Explore ERP models agentic workflow

  • Release version: Zurich
  • Updated July 31, 2025
  • 4 minutes to read
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    Summary of Explore ERP models agentic workflow

    The Explore ERP models agentic workflow is a feature introduced in the Zurich Patch 4 release, designed to help ServiceNow customers interact efficiently with ERP database tables and models through AI-driven assistance. It leverages a team of AI agents within Now Assist for Zero Copy Connector to answer questions and perform operations related to ERP data products. This enables users to explore and run ERP models using natural language queries, streamlining ERP data access and operations.

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    Access to this workflow requires the snerpintegration.erpaiuser role for generative and agentic AI functionalities, and the snerpintegration.erpadmin role for role masking and security control configurations.

    Prerequisites and Setup

    • Knowledge Graph plugin: Must be installed and configured to enable data modeling and querying capabilities.
    • Role Masking: Allows limiting roles and privileges during workflow execution; requires proper configuration of security controls and data access settings to include assigned roles.
    • Now Assist Activation: Ensure Now Assist in Virtual Agent and Now Assist panel are enabled. Activate conversational skills such as Now Assist Q&A, Now Assist Topics, and AI agents within the Virtual Agent assistant settings.
    • Large Language Model (LLM) Provider: Set up and validate an active connection to an LLM provider (e.g., Azure OpenAI) to power AI-driven interactions.

    AI Agents in the Workflow

    The workflow includes specialized AI agents with distinct roles to facilitate ERP model exploration:

    • ERP Action Invoker AI Agent: Collects operation-specific input from users, including mandatory and optional fields, and executes actions via scripts.
    • 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 data received to present clear and actionable information to users.

    Accessing and Using the Workflow

    • Users with the snaiaadmin role can access and manage the workflow via AI Agent Studio by navigating to All > AI Agent Studio > Create and manage and selecting Explore ERP models.
    • During setup, users review workflow steps, AI agent roles, security controls, data access, triggers, channels, and status options before saving and testing the workflow.
    • End users interact with the workflow by opening the Now Assist panel anywhere in ServiceNow, posing plain language queries like "I want to run the Order Details model", selecting the Explore ERP models option, and providing required input fields.
    • Results are delivered in real time, with conversations saved until a new chat is started.
    • If conversations end unexpectedly, users can start a new chat via the New chat icon.

    Additional Information

    • Some AI agents installed with Now Assist may not be part of this specific agentic workflow. To view all available agents, users can explore the AI Agent Studio or visit the AI Agent Marketplace in the ServiceNow Store.

    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

    This feature is available starting with the Zurich Patch 4 release.

    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 data products.

    The sn_erp_integration.erp_ai_user role is required to work with generative AI and agentic AI in Now Assist for Zero Copy Connector.

    Prerequisites and setup

    You must have the Knowledge Graph plugin installed. For more information, see Configuring Knowledge Graph.

    Role masking

    Required role: sn_erp_integration.erp_admin.

    Role masking enables users to limit the roles and privileges of agentic workflows during tool execution. Agentic workflows and their AI agents that get installed with Now Assist applications are assigned pre-defined roles. If you select Users with specific roles for user access, you must configure the security controls to include these roles. Data access settings must also include these roles. For the instructions to change the security controls, see Define security controls for an agentic workflow.

    Check status of assistants

    Now Assist in Virtual Agent and Now Assist panel must be on. For information about how to check the status of assistants, see Manage LLM virtual agents on the Assistants screen

    Activate conversational skills

    In Now Assist in Virtual Agent, check that Now Assist Q&A, Now Assist Topics, and AI agents are activated.
    1. Navigate to All > Conversational Interfaces > Assistants.
    2. Select an assistant such as Now Assist in Virtual Agent (default).
    3. Select Now Assist skills in left side menu.
    4. Ensure that Now Assist Q&A, Now Assist Topics, and AI agents are activated. Activate if necessary.

    Set large language model (LLM) provider and check connection

    Set a large language model (LLM) provider and have a least one connection. For more information about available providers and setting a provider, see Manage AI models.

    1. To check for an active connection, navigate to All > Integration Hub > Connections & Credentials > Connections & Credentials Aliases.
    2. Select an alias, for example, Azure OpenAI.
    3. Select the Connections tab.
    4. At least one connection should be listed with Active set to true.
      Azure OpenAI connection and credential alias record with connections tab displayed showing one active connection.
      Note:
      For more information about creating a connection and making it active, see Get started with connections.

    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.

      ERP Data Product Explorer 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

    Select the Now Assist icon () from anywhere in your instance to open the Now Assist panel.

    Ask for information in plain language. For example, I want to run the Order Details model.

    Now Assist panel with question typed in.

    Select the Explore ERP models option.

    Now Assist panel with explore ERP models option highlighted.

    Select Go to the ERP Model.

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

    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 answer to question displayed.

    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.).

    Looking for an AI agent?
    • 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 on your instance, see Find AI agents.
    • To find agents that might not be installed on your instance, visit the AI Agent Marketplace on the ServiceNow Store.