Getting Started with ClickUp AI Agents

ClickUp AI Agents help you automate support, answer questions, and streamline work across your workspace. This guide walks you through enabling, configuring, and using AI Agents step by step so your team can get value from day one.

What Are ClickUp AI Agents?

AI Agents in ClickUp are workspace assistants powered by artificial intelligence. They can read and act on content in your workspace to support your teams, projects, and processes.

From the source documentation at ClickUp AI Agents Getting Started, AI Agents are designed to:

• Answer questions about your workspace and processes
• Summarize and search information stored in tasks, docs, and more
• Follow instructions to perform routine work
• Support teams with tailored expertise, like product or support knowledge

Admins configure how these agents behave, what data they can access, and which teams can use them.

Prerequisites to Use ClickUp AI Agents

Before you create or use ClickUp AI Agents, make sure your workspace meets the following requirements.

Workspace and Plan Requirements in ClickUp

• You must be on a plan that supports AI features and AI Agents.
• You need admin or owner permissions to configure global AI Agent settings.
• Members who use agents must have access to the locations and data the agent is allowed to reference.

Check with your workspace admin if you are unsure whether AI is enabled in your ClickUp plan.

Access and Permissions for ClickUp AI Agents

AI Agents follow the same underlying permission model as ClickUp:

• Agents can only surface or act on data that a user is already allowed to see.
• Admins can limit which spaces or lists an agent is allowed to reference.
• Visibility can be adjusted later if your governance rules change.

This ensures that sensitive work is protected while still allowing AI to assist across your workspace.

How to Enable ClickUp AI Agents

Once your workspace is eligible, you can enable AI Agents from your settings. The exact labels may differ slightly based on updates, but the overall process is consistent.

1. Open your ClickUp workspace settings from the main sidebar.

2. Navigate to the AI or AI Agents section under workspace features.

3. Turn on the AI Agents feature for your workspace if it is not already enabled.

4. Review any global AI usage settings, such as data access and compliance options.

After enabling the feature, you can start creating the first AI Agent for your organization.

Creating Your First ClickUp AI Agent

Creating an AI Agent in ClickUp is a guided process. Follow these steps to define the agent’s role, scope, and personality.

Step 1: Choose a Role for Your ClickUp AI Agent

Decide what this AI Agent should help with. Common roles include:

• Support assistant to answer help questions from documentation
• Product specialist to explain features or workflows
• Project coordinator to summarize tasks and next steps
• Knowledge base guide to search and surface internal docs

Clarifying the role helps you create precise instructions and better responses.

Step 2: Define Instructions and Tone

Next, create a clear instruction set for your ClickUp AI Agent.

• Describe who the agent is and who it serves.
• Explain what it should and should not answer.
• Define the voice and tone (formal, friendly, concise, etc.).
• List any special formatting requirements, such as bullet points or short answers.

These instructions act as the agent’s guidelines whenever it responds inside your workspace.

Step 3: Configure Data Sources in ClickUp

To answer questions accurately, your AI Agent needs access to the right data. In ClickUp you can connect the agent to specific information sources, such as:

• Selected spaces, folders, or lists
• Docs that contain process guides or policies
• Knowledge bases or wikis maintained by your teams

Limit access to only the locations the agent truly needs. This keeps responses focused and respects internal security standards.

Step 4: Set Usage Permissions

Determine who can use this ClickUp AI Agent.

• Allow all workspace members, or limit to selected teams.
• Adjust access based on team function, such as support or product.
• Update permissions as you expand the rollout.

Saving these settings publishes the AI Agent so your users can start interacting with it.

Using ClickUp AI Agents in Your Workspace

After an agent is created, team members can access it in different areas of ClickUp depending on your configuration.

Ask Questions with a ClickUp AI Agent

Team members can open the AI interface and select the appropriate AI Agent to ask questions, for example:

• “How do I submit a request for a new feature?”
• “Summarize the latest updates in this project.”
• “Where is the documentation for onboarding?”

The AI Agent responds based on your instructions and the data sources you granted.

Use ClickUp AI Agents in Tasks and Docs

In many cases, ClickUp allows you to use AI directly within tasks and docs. When an AI Agent is selected:

• It can summarize long task threads.
• It can create outlines or draft content based on your prompts.
• It can pull in relevant links or references from connected docs.

This keeps work contextual and reduces manual searching.

Refine Responses from Your ClickUp AI Agent

If an answer from the AI Agent needs improvement, you can refine it:

• Ask follow-up questions to clarify details.
• Request a different format, such as bullet points or step-by-step instructions.
• Provide feedback to your admin so they can fine-tune the agent configuration.

Over time, better instructions and curated data sources will improve the overall quality of responses.

Best Practices for Managing ClickUp AI Agents

To maintain reliable and secure AI usage in ClickUp, apply these ongoing practices.

Review and Update Agent Instructions Regularly

As your processes evolve, revisit the instructions for each ClickUp AI Agent.

• Update role descriptions when teams change responsibilities.
• Add clarification for new or updated workflows.
• Remove outdated examples or references.

Keeping instructions current ensures the agent stays aligned with real-world expectations.

Audit Data Access in ClickUp

Schedule periodic reviews of agent data sources:

• Confirm that each AI Agent only accesses necessary spaces and docs.
• Remove legacy locations no longer used.
• Adjust visibility when new sensitive projects are created.

This approach balances productivity gains with strong data governance.

Train Teams on Responsible AI Usage

Help your teams understand how to use ClickUp AI Agents effectively.

• Explain what the agent can and cannot do.
• Encourage validation of critical answers against official docs.
• Share example prompts that produce high-quality results.

Clear guidance improves adoption and reduces confusion.

Next Steps and Additional Resources

Once your ClickUp AI Agents are set up and in use, continue to experiment with new roles and use cases that support your teams. For broader workflow optimization and implementation strategy, you can also consult specialists at Consultevo to complement your internal setup.

To stay up to date with the latest capabilities and configuration options for ClickUp AI Agents, always refer to the official guide at ClickUp AI Agents Getting Started.

By following this how-to guide, your organization can configure, manage, and continually improve AI Agents in ClickUp so they become reliable partners in your daily work.

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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