ClickUp Long-Term Memory Guide

Long-term memory for AI agents in ClickUp lets your workspace remember important context about people, projects, and preferences so agents can deliver more accurate and personalized responses over time.

This step-by-step guide explains how to enable long-term memory, configure workspaces and support agents, and manage saved information safely and efficiently.

What Long-Term Memory in ClickUp AI Agents Does

Long-term memory allows AI agents to store key facts and then reuse them in future conversations. Unlike short-term context that disappears when a chat ends, long-term memory persists and can be updated as work evolves.

With long-term memory enabled in your workspace, AI agents can:

• Remember names, roles, and preferences for people and teams.
• Recall decisions, milestones, and process details across sessions.
• Personalize answers based on previous interactions.
• Reduce repetitive questions and manual re-explaining.

The feature is designed to keep control in your hands. You can explicitly see what is remembered, remove items, and decide where memory is allowed.

How ClickUp AI Agents Use Long-Term Memory

AI agents powered by ClickUp read the current conversation, decide what is useful long term, and save it as a discrete memory item. They rely on this memory in later chats to respond faster and with more context.

Typical examples of stored information include:

• Who you are and what team you belong to.
• The way your organization names projects or clients.
• Commonly referenced documents or processes.
• Recurring preferences such as reporting formats or meeting cadences.

Only AI agents within your workspace use your workspace’s memory. Memory is not shared with other unrelated workspaces.

Enable Long-Term Memory for Your ClickUp Workspace

To use long-term memory, it must be enabled at the workspace level. Follow these steps to turn it on.

Step 1: Open Workspace Settings in ClickUp

1. Sign in to your workspace.
2. Click your workspace avatar or name in the bottom-left corner.
3. Select the settings or administration section appropriate for your plan.

Only owners or admins can manage global AI preferences such as memory availability.

Step 2: Locate AI Agents and Memory Controls

1. In the settings menu, find the AI or AI agents section.
2. Open the configuration area that controls how agents behave in your workspace.
3. Look for the toggle or option related to long-term memory.

Here you define whether agents may store information at all, and sometimes which areas are in scope.

Step 3: Turn On Long-Term Memory

1. Enable the long-term memory option for the workspace.
2. Review any available notes on what can be stored and how it is used.
3. Save your changes.

Once enabled, AI agents can begin building memory from ongoing conversations, subject to any workspace restrictions you set.

Configure ClickUp Support Agents and Workspace Agents

ClickUp offers different types of AI agents, such as workspace agents that help inside your environment and support agents that can assist your users. Long-term memory can be used by both, depending on configuration.

Set Up Long-Term Memory for Workspace Agents

Workspace agents operate inside your own ClickUp instance, where they answer questions, summarize tasks, and guide teammates.

1. Open the AI agents configuration panel in settings.
2. Select the specific workspace agent you want to configure.
3. Confirm that long-term memory is allowed for that agent.
4. Adjust any available scope rules, such as which projects or spaces it can reference.

This setup helps your workspace agent remember organizational knowledge without overreaching into areas you want to keep out of scope.

Configure Long-Term Memory for Support Agents

Support agents powered by ClickUp can use long-term memory to better serve repeat users with consistent, context-aware responses.

1. Navigate to your support or external-facing AI agent configuration.
2. Verify that memory is turned on for these agents in line with your policies.
3. Define what type of customer or user data is allowed to be stored.

Be mindful of privacy and compliance requirements before saving any information about end users. Only store what you need to improve support.

Manage and Review Stored Memory in ClickUp

Long-term memory is only useful if you can see and manage what AI agents keep. ClickUp provides controls to inspect and curate saved information.

View Existing Long-Term Memory

1. Go to the AI agents or memory administration area in your workspace settings.
2. Open the memory management section.
3. Browse stored memory items, organized by topic, user, or agent, depending on the interface.

Use this view to understand how the system is interpreting your conversations and what it keeps for later use.

Edit or Remove Memory Items

You can refine long-term memory by editing or deleting items that are outdated, incorrect, or no longer needed.

1. Locate the specific memory item you want to update.
2. Use the provided controls to remove it or adjust its contents.
3. Save your changes so future responses no longer rely on that information.

Regular pruning helps keep AI agents from referencing obsolete processes or historical decisions that have changed.

Best Practices for Using ClickUp Long-Term Memory

To get the most benefit from long-term memory while staying secure and compliant, follow these recommendations.

Choose What AI Agents Should Remember

• Prioritize high-value, non-sensitive information such as workflows, naming conventions, and preferences.
• Avoid storing passwords, confidential financial data, or other highly sensitive content.
• Periodically review memory lists to ensure only relevant context remains.

Guide Your Team on Interacting With ClickUp AI

• Explain that AI agents may store some information to improve help over time.
• Encourage clear, structured questions so memory items are precise and useful.
• Remind users they can ask administrators to remove specific saved information if necessary.

Align ClickUp Memory With Your Governance Policies

• Map long-term memory usage to your data retention and privacy rules.
• Limit which agents are allowed to store memory in sensitive spaces.
• Document how memory is controlled, reviewed, and cleaned up.

Learn More About ClickUp AI Agents

To dive deeper into how long-term memory works at a technical and policy level, review the official documentation from the platform.

Visit the product page for AI agents and long-term memory at this ClickUp AI agents and memory overview for the latest details and interface screenshots.

If you want tailored consulting on implementing AI, optimizing prompts, or integrating workspace processes with automation, you can explore expert services at Consultevo.

Summary: Make the Most of ClickUp Long-Term Memory

By enabling long-term memory for AI agents in ClickUp, you give your workspace a reliable way to remember context, reduce repetitive questions, and keep everyone aligned on how work gets done. Configure memory at the workspace level, tune it for each agent, and regularly review stored items so your organization benefits from accurate, secure, and evolving knowledge over time.

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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