Customer Success Management AI agents

concept brazil Updated Nov 6, 2026 1 min read customer-success-ai-agents-overview.md

The following agents are available for Customer Success Management.

AI insight AI agent
The agent answers questions about a customer engagement or account. It reports health scores, adoption scores, value realization, risks, contract value, and other engagement data, and it forecasts scores and recommends improvements.
Draft meeting scheduler AI agent
The agent edits a draft touchpoint meeting for a customer success agent. It updates the invitees, subject, agenda, date and time, duration, and meeting link, then sends the invitation.
Email communication manager AI agent
The agent retrieves the latest released product information, creates draft emails, refines them from user input, and sends them to specific recipients.
Product adoption roadmap AI agent
The agent creates a product adoption roadmap for a customer. It analyzes the engagement and similar engagements, creates the roadmap, and arranges lanes and items to match the customer's goals.
Renewal analysis AI agent
The agent analyzes a renewal for a contract or engagement. It combines insight scores and value realization data into a renewal report and offers to create a renewal success play.
Success health monitor AI agent
The agent retrieves metric trend analysis for engagements. It creates a risk signal or risk occurrence for each engagement whose health metrics are declining.
Success insights AI agent
The agent populates score data from a selected data source and provides trend analysis of the scores to the customer success agent.
Success risk solution AI agent
The agent resolves unaddressed risk signals. It identifies success plays based on machine learning similarity, AI Search, or a decision table, and starts the solution flows for the selected risk.
User resource recommender AI agent
The agent filters and ranks users by relevance and adds the top-ranked users to the input record. It runs without user interaction by using the context that starts it.
Value realization assessor AI agent
The agent identifies the value realized for an engagement and returns the value data to the customer success agent.

Parent Topic:Telecommunications, Media and Technology AI agents

40 lines · 4.3 KB Wrap lines

---
title: Customer Success Management AI agents
description: The following agents are available for Customer Success Management.
locale: en-US
canonical_url: https://www.servicenow.com/docs/r/intelligent-experiences/customer-success-ai-agents-overview.html
release: brazil
topic_type: concept
last_updated: "2026-11-06"
reading_time_minutes: 1
breadcrumb: [Telecommunications, Media and Technology AI agents, Telecom, Media and Tech AI agents, AI agents library, AI agents and agentic workflows, Enable AI Experiences]
---

# Customer Success Management AI agents

The following agents are available for Customer Success Management.

-   **[AI insight AI agent](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/brazil/markdown/intelligent-experiences/tmt-ai-insight-ai-agent.md)**  
The agent answers questions about a customer engagement or account. It reports health scores, adoption scores, value realization, risks, contract value, and other engagement data, and it forecasts scores and recommends improvements.
-   **[Draft meeting scheduler AI agent](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/brazil/markdown/intelligent-experiences/tmt-draft-meeting-scheduler-ai-agent.md)**  
The agent edits a draft touchpoint meeting for a customer success agent. It updates the invitees, subject, agenda, date and time, duration, and meeting link, then sends the invitation.
-   **[Email communication manager AI agent](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/brazil/markdown/intelligent-experiences/tmt-email-communication-manager-ai-agent.md)**  
The agent retrieves the latest released product information, creates draft emails, refines them from user input, and sends them to specific recipients.
-   **[Product adoption roadmap AI agent](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/brazil/markdown/intelligent-experiences/tmt-product-adoption-roadmap-ai-agent.md)**  
The agent creates a product adoption roadmap for a customer. It analyzes the engagement and similar engagements, creates the roadmap, and arranges lanes and items to match the customer's goals.
-   **[Renewal analysis AI agent](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/brazil/markdown/intelligent-experiences/tmt-renewal-analysis-ai-agent.md)**  
The agent analyzes a renewal for a contract or engagement. It combines insight scores and value realization data into a renewal report and offers to create a renewal success play.
-   **[Success health monitor AI agent](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/brazil/markdown/intelligent-experiences/tmt-success-health-monitor-ai-agent.md)**  
The agent retrieves metric trend analysis for engagements. It creates a risk signal or risk occurrence for each engagement whose health metrics are declining.
-   **[Success insights AI agent](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/brazil/markdown/intelligent-experiences/tmt-success-insights-ai-agent.md)**  
The agent populates score data from a selected data source and provides trend analysis of the scores to the customer success agent.
-   **[Success risk solution AI agent](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/brazil/markdown/intelligent-experiences/tmt-success-risk-solution-ai-agent.md)**  
The agent resolves unaddressed risk signals. It identifies success plays based on machine learning similarity, AI Search, or a decision table, and starts the solution flows for the selected risk.
-   **[User resource recommender AI agent](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/brazil/markdown/intelligent-experiences/tmt-user-resource-recommender-ai-agent.md)**  
The agent filters and ranks users by relevance and adds the top-ranked users to the input record. It runs without user interaction by using the context that starts it.
-   **[Value realization assessor AI agent](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/brazil/markdown/intelligent-experiences/tmt-value-realization-assessor-ai-agent.md)**  
The agent identifies the value realized for an engagement and returns the value data to the customer success agent.

**Parent Topic:**[Telecommunications, Media and Technology AI agents](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/brazil/markdown/intelligent-experiences/tmt-ai-agents-overview.md)