ClickUp AI Agents Setup Guide

/ ClickUp / By

How to Use ClickUp AI Agents in Your Workspace

ClickUp AI Agents help you automate work, answer questions, and execute tasks directly inside ClickUp so your team can move faster with less manual effort.

What ClickUp AI Agents Can Do

Before you set anything up, it helps to understand what these agents are designed to handle for you.

  • Search and summarize information across your workspace
  • Draft, edit, and refine content based on your data
  • Take actions on tasks, docs, and views when prompted
  • Follow structured workflows to complete multi-step processes

Each agent works with your workspace context so your results are tailored to your projects and documentation.

How ClickUp AI Agents Work

ClickUp AI Agents combine your workspace data, system instructions, and user prompts to generate results and perform actions.

  1. They read context: tasks, docs, views, and connected data become reference material.
  2. They follow rules: system instructions define what an agent should and should not do.
  3. They respond to prompts: users describe what they need, and the agent returns answers or actions.
  4. They improve over time: you refine instructions and prompts to get more reliable outcomes.

This approach makes each agent specialized for the type of work or team you support.

Getting Started with ClickUp AI Agents

Use this step-by-step process to enable and access agents inside your workspace.

Step 1: Enable AI Features in ClickUp

  1. Sign in to your workspace as an owner or admin.
  2. Open Settings from the sidebar.
  3. Go to the AI or add-ons section, depending on your plan.
  4. Confirm that AI features and agents are turned on for your workspace.

If you do not see the option, your plan may not yet include AI Agents or the feature may still be rolling out. In that case, review the feature details on the official guide at ClickUp AI Agents.

Step 2: Open the ClickUp AI Panel

Once AI is enabled, you can access the agent interface from several areas.

  • From a task, open the AI tools in the task sidebar.
  • From a doc, use the AI toolbar to interact with agents.
  • From global navigation, open the AI or command center panel, if available on your plan.

The AI panel is where you select or configure an agent and start sending prompts.

Creating a Custom ClickUp AI Agent

Custom agents let you define behavior tailored to your team, such as support, operations, or product management workflows.

Step 3: Define the Agent’s Role

  1. Open the AI or agents panel.
  2. Select the option to create a new agent or assistant.
  3. Give the agent a clear name that describes its purpose, such as “Support Agent” or “Product Spec Writer”.
  4. Write a short description for your team so they know when to use it.

A focused role keeps responses consistent and easier for users to trust.

Step 4: Add System Instructions in ClickUp

System instructions act as permanent guidelines your agent will follow.

  • Describe who the agent is and who it helps.
  • List tasks it should prioritize.
  • Specify what it must avoid, such as making legal decisions or editing certain data.
  • Explain tone and format, for example: “always respond with bullets and short sentences.”

The clearer and more concrete your instructions, the better the agent will stay on task.

Step 5: Configure Data Access

Your agent’s power comes from the data it can read in ClickUp.

  1. Select which Spaces, Folders, or Lists the agent can use as context.
  2. Decide if it should access docs, tasks, or both.
  3. Align access with your workspace permissions and privacy standards.

Only grant access to the data required for the agent’s role so you maintain a principle of least privilege.

Using ClickUp AI Agents in Daily Work

After configuration, your team can start using agents in routine workflows.

Common Ways to Use Agents in ClickUp

  • Support triage: summarize tickets and propose next actions.
  • Project updates: analyze task status and draft progress summaries.
  • Content drafting: create outlines, descriptions, or user stories from references.
  • Research assistance: search docs and tasks, then compile findings.

Encourage team members to keep prompts specific and to reference the agent’s role for best results.

Prompting Tips Inside ClickUp

To improve response quality, follow these guidelines when writing prompts.

  • State the goal, such as “summarize”, “compare”, or “plan”.
  • Point to the context: the doc, list, or task the agent should read.
  • Define output structure, for example, “3 bullets and a short conclusion”.
  • Mention audience and tone when relevant.

Well-structured prompts reduce back-and-forth and yield more accurate answers.

Managing and Improving ClickUp AI Agents

Ongoing management keeps your agents aligned with your processes and policies.

Review and Update Instructions

  1. Collect feedback from users on where responses are strong or weak.
  2. Adjust system instructions to correct misunderstandings.
  3. Refine examples and add specific do and don’t lists.
  4. Test new instructions with real prompts before rolling out broadly.

Make these reviews part of your regular workflow, especially when your processes change.

Control Access and Governance in ClickUp

Workspace governance ensures agents follow your standards.

  • Limit who can create or edit agents to admins or leads.
  • Document each agent’s purpose, owners, and data scopes.
  • Monitor how agents are used in sensitive projects or workspaces.

Clear governance helps teams adopt AI safely and confidently.

Resources for Optimizing ClickUp AI Agents

To go deeper into advanced agent configuration and best practices, rely on detailed platform documentation and expert guidance.

  • Consult the official agent guide at ClickUp AI Agents Guide for the latest feature specifics.
  • Work with productivity and AI specialists, such as the team at Consultevo, to design scalable workflows.

By following these steps and iterating on your configuration, you can build reliable ClickUp AI Agents that automate routine work, surface knowledge on demand, and keep your projects moving with less manual coordination.

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

“`