ERP action invoker AI agent

This AI agent gathers user inputs for a specific operation in Zero Copy Connector for ERP.

Workflow

The AI agent generates mandatory and optional inputs, and waits for the user to supply values for the mandatory inputs before passing the formatted inputs to a tool to invoke an action script.

1. Ask the user to provide mandatory inputs using the Retrieve Mandatory and Optional Inputs tool.

2. Ask a single yes or no question if the user also wants to include optional inputs.

3. Pass the user input, the model ID, and the operation ID to a tool that invokes an action script. Then wait until the response is received from the flow action invocation.

<table id=“table_g2w_dyy_qkc”><thead><tr><th>

Field

</th><th>

Description

</th></tr></thead><tbody><tr><td>

Allow third party to access this AI agent

</td><td>

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.

</td></tr><tr><td>

Allow AI specialists to access this AI agent

</td><td>

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.

</td></tr><tr><td>

Manage long-term memory

</td><td>

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.

</td></tr><tr><td>

Tools

</td><td>

• Scripts

Invoke ERP Action

Retrieve Mandatory and Optional Inputs

</td></tr><tr><td>

Allowed user roles The specific user roles that can access this AI agent.

</td><td>

snc_internal

</td></tr><tr><td>

Data access roles The specific user identity roles that determine which data the AI agent can access and what actions it can take.

</td><td>

snc_internal

</td></tr><tr><td>

Triggers

</td><td>

Optional. None defined by default. An admin can specify triggers if desired. For more information, see Add a trigger to an AI agent.

</td></tr><tr><td>

Channels

</td><td>

Configure an assistant for Virtual Agent or ServiceNow Otto panel using Assistant Designer.

</td></tr><tr><td>

Used in agentic workflows

</td><td>

Explore ERP models agentic workflow

</td></tr></tbody> </table>For more information, see:

• Explore ERP models agentic workflow

• ServiceNow Otto for Zero Copy Connector

• Zero Copy Connector for ERP

Parent Topic:Zero Copy Connector for ERP AI agents