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Review

From Automation to Collaboration: Mapping AI–Human Interaction in Organizations Through Bibliometric Analysis

by
Elissar Abdul Khalek
1,
Jeffrey Macias
1 and
Itamar Shabtai
2,*
1
Drucker School of Management, Claremont Graduate University, Claremont, CA 91711, USA
2
Center of Information System and Technology, Claremont Graduate University, Claremont, CA 91711, USA
*
Author to whom correspondence should be addressed.
AI 2026, 7(6), 189; https://doi.org/10.3390/ai7060189
Submission received: 19 March 2026 / Revised: 11 May 2026 / Accepted: 12 May 2026 / Published: 25 May 2026
(This article belongs to the Special Issue Human-Computer Interaction and Human-Centered AI)

Abstract

Artificial intelligence (AI) increasingly permeates organizational work, yet research on AI–human collaboration remains fragmented and lacks a unified structure. This study provides a comprehensive bibliometric mapping of AI–human collaboration by examining its intellectual foundations and emerging research fronts across multiple disciplines. Using document co-citation and bibliographic coupling analysis, the study examines how research on AI–human collaboration has evolved and where it is heading. Data were collected from the Scopus database. A total of 2178 primary documents and 15,078 secondary documents were retrieved and analyzed using VOSviewer (1.6.20) software to visualize the thematic interconnectedness. Results from document co-citation revealed five significant research clusters underlying AI–human collaboration research, including psychological and social foundations of AI; organizational applications of AI in higher education; ethical–cognitive foundations of generative AI; AI literacy and educational transformation; and behavioral foundations of AI adoption. The bibliometric coupling results identified four active research fronts: AI governance, ethics, and humanization; AI–customer relationship management (CRM) adoption, capabilities, and organizational performance; anthropomorphic AI and consumer emotional response; and AI conversational agents and consumer experience dynamics. These findings suggest a thematic shift from technology-centered automation toward collaborative and human-centered integration. The study contributes theoretically by synthesizing insights across organizational behavior, psychology, and information systems to clarify the intellectual structure of this emerging domain. It also outlines implications for leaders designing AI-enabled workplaces that prioritize collaboration, ethical alignment, and adaptive capacity.

1. Introduction

Although artificial intelligence (AI) is now central to organizational strategies, studies show that 70% of AI projects fail to deliver their intended outcomes [1]. Many of these failures do not stem from technological deficiencies but from the misalignment between humans and technology, particularly organizations’ inability to integrate AI into human workflows, decision-making, and culture in a way that complements human expertise [1,2]. Recent research shows that AI’s organizational value depends on how effectively employees trust, understand, and adapt to AI tools rather than on the complexity of the algorithms themselves [3]. At the same time, employees often struggle with unclear expectations, limited AI literacy, and misaligned mental models, which can hinder effective AI–human teaming [4]. Industry evidence echoes these findings, noting that managers sometimes underestimate the cultural, psychological, social, and structural challenges that shape AI adoption in the workplace, thereby creating a gap between technical capability and human readiness [5]. As a result, the value of AI integration increasingly depends on collaboration rather than automation alone.
In response, a growing body of reviews has mapped the evolution of AI–human collaboration and highlighted the need to understand it as a socio-technical rather than purely technological phenomenon [2]. Systematic reviews show that the effects of AI at work are far more multidimensional than assumed, initially shaping employee attitudes, team dynamics, job design, and organizational structures simultaneously [6]. Conceptual analyses also emphasize that successful AI integration depends on the quality of collaboration between humans and intelligent systems, with scholars arguing that AI should be viewed not as a tool but as a learning partner embedded within organizational routines [1,4]. Recent methodological and integrative reviews further highlight that AI–human collaboration unfolds through reciprocal adaptation, where humans refine AI inputs and AI augments human cognitive and analytical capabilities [2]. Together, these reviews suggest that effective AI–human collaboration depends on organizational structures, workflows, and training that support shared agency.
Although AI–human collaboration is increasingly discussed in organizational research, its conceptual boundaries remain blurred. In this study, we define AI–human collaboration as the interactive process through which human agents and intelligent systems jointly perform work tasks, make decisions, and shape organizational outcomes. This definition reflects AI roles within organizations. Moreover, the extant literature distinguishes between two dominant paradigms. The first conceptualizes AI as a tool, where AI augments human capabilities but remains under human control. In this model, AI supports analytics, decision-making, or workflow efficiency while humans retain primary agency [4,7,8]. The second paradigm frames AI as a teammate, where intelligent systems operate as semi-autonomous collaborators participating in task execution and decision processes. Rai et al. [9] describe digitally mediated work environments in which tasks are determined, executed, and coordinated by both human and AI agents, reflecting this hybrid structure. Similarly, emerging research argues that advanced AI increasingly functions as a teammate rather than merely a technological instrument [10]. Accordingly, our review captures studies spanning both tool-centric and teammate-centric perspectives.
Despite its transformative promise, the academic study of AI–human collaboration remains fragmented and conceptually diffused. Although recent review studies have provided important insights into the field, it still lacks an integrated overview and reveals considerable dispersion in theories, units of analysis, and methodological approaches [6]. Many existing syntheses provide valuable but partial insights, often constrained by disciplinary silos or by a focus on isolated constructs rather than the broader intellectual structure of the field. For instance, Liu and Shen [11] offered a descriptive account of publication activity but did not map how research streams relate or evolve over time. Likewise, Fragiadakis et al. [2] advanced a methodological lens for evaluating collaboration quality, yet their focus on task-level dynamics leaves open questions about the organizational, behavioral, and socio-technical processes that underpin effective human–AI teaming. Other reviews, such as those on algorithmic trust [12], interaction design [13], and AI adoption in the workplace [14], address specific facets but provide only fragmented snapshots of a field spanning human–computer interaction, organizational behavior, information systems, and human resource management (HRM). Taken together, these limitations underscore the need for a comprehensive bibliometric analysis capable of uncovering the field’s intellectual foundations, mapping its conceptual clusters, and identifying emerging frontiers that current narrative reviews cannot fully capture.
To address these limitations, this study employs bibliometric analysis to systematically map and synthesize the literature on AI–human collaboration in organizations. Specifically, it synthesizes peer-reviewed research published in recent years that examines how AI and employees interact, collaborate, and shape organizational practices. Bibliometric analysis addresses fragmentation by revealing how studies across organizational behavior, psychology, management, and information systems connect to one another, creating a clearer and more integrated view of the field. Bibliometric methodologies use publication and citation data to map the structure and evolution of scientific knowledge [15]. Importantly, bibliometric analysis is not purely quantitative. Although it uses quantitative citation networks to identify relationships among documents [16], it also incorporates qualitative interpretation through content analysis of key clusters and documents [17]. In this sense, bibliometric studies combine statistical rigor with interpretive depth, enabling scholars to objectively identify influential works while also explaining the theoretical and methodological narratives they represent. Unlike traditional reviews that rely on selective reading and subjective synthesis, bibliometric analysis systematically reveals the field’s structure by using complete citation networks, allowing patterns and relationships that are invisible to manual reviews to emerge.
Using this methodological framework, the study integrates document co-citation and bibliographic coupling analyses to address two related research questions. First, what is the structure of the underlying intellectual foundation of the AI–human collaboration field? This question is examined through document co-citation, which measures how frequently two cited documents appear together in reference lists of AI primary documents to reveal the theoretical foundations and intellectual communities shaping the field [16]. Second, considering the paths, strengths, and gaps in the structure and evolution of literature, what emerging themes and research fronts shape the current development of AI–human collaboration research, and how has this niche unfolded over time? This question is explored through bibliographic coupling, which examines how primary documents (the research articles directly returned from the focal keyword search and representing the core literature on the topic) cite the same secondary documents (the references cited within those primary documents). When multiple primary documents draw on overlapping references, it indicates that they are working on related ideas or forming a shared line of inquiry. Mapping these overlaps allows us to identify current themes, emerging research fronts, and the ways the field is beginning to organize itself. Together with the co-citation analysis, this approach provides a clear picture of both the established intellectual foundations and the evolving directions of AI–human collaboration in organizational contexts.
By taking this approach, the paper offers a contribution that traditional reviews cannot achieve. As scholars increasingly call for integrative, field-level perspectives to overcome conceptual fragmentation in emerging areas of work and technology [1,15], this study provides a systematic and theory-informed map of how AI–human collaboration research is organized and where it is moving. This analysis clarifies the field’s intellectual foundations, emerging research directions, and how research in this area develops over time. This clarity is essential as workplaces continue to grapple with the human, relational, and organizational implications of AI integration [18,19]. Overall, the study offers a coherent perspective for understanding why AI–human collaboration has become a critical frontier for organizational research and practice.
We begin by providing an overview of the bibliometric methodology, followed by a detailed description of our data collection process, inclusion criteria, and analytical procedures. We then present the methods and results for the two bibliometric studies: document co-citation analysis and bibliographic coupling. For each study, we identify and visualize the most influential documents and their organization into conceptual clusters, illustrating both the intellectual structure and the emerging research frontiers of the AI–human collaboration field. Finally, in the Section 4, we integrate insights from both analyses to interpret the field’s evolution, identify dominant themes and theoretical foundations, and propose tangible directions for future research that can advance the understanding and practice of AI–human collaboration in organizational contexts.

