ServiceNow Otto for Telecommunications, Media, and Technology \(TMT\) draft and schedule touchpoint meetings agentic workflow
Use the Draft and schedule touchpoint meetings agentic workflow to schedule and edit a touchpoint meeting for a specific user.
Draft and schedule touchpoint meetings agentic workflow overview
The agentic workflow enables customer success agents to optimize meeting schedules within the customer success workflow by creating and managing meetings. It creates and manages meetings based on key details such as invitees, agenda, meeting type, and scheduling preferences. With this agentic workflow, customer success managers can:
- Take timely and contextual action.
- Create a meeting with all required details.
- Schedule draft meetings without manual coordination.
The meeting AI plugin installs automatically with the Customer Success AI agent.
When the risk record's probability is very high or occurred, the customer success agent assigned to that risk receives a ServiceNow Otto panel notification. The agentic workflow automates the creation and scheduling of the meeting.
This workflow supports these tables: Touchpoint, Account Onboarding Case, Engagement, Customer Account, and Risk Signal and Issue.
Role required: sn_acct_lc.customer_success_agent
Agentic workflows included with the base system are read-only. To configure this workflow, see Configure agentic workflows for Customer Success Management.
Parent Topic:Touchpoints
--- title: ServiceNow Otto for Telecommunications, Media, and Technology \(TMT\) draft and schedule touchpoint meetings agentic workflow description: Use the Draft and schedule touchpoint meetings agentic workflow to schedule and edit a touchpoint meeting for a specific user. locale: en-US canonical_url: https://www.servicenow.com/docs/r/acct-lifecycle-events/now-assist-tmt-touchpoint-meeting-scheduler.html release: brazil topic_type: concept last_updated: "2026-09-10" reading_time_minutes: 1 breadcrumb: [Touchpoints, Customer success, Use, Customer Success Management] --- # ServiceNow Otto for Telecommunications, Media, and Technology \(TMT\) draft and schedule touchpoint meetings agentic workflow Use the Draft and schedule touchpoint meetings agentic workflow to schedule and edit a touchpoint meeting for a specific user. ## Draft and schedule touchpoint meetings agentic workflow overview The agentic workflow enables customer success agents to optimize meeting schedules within the customer success workflow by creating and managing meetings. It creates and manages meetings based on key details such as invitees, agenda, meeting type, and scheduling preferences. With this agentic workflow, customer success managers can: - Take timely and contextual action. - Create a meeting with all required details. - Schedule draft meetings without manual coordination. The meeting AI plugin installs automatically with the Customer Success AI agent. When the risk record's probability is very high or occurred, the customer success agent assigned to that risk receives a ServiceNow Otto panel notification. The agentic workflow automates the creation and scheduling of the meeting. This workflow supports these tables: Touchpoint, Account Onboarding Case, Engagement, Customer Account, and Risk Signal and Issue. Role required: `sn_acct_lc.customer_success_agent` Agentic workflows included with the base system are read-only. 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:**[Touchpoints](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/brazil/markdown/acct-lifecycle-events/account-lifecycle-use-touchpoints.md)
| title | ServiceNow Otto for Telecommunications, Media, and Technology \(TMT\) draft and schedule touchpoint meetings agentic workflow |
| description | Use the Draft and schedule touchpoint meetings agentic workflow to schedule and edit a touchpoint meeting for a specific user. |
| locale | en-US |
| canonical_url | https://www.servicenow.com/docs/r/acct-lifecycle-events/now-assist-tmt-touchpoint-meeting-scheduler.html |
| release | brazil |
| topic_type | concept |
| last_updated | 2026-09-10 |
| reading_time_minutes | 1 |
| breadcrumb | TouchpointsCustomer successUseCustomer Success Management |