Explore ERP models agentic workflow

  • Release version: Australia
  • Updated March 12, 2026
  • 2 minutes to read
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    Summary of Explore ERP models agentic workflow

    The Explore ERP models agentic workflow in Now Assist for Zero Copy Connector (ZCC) uses a team of AI agents to help ServiceNow users interact with ERP database tables and models. It enables users to ask questions and perform operations related to ERP models configured in content packs, streamlining access to ERP data and actions through conversational AI.

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    Prerequisites

    • Users must have the snerpintegration.erpaiuser role to work with generative and agentic AI in Now Assist for ZCC.
    • The Knowledge Graph plugin must be installed and configured.
    • Follow the general prerequisites for Now Assist for Zero Copy Connector agentic workflows before using this workflow.

    AI Agents Involved

    The workflow leverages three specialized AI agents:

    • ERP action invoker AI agent: Collects mandatory and optional inputs via user forms, then formats and sends them to action scripts to execute ERP operations.
    • ERP data fetcher AI agent: Retrieves information about ERP models and supports read operations to gather relevant data.
    • ERP output formatter AI agent: Refines and formats the information returned from ERP actions for clear presentation to the user.

    Accessing and Configuring the Workflow

    • Users with the snaiaadmin role can create and manage the Explore ERP models workflow via AI Agent Studio.
    • Configuration steps include reviewing workflow descriptions, adding AI agents, defining security controls for user and data access, setting triggers, and selecting communication channels.
    • Once configured, the workflow can be tested manually within AI Agent Studio to ensure proper execution.

    Using the Explore ERP models workflow

    • Access the workflow by selecting the Now Assist icon anywhere in the ServiceNow instance.
    • Ask questions in plain language, such as "I want to run the Order Details model."
    • Select the Explore ERP models option and navigate to the specified ERP model.
    • Provide any mandatory or optional fields as requested in the correct format to run operations.
    • Results are provided by Now Assist, and conversations persist until a new chat is initiated.

    Note that additional AI agents may be available in Now Assist but not used in this specific agentic workflow. Users can review all available agents to understand their capabilities.

    Use the Explore ERP models AI agent team in Now Assist for Zero Copy Connector to obtain information about working with ERP database tables and models.

    Explore ERP models agentic workflow overview

    The Explore ERP models agentic workflow uses a team of AI agents to answer user questions about working with ERP database tables and identifying models configured in ERP content packs.

    Prerequisites for the Explore ERP models agentic workflow

    AI agents used in the Explore ERP models agentic workflow

    The following agents are used in the Explore ERP models agentic workflow.

    AI agent AI agent role
    ERP action invoker AI agent Gathers information for a specific operation and generates mandatory and optional inputs. Users can fill in a form to provide values for the mandatory inputs. The AI agent then formats and sends the inputs to an action script that creates the operation.
    ERP data fetcher AI agent Retrieves information about relevant models and model operations. Currently supports Read operations.
    ERP output formatter AI agent Refines and formats the information from the ERP action invoker AI agent.

    Accessing the Explore ERP models agentic workflow

    Users with the sn_aia_admin role can access the workflow.
    1. Navigate to All > AI Agent Studio > Create and manage.
    2. Select Explore ERP models.

      Explore ERP models page with information about the workflow and the AI agents in the workflow.

    3. Review the Workflow description and List of steps.
    4. Review the Add AI agents that can perform these steps section and select an AI agent name for details. For more information, see Define key requirements for an agentic workflow.
    5. Select Save and continue and view the user access options. For more information, see Define security controls for an agentic workflow.
    6. Select Save and continue and view the data access options. For more information, see Define security controls for an agentic workflow.
    7. Select Save and continue and view the trigger options. For more information, see Add a trigger to an agentic workflow.
    8. Select Save and continue and view the channel and status options. For more information, see Select channels and access for an agentic workflow.
    9. Select Save and test to test the workflow. For more information, see Manually test the execution of an agentic workflow.

    Using the Explore ERP models agentic workflow

    In this example, use the Explore ERP models agentic workflow to run a specific model.

    1. Select the Now Assist icon () from anywhere in your instance to open the Now Assist panel.
    2. Ask for information in plain language. For example, I want to run the Order Details model.

      Now Assist panel with question typed in.

    3. Select the Explore ERP models option.

      Now Assist panel with explore ERP models option highlighted.

    4. Select Go to the ERP Model.

      Now Assist panel with go to the erp model option highlighted.

    5. If there are mandatory fields, provide the correct information in the specified format. You have the option to also include additional fields.

      Now Assist provides the information you requested.

      Now Assist panel with order details listed.

    Your conversation is saved until you start a new chat. If the conversation ends unexpectedly, start a new chat by selecting the New chat icon (New chat icon.).

    There might be AI agents installed with the Now Assist application that are not used in agentic workflows. To learn how to see all agents that are available to you, see Find AI agents.