2. Materials and Methods

In general, bibliometric methods are systematic and quantitative approaches that map the intellectual and conceptual structure of a research field by examining patterns of citations and co-occurrence [15,20]. They combine performance analysis, which assesses publication and citation activity, with science mapping, which visualizes how key studies, authors, and themes are interlinked [21]. To address our specific research questions, we leverage two complementary methods, document co-citation and bibliographic coupling.
First, document co-citation identifies the intellectual foundations of AI–human collaboration research by examining how frequently two cited works appear together in the reference lists of publications within this field [16]. In contrast, bibliographic coupling detects the current research front in AI–human collaboration by assessing how often two papers in this domain share overlapping references [22]. Together, these techniques provide a comprehensive view of both the historical roots and the evolving directions of AI–human collaboration in organizational literature.

2.1. Data Sources and Scope

We retrieved the bibliometric data from the Scopus database (Elsevier, Amsterdam, The Netherlands), which provides extensive multidisciplinary coverage of peer-reviewed journals across management, psychology, organizational behavior, and information systems [23]. We selected Scopus for its high citation accuracy, rich metadata, and export functionality suitable for bibliometric visualization [15]. We imposed no language restrictions at the database level. The dataset includes documents published in multiple languages, as indexed in Scopus published between 2019 and 2026, including journal articles, conference proceedings, books, book chapters, and review papers. Non-English publications constituted a very small proportion (less than 2%) of the dataset and did not materially affect the overall network structure. To preserve conceptual and epistemic coherence, we restricted the review to scholarly publications indexed within management, organizational behavior, business, and related social science subject categories. Bibliometric best-practice guidelines emphasize the importance of clearly delimiting disciplinary scope to ensure interpretability and analytical validity of citation networks [24]. Similarly, Raftopoulos and Hamari [25] demonstrate that refining search boundaries to business and management domains is necessary when the objective is to capture socio-organizational interpretations of AI rather than technical system design. In line with this methodological guidance, technical and biomedical domains (e.g., computer science, engineering, medicine, chemistry, and physics) were excluded at the subject-category level. Bibliometric network techniques such as co-citation and bibliographic coupling assume a relatively coherent intellectual community; merging organizational scholarship with algorithmic or robotics-focused research would risk conflating distinct epistemic traditions and distorting cluster structure [24]. Under this disciplinary configuration, no patent records were retrieved. Patent databases operate under different indexing logics and primarily document technological inventions rather than theoretical or empirical scholarly contributions embedded in academic citation networks.
Established bibliometric guidance further supports this boundary: Donthu et al. [26], Mongeon and Paul-Hus [27], and Pranckūtė [28] all observe that academic citation networks and patent citation networks operate under fundamentally different inclusion logics, citation conventions, and disciplinary purposes, and combining them in management and organizational science research risks conflating distinct epistemic systems. We recognize the considerable scholarly value of patent corpora for tracing the technological lineage of AI as an invention. However, such an analysis addresses a different research question, namely how AI capabilities have evolved, rather than the question motivating the present study: how organizational research has conceptualized AI–human collaboration. A patent-based bibliometric mapping of AI invention is a complementary and worthwhile, but distinct, study. Within the present design, patents fall outside both the database used and the epistemic scope of the citation network being mapped.

2.2. Search Strategy and Inclusion Criteria

Following PRISMA guidelines [29], we conducted a systematic search in November 2025 using field-tagged keywords that reflect the interdisciplinary nature of the AI-human collaboration domain. The search string included the following exact terms: “AI-human collaboration”, “AI integration in business”, “AI-human teaming”, “AI-human partner *”, “AI integration in organizations”, “AI integration in the workplace”, “AI in the workplace”, “AI socialization”, “AI social integration”, “AI sociotechnical”, “AI socio-technical”, “AI as social actor”, “AI social interaction”, and “AI integration”.
Consistent with the study’s objective of mapping AI–human collaboration within organizational and managerial contexts, the search strategy was intentionally constructed to reflect terminology predominantly used in management and information systems scholarship rather than the broader technical AI literature. Bibliometric methodology emphasizes that keyword selection must align with the conceptual focus of the research question to preserve interpretive coherence and avoid cross-domain distortion [15,26]. Preliminary scoping tests that included alternative formulations such as “human–AI collaboration”, “human-in-the-loop”, “hybrid intelligence”, and “AI-assisted decision making” substantially increased retrieval volume. However, inspection showed that most additional records originated from computer science, robotics, and human–computer interaction venues centered on system architecture and algorithmic control rather than organizational implementation. Accordingly, the final query retained “AI–human collaboration” and related expressions that more consistently capture workplace integration, socio-technical interaction, and managerial adaptation. This reflects a scope delimitation aligned with the managerial focus of the present study.
The Scopus search covered publications indexed between 2000 and 2026. However, the applied keyword combination yielded no eligible records prior to 2019. Consequently, the final dataset consisted entirely of publications published between 2019 and 2026.
The PRISMA-style flow counts recorded 2226 records identified and screened, of which 2178 were retained in the final dataset. Minor discrepancies between initial retrieval and exported records may reflect database indexing updates or metadata normalization procedures common in dynamic citation databases [30]. The resulting dataset comprised 2178 primary documents. We exported the complete bibliographic metadata, including authors, titles, abstracts, keywords, and cited references, from Scopus in CSV format for subsequent co-citation and bibliographic coupling analyses. The dataset reflects the Scopus snapshot extracted in November 2025. Subsequent executions of the same query may yield additional records due to ongoing database updates in this rapidly evolving research domain.

2.3. Bibliometric Analysis Methods

To address the study’s research questions, the bibliometric analysis was organized into two complementary studies, each focusing on a distinct aspect of the AI–human collaboration literature. Study 1 examines the intellectual foundations of the field through document co-citation analysis, while Study 2 investigates the current research front and emerging themes using bibliographic coupling. The following subsections describe the procedures, thresholds, and analytical decisions applied in each study.
In bibliometric network analysis, different metrics capture distinct dimensions of document influence and relational positioning [15,26]. Citation count refers to the total number of times a document has been cited in the Scopus database and reflects overall citation impact. Co-citation strength reflects how frequently two cited documents appear together in the reference lists of primary studies [15,16]. Bibliographic coupling strength reflects the extent to which two primary documents share common references.
In this study, we ranked documents using total link strength, which represents the cumulative strength of all links connected to a given document within the constructed network [17]. Total link strength reflects how strongly a document is connected within the citation network rather than how frequently it is cited overall.
Only documents meeting the predefined minimum citation threshold were included in the network visualization to ensure analytical clarity and readability. Inclusion in the displayed map therefore depends on threshold criteria and network connectivity rather than citation count alone. The designation “Top 10% Most Structurally Central Documents” refers to documents ranked within the highest 10% based on total link strength values within the respective network.

