---
sourceDocument: Australia Customer Success Management
sourceDocumentLink: https://servicenow-prod.fluidtopics.net/r/acct-lifecycle-events

 Release :

    - australia

ft:locale :

    - en-US

ft:publication_title :

    - Australia Customer Success Management

ft:clusterId :

    - actle

bundleId :

    - actle

workflow :

    - Customer and Industry


---

# Refresh the engagement insights

# Refresh the engagement insights {#ariaid-title1}

Release version: Australia  
Updated August 31, 2026  
![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read  
Request a new AI-generated brief for an engagement to reflect signals that occurred since the brief was last generated.

## Before you begin

Role required: `sn_acct_lc.agent`

## About this task

The brief is generated when you first open the engagement record page. The same brief displays for 15 days. Consider refreshing when a significant change has occurred on the engagement since the brief was last generated.
Examples include a risk signal, a health score change, or a completed milestone.

## Procedure

1. Navigate to AllWorkspacesCSM/FSM Configurable Workspace.
2. Select the List menu, navigate to Customer SuccessAll Engagements, and open an engagement record.
3. In the Engagement updates section, select the Refresh icon.
{#account-lifecycle-exec-insight-refresh__steps_exec_insight_refresh}

## Result

A new brief is generated based on signals from the last 7 days and replaces the previous cached brief. The Last updated timestamp updates to reflect the current date and time. The Recommendations panel also refreshes to reflect the updated brief.
**Related concepts**   

* [Engagement brief](https://servicenow-prod.fluidtopics.net/bLgyNWcinfayiP5N81~wNg "The engagement brief summarizes recent signals across risk, adoption, and market activity for a specific engagement.")  
**Related topics**   

* 

*[\>]: and then