How to Use ClickUp Revenue Intelligence AI Agents

ClickUp Revenue Intelligence AI Agents help sales and revenue teams automate research, qualify opportunities faster, and keep pipeline insights up to date directly from your workspace.

This step-by-step guide shows you how to enable, configure, and use these AI Agents so you can turn raw sales data into actionable insights without leaving your existing workflows.

What ClickUp Revenue Intelligence AI Agents Do

Revenue Intelligence AI Agents in ClickUp are prebuilt, sales-focused AI assistants that work across your tasks, docs, and data to support your go-to-market (GTM) teams.

They are designed specifically for:

GTMs, revenue, and sales leaders
RevOps and sales operations teams
Sales reps and account managers who need faster deal insights

These AI Agents automate repetitive work such as research, summarization, and organization of sales information, while keeping you in control of strategy and decision-making.

Key Revenue Use Cases in ClickUp

ClickUp Revenue Intelligence AI Agents are optimized for several core sales workflows. Here are the main use cases and what they help you accomplish.

1. Prospect and Account Research in ClickUp

Use AI Agents to perform research on leads, contacts, and accounts so your reps always have context before a call or email.

Gather company background and industry info
Summarize public information about prospects
Prepare quick briefing notes ahead of meetings

2. Lead, Contact, and Account Prioritization

Revenue teams can use AI Agents to review lead lists and prioritize them based on signals you define.

Score leads according to fit and intent data
Highlight high-value accounts for outreach
Group opportunities into tiers for focused follow-up

3. Pipeline and Forecast Support in ClickUp

Pipeline and forecast workflows become more efficient with AI-driven summaries and insights.

Summarize the health of your pipeline by segment
Identify stalled deals or risks in active opportunities
Provide talking points for forecast and 1:1 meetings

4. Sales Notes and Call Summaries

Instead of manually rewriting notes, let AI Agents create structured, searchable summaries.

Turn raw notes into clean, organized call summaries
Extract next steps, blockers, and stakeholders
Standardize note formats across the sales team

5. Revenue Intelligence Dashboards in ClickUp

AI Agents help transform unstructured sales content into inputs for your dashboards.

Summarize performance across accounts or territories
Surface trends in win/loss notes and objections
Feed insights into your existing reporting workflows

How to Enable Revenue Intelligence AI Agents in ClickUp

Follow these steps to start using Revenue Intelligence AI Agents in your workspace.

Step 1: Confirm Access to ClickUp AI

Sign in to your ClickUp workspace.
Check with your admin that ClickUp AI is enabled for your team.
Verify that your plan includes access to AI Agents or AI features.

If you do not yet have access, talk with your workspace owner or visit the AI section of the platform to review available options.

Step 2: Open the AI Agents Area

Navigate to the main navigation panel in ClickUp.
Locate the AI or AI Agents section made available to your workspace.
Open the area where prebuilt Revenue Intelligence AI Agents are listed.

Here you will find templates and suggested AI Agents tailored to revenue and sales workflows.

Step 3: Choose the Right Revenue AI Agent

From the AI Agents gallery, select agents aligned with your GTM needs, such as:

Prospect and account research agents
Lead qualification and prioritization agents
Pipeline review or forecast support agents
Deal summary or call note agents

You can activate multiple agents to cover different parts of your sales process.

Step 4: Configure AI Agents for Your ClickUp Workspace

Each Revenue Intelligence AI Agent can be configured to match your sales process.

Open the chosen AI Agent configuration screen.
Define the type of data the agent should use (tasks, docs, custom fields, and relevant spaces).
Adjust prompts or instructions to mirror your sales terminology, stages, and definitions.
Set permissions so the AI Agent only accesses approved data.

Configuration ensures that each AI Agent reflects your unique revenue motion, while still leveraging ClickUp’s AI capabilities.

Using ClickUp Revenue Intelligence in Daily Workflows

Once configured, Revenue Intelligence AI Agents can be used directly in your existing sales workflows.

Run Prospect Research from Tasks

Create or open a task associated with a lead, contact, or account.
Trigger the appropriate AI Agent from the task toolbar or AI panel.
Provide any missing context (company name, URL, or contact details).
Review the generated research summary and save it to the task description or a linked doc.

This keeps all relevant research centralized and visible for the entire team.

Automate Call and Meeting Summaries

Capture raw notes or transcripts from your sales call inside a task or doc.
Launch the call summary AI Agent.
Ask the agent to structure the content into key points, objections, next steps, and decisions.
Attach the final summary to the relevant opportunity or account record in ClickUp.

This process helps standardize documentation and makes follow-up actions clear.

Support Pipeline and Forecast Reviews in ClickUp

Open your pipeline view or list of opportunities.
Use the appropriate AI Agent to summarize risks, trends, and priorities.
Review the AI-generated insights before forecast or pipeline review meetings.
Turn these insights into action items by creating tasks or subtasks with owners and due dates.

The outcome is a faster, more focused review process, backed by consistent AI analysis.

Best Practices for Revenue Intelligence in ClickUp

To get the most from Revenue Intelligence AI Agents, follow these best practices.

Keep Your Sales Data Organized

Use consistent naming for opportunities, accounts, and contacts.
Maintain accurate custom fields for stage, value, region, and owner.
Store call notes and meeting summaries in linked tasks or docs.

Clean structure makes it easier for AI Agents to surface accurate insights.

Standardize Prompts and Templates

Create reusable prompts for common workflows like discovery calls, demos, and renewals.
Align prompts with your sales methodology and qualification framework.
Share approved templates with the entire GTM team in ClickUp.

Review and Refine AI Output

Use AI output as a starting point, not a final decision.
Edit summaries and insights to reflect human judgment.
Iterate on AI Agent configurations based on feedback from reps and managers.

Where to Learn More About ClickUp Revenue Intelligence

To deepen your understanding of how Revenue Intelligence AI Agents work, visit the official feature page at ClickUp Revenue Intelligence AI Agents. You can explore use cases, examples, and additional configuration details tailored to GTM and revenue teams.

If you are implementing a broader workspace strategy around sales operations, you can also find expert implementation and consulting support from partners such as Consultevo, which specializes in optimizing work management platforms for revenue teams.

Next Steps

With ClickUp Revenue Intelligence AI Agents configured, your sales and revenue teams can move from manual, fragmented workflows to automated, insight-driven processes.

Identify your top one or two revenue workflows to improve first.
Enable and configure the matching AI Agents.
Pilot them with a small group of reps or managers.
Roll out successful patterns across your GTM organization.

By embedding AI Agents into everyday sales work inside ClickUp, you can uncover insights faster, standardize execution, and give your team more time to focus on building relationships and closing deals.

Need Help With ClickUp?

If you want expert help building, automating, or scaling your ClickUp workspace, work with ConsultEvo — trusted ClickUp Solution Partners.

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