2.3.1. Study 1: Document Co-Citation—Methods and Analysis

Document co-citation focuses on how primary documents cite pairs of secondary documents together, revealing semantic similarity and intellectual connectedness among sources [16,31]. When two works are frequently co-cited in later publications, they are assumed to share related theoretical or conceptual content and to form part of the same invisible college or scholarly community [32,33]. Therefore, co-citation strength indicates both the degree of conceptual relatedness and the importance of a document within the intellectual structure of the field.
We performed the analysis using VOSviewer 1.6.20 (Centre for Science and Technology Studies, Leiden University, Leiden, The Netherlands) [34]. The dataset consisted of 2178 primary documents retrieved from the Scopus search. Prior to analysis, the bibliographic data were cleaned and normalized following standard bibliometric preprocessing procedures. Specifically, we used a thesaurus file, where necessary, to merge synonymous terms and correct variations in author names, keywords, and cited references [15]. Full counting was applied so that each co-citation link contributed equally to overall network strength, and association-strength normalization was used to account for differences in citation frequency across documents.
We conducted co-citation analysis on 15,078 secondary documents cited by the 2178 primary documents to uncover the intellectual structure underlying AI–human collaboration research. Following established bibliometric practice, a minimum co-citation threshold of five was applied to retain references that exhibit meaningful and recurrent citation pairing. As emphasized by Ferreira [35], co-citation analysis aims to identify the “intellectual core” of a field by examining how frequently two works are cited together across publications. Documents that are only sporadically co-cited do not contribute to stable structural patterns and may introduce network fragmentation. Similarly, Muschetto and Siegel [36] applied citation-based thresholds to retain only influential references and to improve the interpretability of the co-citation map, noting that thresholding reduces peripheral noise and enhances cluster clarity. Bahoo et al. [37] further argue that filtering based on citation frequency ensures that only documents with demonstrated scholarly impact contribute to structural mapping.
In line with these methodological principles, the threshold of five was selected to balance inclusiveness and structural robustness: it excludes weakly connected references while preserving the field’s conceptual backbone. This procedure resulted in 304 secondary documents meeting the citation threshold. For visualization purposes and to enhance interpretive clarity, the top 100 documents ranked by co-citation strength were displayed in the final network map. To ensure that the identified clusters were not an artifact of a single cutoff decision, we conducted sensitivity analyses using adjacent threshold levels. The dominant clusters and their relative configurations remained substantively stable, indicating that the intellectual structure identified reflects coherent citation patterns within the domain rather than threshold-driven distortion.
We performed network construction and visualization using the VOS mapping layout and VOS clustering algorithm, a bibliometric technique introduced by [38] that positions closely related documents near one another in two-dimensional space and assigns each document to a coherent cluster based on co-citation patterns. For visualization, total link strength was selected, with a minimum link count of 1 for each link connecting nodes. Node size represented total link strength weight, and color denoted cluster membership; a threshold of 10 documents per cluster was selected to ensure a good reflection of the cluster theme. Distance reflected co-citation proximity. The labeling strategy used VOSviewer’s default relevance-based term weighting. Clusters were interpreted through qualitative examination of their most frequently co-cited documents, focusing on shared theoretical frameworks and conceptual orientations. Approximately 10 percent of documents per cluster were reviewed in detail to validate labeling accuracy and thematic coherence.
The co-citation network thus provides a visual and statistical representation of the intellectual foundations of AI–human collaboration, highlighting the seminal works, dominant paradigms, and theoretical schools that underpin current research. All parameter files, threshold settings, and processed datasets are available upon request from the authors and are provided in the Supplementary Materials (File S1).

2.3.2. Study 2: Bibliographic Coupling—Methods and Analysis

Bibliographic coupling provides complementary insights to document co-citation by offering a current and future-oriented perspective on the field’s development. Whereas document co-citation examines how secondary documents are cited together, thus reflecting established intellectual traditions, bibliographic coupling focuses on how primary (citing) documents share overlapping references, making it more suitable for identifying emerging research themes and contemporary scholarly alignments [17]. In this approach, two documents are considered “coupled” when they cite one or more secondary sources in common; the greater the overlap in their bibliographies, the higher their “coupling strength”. Thus, bibliographic coupling captures the present state of research activity and signals the trajectories along which the AI–human collaboration field is currently evolving.
We based the analysis on the same dataset of 2178 primary documents retrieved from Scopus. To ensure interpretive clarity and computational manageability, we included only primary documents exceeding a minimum citation threshold of 20, resulting in a total of 219 coupled documents forming the bibliographic network. The use of citation thresholds in bibliometric mapping is methodologically established, as retaining sufficiently cited documents reduces peripheral noise and enhances structural robustness [35,37]. In bibliographic coupling specifically, minimum document thresholds help prevent excessive network fragmentation and improve thematic coherence [35]. To evaluate the robustness of this decision, we conducted sensitivity analyses using adjacent citation thresholds. The dominant cluster configuration, thematic composition, and relative spatial positioning of core nodes remained substantively stable across tested values, indicating that the resulting network structure does not depend materially on a single cutoff specification but reflects coherent coupling patterns within the domain. The analysis employed full counting, which assigns equal weight to each shared reference [39], a method appropriate for preserving the complete relational structure in interdisciplinary domains. Association-strength normalization was applied to account for variance in the number of references across documents [34], thereby preventing highly reference-dense publications from disproportionately influencing link strength.
We used VOSviewer version 1.6.20 [34] for visualization and network construction, applying the VOS mapping layout algorithm and VOS clustering technique to group documents based on similarity in their reference patterns. Node size represented total link strength (i.e., coupling strength); node color indicated cluster membership, and spatial distance reflected the degree of relatedness between documents. Clustering was computed on the full set of threshold-eligible documents (n = 219) prior to any graphical filtering, as clustering and visualization constitute analytically distinct stages in network construction [26,34]. The minimum number of documents per cluster was set to 10 to ensure meaningful thematic groupings while preventing fragmentation into marginal or statistically weak clusters, a common practice to enhance structural interpretability in science mapping [26,35]. The minimum link strength threshold was set to 1 to retain the complete relational structure of the network, allowing identification of even weakly connected yet conceptually relevant documents. Full counting was applied in the coupling analysis to ensure that all bibliographic links contributed equally to network construction [39]. To maintain analytical clarity and enhance interpretability, the top 100 documents based on total link strength were selected for visualization. This reduction was applied solely at the display stage and did not influence cluster derivation, which was computed on the full network of 219 documents. Limiting displayed nodes in dense bibliometric networks is standard practice to improve graphical readability without altering the underlying structural configuration [26,34]. This criterion ensures that the most influential and central works are represented on the map, offering an accurate depiction of the intellectual and thematic organization of the AI–human collaboration literature.

3. Results

To address the study’s two research questions, the Section 3 reports findings from two complementary bibliometric analyses. First, document co-citation analysis reveals the intellectual foundations of AI–human collaboration by identifying clusters of frequently co-cited references. Second, bibliographic coupling analysis maps the current research front by examining how contemporary studies share overlapping references. Together, these analyses provide a structured view of both the field’s foundational traditions and its emerging thematic directions.

3.1. Study 1: Document Co-Citation Results

In line with the first research question, the co-citation results reveal the underlying intellectual structure of the AI–human collaboration field by showing how frequently co-cited documents converge into distinct but related conceptual clusters. Through this process, 304 documents met the minimum citation threshold of 5, and we selected the top 100 most co-cited documents for visualization in VOSviewer. The resulting network shown in Figure 1 revealed five distinct clusters: red, green, blue, yellow, and purple, representing the conceptual subdomains underlying AI–human collaboration research.
Larger nodes represent highly influential works, and dense lines indicate strong co-citation relationships. The red cluster forms the most centralized region, with closely positioned nodes such as [40,41], highlighting foundational psychological and social mechanisms of AI–human interaction. This cluster also includes the work of Adam et al. [42], which demonstrates that anthropomorphic chatbot language increases social presence and user compliance. The purple cluster, tightly grouped nearby, is anchored by Ajzen [43] indicating a shared behavioral framework used across business, education, and technology adoption research. This cluster is also informed by the work of Davis [44], which further extends the understanding of behavioral and technology adoption dynamics within AI-related contexts. To the left, the green and yellow clusters appear more spread out, reflecting diverse studies on organizational and pedagogical transformations, anchored respectively by works like [45,46]. Above them, the blue cluster connects ethical, cognitive, and governance concerns, with central references such as [47]. The proximity and overlap among these clusters illustrate how psychological foundations, behavioral intentions, ethical considerations, organizational readiness, and learning innovations collectively shape the broader field of AI–human collaboration across business, social, and educational contexts. In the following sections, we take a deeper dive into each of the clusters to identify the distinct streams of knowledge shaping research in this domain. We describe each cluster in terms of the documents it includes. Table 1 features the five most co-cited documents in each cluster and a brief description of each cluster.

