Generate a product adoption roadmap using Now Assist for Telecommunications, Media and Technology (TMT)

  • Versão de lançamento: Australia
  • Atualizado 12 de mar. de 2026
  • 1 min. de leitura

    • Generate a product adoption roadmap with products or capabilities organized into lanes based on engagement data and insights from similar engagements.

    Antes de Iniciar

    • The Lookup similar engagements skill must be activated.
    • Role required: sn_acct_lc.customer_success_agent

    Por Que e Quando Desempenhar Esta Tarefa

    Use Now Assist to generate a roadmap by analyzing the engagement's details including health, success blueprints, product adoption data, and renewal date. The AI agent identifies similar engagements in the system that have existing roadmaps and uses those patterns to organize items into lanes. After the roadmap is generated, you can further refine the roadmap as needed.

    Procedimento

    1. Navigate to Workspace > CSM/FSM Configurable Workspace and navigate to the Success portfolio overview page.
    2. Select an engagement from the list and navigate to the Product adoption tab.
    3. In the Product adoption roadmaps section, select New product adoption roadmap.
    4. Enter a name and description from the roadmap and select Next.
    5. Select your product adoption implementation strategy:
      • By product: Organize entire products to create a high-level, strategic adoption plan. Use this as a guideline on how to implement products over time.
      • By capability: Organize specific capabilities within products for short term, tactical planning. Use this to focus on adopting features and functions.
    6. Select Now Assist to create a quick draft of your roadmap.
    7. Select a value from the Phase drop down field to determine the lanes for your roadmap.
    8. Select Generate roadmap.
    9. The Product adoption roadmap agent does the following:
      • Starts creating the roadmap with lanes based on the Phase field.
      • Collects contextual data from the current engagement including objectives, outcomes, and touchpoints.
      • If similar engagements are present, it identifies the ones with existing roadmaps.
      • Analyzes how the roadmap was organized in the most relevant similar engagement.
      • Arranges products or capabilities into lanes based on the patterns identified.

      You can view the steps in the Now Assist panel.


      Product adoption roadmap using Now Assist steps

    10. After the roadmap has been generated, you will see the following details in the Now Assist panel.
      • A link to view the completed roadmap.
        Nota:
        The roadmap is in a Draft state and you can make changes before you finalize it.
      • A summary of the rearrangements logic and the organization of the lanes.

      Product adoption roadmap Now Assist summary

      Nota:
      You can also request an explanation of the rearrangement logic in the Now Assist panel.
    11. Review the generated roadmap, make any necessary adjustments by dragging items between lanes and select Finalize roadmap.