Create new Saltbox Copilot Agent

First published on: 08/06/2025/6:34 pm

 

To create a new agent in Saltbox Copilot:

 

Open SAP BusinessOne > Modules > Chat Assistant > Agent Setup.

 

The Saltbox Copilot allows users to interact with connected systems using natural language directly from within SAP Business One. Each system is represented as an agent, and each agent can perform specific tasks powered by Saltbox.

 

This guide outlines the fields required to configure agents and their tasks using the Agent Setup interface.

 

The Agent Setup window enables administrators to define new agents that will be accessible within the Chat Assistant via @mention. Each agent is linked to a specific Saltbox integration profile and contains essential configuration metadata.

 

Agent Configuration Fields

Field Description
Code A unique identifier for the agent. Used internally and must be unique.
Name The display name of the agent (e.g., B1Query, B1Sales Shopify, ShipStation). This is the name users will reference in the chat using @mention.
Saltbox Profile Select the appropriate Saltbox profile associated with this agent. This determines the Saltbox environment used for workflow execution.
Agent Instructions

A descriptive prompt that guides the assistant’s behavior when invoking this agent. These instructions help shape how the AI interprets and responds to user input.


Example: “You are a helpful Shopify agent that retrieves Shopify data from SAP Business One.”
Disabled The agent will not be available.

 

Task Setup

Each agent can have multiple tasks, which represent the specific operations the agent is capable of executing. These tasks are triggered based on user intent, and each is mapped to a Saltbox asset (workflow or grid).

 

Task Configuration Fields

Field Description
Task A user-friendly name for the task (e.g., “Get Inventory”, “Track Order”, "Create a new Business Partner). This is shown in the dynamic task suggestions within the chat interface.
Keywords A set of intent-defining phrases that the assistant uses to match user input with the appropriate task. These should reflect the natural ways users would request the task.
Saltbox Profile Select the appropriate Saltbox profile associated with this task. This determines the Saltbox environment used for workflow execution.
Asset Type Select whether the task is powered by a Workflow or a Grid in Saltbox.
Asset ID - If Workflow is selected: Enter the name of the Saltbox workflow.
- If Grid is selected: Enter the Saltbox grid ID.
Execution Type - If Real-time is selected, Copilot executes the workflow and returns the result.
- If Trigger is selected, Copilot executes the Saltbox trigger.
Parameters A list of parameters required to execute the workflow or grid (e.g., ItemCode, WhsCode, CustomerCode). The Saltbox Copilot will dynamically prompt the user to provide these during interaction.
Query Category (SAP B1-specific) If the task is intended to execute a saved SAP B1 query, specify the relevant query category. This must match the category name as defined in SAP B1.
Query Name (SAP B1-specific) The name of the specific query within the provided category that should be executed. This must exactly match the name defined in SAP B1.
Task Instructions

A descriptive prompt that guides the task's behavior when invoking this task. These instructions help shape how the AI interprets and responds to user input.


Example: “Generate a smart filter for this task to browse data as per user's request.”
Disabled The task will not be available.

 

 

Notes & Best Practices

  • Use consistent naming conventions across agents and tasks for clarity.

  • Provide clear, concise instructions to ensure accurate AI interpretation.

  • Include multiple natural language variations to ensure broader intent recognition.

  • Ensure all required parameters are correctly defined and tested within Saltbox.

 

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Last modified: 08/27/2025/7:39 pm

 

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