3.1.1. Co-Citation Red Cluster

The red cluster includes documents featuring the Psychological and Social Foundations of AI. It is the largest cluster in the co-citation map, comprising 26 documents that establish the relational and affective foundations of collaboration, explaining why human-centric design is essential for fostering acceptance, comfort, and meaningful engagement with AI systems. After examining the top ten percent of documents in the red co-citation cluster, a clear and unified theme emerges: the psychological and social foundations that shape how humans perceive, evaluate, and ultimately relate to AI agents. The cluster is anchored by [40], whose work explains how anthropomorphic cues shape users’ perceptions of humanness, social presence, and relational engagement with conversational agents. These central nodes are supported by influential studies showing how humanlike design, interaction quality, and perceived warmth influence trust, satisfaction, and behavioral intentions across chatbot and service-robot contexts [42]. These studies show that AI agents function as socially meaningful partners rather than neutral tools, and that emotional responses, identity alignment, and social presence are central mechanisms through which users evaluate and collaborate with AI systems. Thus, the red cluster highlights the psychological dynamics underlying AI–human relationships.

3.1.2. Co-Citation Green Cluster

The green cluster (21 documents) represents the organizational applications of AI within higher education systems. The cluster forms a densely interconnected region on the map, reflecting the thematic convergence around AI readiness, governance, ethical integration, and the pedagogical and administrative adjustments required for AI adoption. Collectively, these documents position the cluster as a central domain for understanding how educational systems, learners, and institutions adapt to generative AI as part of broader organizational transformation. Analysis of the top 10% of influential documents in the green cluster reveals a coherent thematic pattern centered on organizational applications of AI in education, particularly the ways in which universities, learners, and academic systems are adapting to generative AI and large language models. Chan [45] stands at the center of the cluster, providing highly cited empirical evidence on students’ perceptions, expectations, and concerns regarding generative AI integration in higher education, and demonstrating how student attitudes shape institutional adoption trajectories. Similarly, Eman and Carlos [48] extend this organizational perspective by outlining opportunities, ethical risks, and structural challenges institutions face when integrating AI into teaching and research workflows, stressing the need for responsible governance and faculty preparedness. These top documents demonstrate strong conceptual alignment in examining how universities reorganize pedagogy, governance, assessment, and student support in response to generative AI, solidifying this cluster’s identity as the intellectual hub of AI adoption and transformation within higher education systems.

3.1.3. Co-Citation Blue Cluster

The blue cluster (21 documents) represents the ethical–cognitive foundations of generative AI, focusing on how large language models such as ChatGPT reshape teaching, learning, research integrity, and human–AI collaboration. Across the cluster, scholars interrogate issues of bias, misinformation, academic integrity, cognitive offloading, and responsible governance as AI becomes embedded in educational and professional ecosystems. The top documents in this cluster focus on the educational and societal implications of generative AI. For instance, Adiguzel et al. [47] provide a broad overview of how ChatGPT reorganizes instructional design, personalized learning, and feedback systems while raising persistent concerns about bias, inequity, and ethical constraints. Moreover, Adeshola and Adepoju [49] extend this foundation into the societal realm by showing that public trust in automated decision-making depends on perceptions of fairness, transparency, and risk, which closely mirror concerns emerging in AI-enabled education.

3.1.4. Co-Citation Yellow Cluster

The yellow cluster (20 documents) centers on AI literacy and educational transformation, reflecting the pedagogical dimension of human–AI collaboration. The dense interconnections in the map show how methodological, theoretical, and applied studies converge around preparing educators, institutions, and learners for AI-enabled educational futures. These influential documents position the yellow cluster as the conceptual hub for understanding AI literacy, teacher readiness, and the systemic transformation of education in the age of generative AI. After examining the top ten percent of documents in the yellow cluster, two influential works emerge as central to the methodological and conceptual development of AI-in-education research. Braun and Clarke [46]’s article is the central methodological node in the cluster. It establishes thematic analysis as a rigorous and flexible qualitative method, and its prominence in the network indicates that much of the AI-education literature relies on this approach to examine emerging practices, teacher experiences, and policy implications. Although Braun and Clarke [46] appear as the most highly connected node, the substantive density of the cluster is driven primarily by AI-in-education studies focusing on teacher readiness, AI literacy, generative AI integration, and institutional transformation. In co-citation analysis, widely cited methodological works often function as structural citation anchors because they are referenced across multiple thematically related studies [51]. Accordingly, cluster interpretation was guided by the dominant substantive orientation of the AI-education literature rather than by the presence of cross-cutting methodological references. Separately, Celik et al. [50] provide a comprehensive systematic review that synthesizes the promises and challenges of artificial intelligence for teachers. Their analysis highlights critical issues such as teachers’ professional knowledge, ethical tensions in classroom use, and structural barriers to integration.

3.1.5. Co-Citation Purple Cluster

Finally, the purple cluster (12 documents) centers on the behavioral foundations of AI adoption. At the core of this cluster are foundational behavioral intention theories such as Ajzen’s [43] Theory of Planned Behavior (TPB) and Ajzen and Fishbein’s [52] earlier work Understanding Attitudes and Predicting Social Behavior, which anchor the cluster as the main theoretical lens for predicting user intentions. The Technology Acceptance Model (TAM) [44] provides the second major anchor, offering the constructs of perceived usefulness and ease of use that guide many AI acceptance studies. The top documents in the purple cluster show that TPB provides the core psychological mechanisms—attitudes, subjective norms, and perceived behavioral control—that later AI-focused studies rely on when predicting whether teachers or students will adopt AI tools. Reinforcing this theoretical backbone is the TAM [44], which introduces perceived usefulness and perceived ease of use as key determinants of user acceptance of new technologies. Therefore, this cluster maps the psychological decision processes underlying AI acceptance and highlights the central role of behavioral theory in predicting user responses to intelligent systems.

3.1.6. Contextual Dominance in the Intellectual Structure

The co-citation structure reveals a visible concentration of highly cited contributions situated in higher education contexts, particularly studies examining teacher readiness, student perceptions, and the integration of generative AI tools such as ChatGPT. While this concentration may appear to narrow the organizational framing, it reflects the empirical configuration of the current literature rather than a methodological distortion. Recent reviews indicate that higher education has emerged as the dominant institutional context for examining AI adoption, pedagogical redesign, governance implications, and AI–human interaction dynamics, especially following the rapid diffusion of generative AI systems [53,54]. While higher education dominates the early empirical research studies, emerging coupling clusters demonstrate increasing diversification into corporate and consumer domains. Therefore, the prominence of higher education within the co-citation network reflects the increasing importance of this domain within AI–human collaboration research, rather than a limitation of the broader organizational scope.

3.2. Study 2: Bibliographic Coupling Results

To address the second research question, the bibliographic coupling map visualizes the intellectual structure of the AI–human collaboration field. From 219 selected documents with a citation threshold of 20, we selected the top 100 coupled documents, which were organized into four clusters. Each node represents a publication, with node size proportional to its coupling strength (the number of shared references), and spatial proximity reflecting conceptual similarity. The visualization shown in Figure 2 reveals a densely interconnected network, suggesting a high degree of cross-disciplinary integration between studies on AI adoption, collaboration, and organizational transformation.
Overall, the network reveals a cohesive structure connecting theoretical and applied research on AI–human collaboration. The interlinkages between clusters indicate that the field is evolving toward a human-centered paradigm that integrates psychological trust, technological design, and organizational strategy to support meaningful AI integration in the workplace. To further interpret these patterns, the top 10% of most structurally central documents in each cluster were qualitatively examined to capture the dominant narratives shaping current and future research directions. Table 2 summarizes each cluster’s top 10% documents.

