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ClickUp ElevenLabs AI Agent Guide

ClickUp ElevenLabs AI Agent Setup Guide

This guide shows you how to connect ElevenLabs Conversational AI with ClickUp so you can build a voice-enabled support agent that reads, writes, and updates work directly in your workspace.

Using the AI Agents beta, you will create a ClickUp AI Agent, give it secure access to your tasks, and then expose that power through an ElevenLabs voice assistant for real-time conversations with your customers or internal team.

What you need before you start in ClickUp

Before setting up the integration, make sure you have all the prerequisites ready so your ClickUp configuration works smoothly with ElevenLabs.

  • Access to a ClickUp Workspace with permission to install apps
  • Access to the AI Agents beta in ClickUp
  • An ElevenLabs account with access to their Conversational AI features
  • Basic familiarity with APIs, webhooks, or event-based integrations

If you also need broader workflow or AI automation planning, you can review consulting resources such as Consultevo for additional strategy help.

Overview: How ClickUp and ElevenLabs work together

The integration connects a ClickUp AI Agent to ElevenLabs so that voice conversations can trigger actions in your workspace. The high-level flow is:

  1. A user speaks to your ElevenLabs assistant.
  2. ElevenLabs converts speech to text and sends the request to your ClickUp AI Agent.
  3. The ClickUp AI Agent uses custom actions and tools to search, create, or update work items.
  4. ClickUp returns a text response.
  5. ElevenLabs converts that text back into speech for the user.

Because the core logic lives in your ClickUp AI Agent, you keep full control over what the assistant can see and do inside your workspace.

Create a ClickUp AI Agent for ElevenLabs

Start by building a dedicated ClickUp AI Agent that will power your ElevenLabs conversational assistant.

Step 1: Open the ClickUp AI Agents area

  1. Sign in to your ClickUp Workspace.
  2. Open the main navigation and locate the AI or automation section, depending on your workspace layout.
  3. Go to the AI Agents beta interface where you can configure and manage agents.

From here you can create a new ClickUp AI Agent designed specifically for voice conversations.

Step 2: Configure the ClickUp AI Agent

When creating the agent, define its purpose and abilities clearly so it behaves consistently when called from ElevenLabs.

  • Name: Use a descriptive name like “Voice Support Agent”.
  • Description: Explain what the agent is allowed to do in ClickUp, such as answering project questions, creating tasks, or updating statuses.
  • Workspace scope: Limit access to the specific Spaces, Folders, or Lists the agent needs.
  • Permissions: Grant read, write, or update capabilities in line with your security policy.

This design step ensures your ClickUp AI Agent acts as a safe, reliable back end for your voice assistant.

Add tools and actions to your ClickUp AI Agent

To make the integration effective, equip the ClickUp AI Agent with tools that match the conversations you expect your ElevenLabs assistant to handle.

Step 3: Add native ClickUp tools

Within the agent configuration screen, enable core tools that allow your agent to work with tasks and documentation.

  • Search tasks and views so the agent can answer status questions.
  • Create tasks so users can log new work by voice.
  • Update task fields such as assignee, due date, and status.
  • Access Docs or knowledge bases where policies and FAQs are stored.

Each enabled tool increases the range of actions your ElevenLabs-driven assistant can perform inside ClickUp.

Step 4: Define custom actions in ClickUp

Custom actions let you extend the ClickUp AI Agent beyond the standard tools and route specific intents to precise workflows.

Typical custom actions might include:

  • Logging a support ticket in a dedicated List
  • Escalating a task by changing priority and assigning a specialist
  • Creating a follow-up checklist for a customer meeting
  • Capturing call summaries as tasks or Docs

Design your custom actions with clear names and descriptions so ElevenLabs prompts can trigger them reliably through natural language.

Connect ElevenLabs Conversational AI to ClickUp

After your ClickUp AI Agent is configured, you can connect it to ElevenLabs Conversational AI, as described in the official integration guide at this ElevenLabs Conversational AI and ClickUp page.

Step 5: Configure your ElevenLabs assistant

In ElevenLabs, set up or edit the assistant that will speak to your users.

  1. Create or select a voice profile and language for your assistant.
  2. Configure the assistant persona, such as “project coordinator” or “support agent”.
  3. Define conversation guidelines, including tone, response length, and escalation rules.

Next, you connect this assistant to your ClickUp AI Agent through API or webhook style integration.

Step 6: Link ElevenLabs requests to your ClickUp AI Agent

To complete the connection:

  1. Obtain the necessary API credentials or secure endpoint details from your ClickUp AI Agents configuration.
  2. In the ElevenLabs console, add an integration or custom endpoint pointing to your ClickUp AI Agent.
  3. Map conversation events so user queries are forwarded as requests to the agent.
  4. Configure the assistant to treat the text response from ClickUp as the message it will speak back to the user.

Once saved, your ElevenLabs assistant will call your ClickUp AI Agent whenever it needs to read or update data.

Design prompts and intents for ClickUp voice workflows

The quality of your experience depends on how well you design the prompts and intents that connect natural language to ClickUp actions.

Step 7: Plan common ClickUp use cases

List the core scenarios you want to support, such as:

  • “What is the status of my latest support requests?”
  • “Create a task to follow up with this customer tomorrow.”
  • “Update the due date to next Friday and assign it to Alex.”
  • “Summarize today’s meeting and add action items.”

For each case, decide which ClickUp tools or custom actions should run and what information needs to be returned to the user.

Step 8: Align intents with ClickUp actions

Within ElevenLabs, configure intents or routing logic that recognizes these patterns and passes structured parameters to your ClickUp AI Agent. Examples include:

  • Extracting task names or IDs from the user’s speech.
  • Identifying dates and times for due dates or reminders.
  • Recognizing user names to match ClickUp assignees.
  • Detecting whether the user wants to create, update, or just view information.

Align these fields with the inputs expected by your ClickUp tools and custom actions so the integration behaves predictably.

Test and refine your ClickUp voice assistant

With everything connected, thoroughly test how ElevenLabs and ClickUp work together in real conversations.

Step 9: Run end-to-end tests

Use a variety of test phrases to confirm that your ClickUp AI Agent responds correctly.

  • Ask for task updates and confirm that results match your workspace data.
  • Create tasks by voice and verify they appear in the correct List with the right fields.
  • Update priorities, statuses, and assignees and check that changes are instant.
  • Trigger each custom action to ensure it runs as expected.

Document any failures or misunderstandings so you can refine prompts or intents.

Step 10: Optimize for reliability and safety

Finally, harden your setup to keep your ClickUp workspace safe and your user experience consistent.

  • Review permissions for the ClickUp AI Agent and remove unnecessary access.
  • Add confirmation steps for destructive actions like deletions or major changes.
  • Set clear escalation paths when the agent is unsure how to respond.
  • Monitor logs in both ElevenLabs and ClickUp to track usage and catch errors.

Over time, refine your prompts, intents, and custom actions to reflect the way your users naturally speak.

Next steps with ClickUp and ElevenLabs

By combining ElevenLabs Conversational AI with a well-designed ClickUp AI Agent, you can give users a natural voice interface to your projects, support queues, and documentation. Continue to expand your ClickUp integration by adding new tools, refining prompts, and rolling out specialized agents for different teams or workflows.

As the AI Agents beta and ElevenLabs capabilities evolve, revisit your configuration regularly to take advantage of new features and keep your ClickUp voice experience modern and efficient.

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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