ERP data fetcher AI agent
This Workflow Data Fabric agent fetches details from the knowledge graph and returns the requested data.
Workflow
- Confirm that the user is asking for a read operation. If the request involves creating, updating, or deleting, decline with a message that the operation isn't supported.
- Determine whether the user is referring to a model or a specific entity/table, then extract the clean name from their request.
- Search the ERP knowledge graph for a matching read operation tied to that model or entity.
- If multiple matching operations are found, present them as a numbered list and wait for the user to pick one before continuing.
- Once an operation is selected, look up its linked model, again asking the user to choose if multiple matches come back.
- Re-fetch the model details to finalize the model/operation pairing.
- If multiple candidate operations remain, only offer ones with read access, and error out if none qualify.
- Provide the user a link to the resolved operation.
| Field | Description |
|---|---|
| Allow third party to access this AI agent |
When enabled, third-party AI agents can use this agent. This value is off (false) by default. This setting is defined in the AI Agent configs [sn_aia_agent_config] table on the External discoverable field. |
| Allow AI specialists to access this AI agent |
When enabled, AI specialists can use this agent. This value is off (false) by default. When set to true, more configuration options for tools become available so that an AI specialist can map inputs and response templates to tool outputs. This setting is defined in the AI Agent configs [sn_aia_agent_config] table on the Specialist enabled field. |
| Manage long-term memory |
When enabled, all previous user interactions are used as context for the LLM. This value is off (false) by default. This setting is defined by the sn_aia.ltm.enable_long_term_memory system property. For more information, see ServiceNow Otto AI agents reference. |
| Tools |
|
| Agent roles (ACLs) | snc_internal |
| Data access roles | snc_internal |
| Triggers |
Optional. None defined by default. An admin can specify triggers if desired. For more information, see Add a trigger to an AI agent. |
| Channels |
Not defined. |
| Used in agentic workflows |
Explore ERP models |
Learn more about Workflow Data Fabric at Build an automation with AI.