3.2.1. Bibliographic Coupling Red Cluster

This cluster focuses on AI ethics, governance, and the humanization of technology and represents the largest thematic body in the dataset, comprising 28 documents. This cluster brings together studies examining how learners, educators, and institutions negotiate the promises and risks of generative AI within academic environments, including concerns about assessment integrity, educator preparedness, and the psychological factors shaping learner engagement [56,57]. Central themes across the cluster include academic integrity, the preservation of human agency, transparency in AI-generated content, the development of AI literacy, and the governance structures needed to ensure equitable, safe, and accountable AI use [55,56]. By highlighting concerns such as authenticity, critical judgment, trust, and responsible adoption, this cluster emphasizes the need to integrate AI in ways that preserve the human dimensions of learning [57].
Analysis of the top 10 percent of documents ranked by total link strength reveals a strong conceptual alignment with the cluster’s ethical and human-centered foundation. Fırat [55] offers early empirical insight into how scholars and doctoral students perceive generative AI in universities. Using thematic content analysis, the study highlights shifts in learning systems, educator roles, assessment practices, and digital literacy, alongside growing ethical and social concerns. The findings position generative AI not simply as a technological enhancement, but as a structural transformation requiring governance, ethical oversight, and the preservation of human-centered values in higher education. Furthermore, Moorhouse and Kohnke [57] show that teacher educators anticipate significant changes in curriculum, instruction, and assessment due to generative AI, while expressing a need for greater competence and ethical preparedness to guide responsible integration. Zheng et al. [56] expand this perspective by documenting how scholars and doctoral students believe AI will reshape learning systems, redefine educator roles, complicate assessment, and surface new ethical and social considerations, particularly concerning privacy, integrity, and the future of human work. Thus, these structurally central studies reinforce the cluster’s central conceptual emphasis on effective AI integration as requiring coordinated attention to ethics, governance structures, and the preservation of human agency across the educational ecosystem.

3.2.2. Bibliographic Coupling Green Cluster

This cluster represents AI–CRM Adoption, Capabilities, and Organizational Performance. It comprises 25 documents that reflect a coherent body of research focused on how organizations build the technological, human, and relational capabilities required to successfully adopt and leverage AI-enabled CRM systems. Across these studies, the central argument is that AI–CRM generates value only when supported by a strong capability base—digital skills, absorptive capacity, knowledge-sharing routines, data-driven culture, and leadership support. For instance, Chatterjee et al. [63] show that digital transformation using AI–CRM is fundamentally shaped by micro-foundations, such as employee skills and psychological readiness, alongside leadership involvement. Extending this logic, Chatterjee et al. [59] demonstrates that AI-embedded CRM systems improve relationship quality and firm performance, conditional on contextual moderators such as leadership support and technology turbulence. Additional studies further support the capability perspective. Digital transformation in SMEs is strengthened by AI–CRM capability and strategic planning, data-driven culture enhances innovation and performance [60], and AI–CRM adoption in agile organizations depends on organizational readiness and environmental dynamism [64]. In sum, these studies show that AI–CRM adoption generates stronger organizational outcomes when supported by leadership involvement, organizational readiness, and data-driven capabilities.
After examining the top 10 percent of documents in this cluster, the most influential studies consistently show that AI–CRM adoption improves organizational performance through digital transformation, capability development, and data-driven culture. For example, Chatterjee et al. [58] show that AI-based CRM improves firm performance and competitive advantage across business environments, while Chatterjee et al. [59] demonstrate that leadership support and individual capabilities play an important role in enabling digital transformation through AI–CRM. In addition, data-driven culture enhances product and process innovation, which in turn strengthens firm performance [60].

3.2.3. Bibliographic Coupling Blue Cluster

This cluster focuses on anthropomorphic AI and consumer emotional responses, particularly how consumers perceive, interact with, and respond to humanlike artificial intelligence across digital, retail, hospitality, and service contexts. Across its 25 documents, this cluster explores the psychological mechanisms triggered by AI anthropomorphism, such as empathy, self-congruence, emotional contagion, trust, and relationship formation. These studies investigate how humanlike AI agents, including service robots, chatbots, virtual influencers, and conversational systems, can influence engagement, satisfaction, willingness to adopt AI, and broader behavioral outcomes. This cluster highlights a shared scholarly interest in understanding the social, emotional, and cognitive processes that govern AI–human interactions, as well as the conditions under which anthropomorphic AI enhances or hinders customer experience and well-being.
Examining the leading documents in this cluster shows a strong emphasis on how anthropomorphic cues in AI agents shape consumers’ emotional, psychological, and behavioral responses across service and retail settings. For instance, Mehmood et al. [61] demonstrate that humanlike service robots enhance customer engagement through anthropomorphic traits, with empathy strengthening these effects across cultures. Similarly, Alabed et al. [40] explain how anthropomorphism activates self-congruence and can lead to deeper self-AI integration, highlighting identity-based mechanisms that shape user reactions. These studies reveal that the most influential work in this cluster converges on a shared insight: humanlike AI triggers social, emotional, and self-related processes that significantly influence acceptance, engagement, and well-being. This focus on psychological mechanisms aligns with the broader cluster theme of understanding how people interpret, relate to, and form relationships with humanlike AI systems [65].

3.2.4. Bibliographic Coupling Yellow Cluster

Finally, this cluster represents AI Conversational Agents and Consumer Experience Dynamics. This cluster explores how AI conversational agents, such as chatbots, virtual assistants, and interactive AI tutors shape consumer experiences across marketing, retail, service, and learning environments. The documents highlight how features such as social presence, anthropomorphism, message style, and interaction quality influence people’s engagement, trust, perceived control, and emotional responses. Studies show that well-designed conversational agents can enhance learning, strengthen customer retention, and improve digital service interactions, while poorly aligned expectations or privacy concerns can undermine the experience. Overall, the cluster demonstrates that AI conversational agents are no longer simple automated tools but social and psychological actors capable of influencing consumer attitudes, behaviors, and decision-making in meaningful ways [62,66,67,68].
The top documents in this cluster emphasize how AI conversational agents are transforming consumer interaction, service delivery, and digital commerce. Mariani et al. [62] shows that conversational agents enhance customer engagement, streamline service interactions, and reshape AI–human communication across industries. Lim et al. [69] extend this perspective by demonstrating how conversational commerce relies on agents’ ability to simulate natural dialog, build trust, and reduce friction in online purchasing journeys. Complementing these insights, Li et al. [68] show that chatbot affordances such as responsiveness, social cues, and interactivity can strengthen customer retention and deepen perceived value. Across these top documents, AI conversational agents are consistently portrayed as shaping modern consumer experiences by combining automation with more human-like forms of interaction.

3.2.5. Bibliographic Coupling Time-Overlay

The time-overlay visualization as shown in Figure 3 shows a clear chronological progression in the development of AI–human interaction research. Early studies from 2021 and 2022, particularly the series of papers by Chatterjee [58,59,64,66], appear in darker colors and form the initial foundation of the field by focusing on AI adoption, organizational readiness, and digital transformation. These works anchor the organizational and capability-oriented domain represented in the green cluster. As the field advances into 2022 and 2023, studies such as [68,69] shift attention toward customer experience, marketing applications, and the growing influence of conversational agents, which dominate the yellow cluster. The most recent contributions, marked in bright yellow for 2023 and 2024, gather in the red and blue clusters. They include studies such as [55,56,70,71] in the governance and ethical domain, and studies by [72,73] in the emotional and relational domain. Their position in the network suggests that current research is increasingly concerned with issues of AI governance, fairness, humanization, emotional response, and the social consequences of intelligent systems. Overall, the temporal pattern illustrates a field that has expanded from early concerns with adoption and implementation toward more complex questions about trust, ethics, and the relational nature of AI in business and society.

3.3. Conceptual Layering of the Field

Although the co-citation (Figure 1) and bibliographic coupling (Figure 2) analyses were conducted independently, examining them sequentially clarifies how different intellectual layers of the field relate to one another. Co-citation analysis identifies the foundational theoretical base of the literature, whereas bibliographic coupling captures the structure of the contemporary research front. Interpreted in combination, these results reveal a layered conceptual structure linking foundational theories, mediating mechanisms, and applied domains.
In the co-citation network (Figure 1), the Behavioral Foundations of AI Adoption cluster (purple cluster) anchors the field in intention-based models such as TPB and TAM. Adjacent to this, the Psychological and Social Foundations cluster (red cluster in Figure 1) introduces relational mechanisms including anthropomorphism, social presence, trust, and identity alignment. These clusters collectively define the micro-level theoretical foundations of AI–human collaboration research. The Ethical–Cognitive Foundations cluster (blue cluster in Figure 1) and the Organizational Applications cluster (green cluster in Figure 1) extend this base by incorporating institutional, governance, and professional adaptation considerations. These clusters reflect how psychological mechanisms become embedded within organizational structures, professional roles, and normative frameworks.
The bibliographic coupling network (Figure 2) illustrates how these theoretical and organizational mechanisms are reflected in contemporary applied research domains. The AI Governance and Humanization cluster (red cluster in Figure 2) focuses on accountability and responsible integration. The AI–CRM and Organizational Performance cluster (green cluster in Figure 2) emphasizes capability development, leadership support, and performance outcomes. Meanwhile, the Anthropomorphic AI and Emotional Response cluster (blue cluster in Figure 2) and the Conversational Agents and Consumer Experience cluster (yellow cluster in Figure 2) demonstrate how relational mechanisms translate into customer engagement, service design, and strategic value creation.
To make this layered configuration explicit, Figure 4 presents a conceptual path diagram derived from the combined bibliometric results. The diagram organizes the field into three analytical layers: (1) foundational behavioral and relational theories identified through co-citation analysis, (2) mediating ethical and organizational mechanisms bridging theory and practice, and (3) outcome-oriented application domains captured through bibliographic coupling. This figure does not imply causal relationships but visually synthesizes how the intellectual foundations of the field align with its contemporary research fronts.

