Generate customer insights in the Customer 360 page

---
title: Generate customer insights in the Customer 360 page
description: Use the Banking CSR customer insights AI agent in the Customer 360 page to automatically consolidate customer data and generate persona-based insights. These insights help customer service representatives \(CSRs\) prepare for callbacks, conduct proactive outreach, and identify high-value customers requiring attention.
locale: en-US
canonical_url: https://www.servicenow.com/docs/r/financial-services-operations/generate-customer-insights-customer-360-workspace.html
release: brazil
topic_type: task
last_updated: "2026-09-10"
reading_time_minutes: 1
breadcrumb: [Use, Agentic Contact Center for Banking, Banking applications, Financial Services Operations \(FSO\)]
---

# Generate customer insights in the Customer 360 page

Use the Banking CSR customer insights AI agent in the Customer 360 page to automatically consolidate customer data and generate persona-based insights. These insights help customer service representatives \(CSRs\) prepare for callbacks, conduct proactive outreach, and identify high-value customers requiring attention.

## Before you begin

Role required: sn\_fso\_csr.business\_agent, sn\_fso\_csr.personal\_agent

## About this task

When requested, the Banking CSR customer insights AI agent will begin consolidating customer data and presents persona-based insights to help CSR agents prepare for callbacks, perform proactive outreach, or identify high-value customers that need attention.

\[Omitted image "agentic-contact-center-c360-na-panel.png"\] Alt text: Customer 360 Insights panel showing customer details, financial overview, AI-generated summary, and ServiceNow Otto panel with AI agent conversation.

## Procedure

1.  Navigate to **All** > **Financial Services Operations** > **Workspace**.

2.  Open a customer record.

    The customer record displays in the Customer 360 page.

3.  Select **Ask Otto**.

    The ServiceNow Otto panel displays. The Banking CSR customer insights AI agent begins analysis and displays customer insights, highlighting priority items and suggested follow-up steps. Pills are displayed for certain insights.

4.  Select a pill to perform that action, or engage in conversation with the agent to have it assist with answering questions and reviewing the customer's profile.


## Result

The AI agent answers your questions using information from its configured knowledge sources.

**Parent Topic:**[Using Agentic Contact Center for Banking](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/brazil/markdown/financial-services-operations/using-agentic-contact-center-for-banking.md)

**Related topics**  


[Agentic Contact Center for Banking AI agents overview](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/brazil/markdown/financial-services-operations/agentic-contact-center-for-banking-agents-overview.md)