How to Use ClickUp Agents

ClickUp Agents let you create AI-powered assistants that work directly in your ClickUp Workspace to answer questions, automate tasks, and build custom workflows tailored to your team.

This how-to guide walks you step-by-step through accessing, creating, using, and managing these AI agents so you can get the most value from them.

What Are ClickUp Agents?

Agents are AI tools that live inside your Workspace and use your existing work to respond intelligently. They can reference your Docs, tasks, and other items to give answers that are specific to your organization.

You can:

• Ask questions about your work and processes.
• Generate new content like summaries, outlines, or drafts.
• Run consistent workflows with custom instructions.

Each agent can be customized with specific instructions, tools, and permissions to match a role, such as a project manager assistant, content helper, or support assistant.

How ClickUp Agents Work

Agents act as assistants that understand your Workspace context. They can read relevant items and use that knowledge when responding, so you get personalized, actionable output instead of generic AI responses.

They are available directly in the task and Doc sidebars through an app integration. When you open the app, you can choose which agent to use, send prompts, and see replies in a running conversation.

Requirements for Using ClickUp Agents

Before setting up agents, confirm that your Workspace meets the requirements listed on the official help center page. Only Workspaces that support the AI features outlined in the source documentation can use agents.

For the latest eligibility details, supported plans, and any usage limits, review the official article on What are ClickUp Agents.

How to Access the ClickUp Agents App

You can open the app inside tasks and Docs so that the agent is always available where you work most.

Open the ClickUp Agents App in a Task

1. Open any task in your Workspace.
2. Look to the right-side sidebar for the apps area.
3. Select the app icon that opens agents.
4. Choose the agent you want to interact with from the list.

Once open, you can start typing prompts or questions and see the conversation history with that assistant.

Open the ClickUp Agents App in a Doc

1. Open a Doc in your Workspace.
2. Locate the right sidebar where integrations and tools live.
3. Click the agents app icon.
4. Pick the agent that fits what you are doing, such as a writing-focused assistant.

This makes it easy to ask the agent to improve, summarize, or restructure your content while staying focused on your work.

How to Use Agents in ClickUp

Once you have the app open, you can interact with agents through simple prompts and let them process Workspace information for you.

Ask Questions About Your Work

1. Open a task or Doc and launch the app.
2. Select an agent configured for research or knowledge queries.
3. Type a clear question, such as a status query or a process explanation.
4. Review the agent response and follow up with more questions as needed.

Because agents can reference your Workspace content, they can explain current work, summarize tasks, or give tailored guidance.

Generate and Edit Content with ClickUp Agents

1. Choose a writing-oriented agent in the app.
2. Provide a prompt, such as “Summarize this Doc” or “Draft a task description based on the checklist.”
3. Let the agent generate content.
4. Copy the response into your Doc or task, or refine it with follow-up prompts.

You can use agents to create outlines, brainstorm ideas, rewrite existing text, or turn meeting notes into action items.

How to Create a New ClickUp Agent

You can create custom agents with specific roles, instructions, and tools to match your workflows.

Steps to Create a Custom Agent

1. Open the app from any supported location in your Workspace.
2. Look for the option to manage or create agents.
3. Click to add a new agent.
4. Give your agent a clear name that reflects its purpose.
5. Add a description or instructions that explain how it should respond.
6. Choose what tools or data the agent can access, if available for your plan.
7. Save the agent to make it available to your Workspace.

After creation, the new assistant will appear in the agent list inside the app, and users with access can start using it.

How to Manage ClickUp Agents

Managing agents ensures they stay aligned with your team’s processes and privacy requirements.

Edit an Existing Agent

1. Open the Agents app in a task or Doc.
2. Go to the agent management area.
3. Select the agent you want to edit.
4. Update its name, instructions, or settings to reflect new needs.
5. Save your changes.

Editing lets you refine an assistant over time, improve its results, and keep it matched to your evolving workflows.

Control Access and Visibility

Depending on Workspace options, you may be able to limit which users can see and use particular agents.

• Restrict sensitive agents to specific teams or roles.
• Keep experimental agents private while testing.
• Share stable, proven agents widely to drive adoption.

Follow your organization’s governance and security guidelines when configuring these assistants.

Best Practices for Using ClickUp Agents

To get consistent value from agents, combine clear instructions with ongoing optimization.

• Write specific prompts: Include context, goals, and constraints.
• Define agent roles: Create separate assistants for support, documentation, project planning, and more.
• Iterate on instructions: Refine descriptions if responses are too broad or off-topic.
• Review outputs: Treat responses as suggestions and verify them before taking action.

As your team learns how each assistant behaves, you can improve instructions and structure for more accurate results.

Where to Learn More About ClickUp Agents

For the most accurate, up-to-date capabilities, limitations, and configuration details, always refer to the official help center article on ClickUp Agents. Product behavior and requirements can change, and the help center will reflect the latest information.

If you need implementation guidance, process design, or broader workspace optimization, you can also consult expert resources such as Consultevo to help you design effective AI-driven workflows.

By setting up, customizing, and continuously refining your agents, you can turn your Workspace into an intelligent system that streamlines everyday work and supports your team across tasks, Docs, and projects.

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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