AI Assistant overview

Last update: February 20, 2025

Topics:
Get Started with Workfront

CREATED FOR:

User

Workfront’s AI Assistant helps you accomplish your work by offering in-app information and suggestions in a natural-language conversation. AI Assistant can give you a smoother work experience by

Summarizing work items or documents
Finding instructions or reference material for work processes
Generating or checking formulas for calculated fields

Access requirements

You must have the following access to perform the steps in this article:

Adobe Workfront plan

New: Any

or

Current: Not available

Adobe Workfront license

New: Standard

or

Current: Not available

For more detail about the information in this table, see Access requirements in Workfront documentation.

Prerequisites to AI Assistant

To enable AI Assistant for your organization, all of the following must apply:

Your organization must have migrated to Adobe IMS (Identity Management System)
The Adobe Unified Experience must be enabled
Your organization must have a Select, Prime, or Ultimate Workfront plan
Adobe must have a signed Adobe Gen AI agreement on file

For more information on signing the agreement, see Sign the Adobe Gen AI agreement in this article.

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:

Summarizing projects, tasks, issues, or documents.

For more information, see Summarize using AI Assistant.
Providing instructions or reference information pulled from the Workfront documentation on Adobe Experience League.

For more information, see Get help from AI Assistant.
Locating specific items in Workfront.

For more information, see Use AI Assistant to work with projects, tasks, and issues.
Generating or refining formulas for calculated custom fields.

NOTE
This functionality is available only to organizations on the Prime or Ultimate Workfront plans.

For more information, see Generate or revise calculated field formulas with AI Assistant.
Summarizing updates, uploaded documents, and other notable changes about your projects within the following time frames: 24 hours, 3 days, 7 days in Priorities.

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

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

As a Workfront Administrator, click the AI Assistant icon .
Begin typing in the AI Assistant panel.
When the Adobe Gen AI agreement message appears, click Review agreement.
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).

Keyword

Effect

workfront

Interacts with Workfront.

planning

Interacts with Workfront Planning.

help

Returns information from Experience League documentation.

formula

Checks and returns formulas for use in Planning, Setup, or custom forms.

health

Checks project health with Project Health Advisor.

summarize

Summarizes 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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