Manage ClickUp AI Conversations

Using ClickUp with AI can dramatically speed up your work, but it is just as important to understand how your ClickUp AI conversations are stored, managed, and protected so you can keep control of your data.

This guide explains how to manage your AI prompts, see what is stored, continue previous chats, and delete content when needed.

How ClickUp AI conversations work

When you run an AI prompt in ClickUp, your content is processed through a secure AI provider. The provider returns a response, which you can then use in your workspace. Understanding what is and is not stored helps you stay compliant with your internal policies.

Here is what happens to your information when you use AI features:

• Your input is sent to the AI model only to generate a response.
• Providers do not use your content to train their models.
• ClickUp does not allow third parties to see your prompts or responses for advertising or marketing.
• Access to AI data is restricted and audited internally.

Because the underlying models are probabilistic, AI responses can occasionally be inaccurate. Always review generated content before sharing or publishing it.

What ClickUp AI stores and what it does not

ClickUp keeps a limited record of your AI usage to improve the product, prevent abuse, and provide a better experience. However, your private data is not used to train general AI models.

Data ClickUp processes with AI

When you interact with AI, the following types of information can be processed by the model to provide a response:

• Prompts you type, such as questions or instructions.
• Workspace content that you explicitly include, like task descriptions or comments.
• Contextual data needed for certain features, such as document sections or selected text.

This processing is necessary for features like summaries, rewrite tools, or content generation.

What ClickUp does not use for model training

Your workspace information is not fed into public AI training pipelines. Providers are contractually restricted from:

• Training their general models on your prompts or responses.
• Sharing your workspace data with other customers.
• Using your information for advertising, marketing, or selling data.

These controls help keep your information isolated and focused solely on providing AI-powered productivity features.

Where your ClickUp AI conversations are stored

To provide continuity and help troubleshoot issues, ClickUp may store conversation data for a limited time. This includes prompts, responses, and some system metadata.

Storage is handled within ClickUp systems on secure infrastructure. Access is strongly limited and logged for security and compliance purposes.

Retention periods can vary depending on legal, security, and operational needs. Over time, data may be anonymized or deleted in line with internal policies and applicable regulations.

Who can access ClickUp AI conversations

Access to your AI conversations is restricted to a small number of authorized ClickUp personnel who may need it for:

• Security investigations and abuse prevention.
• System reliability and debugging.
• Improving AI quality in aggregate and de-identified ways.

Workspace members do not automatically gain a central log of all AI conversations. Instead, people see only what they can already access in your workspace, such as tasks or docs that include generated content.

Continue previous ClickUp AI chats

Some AI features let you continue a conversation thread so you can refine an answer or ask follow-up questions. This helps maintain context instead of starting from scratch every time.

How to keep working within a ClickUp AI thread

1. Open the item where you previously used AI, such as a task, doc, or comment.

2. Locate the AI response that you want to build on.

3. Use the available AI controls to ask a follow-up question, adjust the response, or generate alternatives.

4. Review the new content and decide whether to insert, edit, or discard it.

Because these features can vary based on workspace settings and product updates, always refer to the official help center for the most accurate and current options. You can view the current documentation on managing conversations at this ClickUp AI help article.

Delete ClickUp AI content

There may be times when you want to remove generated content or reduce the amount of information available in your workspace. ClickUp offers granular ways to delete AI outputs while keeping your account under your control.

Delete AI-generated content from a task or doc

1. Open the task, doc, or item that contains AI-generated text.

2. Select the section you want to remove, such as a comment, description block, or document paragraph.

3. Use standard editing controls to delete that text or the entire block.

4. Save your changes, or let autosave update the item for you.

Removing AI content from a task or document deletes it from the active workspace view, helping you keep only relevant and approved information.

Delete related ClickUp content at the source

If a conversation involved sensitive or outdated information, consider also removing or editing the original data referenced in the prompt. For example:

• Update or remove attachments mentioned in prompts.
• Edit task descriptions that contain private details.
• Restrict access to lists, folders, or spaces that are no longer needed.

By cleaning up the source items, you reduce the amount of information that can potentially appear in future prompts or summaries.

Protecting sensitive data in ClickUp AI

To get the best balance of productivity and safety, treat ClickUp AI the same way you treat any other enterprise tool that processes business information.

Best practices for secure ClickUp use

• Avoid entering regulated data like credit card numbers or government IDs into prompts.
• Limit prompts to the minimum information needed for a useful response.
• Use workspace permissions to control who can access tasks and docs that contain AI content.
• Regularly review generated outputs for accuracy and appropriateness.

Your admins can also help by setting policies around where AI can be used and what type of information is acceptable in prompts.

ClickUp AI, compliance, and governance

Organizations with strict compliance requirements need clarity on how AI features affect governance. ClickUp designs its AI capabilities to support security, confidentiality, and enterprise readiness.

Controls that support governance include:

• Contractual limits on how providers use your data.
• Internal access controls and auditing.
• Retention practices that reduce long-term exposure.

For deeper strategy or implementation guidance on AI, workspace structure, or process automation, you can work with a specialist consultancy such as Consultevo to design a scalable setup.

Next steps to manage ClickUp AI responsibly

To use ClickUp AI effectively while maintaining control of your information, follow these steps:

1. Review how AI conversations are stored and accessed in your workspace.

2. Establish internal rules for what can and cannot be included in prompts.

3. Train your team to delete unneeded AI-generated content and clean up sensitive source data.

4. Check the official help center regularly for updates to ClickUp AI features and policies.

By understanding how AI conversations are managed, you can safely integrate automation into your workflows and get more value from ClickUp without sacrificing privacy or control.