Activate the Executive Insight Generator skill

task brazil Updated Sep 10, 2026 1 min read now-assist-tmt-exec-insight-gen.md
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Enable AI-generated engagement briefs that summarize recent signals across risk, adoption, and market activity on the engagement record page.

Before you begin

Role required: admin

About this task

The Executive Insight Generator skill is inactive by default. After activation, the Engagement updates component on the engagement record page generates and displays an AI brief for users with the sn_acct_lc.agent role. The brief loads automatically when the page opens and is cached for 15 days.

Procedure

  1. Navigate to All > AI Admin Hub > AI Skills.

  2. In the Executive Insight Generator skill card, select Activate.

  3. Select the user role that can use this skill.

  4. Select Save.

    The skill is activated. The Engagement updates component on the engagement record page generates an AI brief the next time a user with the required role opens an engagement record.

What to do next

For information about insight categories, trigger types, and refresh behavior, see Engagement brief.

To create custom triggers for the Executive Insight Generator, see Configure a custom trigger.

To activate the Recommendations panel on the engagement record page, activate the Signal to Action Recommender skill. See Activate the Event-Context Candidate Recommender for details.

Parent Topic:Reviewing customer or partner accounts

Keywords Executive Insight Generatorengagement briefAI skill activationengagement updates
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