Explore ERP models agentic workflow

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

The sn_erp_integration.erp_ai_user role is required to work with generative AI and agentic AI in Now Assist for ZCC.
You must have the Knowledge Graph plugin installed. For more information, see .
Follow the steps in Now Assist for Zero Copy Connector agentic workflow prerequisites before using 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.

Navigate to All > AI Agent Studio > Create and manage.
Select Explore ERP models.

Image omitted: erp-data-product-explorer-workflow-listing.png
Explore ERP models page with information about the workflow and the AI agents in the workflow.

Review the Workflow description and List of steps.
Review the Add AI agents that can perform these steps section and select an AI agent name for details. For more information, see .
Select Save and continue and view the user access options. For more information, see Define security controls for an agentic workflow.
Select Save and continue and view the data access options. For more information, see Define security controls for an agentic workflow.
Select Save and continue and view the trigger options. For more information, see .
Select Save and continue and view the channel and status options. For more information, see .
Select Save and test to test the workflow. For more information, see .

Using the Explore ERP models agentic workflow

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

Select the Now Assist icon (

Image omitted: now-assist-sparkle-icon-dark.png
\) 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.

Image omitted: erp-data-explorer-workflow7.png
Now Assist panel with question typed in.

Select the Explore ERP models option.

Image omitted: erp-data-explorer-workflow8.png
Now Assist panel with explore ERP models option highlighted.

Select Go to the ERP Model.

Image omitted: erp-data-explorer-workflow9.png
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.

Image omitted: erp-data-explorer-workflow11.png
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 (

Image omitted: icon-zoom-in.png
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.