How to Use ClickUp Sales Engineer AI Agents
The ClickUp Sales Engineer AI experience helps presales teams automate research, discovery, and solution design so they can focus on higher‑value conversations and closing deals faster.
This step‑by‑step guide explains how to work with the Sales Engineer AI agents, what each agent does, and how to turn the workspace setup on the source page into a repeatable process for your team.
Overview of ClickUp Sales Engineer AI Agents
The Sales Engineer solution on the ClickUp Sales Engineer AI agents page is built around a small group of specialized agents that collaborate inside a single project space.
In the reference setup, you will see a workspace called Acme Corp with six core agents:
- Account Executive
- Account Researcher
- Customer Champion
- Demo Builder
- Implementation Specialist
- Sales Engineer
Together, these ClickUp AI agents handle everything from account discovery to demo preparation and implementation planning.
Step 1: Open the ClickUp Sales Engineer Workspace
Start by opening the Sales Engineer experience from the main AI agents page:
- Go to the Sales Engineer section on the source page.
- Click the Sales Engineer card to open the AI space.
- Confirm you are in the Acme Corp account workspace used in the example.
You will see a shared space with multiple agents, conversations, and tasks designed specifically for presales workflows.
Step 2: Understand Each ClickUp Sales Engineer Agent
Before you start working, it helps to know the roles of the main agents configured in ClickUp for this workspace.
ClickUp Account Executive Agent
The Account Executive agent coordinates the deal strategy. In the Sales Engineer example, this agent:
- Owns the overall opportunity context
- Requests help from other AI agents as needed
- Keeps notes on customer goals and timelines
Use this agent when you need a single view of the deal narrative and next steps.
ClickUp Account Researcher Agent
The Account Researcher agent focuses on discovery. In the ClickUp Sales Engineer setup, it can:
- Summarize public information about the account
- Highlight industry trends relevant to the prospect
- Prepare quick briefs for internal stakeholders
Use this agent early in the cycle to gather context before discovery calls.
ClickUp Customer Champion Agent
The Customer Champion represents the customer perspective. Within ClickUp, it is configured to:
- Advocate for customer outcomes and pain points
- Challenge assumptions that do not match the customer’s reality
- Refine messaging to resonate with decision makers
Use this agent when drafting emails, proposals, or value narratives.
ClickUp Demo Builder Agent
The Demo Builder agent translates requirements into demo flows. It can:
- Outline demo storylines based on discovery notes
- Recommend which product capabilities to showcase
- Help script key talking points and transitions
Use this agent after discovery to design demos that map clearly to customer needs.
ClickUp Implementation Specialist Agent
The Implementation Specialist agent focuses on rollout and delivery. In the ClickUp workspace, it:
- Turns requirements into implementation steps
- Surfaces risks and dependencies
- Outlines onboarding or enablement plans
Use this agent when customers ask about timelines, resources, or post‑sale success.
ClickUp Sales Engineer Agent
The Sales Engineer agent is the technical orchestrator. It is designed to:
- Translate business problems into technical solutions
- Coordinate with other AI agents for research and demos
- Produce structured documents like solution designs
Most of your presales technical work will move through this primary ClickUp agent.
Step 3: Start a New Deal in ClickUp
To run a new presales motion, model your work on the example shown in the Sales Engineer experience.
- Create or open a deal record
Use the main Sales Engineer agent or Account Executive agent to define the opportunity name, account, and high‑level goals. - Add context for the account
Paste notes from the CRM, emails, or intake forms into the conversation so agents can reference them. - Clarify the objective
State what you want to achieve, such as “prepare a discovery call plan” or “design a solution outline.”
Once the objective is clear, the Sales Engineer AI agents will begin collaborating using the shared context in ClickUp.
Step 4: Run Discovery Using ClickUp AI Agents
Follow a repeatable discovery sequence similar to the one illustrated on the source page.
- Account research
Ask the Account Researcher agent for a brief on the prospect’s industry, size, and public signals. - Discovery questions
Have the Sales Engineer agent propose discovery questions based on the account brief and your objective. - Customer alignment
Use the Customer Champion agent to refine the questions so they reflect the customer’s point of view. - Call preparation
Generate a one‑page discovery call plan summarizing goals, questions, and expected outcomes.
Store the outputs as notes or tasks inside the ClickUp workspace so they are easy to reuse across deals.
Step 5: Design Solutions and Demos in ClickUp
After discovery, move into solution and demo design using the specialization of each agent.
- Summarize discovery
Ask the Sales Engineer agent to condense discovery notes into clear requirements. - Solution outline
Have the Implementation Specialist agent translate requirements into an implementation outline with milestones. - Demo storyline
Use the Demo Builder agent to create a demo script and sequence that matches the solution outline. - Customer review
Engage the Customer Champion agent to check that messaging emphasizes outcomes, not just features.
Each artifact can be refined through iterative prompts, all within the same ClickUp deal workspace.
Step 6: Collaborate Across Roles in ClickUp
The real power of this Sales Engineer setup is how every agent shares context in one place.
- Sales leaders can review the Account Executive thread for deal status.
- Technical teams can focus on the Sales Engineer and Implementation Specialist outputs.
- Marketing and enablement can reuse Customer Champion narratives and Demo Builder scripts.
This shared structure turns the Sales Engineer space in ClickUp into a central hub for the entire revenue team.
Step 7: Adapt the ClickUp Setup for Your Organization
Use the example workspace as a blueprint:
- Mirror the agents
Create a similar set of AI agents in your own ClickUp environment with names that match your roles. - Standardize prompts
Document preferred prompts and workflows so your team can repeat them across opportunities. - Integrate with your stack
Connect your CRM and other systems so deal data flows into the ClickUp Sales Engineer space.
If you need help designing a broader revenue operations setup around this pattern, you can work with specialists such as Consultevo to build a scalable implementation.
Next Steps
Using the Sales Engineer AI agents as shown on the official example page, you can turn presales workflows into a repeatable, automated system inside ClickUp.
Review the full experience on the ClickUp Sales Engineer AI agents reference, then recreate the pattern in your own workspace, adapting agent roles, prompts, and outputs to match how your team sells and delivers.
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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