Conceptual Boundaries and Opportunities for Theoretical Integration

Beyond the layered configuration described above, the bibliometric structure also surfaces several important theoretical asymmetries across clusters that merit explicit consideration. First, the purple cluster in the co-citation network (Figure 1), anchored in adoption-oriented theories such as TPB and TAM, conceptualizes AI primarily as a technology to be evaluated and accepted. In contrast, the blue and yellow clusters in the bibliographic coupling network (Figure 2) frame AI as a relational and interactive counterpart, emphasizing engagement, identity congruence, emotional response, and humanization. These streams rely on different conceptual perspectives, reflecting a paradigmatic shift from intention-based acceptance models toward relational and interaction-based collaboration models. Second, the ethical–cognitive cluster in the co-citation network foregrounds governance, cognitive boundaries, and responsible oversight, whereas the AI–CRM capability cluster in the coupling network emphasizes performance enhancement, organizational capability building, and strategic value creation. Rather than contradicting one another, these clusters reflect complementary perspectives on AI integration, one focused on boundary conditions and safeguards and the other on capability development and organizational optimization. Third, the prominence of higher-education contexts within the foundational co-citation layer contrasts with the corporate and performance-oriented settings that dominate the coupling network. This distribution reflects the field’s empirical evolution and highlights opportunities for theoretical integration across institutional domains.
Importantly, these asymmetries should not be interpreted as fragmentation. Instead, they highlight areas where integrative theory building may be most valuable. They suggest that the next generation of AI–human collaboration research may benefit from frameworks capable of connecting adoption logics, relational mechanisms, governance structures, and organizational performance outcomes within a unified sociotechnical perspective.

4. Discussion

As artificial intelligence has moved from experimental novelty to an embedded part of organizational life, the central challenge is no longer merely adopting AI but understanding how humans and AI work together as partners to create value, meaning, and adaptive capability [1,74]. Recent industry evidence suggests that future productivity gains depend on developing skill partnerships between humans and AI. In these partnerships, AI amplifies human judgment, while humans contribute contextual understanding, ethical oversight, and strategic sensemaking rather than relying on automation alone [75]. As AI has become embedded in organizational workflows, the literature increasingly emphasizes questions that extend beyond initial implementation, focusing on how organizations design effective AI–human collaboration that is trusted, ethically grounded, and performance-enhancing. Yet, research on AI–human interaction remains dispersed across organizational behavior, information systems, psychology, education, and human–computer interaction, often advancing in parallel rather than cumulatively. Prior reviews have surfaced important constructs (e.g., trust, adoption, ethics, outcomes), but the field still lacks a unified framework that shows how foundational traditions connect to today’s emerging research fronts. Within this context, the present study first examines what intellectual foundations have shaped how AI–human collaboration has been conceptualized in organizational research. The co-citation results reveal five foundational clusters that have shaped the field’s intellectual structure: (1) psychological and social foundations of AI, (2) organizational applications of AI in higher education, (3) ethical–cognitive foundations of generative AI, (4) AI literacy and educational transformation, and (5) behavioral foundations of AI adoption. Collectively, these foundations reflect an early and necessary phase of inquiry in which AI was largely conceptualized as a technology to be accepted, governed, and legitimized in contexts of uncertainty. In this phase, the literature prioritized constructs such as perceived usefulness and ease of use, intention to adopt, trust calibration, and fairness, providing guardrails to protect human agency and organizational legitimacy as AI systems entered workplace and institutional settings [1,6]. By focusing on constructs such as trust calibration and perceived fairness, this foundational literature established critical guardrails that protected employee agency and organizational legitimacy during early stages of AI diffusion. In this respect, the intellectual foundations identified through co-citation analysis directly support McKinsey’s argument that humans must feel safe, respected, and empowered to work with AI before meaningful collaboration can emerge [76].
In addition, the co-citation structure reveals a marked institutional concentration within higher education contexts, particularly in studies examining teacher readiness, student perceptions, and the integration of generative AI systems such as ChatGPT. While this pattern may appear to narrow the organizational framing, it reflects the empirical distribution of the current knowledge base rather than a conceptual restriction. Recent reviews indicate that higher education has emerged as a primary institutional arena for examining AI adoption, pedagogical redesign, governance dynamics, and AI–human interaction processes, especially following the rapid diffusion of generative AI technologies [53,54]. The prominence of this sector within the intellectual base therefore represents an early institutional focus of AI–human collaboration research rather than a limitation of its broader organizational relevance.
At the same time, the co-citation structure also surfaces a limitation in the field’s foundations: adoption-oriented models tend to explain preconditions for use better than they explain the ongoing dynamics of collaboration once AI becomes embedded in routine work. When AI is treated primarily as a tool to be accepted rather than a collaborative work partner, the extant literature often pays greater attention to adoption than to how humans and AI co-adapt over time [4]. The foundational map therefore clarifies why the field needs stronger frameworks for collaboration as a continuing sociotechnical process, not just an implementation outcome.
Recognizing these limitations, the present study then turns to the second research question of how research on AI–human collaboration is evolving, and what directions the field is moving toward as AI becomes embedded in organizational practice? Examining patterns of shared references among recent publications reveals that the bibliographic coupling results depict a distinctly emerging configuration of literature. Specifically, four active streams stand out: (1) AI governance, ethics, and humanization, (2) CRM adoption, capabilities, and organizational performance, (3) anthropomorphic AI and consumer emotional response, and (4) AI conversational agents and consumer experience dynamics. The coupling results show increasing attention to research examining interaction quality, relational cues, and governance mechanisms that shape ongoing collaboration rather than initial acceptance decisions. Furthermore, the coupling map suggests that research is moving toward a view of AI–human collaboration as an organizational capability that must be developed and maintained. In this emerging paradigm, outcomes depend less on the presence of AI and more on the organization’s ability to (a) redesign work for complementarity, (b) build human skills for oversight, interpretation, and judgment, and (c) embed ethical governance into everyday workflows. This trend aligns with sociotechnical perspectives that emphasize the joint optimization of technology, work design, and human systems rather than pursuing automation in isolation. Accordingly, this shift reflects increasing attention beyond adoption-centric perspectives toward understanding AI as interwoven with human practices and organizational processes [2,75].
In contrast to the intellectual foundations captured through document co-citation, which emphasize readiness and acceptance, the coupling results show that scholars are increasingly conceptualizing AI systems as collaborative partners engaged in interpretation, negotiation, judgment, and shared problem-solving. This pattern aligns conceptually with skill-partnership perspectives that emphasize redistributing work to leverage the complementary strengths of humans and intelligent systems rather than optimizing isolated tasks for automation [59].
The relationship between the foundational and emerging clusters indicates the increasing scholarly attention paid to relational and practice-based dimensions, with important implications for both theory and practice. From a theoretical standpoint, a key contribution of this study is to show how the field’s intellectual foundations relate to its emerging fronts. The combined map suggests a layered structure linking foundational adoption theories with emerging collaboration-oriented research streams. Foundational work emphasizes acceptance, ethics, readiness, and behavioral intention; recent work gives greater emphasis on relational and practice-based conditions of collaboration, including humanization, conversational interaction, organizational capability development, and value creation in real contexts. This integration bridges a central gap in prior reviews by offering a field-level structure that connects fragmented streams and clarifies where cumulative theory-building is now possible. Moreover, the observed pattern suggests that future theory may benefit from extending beyond adoption-centric explanations toward frameworks that capture co-agency and co-adaptation: how humans and AI dynamically recalibrate roles, expectations, and trust over time; how collaboration quality emerges through interaction; and how organizational context shapes collaboration trajectories. In this view, collaboration is not a one-time condition that precedes use, but a developing capability shaped by job design, governance, training, and interaction design. Future research can advance theory by clarifying the mechanisms that link (a) interaction features (e.g., conversational design, anthropomorphic cues), (b) human cognitive and affective responses (e.g., trust, reliance, perceived agency), and (c) organizational conditions (e.g., readiness, leadership, digital culture) to sustained collaborative performance [2,4].
From a practical standpoint, these patterns suggest that organizations may need to move beyond one-off adoption strategies and invest in sustained capability-building efforts, including role-specific reskilling, leadership development in AI sensemaking and communication, workflow redesign for human–AI interdependence, and governance mechanisms that are embedded within everyday decision processes rather than imposed as external controls. Such practices directly address the limitations of earlier adopter-focused research and align with emerging human-centered and sociotechnical perspectives on AI-enabled work.
More specifically, the thematic structure of bibliometric clusters suggests that continuous, role-specific reskilling may be more aligned with the evolving research emphasis than generic AI literacy initiatives. Rather than focusing solely on technical familiarity, such initiatives may differentiate between technical AI literacy (understanding system capabilities and limits), interpretive literacy (evaluating output plausibility and bias), and coordination literacy (knowing escalation protocols when AI outputs conflict with contextual expertise). These skills enable employees to complement AI outputs and remain substantively engaged in decision processes [3]. Leadership capability is equally critical, as leaders function as sense makers who shape how AI is understood, framed, and integrated within organizational narratives. Organizations can support AI-oriented leadership development through scenario-based decision simulations involving AI-supported recommendations, formal accountability mapping exercises clarifying when human override is required, and structured communication protocols that articulate the boundaries of AI authority within teams. By aligning AI use with organizational values and articulating clear expectations for human–AI collaboration, leaders influence identity, trust, and psychological safety in AI-enabled workplaces [1]. In this context, fostering a collaboration culture that supports meaning and psychological safety is not peripheral but central to sustaining effective AI–human partnerships, particularly as AI systems become more autonomous and agentic [74].
Research within the coupling clusters increasingly focuses on how work can be structured to support AI–human collaboration. Research on AI–human complementarity shows that better outcomes emerge when tasks are deliberately organized around differences between human and AI capabilities [77]. Such outcomes are less likely when AI is treated only as a substitute for human labor. While bibliometric mapping does not prescribe specific redesign mechanisms, the concentration of complementarity-related research indicates that systematic workflow mapping and task reallocation represent promising directions for organizational experimentation. For example, organizations may conduct structured task decomposition analyses to distinguish activities suited for AI augmentation (e.g., data synthesis, anomaly detection) from those requiring contextual human judgment (e.g., ethical evaluation, negotiation), followed by pilot implementations and iterative refinement cycles to recalibrate task allocation. In parallel, although ethical governance has been extensively discussed in foundational research streams, further inquiry is needed to clarify how fairness, accountability, and human agency can be embedded within collaborative processes in ways that preserve flexibility, trust, and adaptability rather than imposing rigid oversight structures.
Another key implication relates to the evaluation of collaboration quality. The prominence of relational and interaction-oriented themes within the bibliometric configuration suggests increasing scholarly attention to dimensions beyond traditional performance metrics derived from human–machine interaction and automation research. Emerging frameworks emphasize interaction quality, mutual adaptation, and shared decision-making as potential indicators of effectiveness. However, there is still limited consensus regarding how such constructs should be operationalized, measured longitudinally, or compared across contexts [2]. While bibliometric mapping does not assess metric validity directly, the clustering patterns indicate that evaluation of collaboration quality represents a growing area of conceptual development. Accordingly, future research may benefit from shifting attention from whether collaboration occurs to how it is designed, evaluated, and sustained within organizations.

