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ClickUp Customer Feedback Guide

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ClickUp Customer Feedback Guide

ClickUp gives teams a powerful way to centralize customer feedback and turn it into actionable work, especially when you pair it with AI agents designed for customer feedback management.

This how-to guide walks you through using AI agents to collect, organize, triage, and respond to feedback, based strictly on the official ClickUp customer feedback management solution.

Why Manage Feedback in ClickUp

Customer feedback often lives in different tools, channels, and spreadsheets. With AI agents inside ClickUp, you can bring everything together and keep your team aligned on what customers actually need.

The customer feedback AI agent helps you:

  • Capture feedback from multiple sources in a single workspace
  • Organize feedback into clear lists, tasks, and custom fields
  • Summarize long messages into concise insights
  • Prioritize requests based on impact and volume
  • Trigger follow-up workflows, tasks, and automations

Before You Start in ClickUp

To follow this process, you should have:

  • An active ClickUp workspace
  • Access to ClickUp AI agents for customer feedback management
  • Basic knowledge of Lists, Tasks, and Views

If you are still structuring your workspace, you can also explore implementation resources from specialists such as Consultevo to design scalable systems before you roll feedback out to the whole team.

Step 1: Add the Customer Feedback AI Agent in ClickUp

The first step is to enable the dedicated customer feedback AI agent in ClickUp so it can support your feedback workflows.

  1. Open your ClickUp workspace.

  2. Navig​ate to the AI agents section from your settings or sidebar.

  3. Locate the customer feedback management agent from the available AI agents.

  4. Enable the agent and assign it to the Space, Folder, or List where you manage customer input.

Once enabled, this AI agent can start helping your team classify, summarize, and route feedback directly inside ClickUp.

Step 2: Create a Central Feedback Hub in ClickUp

A dedicated Space or Folder in ClickUp keeps all feedback structured and searchable.

  1. Create a new Space or Folder called something like “Customer Feedback”.

  2. Inside that area, create Lists for different sources, such as:

    • Product feedback
    • Support feedback
    • Sales feedback
    • Marketing or website feedback

  3. Within each List, add custom fields like:

    • Customer type
    • Feature area
    • Urgency or impact
    • Feedback source (email, chat, survey, call, etc.)

This structure lets the AI agent in ClickUp sort and categorize entries in a consistent way.

Step 3: Capture Feedback From All Channels

Once your hub is ready, use ClickUp to bring feedback into one place.

Use ClickUp Tasks for Individual Feedback Items

Each piece of feedback should become a task in the appropriate List.

  1. Create a new task when you receive new feedback.

  2. Give the task a clear title that reflects the customer request or problem.

  3. Paste the full customer message in the task description.

  4. Fill out custom fields for source, customer type, and affected feature area.

Leverage AI Agents to Pull In Feedback

The customer feedback AI agent in ClickUp can assist you by:

  • Extracting key points from long conversations
  • Generating task titles from raw text
  • Auto-filling or suggesting tags and custom field values

By letting the AI agent handle this initial organization, your team spends less time on data entry and more time acting on insights.

Step 4: Summarize and Tag Feedback with ClickUp AI

Long customer emails, call transcripts, or chat logs can be condensed into clear, actionable notes with AI in ClickUp.

  1. Open a feedback task that contains a long message.

  2. Highlight the text or use the AI options within the task description.

  3. Ask the AI agent to summarize the feedback, focusing on:

    • Main problem or request
    • Impact on the customer
    • Urgency or frequency

  4. Insert the summary at the top of the task so teammates can quickly scan it.

  5. Ask the AI agent to propose labels or custom field values based on the text.

This method ensures your ClickUp feedback hub stays readable, even when you receive lengthy input from users.

Step 5: Prioritize Feedback in ClickUp

Not all feedback carries the same weight. The AI agent in ClickUp can help you prioritize based on themes, volume, and potential impact.

Set Up Priority Fields and Views

  1. Add a priority custom field or use the built-in Priority feature.

  2. Create Views that sort or group tasks by:

    • Priority level
    • Feature area
    • Customer segment

  3. Use filters to show only high-impact or time-sensitive items.

Use AI to Assess Impact

For each feedback task, you can prompt the AI agent to estimate potential impact or urgency based on the content, then adjust manually as needed. Over time this helps your team see which trends in ClickUp deserve roadmap attention.

Step 6: Link Feedback to Work in ClickUp

Feedback is most valuable when it connects to actual product or service improvements. Use ClickUp relationships and dependencies to link feedback tasks to work items.

  1. When a feature request is accepted, create or locate the relevant feature task or epic.

  2. Link feedback tasks to the feature using relationships.

  3. Group multiple similar feedback tasks under the same parent task or epic.

  4. Use comments to note which customer segments are most affected.

This gives product, support, and leadership teams a single view of how many customers requested each improvement, all within ClickUp.

Step 7: Respond to Customers Using ClickUp AI

Once you act on feedback, respond clearly to customers. ClickUp AI agents can draft tailored, polite, and on-brand replies.

  1. Open the relevant feedback task.

  2. Use the AI options to generate a response that:

    • Thanks the customer for their feedback
    • Explains any steps taken or planned
    • Sets realistic expectations on timing

  3. Review and edit the AI-generated message.

  4. Send your response through your normal support or communication channel.

Record the outcome in the task so anyone viewing it in ClickUp can see how the customer was updated.

Monitor and Improve Your ClickUp Feedback System

A strong customer feedback workflow in ClickUp will evolve as your product and processes grow.

  • Regularly review recurring themes surfaced by the AI agent.
  • Adjust custom fields and Views as new product areas emerge.
  • Use reporting or dashboards to track volume, resolution time, and satisfaction trends.

To learn more about how AI agents power this workflow, you can review the official solution page at ClickUp customer feedback management.

By following these steps, your team can transform scattered comments into a clear, AI-assisted customer feedback system directly inside ClickUp, ensuring every insight has a path to real product and experience improvements.

Need Help With ClickUp?

If you want expert help building, automating, or scaling your ClickUp workspace, work with ConsultEvo — trusted ClickUp Solution Partners.

Get Help

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