---
title: Touchpoints
description: Plan, log, and track customer interactions throughout the engagement lifecycle using touchpoint records.
locale: en-us
canonical_url: https://www.servicenow.com/docs/r/australia/acct-lifecycle-events/account-lifecycle-use-touchpoints.html
release: australia
topic_type: concept
last_updated: "2026-10-09"
reading_time_minutes: 1
breadcrumb: [Customer success, Use, Customer Success Management]
---

# Touchpoints

Plan, log, and track customer interactions throughout the engagement lifecycle using touchpoint records.

Touchpoints capture interactions between your team and customers throughout the engagement lifecycle. Use touchpoint records to plan meetings, log conversations, manage related tasks, and maintain a complete history of customer engagement.

-   **[Touchpoint home page](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/acct-lifecycle-events/account-lifecycle-touchpoint-home.md)**  
During the engagement lifecycle, customer success agents schedule regular touchpoints with customers to evaluate progress, provide feedback, and offer guidance.
-   **[Touchpoint planner](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/acct-lifecycle-events/account-lifecycle-touchpoint-planner.md)**  
The touchpoint planner shows a calendar view of different touchpoints across all accounts associated with the customer success manager.
-   **[Generate summary for Zoom meetings](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/acct-lifecycle-events/account-lifecycle-zoom-meeting-summary.md)**  
Generate the meeting summary for virtual meetings conducted using Zoom.
-   **[Meeting page](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/acct-lifecycle-events/account-lifecycle-meeting-page.md)**  
The meeting page is a structured workspace for preparing and following up on touchpoint meetings. It displays pre-meeting or post-meeting content depending on the meeting state.

**Parent Topic:**[Customer success](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/acct-lifecycle-events/account-lifecycle-use-cust-success.md)