Adobe Workfront Planning AI Assistant overview

Last update: April 1, 2026

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User
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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.

IMPORTANT

The information in this article refers to Adobe Workfront Planning which your organization can purchase either as an Adobe Workfront package or a standalone product.

Not all capabilities included in the Planning package are available to Workfront Planning when it is purchased as a standalone product.

For general information about Workfront Planning, see Get started with Adobe Workfront Planning.

For information about Workfront Planning as a standalone product, see Get started with Adobe Workfront Planning as a standalone product.

You can use the AI Assistant to make changes or updates to records and other objects in Adobe Workfront Planning based on the current page context.

The user’s commands and the AI’s execution of those commands work together to ensure that changes made by the AI are accurately reflected in your environment.

IMPORTANT

In some organizations, the AI Assistant was replaced by CX Enterprise Coworker. For information, see Adobe Workfront Planning CX Enterprise Coworker overview.

Access requirements

Expand to view access requirements for the functionality in this article.

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Adobe Workfront packages	Any Workfront or Workflow with a Planning package Or Any Planning package when purchased as a standalone product
Adobe Workfront license	Standard
Adobe Planning license	Standard
Access level configuration	Your administrator must do the following to allow access to the AI Assistant: Add both a Workflow and a Planning license type to your access level when you have both a Workflow and a Planning package Deselect Disable the Workfront AI Assistant setting in your access level
Object permissions	Manage permissions to a workspace System Administrators have permissions to all workspaces, including the ones they did not create
System settings	Your Workfront administrator must select the Enable AI setting in the System Preferences area of Setup and sign the AI to have access to the AI Assistant

For more information about Workfront access requirements, see Access requirements in Workfront documentation.

Considerations about the AI Assistant

The AI Assistant must be enabled for your organization before it is available for users in your company.

For information, see AI Assistant overview.
After Workfront has enabled the agent for your organization, it is available for the main Workfront administrator. For information, see Configure system preferences.
The Workfront administrator must enable the AI Assistant for all other users. For more information, see Enable or disable AI Assistant.
The AI Assistant works in the context of each page. The requests you are submitting for the AI Assistant must reference functionality that is available in the page that you have open.
The actions performed by the AI Assistant in the Planning area are in the context of your Workfront Planning permissions and your Workfront access level. For information, see the following articles:
- Overview of sharing permissions in Adobe Workfront Planning
- License type overview when using Adobe Workfront Planning
Changes made by the AI Assistant on the user’s behalf are tracked in the record’s history panel.
Actions done by the AI Assistant are permanent and could be irreversible. For example, deleting a field cannot be reversed. Review all actions that are proposed by the AI Assistant before accepting them.
When creating, updating, or deleting an object through AI Assistant, AI Assistant displays the intended actions and asks for confirmation. You can then confirm or cancel the actions.

Functionality currently available for the AI Assistant

Currently, the AI Assistant is available in the Planning area of Workfront for the following pages:

Workspace page
Record type page
Record page

You can use the AI Assistant to perform the following actions, at this time:

Search for records. You can search by information contained in any record fields.
Create records. An ID with a link to the new record displays after the record is created. You can specify the fields you want to update during the creation process, like dates or description.
Create records based on a document that you upload. Workfront supports the following document formats for the AI Assistant:

PPTX, PDF, DOCX, XLSX, PPT, DOC, TXT, and most image formats
Update fields for the records you see on the screen
Delete records
Restore records that you just deleted

Locate the AI Assistant in Workfront Planning

NOTE

If your organization has received access to CX Enterprise Coworker, locating Coworker is similar to locating the AI Assistant. For information, see Adobe Workfront Planning CX Enterprise Coworker overview.

You can locate the AI Assistant in the following areas of Workfront Planning:

The main navigation bar, in the upper-right corner of the screen.
Inside the details area of a record, after you opened the record in the preview or after you opened the record’s page.

Access the AI Assistant in the Planning area

Log in to Workfront, then click the Main Menu icon in the upper-left corner, then click Planning.

The Planning area opens.
Click a workspace card.
(Optional) Click a record type card.
(Optional) Click a record to open the record’s Details page.
Click the AI Assistant icon in the upper-right corner of the screen in the global navigation bar or in the upper-right corner of the record’s preview or page.
In the space provided, start typing commands for the AI Assistant, then click Enter when you are done.

For example, you may type one of the following:
- Create a campaign with a start date of July 4 and end date of July 30
- Update the Description field of the Summer Campaign record with date to be determined
- Delete the last record
- Restore the record
A visual indicator displays while the AI Assistant processes commands, setting expectations for response time.

After receiving a successful response, follow the links provided or notice the changes on the left.

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