Now Assist ERP data discovery skill

  • Release version: Zurich
  • Updated September 2, 2025
  • 2 minutes to read
    • Summarize
    Summarized using AI
    This content was generated using new OpenAI-powered functionality. Results are provided on an as is basis and are not guaranteed to be accurate or complete.

    Summary of Now Assist ERP data discovery skill

    The Now Assist ERP data discovery skill, introduced in the Zurich Patch 4 release, enables ServiceNow customers to query SAP standard database tables using natural language. This generative AI skill is enabled by default and designed to simplify access to SAP transactional data and records within Now Assist for Zero Copy Connector. It supports a variety of business use cases such as automation, auditing, business intelligence, and operational visibility.

    Show full answer Show less

    Key Features

    • Natural language querying: Users can retrieve information from SAP tables, including purchase orders, sales orders, sales documents, materials, billing, and delivery data by typing plain language requests.
    • Transactional record access: Enables retrieval of key data points and status fields like delivery blocks, rejection reasons, and order progress.
    • Exception monitoring: Supports identification of blocked deliveries, incomplete orders, delivery holds, and rejected items for operational oversight.
    • Role and permission requirements: Requires the snerpintegration.erpaiuser role to use generative AI and agentic AI features within Now Assist for Zero Copy Connector.
    • Integration with Now Assist panel: Users interact via the Now Assist icon anywhere in the instance, with prompts showing the SQL-like filters for confirmation before data retrieval.
    • Conversation persistence: Queries and responses are saved until a new chat is initiated, ensuring continuity in data exploration.

    Practical Use and Licensing

    • Setup: Requires installation of the Zero Copy Connector plugin and proper configuration as per Now Assist for Zero Copy Connector setup instructions.
    • Example queries: Retrieve sales orders by sales organization, filter purchase orders by value or date, list customers by region, and monitor order exceptions.
    • Licensing: Usage of the ERP data discovery skill necessitates a Workflow Data Fabric Pro license.

    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 generative AI 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.