5. Limitations

Despite its contributions, this study is subject to several limitations that stem primarily from methodological and design choices inherent in bibliometric research and should be addressed in future work. First, limitations related to data scope and coverage may affect the representativeness of the findings. The reliance on a single database (Scopus) may underrepresent relevant scholarship indexed elsewhere. Although no language restrictions were imposed at the search stage, the resulting dataset contained only a very small number of non-English publications. This distribution likely reflects the dominance of English-language outlets in this research domain rather than an explicit exclusion criterion; however, it may still limit the visibility of regionally grounded studies. As a result, some regional or disciplinary perspectives on AI–human collaboration may not be fully captured. In addition, while the search covered publications indexed between 2000 and 2026, no eligible records were identified prior to 2019. This pattern suggests that AI–human collaboration has emerged as a distinct research stream relatively recently; however, it also means that the temporal depth of the mapped network remains limited. Future studies employing longitudinal bibliometric designs may be better positioned to assess structural evolution over extended periods.
Second, the findings are influenced by methodological parameter choices that shape bibliometric network construction. Decisions regarding citation thresholds, normalization techniques, clustering resolution, and document selection are necessary for analytical clarity, yet they introduce a degree of parameter dependence that may affect network structure, cluster boundaries, and relative document prominence. While these choices follow established bibliometric guidelines, alternative parameter settings could yield slightly different configurations of the field. Importantly, bibliometric mapping identifies patterns of intellectual proximity rather than causal relationships or definitive theoretical progression. Consequently, interpretations regarding thematic evolution or structural alignment across clusters are better understood as analytical inferences derived from citation patterns rather than direct empirical demonstrations of field-wide transformation. In addition, bibliometric techniques are subject to time-lag effects, meaning that recently published but potentially influential studies may not yet have accumulated sufficient citations to appear prominently in the analysis.
Third, although data preprocessing procedures such as thesaurus files were applied to reduce redundancy and harmonize author names and references, residual issues related to self-citation or name variation may still influence relational strength within clusters. Moreover, the designation of highly influential or “top” documents is contingent upon the selected bibliometric indicators (e.g., citation frequency or total link strength), which may privilege established works over emerging contributions. These limitations are common in large-scale citation-based analyses and should be considered when interpreting cluster relationships and link strengths.

6. Recommendations and Future Research

Future work can build on these findings in several ways. First, scholars can strengthen coverage by conducting multi-database and multilingual mappings (e.g., combining Scopus with Web of Science and discipline-specific outlets) and by comparing whether the same clusters and trajectories appear across corpora. Second, future studies could combine bibliometric mapping with systematic content analysis, topic modeling, or meta-analysis. These approaches would help move the field from descriptive mapping toward stronger mechanism-building explanations. Third, the field would benefit from longitudinal empirical studies that examine AI–human collaboration as a dynamic process, tracking role negotiation, trust calibration, reliance, and performance across phases of adoption, routinization, and system updates. Fourth, future research should develop and validate collaboration quality metrics that go beyond adoption and satisfaction to include interaction quality, shared mental models, joint decision accountability, and ethical resilience in real organizational settings [2]. Finally, more research is needed to understand boundary conditions, including how collaboration differs across contexts (e.g., high-stakes decisions, regulated industries, knowledge work versus frontline work) and how organizational design (leadership, incentives, governance, and training) shapes the sustainability of AI–human partnerships.

7. Conclusions

This study provides an integrative, field-level map of AI–human collaboration research and clarifies how the domain has evolved as AI has transitioned from peripheral automation to a structurally embedded element of organizational systems. By combining document co-citation and bibliographic coupling, we illuminate both (a) the intellectual foundations that have historically shaped how scholars conceptualize AI–human interaction and (b) the emerging research fronts that are now organizing contemporary inquiry. Across these analytical layers, the evidence suggests an evolution of the field: research increasingly moves beyond adoption- and tool-centric perspectives toward a sociotechnical collaboration lens, where value depends on how AI is embedded into work systems, how trust and human agency are sustained, and how organizations cultivate capabilities for effective AI–human teaming.
The co-citation structure shows that foundational research has focused on psychological and social mechanisms, behavioral acceptance frameworks, and ethical, cognitive concerns, work that established essential guardrails for legitimacy and responsible use. However, the coupling results demonstrate that current research increasingly emphasizes interaction and practice: conversational agents, humanization, capability-building, and governance mechanisms that support sustained collaboration over time. This convergence suggests that AI–human collaboration is better understood not as a one-time adoption outcome, but as an evolving sociotechnical capability developed through work design, organizational coordination mechanisms, and embedded governance.
This study contributes theoretically by organizing the fragmented literature into a coherent structure that supports cumulative theory building and by highlighting where next-generation models must go beyond acceptance to explain co-adaptation, role negotiation, and collaboration quality over time. Practically, it offers a roadmap for leaders: moving from “deploying AI” to designing sociotechnical collaboration systems, by redesigning workflows for complementarity, investing in role-specific skills (judgment, oversight, interpretation), and embedding ethical accountability within everyday decision processes. Ultimately, organizational outcomes may depend less on technical sophistication alone and more on the quality of AI–human collaboration mechanisms.

