requires a minimum 50 words in the record to generate a summary.
Procedure
-
Navigate to Workspaces > CRM Workspace > Lists > All Risk Signal and Issues.
-
Open a risk and select Summarize.
Based on the inputs from Engagement, Account, and Short Description, the summary includes:
- Overview: the primary goal, engagement, account, product, progress, and customer contact details.
- Progress updates: status of work notes, activities, and recent emails.
- Next steps: recommendations based on open Risk Solution records, or on the Risk Category if none are open.
-
After you're finished, manage the results: view more/less detail, provide helpful/not-helpful feedback, copy the summary, or view summary info using the icons on the summary card.
Parent Topic:Risk and issues page
---
title: Summarize a risk signal using ServiceNow Otto for Telecommunications, Media, and Technology \(TMT\)
description: Generate a summary from a risk signal and issues record and all associated tasks.
locale: en-US
canonical_url: https://www.servicenow.com/docs/r/acct-lifecycle-events/now-assist-tmt-summarize-risk-signals-issues.html
release: brazil
topic_type: task
last_updated: "2026-09-10"
reading_time_minutes: 1
breadcrumb: [Risk and issues page, Risk portfolio dashboard, Dashboards, Customer success, Use, Customer Success Management]
---
# Summarize a risk signal using ServiceNow Otto for Telecommunications, Media, and Technology \(TMT\)
Generate a summary from a risk signal and issues record and all associated tasks.
## Before you begin
Role required: `sn_acct_lc.agent`
## About this task
The risk signal and issues summary skill provides a summary of the risk signal and issues record and associated risk occurrences and solutions. The skill is available in CRM Workspace and in Core UI:
- In CRM Workspace, use the Risk signal and issues summary by ServiceNow Otto component, which appears above the Activities card.
- In Core UI, select **Summarize** on the risk signal and issues record.
**Note:** The skill requires a minimum 50 words in the record to generate a summary.
## Procedure
1. Navigate to **Workspaces** > **CRM Workspace** > **Lists** > **All Risk Signal and Issues**.
2. Open a risk and select **Summarize**.
Based on the inputs from Engagement, Account, and Short Description, the summary includes:
- **Overview:** the primary goal, engagement, account, product, progress, and customer contact details.
- **Progress updates:** status of work notes, activities, and recent emails.
- **Next steps:** recommendations based on open Risk Solution records, or on the Risk Category if none are open.
3. After you're finished, manage the results: view more/less detail, provide helpful/not-helpful feedback, copy the summary, or view summary info using the icons on the summary card.
**Parent Topic:**[Risk and issues page](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/brazil/markdown/acct-lifecycle-events/account-lifecycle-risk-issues-page.md)
| title | Summarize a risk signal using ServiceNow Otto for Telecommunications, Media, and Technology \(TMT\) |
| description | Generate a summary from a risk signal and issues record and all associated tasks. |
| locale | en-US |
| canonical_url | https://www.servicenow.com/docs/r/acct-lifecycle-events/now-assist-tmt-summarize-risk-signals-issues.html |
| release | brazil |
| topic_type | task |
| last_updated | 2026-09-10 |
| reading_time_minutes | 1 |
| breadcrumb | Risk and issues pageRisk portfolio dashboardDashboardsCustomer successUseCustomer Success Management |