Now Assist ERP data discovery skill

  • Release version: Zurich
  • Updated September 2, 2025
  • 2 minutes to read
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    Summary of Now Assist ERP Data Discovery Skill

    The Now Assist ERP data discovery skill, available starting with Zurich Patch 4, enables ServiceNow users to query SAP standard database tables and transactional records using natural language queries within Now Assist for Zero Copy Connector. This skill is turned on by default and automatically accessible to users with the appropriate roles, specifically thesnerpintegration.erpaiuserrole, which is required for generative and agentic AI capabilities in this context.

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    This feature simplifies access to SAP data such as purchase orders, sales orders, sales documents, material details, billing documents, and delivery information, enhancing efficiency in retrieving critical business information.

    Key Features

    • Natural language querying to retrieve SAP data and transactional records without complex technical knowledge.
    • Supports a variety of use cases including automation, business intelligence, auditing, and operational visibility.
    • Ability to monitor exceptions like blocked deliveries, incomplete orders, delivery holds, and rejected items.
    • Access to key status fields such as delivery blocks, rejection reasons, and order progress for better process tracking.
    • Conversation history is maintained until a new chat is started, allowing continuous interaction and refinement of queries.
    • Example prompts help users familiarize themselves with querying capabilities, such as filtering purchase orders by value or date and listing customer records by sales organization or region.

    How to Use

    To use the skill, select the Now Assist icon anywhere in the ServiceNow instance and enter your query in plain language (e.g., “Get all sales orders from SAP where sales organization is 1710”). Now Assist will confirm the table and filter criteria before providing the data.

    If a conversation ends unexpectedly, users can start a new chat via the New chat icon to continue querying.

    Prerequisites and Licensing

    • Installation of the Now Assist for Zero Copy Connector plugin is required as per configuration instructions.
    • Users must have the snerpintegration.erpaiuser role to work with this skill.
    • A valid Workflow Data Fabric Pro license is necessary to enable the ERP data discovery skill.

    Use the Now Assist ERP data discovery skill in Now Assist for Zero Copy Connector to query SAP standard database tables for data and records.

    Now Assist ERP data discovery overview

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

    Important:
    This Now Assist skill is turned on by default. The skill will be automatically available to appropriate role users for the application. For more information, see Now Assist skills, agents, and agentic workflows on by default.

    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.

    The ERP data discovery skill lets you query SAP standard database tables for data and transactional records based upon natural language queries. This skill simplifies the process of getting information, potentially increasing efficiency.

    Along with data, transactional records such as purchase orders, sales orders, sales documents, material information, billing documents, and delivery data are searched.

    ERP data discovery is designed to support a wide range of business needs. It is ideal for use cases involving automation, business intelligence, auditing, and operational visibility. Use ERP data discovery for general data retrieval, such as listing all purchase orders or customer records. You can also monitor exceptions, such as blocked deliveries, incomplete orders, delivery holds, or rejected items. ERP data discovery gives you access to key status fields, like delivery blocks, rejection reasons, and overall order progress.

    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 for using ERP data discovery

    Follow the instructions in Configure Now Assist for Zero Copy Connector to install the plugin.

    Asking Now Assist for ERP data

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

    Ask for information in plain language. For example, Get all sales orders from SAP where sales organization is 1710.

    Now Assist panel with entered question highlighted.

    Now Assist responds with the table and filter condition it will use and asks for your confirmation. You select Yes.

    Now Assist panel with information about the table and a confirmation option.

    Now Assist provides the information you requested.

    Now assist panel with information retrieved 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.).

    Additional example prompts

    Consider trying the following prompts to become familiar with the data and records information that is available.

    • Retrieve all purchase orders above a specific value or within a given date range.

    • List customer records or materials by sales organization or region.

    • Identify blocked deliveries, incomplete orders, or rejected items.

    • Monitor key process statuses like delivery blocks, rejection reasons, and order completion.

    Licensing requirements

    The ERP data discovery skill requires a Workflow Data Fabric Pro license.