Use ClickUp AI and Autopilot Agents in Chat
ClickUp offers powerful AI and Autopilot Agents that you can use directly in Chat to answer questions, automate work, and keep your projects moving without leaving your workspace conversations.
This how-to guide walks you through enabling AI, opening Chat, starting conversations, and using agents to summarize, plan, and manage tasks in context.
What you need to use ClickUp AI in Chat
Before you start, make sure the correct settings are enabled in your Workspace.
- The Workspace owner or admin must turn on the AI feature.
- You need access to a Space where Chat is available.
- You should have permission to view tasks, Docs, or items you want agents to reference.
Once these requirements are met, any eligible member can start working with agents from chat views.
Open a ClickUp Chat view
You can use AI and Autopilot Agents in any Chat view where conversations happen.
- From the sidebar, open the Space, Folder, or List where you want to collaborate.
- Click the Chat view or add a new Chat view if one is not created yet.
- Confirm you can type messages and mention people or items as usual.
After you open the Chat view, you are ready to invoke agents and send AI-powered prompts.
Start a ClickUp Agent conversation
Agents appear alongside your normal chat messages. You interact with them directly in the composer at the bottom of the view.
- In the Chat composer, type a forward slash / or the at symbol @.
- From the menu that appears, choose the AI or Autopilot Agent you want to use.
- Type your request, then press Enter to send.
Agents read the context of the conversation and any linked items to give more accurate results.
Types of ClickUp agents available
The platform includes several AI and Autopilot Agents designed for different workflows. Actual names and availability can vary based on your plan and Workspace configuration, but they typically fall into categories such as:
- General AI agents for answering questions and drafting content.
- Task and project agents for organizing work, due dates, and assignments.
- Documentation agents for summarizing or updating Docs and notes.
- Workflow agents that help automate steps based on your existing setup.
Choose the agent that best matches what you want to accomplish in the conversation.
Use ClickUp AI to answer questions
You can ask AI questions directly from any chat without switching views or leaving your current page.
- Open your Chat view.
- Invoke the general AI agent from the composer.
- Type a question, such as a definition, explanation, or how-to related to your work.
- Send the message and wait for the response to appear in the thread.
The answer stays in the chat history, so your team can reference it later and reply with follow-up questions.
Use ClickUp Agents to work with tasks
Agents can help you interact with tasks referenced in your conversations. This lets you manage work directly from Chat.
- Mention a task in the Chat by pasting a link or using the item mention feature.
- Invoke the task-focused agent from the composer.
- Ask the agent to summarize the task, clarify requirements, or highlight blockers.
- Review the AI output and adjust the task manually if needed.
Depending on permissions and agent capabilities, you may also be able to ask agents to modify some task details, such as status or description, from the same conversation.
Use ClickUp AI to summarize conversations
Long discussions in Chat can become hard to scan. AI agents can summarize threads to highlight the most important information.
- Scroll to the conversation you want to review.
- Invoke the general AI agent or a conversation-focused agent.
- Ask for a summary of the discussion or specific time range.
- Review the bullet-point summary and share it with your team.
This is especially helpful after meetings, brainstorming sessions, or long feedback threads.
Use ClickUp Autopilot Agents for follow-up actions
Autopilot Agents are designed to handle operational tasks and follow-up work based on the context in Chat.
- From the Chat composer, choose an Autopilot Agent.
- Describe what you want the agent to do, such as creating a task, assigning an owner, or setting a due date.
- Confirm any details the agent asks you to validate.
- Check the resulting task or update to be sure it meets your expectations.
Autopilot Agents reduce manual work while keeping important actions visible to the team in the conversation.
Best practices for ClickUp Chat agents
Follow these simple guidelines to get accurate and helpful responses from agents.
- Be specific. Include task links, Doc links, and clear instructions.
- Use short prompts. Break complex requests into smaller steps.
- Review outputs. Always confirm summaries, decisions, and updates before relying on them.
- Keep context in one thread. Ask follow-up questions in the same Chat so agents can use previous messages as context.
These practices help ensure the information produced by AI and Autopilot Agents is accurate and useful to your Workspace.
Troubleshooting ClickUp AI in Chat
If you are not seeing agents or getting the responses you expect, check the following:
- Confirm AI is enabled for your Workspace by an owner or admin.
- Reload the app or browser tab in case of a temporary connection issue.
- Verify you have access to the items you want the agent to reference.
- Try simplifying your prompt or breaking it into multiple questions.
For the latest feature details and limitations, review the official documentation in the Help Center.
Learn more about ClickUp AI and Autopilot Agents
You can find detailed instructions, examples, and feature notes in the official guide on the vendor site: Use ClickUp AI and Autopilot Agents in Chat.
If you are looking for expert implementation help, workflow design, or broader productivity consulting beyond the built-in documentation, you can explore additional resources at Consultevo.
By combining strong Workspace configuration with AI and Autopilot Agents in Chat, you can turn your conversations into an active command center that keeps tasks updated, documentation clear, and your entire team aligned.
Need Help With ClickUp?
If you want expert help building, automating, or scaling your ClickUp workspace, work with ConsultEvo — trusted ClickUp Solution Partners.
“`
