Considerations about AI Assistant

  • AI Assistant is context sensitive to the page that you have open. For example, entering “Summarize this project” into AI Assistant on a project page returns a summary of that specific project.

  • The Workfront administrator must enable AI Assistant for users in your organization. AI Assistant is enabled through access levels.

    For more information, see Enable or disable AI Assistant.

  • Workfront Planning AI Assistant has different features than Workfront AI Assistant.

    For more information about AI Assistant in Workfront Planning, see Adobe Workfront Planning AI Assistant overview.

  • AI Assistant is currently only available in English.

Functionality available in AI Assistant

AI Assistant currently offers the following functionality:

For more information, see Catch up on work in Priorities.

Object types available for AI Assistant

AI assistant can query data associated with the following object types if the user has the valid permissions in Workfront:

  • Portfolios
  • Programs
  • Projects
  • Tasks
  • Issues
  • Custom forms
  • Users
  • Workfront Planning records

Access AI Assistant

  1. At the top of any Workfront page, click the AI Assistant icon AI Assistant icon .

  2. Type your question or prompt into the panel at the right of the screen.

    If you cannot type into this panel, your organization does not have a signed Adobe Gen AI agreement on file.

  3. If AI assistant does not provide the answer you need, refine your prompt and try again.

Sign the Adobe Gen AI agreement

If your organization does not have a signed Adobe Gen AI agreement on file, AI Assistant can not be enabled for your organization.

If a user attempts to use AI Assistant when the Adobe Gen AI agreement has not been signed, they will see a message:

  • Users: Users are informed that AI Assistant has not been enabled for their organization, and that they can contact their Workfront administrator to request it for their organization.
  • Administrators: Administrators are informed that there is not a signed Adobe Gen AI agreement, and can request that a copy of the agreement be sent for signing.

To request the Adobe Gen AI agreement:

  1. As a Workfront Administrator, click the AI Assistant icon AI Assistant icon .

  2. Begin typing in the AI Assistant panel.

  3. When the Adobe Gen AI agreement message appears, click Review agreement.

  4. Enter the name and email address of the individual at your organization who will sign the Adobe Gen AI agreement.

    The agreement will be sent to this individual for signing. After it is signed and returned, AI Assistant is enabled for your organization.

Tips for creating prompts in AI Assistant

Use the following keywords in your prompts to provide context and aid in locating the correct information. Keywords are not case-sensitive.

When entering your prompt, include the phrase using (keyword).

KeywordEffect
workfrontInteracts with Workfront.
planningInteracts with Workfront Planning.
helpReturns information from Experience League documentation.
formulaChecks and returns formulas for use in Planning, Setup, or custom forms.
healthChecks project health with Project Health Advisor.
summarizeSummarizes items, such as when uploading a file or summarizing a project.
NOTE
Not all keywords are available in all areas.
  • The formula keyword is available only in Planning, Setup, and the Custom form builder.
  • The planning keyword is available only from Workfront Planning.

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