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How to Use ClickUp AI Agents

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How to Use ClickUp AI Agents as a Product Development Advisor

ClickUp offers an AI Agent called the Product Development Advisor that helps you generate, refine, and document product ideas directly inside your workspace. This guide walks you step by step through how to access, use, and customize the agent so you can improve your product development process.

The Product Development Advisor AI Agent is designed specifically for product teams, founders, and managers who want structured guidance without leaving their existing workflows.

What the ClickUp Product Development Advisor Can Do

The Product Development Advisor is one of the specialized AI Agents available inside ClickUp. It focuses on product strategy, research, documentation, and launch planning.

According to the official Product Development Advisor page, this agent can help you:

  • Validate and refine product ideas
  • Analyze customer feedback and pain points
  • Create product requirement documents
  • Support roadmap and prioritization decisions
  • Get best-practice recommendations for product launches

You can review the full description and capabilities directly on the official AI Agent page here: ClickUp Product Development Advisor AI Agent.

How to Access the Product Development Advisor in ClickUp

To start using the Product Development Advisor, you first need access to ClickUp AI. Once enabled for your Workspace, the AI Agent can be opened from supported views, docs, or the AI panel.

Step 1: Confirm ClickUp AI Access

Make sure your Workspace has AI enabled. This is required before you can use the Product Development Advisor or any other specialized AI Agent.

  1. Sign in to your Workspace.
  2. Open any Doc, task, or view where AI is available.
  3. Look for the AI icon or AI panel in the interface.

If you do not see the AI interface, contact your Workspace admin or owner to enable the AI feature.

Step 2: Open the AI Agent Panel in ClickUp

After confirming access, open an area where AI is supported, such as a Doc used for product planning.

  1. Open a relevant space, folder, or list.
  2. Create or open a Doc dedicated to product development.
  3. Click the AI icon to reveal the AI panel.

From this panel, you can browse and select from available AI Agents, including the Product Development Advisor.

Step 3: Select the Product Development Advisor AI Agent

Within the AI panel inside ClickUp, you will see the library of AI Agents. Locate the Product Development Advisor entry.

  1. Search for “Product Development Advisor” in the AI Agents list.
  2. Select the agent to open its dedicated chat or prompt interface.
  3. Review the built-in description to confirm you are using the correct agent.

Once selected, the agent is ready to assist you with product-related questions and tasks.

Using ClickUp AI Agents for Product Discovery

The Product Development Advisor is ideal for early discovery and ideation. You can use it to explore opportunities before committing resources.

Gather and Analyze Customer Insights

Use the agent inside ClickUp to quickly understand user feedback and market signals.

  • Paste customer feedback from support tickets or surveys.
  • Ask the agent to summarize key pain points.
  • Request a breakdown of patterns, trends, or recurring themes.

Because the agent is integrated into your existing workspace, you can keep your discovery process close to tasks, docs, and roadmaps.

Generate and Refine Product Ideas

Once you understand user needs, you can ask the agent to propose solutions.

  1. Describe your target user and their main problem.
  2. Ask the Product Development Advisor to generate potential feature ideas.
  3. Iterate by requesting improvements, alternatives, or lower-effort options.

This workflow allows you to quickly move from raw feedback to structured concepts, all from within ClickUp.

Creating Product Documentation with ClickUp AI

The Product Development Advisor can assist you in writing clear, reusable documentation that lives in your ClickUp workspace.

Draft Product Requirement Documents (PRDs)

To create a PRD, open a Doc and collaborate with the AI Agent.

  1. Start a new Doc for the product or feature.
  2. Provide a short brief describing the goal and context.
  3. Ask the agent to generate a PRD outline including:
  • Problem statement
  • User stories or use cases
  • Success metrics
  • Functional requirements
  • Non-functional requirements

Then, iterate with the agent to add detail, clarify edge cases, or adjust scope to match your team’s capacity.

Summarize and Share Product Decisions

Inside ClickUp Docs or tasks, you can use the Product Development Advisor to create concise summaries of long discussions or research notes.

  • Paste meeting notes or research docs.
  • Ask the agent to summarize decisions and action items.
  • Store the summary directly in a Doc or related tasks.

This helps keep stakeholders aligned without manually rewriting long documents.

Improving Workflows with ClickUp Product Development Advisor

Beyond documentation and discovery, you can rely on the AI Agent to refine your broader product workflows.

Support Roadmapping and Prioritization

Use the agent to think through prioritization frameworks and trade-offs.

  • Provide a list of candidate features.
  • Share constraints such as team size or deadlines.
  • Ask the agent to suggest prioritization based on user impact and effort.

You can copy the suggested priorities into tasks or lists inside ClickUp to operationalize your roadmap.

Plan Product Launch and Go-To-Market Steps

The Product Development Advisor can also give you structured launch checklists.

  1. Explain the type of product or feature you are launching.
  2. Request a launch plan that includes pre-launch, launch, and post-launch steps.
  3. Convert the checklist into tasks and assign owners inside your workspace.

This ensures that launch activities are connected to the same system where your team already tracks work.

Best Practices for Using ClickUp AI Agents

To get the most from the Product Development Advisor, follow a few simple best practices.

Provide Clear Context in Every Prompt

The more detail you give, the better the responses.

  • Define your target audience and business model.
  • Specify your product stage (idea, MVP, scale).
  • Mention existing constraints or dependencies.

Clear context helps the agent generate relevant, actionable suggestions aligned with your product strategy.

Iterate and Refine Inside ClickUp Docs

Instead of expecting a perfect answer in one prompt, treat the agent as a collaborator.

  • Start with a high-level draft.
  • Ask for revisions, examples, or alternative versions.
  • Refine until the document is ready to share with stakeholders.

This iterative approach mirrors how you would work with a human collaborator, but inside a single unified workspace.

Learn More About ClickUp and Product Workflows

The Product Development Advisor AI Agent is part of a broader ecosystem of tools designed to support modern teams. If you want expert help setting up spaces, automations, and documentation standards, you can work with a dedicated consultancy such as Consultevo, which specializes in implementation and optimization.

To explore additional AI Agents and advanced capabilities, review the full documentation and agent catalog directly on the official ClickUp Product Development Advisor page. From there, you can discover more ways to connect AI with your product management, engineering, and operations workflows.

By integrating the Product Development Advisor AI Agent into your daily work in ClickUp, you can streamline research, documentation, and launch planning while keeping everything organized in one place.

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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