Supplementary Materials

The following supporting information can be downloaded at: https://www.mdpi.com/article/10.3390/ai7060189/s1, File S1. Bibliometric Analysis Procedure and Parameter Settings: Complete Scopus search query, subject-area exclusions, threshold criteria, thesaurus adjustments, and detailed steps for co-citation and bibliographic coupling analyses conducted in November 2025.

Author Contributions

Conceptualization, E.A.K., J.M. and I.S.; methodology, E.A.K. and J.M.; data curation, E.A.K.; writing—original draft preparation, E.A.K. and J.M.; writing—review and editing, E.A.K., J.M. and I.S.; visualization, E.A.K.; supervision, E.A.K., J.M. and I.S. All authors have read and agreed to the published version of the manuscript.

Funding

The article processing charge (APC) was supported by Claremont Graduate University, Claremont, CA 91711, USA.

Institutional Review Board Statement

Not applicable.

Informed Consent Statement

Not applicable.

Data Availability Statement

The Scopus metadata export used in this study is available from the corresponding author upon reasonable request. Detailed methodological documentation is included in the Supplementary Materials.

Conflicts of Interest

The authors declare no conflicts of interest. The funders had no role in the design of the study; in the collection, analyses, or interpretation of data; in the writing of the manuscript; or in the decision to publish the results.

Abbreviations

The following abbreviations are used in this manuscript:
AIArtificial Intelligence
HRHuman Resources
CRMCustomer Relationship Management
PRISMAPreferred Reporting Items for Systematic Reviews and Meta-Analyses
TPBTheory of Planned Behavior
TAMTechnology Acceptance Model

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Figure 1. Document co-citation network of 100 top documents.
Figure 1. Document co-citation network of 100 top documents.
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Figure 2. Bibliographic coupling network map of the top 100 documents. Note. Nodes represent documents labeled by first author and publication year; links indicate coupling strength based on shared references.
Figure 2. Bibliographic coupling network map of the top 100 documents. Note. Nodes represent documents labeled by first author and publication year; links indicate coupling strength based on shared references.
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Figure 3. Time overlay of the bibliographic coupling network. Note. Nodes represent documents labeled by first author and year; color indicates average publication year, illustrating temporal development within the field.
Figure 3. Time overlay of the bibliographic coupling network. Note. Nodes represent documents labeled by first author and year; color indicates average publication year, illustrating temporal development within the field.
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Figure 4. Three-layer conceptual configuration of AI–human collaboration research. Note. Conceptual alignment derived from co-citation (Figure 1) and bibliographic coupling (Figure 2). Arrows indicate thematic progression rather than causal sequencing.
Figure 4. Three-layer conceptual configuration of AI–human collaboration research. Note. Conceptual alignment derived from co-citation (Figure 1) and bibliographic coupling (Figure 2). Arrows indicate thematic progression rather than causal sequencing.
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Table 1. Top 10% of most structurally central documents (total link strength) in each cluster of the co-citation network.
Table 1. Top 10% of most structurally central documents (total link strength) in each cluster of the co-citation network.
ClusterAuthorDocument DescriptionTotal Link Strength
Cluster 1 (Red) Psychological and Social Foundations of AIAlabed et al. [40]Explains how humanlike AI becomes psychologically integrated into users’ self-concept and identity.58
Araujo [41]Shows that anthropomorphic chatbot design increases social presence and improves user perceptions of companies.43
Adam et al. [42]Demonstrates that anthropomorphic chatbot language increases social presence and user compliance.32
Cluster 2 (Green) Organizational Applications of AI in Higher EducationChan [45]Examines students’ perceptions of generative AI in higher education, highlighting benefits, concerns, and integration challenges.36
Alasadi and Baiz [48]Discusses opportunities, risks, and ethical considerations of using generative AI in education and research.26
Cluster 3 (Blue) Ethical–Cognitive Foundations of Generative AIAdiguzel et al. [47]Reviews opportunities and risks of ChatGPT-4 in education, focusing on academic integrity and assessment design.30
Adeshola and Adepoju [49]Explores how ChatGPT can transform teaching and learning while highlighting ethical and pedagogical challenges.19
Cluster 4 (Yellow) AI Literacy and Educational TransformationBraun and Clarke [46]Introduces thematic analysis as a flexible and rigorous method for identifying patterns in qualitative data.81
Celik et al. [50]Reviews how AI supports teachers’ planning, instruction, and assessment while outlining key implementation challenges.22
Cluster 5 (Purple) Behavioral Foundations of AI AdoptionAjzen [43]Explains how attitudes, social norms, and perceived control shape intentions and guide behavior.9
Note: Total link strength represents the cumulative strength of co-citation links connected to each document within the network. Documents are ranked by total link strength. Citation count reflects overall Scopus citations and does not determine network positioning.
Table 2. Top 10% of most structurally central documents (total link strength) in each cluster of the bibliographic coupling network.
Table 2. Top 10% of most structurally central documents (total link strength) in each cluster of the bibliographic coupling network.
ClusterAuthor and YearDocument DescriptionTotal Link Strength
Cluster 1 (Red) AI Governance, Ethics, and HumanizationFirat [55]Analyzes scholars’ and students’ views on how ChatGPT transforms universities, learning systems, and assessment practices.13
Zheng et al. [56]Explains technology use through performance expectancy, effort expectancy, social influence, facilitating conditions, and motivation.11
Moorhouse and Kohnke [57]Explores language teacher educators’ perceptions of how generative AI reshapes teacher education, assessment, and curriculum.10
Cluster 2 (Green) AI– CRM Adoption, Capabilities, and Organizational PerformanceChatterjee et al. [58]Examines how AI-based CRM improves firm performance and competitive advantage in B2B contexts.36
Chatterjee et al. [59]Explores how leadership support and individual capabilities enable digital transformation through AI–CRM.23
Chatterjee et al. [60]Examines how data-driven culture strengthens product and process innovation to improve firm performance and competitive advantage.22
Cluster 3 (Blue) Anthropomorphic AI and Consumer Emotional ResponseMehmood et al. [61]Examines how anthropomorphic AI service robots increase customer engagement and intention to use across cultures.28
Alabed et al. [40]Explains how anthropomorphic AI influences users’ self-concept through self-congruence and self-AI integration.26
Cluster 4 (Yellow) AI Conversational Agents and Consumer Experience DynamicsMariani et al. [62]Reviews AI-powered conversational agents in marketing, highlighting adoption drivers, outcomes, and research gaps.28
Note: Total link strength represents the cumulative strength of bibliographic coupling links based on shared references among primary documents. Documents are ranked by total link strength. Inclusion in the network map was determined by threshold criteria rather than citation volume alone.
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Abdul Khalek, E.; Macias, J.; Shabtai, I. From Automation to Collaboration: Mapping AI–Human Interaction in Organizations Through Bibliometric Analysis. AI 2026, 7, 189. https://doi.org/10.3390/ai7060189

AMA Style

Abdul Khalek E, Macias J, Shabtai I. From Automation to Collaboration: Mapping AI–Human Interaction in Organizations Through Bibliometric Analysis. AI. 2026; 7(6):189. https://doi.org/10.3390/ai7060189

Chicago/Turabian Style

Abdul Khalek, Elissar, Jeffrey Macias, and Itamar Shabtai. 2026. "From Automation to Collaboration: Mapping AI–Human Interaction in Organizations Through Bibliometric Analysis" AI 7, no. 6: 189. https://doi.org/10.3390/ai7060189

APA Style

Abdul Khalek, E., Macias, J., & Shabtai, I. (2026). From Automation to Collaboration: Mapping AI–Human Interaction in Organizations Through Bibliometric Analysis. AI, 7(6), 189. https://doi.org/10.3390/ai7060189

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