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Configure AI Collaborators

Last update: October 16, 2026

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The highlighted information on this page refers to functionality not yet generally available. It is available only in the Preview environment for all customers. After the release to Preview, the same features are also available monthly in the Production environment for customers who enabled fast releases.

For information about fast releases, see Enable or disable fast releases for your organization.

AI Collaborators are a way to onboard AI agents into your projects, tasks, and issues. You can configure an AI Collaborator, then assign it as you would a user.

For example, you can configure a reviewer-type AI Collaborator with brand guidelines, then assign that collaborator to review a document.

Available AI Collaborator types include:

  • AI Reviewer: Create a collaborator using brands or Adobe Brand Intelligence, then assign the collaborator as a reviewer on assets.

    For more information, see Get started with the Workfront AI Reviewer.

  • Work Agent: Create a collaborator using a standard AI platform like Claude, OpenAI, or Copilot, then assign the collaborator to a task or issue to complete work items.

    For more information, see Use Work Agents.

Access requirements

Expand to view access requirements for the functionality in this article.
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Adobe Workfront package Select, Prime, or Ultimate
Adobe Workfront license Standard
Access level configurations System Administrator or Group Administrator

For information, see Access requirements in Workfront documentation.

Prerequisites

For AI Reviewers:

For Work Agents

You must configure an agent in Claude, Copilot Studio, OpenAI, or IBM before you can use it as a Work Agent.

NOTE
We aim to connect with any agent provider, so if the provider you are using is not currently compatible with Work Agents, please reach out to your account team for assistance.

Create a new AI Reviewer

AI Reviewers can be configured to use Workfront brands, or Adobe Brand Intelligence.

  • Brands: Brands are created in Workfront. You can create brands in Workfront by uploading PDF files that contain your brand guidelines or by manually entering brand elements.
  • Adobe Brand Intelligence: When an AI Collaborator reviews an asset using Adobe Brand Intelligence, you can view comments made by the AI Reviewer in Frame.io.

  1. Click the Main Menu icon Main Menu in the upper-left corner of Adobe Workfront, then click Setup Setup icon .

  2. In the left navigation, click AI Collaborators.

  3. Click New Collaborator in the upper-right corner of the screen.

  4. Click Reviewer, then click Continue.

  5. In the Collaborator Name field, enter a name for the collaborator. This is the name that appears in the list of available assignees on a task.

  6. Select whether the collaborator will use a brand or Adobe Brand Intelligence for its reviews.

  7. (Conditional) If the AI Collaborator will use a Brand, select the brand and brand guideline that it will use.

  8. Click Save.

Configure a Work Agent

Work Agents are agents that you can assign to tasks or issues in Workfront. You configure the Work Agent with a name, access level, and other details, and assign it to a task as you would assign a user.

Because Work Agents are agents, their actions and abilities are configured where you configure your agents. Currently, agents used as Work Agents can be created in Copilot Studio, Claude, OpenAI, and IBM.

Work Agents can be assigned to tasks or issues.

For a list of best practices when creating an agent to work as a Work Agent, see Best practices for creating an agent for a Work Agent.

Configure a Work Agent in Workfront

  1. Click the Main Menu icon Main Menu in the upper-left corner of Adobe Workfront, then click Setup Setup icon .

  2. In the left navigation, click AI Collaborators.

  3. Click New Collaborator in the upper-right corner of the screen.

  4. Select Work agents, then click Continue.

  5. In the AI Collaborator Name field, enter a name for the collaborator. This is the name that appears in the list of available assignees on a task.

  6. In the AI Collaborator description field, enter a description of the collaborator’s purpose or the actions it performs.

  7. In the Access Level field, select an access level for this collaborator. This access level controls what the collaborator can do, in the same way an access level controls what a user can do.

  8. (Optional) In the Groups field, select the groups that the Work Agent will be associated with.

    note
    NOTE
    If you are a group administrator, this field displays only groups that you are an administrator for. Group administrators must select at least one group.

  9. In the Choose agent’s origin area, select whether you want to connect an agent created in an common platform such as Copilot, or use a custom agent.

  10. (Conditional) If you are using an agent from a common platform, enter authentication details for the agent’s platform:

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    Platform Required authentication
    Copilot Studio Web channel secret
    Claude Managed Agents Anthropic API key
    Agent ID
    Environment ID
    OpenAI Agents API key
    Agent ID
    IBM watsonx Orchestrate Service URL
    API Key
    Agent ID

  11. Click Test connection. This lets you know whether the connection was set up correctly.

  12. In the After the Collaborator is finished with its work, it can area, toggle on the actions that you want the collaborator to take.

    • Send notification: The Agent makes a comment in the update stream, tagging the user that requested the work, assigned the Agent, or that owns the project.
    • Upload text-based documents
    • Mark task complete
    • Write task fields: Select the forms and fields that the Agent can write to.

  13. Click Save.

For more information on Work Agents, including how to assign them to tasks, see Use Work Agents.

Best practices for creating an agent for a Work Agent

You may find the following best practices helpful when creating an agent to use as a Work Agent in Workfront. To see best practices, click the section for the application where you are creating the agent.

Claude

  1. Navigate to the Claude Console at platform.claude.com.

  2. Create an API key.

    1. Under API Keys, click Create Key in the upper-right corner.
    2. Provide a name and expiration date.
    3. Copy the key and save it somewhere safe and secure. You will need this key to configure the Work Agent in Workfront.

  3. Create an environment.

    1. Under Managed Agents > Environments, click Create Environment in the upper-right corner.
    2. Provide a name and hosting type as applicable.
    3. Configure shared packages and metadata as needed. Environments can be reused across multiple agents and allow for shared packages and metadata.
      The environment ID appears below the environment name in the upper-left corner.

  4. Create an agent.

    1. Under Managed Agents > Agents, click Create Agent in the upper-right corner.
    2. Provide a name, model, system prompt, skills, and tools as applicable. Be descriptive, because Work Agents pass task context through to this agent, which then executes the work.
      The agent ID appears below the agent name in the upper-left corner.

  5. Configure the Work Agent in Workfront.

    1. Enter your API key, environment ID, and agent ID
    2. Click Test Connection to verify.

  6. Assign the Work Agent to a Workfront task.

    1. The Work Agent fires after all predecessor tasks are complete.
Writer
note important
IMPORTANT
Writer has deprecated their use of agents. Work Agents configured using Writer agents no longer work after October 9. 2026.
For information on the deprecation, see Agent Library migration & deprecation in the Writer documentation.
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Manage AI Collaborators

You can edit, copy, and delete existing AI Collaborators.

NOTE
Group administrators can view and interact with only AI Collaborators associated with groups that they are administrators for. If other groups are also associated with a given AI Collaborator, a group administrator can view but not edit it.

  1. Click the Main Menu icon Main Menu in the upper-left corner of Adobe Workfront, then click Setup Setup icon .

  2. In the left navigation, click AI Collaborators.

  3. (Conditional) To edit a Collaborator, click the name of the Collaborator you want to edit, make any edits in the Edit Collaborator window, and click Save.

  4. (Conditional) To delete a Collaborator, click the Delete icon Delete icon in the row of the AI Collaborator you want to delete, then click Delete.

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