Master ClickUp AI Agents

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How to Use ClickUp AI Agents

ClickUp offers AI Agents that act like smart teammates, helping you answer questions, draft content, and streamline work directly inside your workspace. This guide explains how to access, create, and use these agents step by step.

What Are ClickUp AI Agents?

AI Agents in ClickUp are configurable digital assistants that automate tasks and enhance productivity. They can be tailored to your workflows, departments, or projects and accessed across the platform where AI features are available.

  • Work as on-demand helpers for your team
  • Use your workspace context to provide better answers
  • Can be customized with specific roles and instructions

Each agent can be reused wherever ClickUp AI is available, reducing repetitive manual work and keeping responses consistent.

Where ClickUp AI Agents Are Available

You can interact with AI Agents across core ClickUp experiences. Look for AI entry points in:

  • Task views and comments
  • Docs and Notes
  • Chat views
  • Whiteboards and other supported areas

Anywhere you see the AI icon, you can usually choose an agent to respond or assist.

How to Open the ClickUp AI Agents Icon

The central place to manage agents is the AI Agents icon in the workspace. Use it to create, edit, and test agents.

Step 1: Locate the AI Agents Icon in ClickUp

  1. Open your ClickUp workspace.
  2. Look for the AI or AI Agents icon, usually in the sidebar or AI toolbar, depending on your layout.
  3. Click the icon to open the AI Agents panel.

The AI Agents panel is your control center for viewing existing agents and creating new ones.

Step 2: Understand the AI Agents Panel

Inside the panel you will typically see:

  • A list of existing agents with names and brief descriptions
  • Buttons or links to create a new agent
  • Options to edit, duplicate, or delete agents

From here you can decide whether to use an existing configuration or set up a new custom assistant tailored to your workflows in ClickUp.

How to Create a New ClickUp AI Agent

Creating a new AI Agent in ClickUp involves defining how the agent should behave, what information it can use, and who can access it.

Step 1: Start a New Agent

  1. Open the AI Agents panel via the icon.
  2. Click Create Agent or a similar button.
  3. Choose a starting point, such as a blank agent or a suggested template (for example, Support Agent, Project Manager, or Content Assistant).

Step 2: Name and Describe Your Agent

Provide clear details so your team understands the purpose of the agent:

  • Agent Name: Use a concise, role-based name (e.g., “Marketing Planner” or “Product Support Agent”).
  • Description: Explain what the agent does and when to use it.

Clear naming standards make it easier to distinguish between multiple ClickUp agents.

Step 3: Configure Agent Instructions

Define how your agent behaves by adding detailed instructions:

  • What type of questions the agent should answer
  • The tone of voice (formal, friendly, concise, etc.)
  • How it should format responses (bullets, steps, summaries)
  • What it should avoid doing or saying

The more specific the instructions, the more consistent and reliable the agent will be in ClickUp.

Step 4: Connect Workspace Context

To make your agent actually helpful, connect it with relevant information sources:

  • Docs or knowledge bases
  • Project spaces or folders
  • Specific tasks or lists that contain reference material

By linking workspace context, the agent can give answers tailored to your internal processes and projects.

Step 5: Set Access and Permissions

Decide who in ClickUp can use or manage the agent:

  • Limit access to certain teams or spaces if necessary
  • Control who can edit agent settings vs. who can only use it
  • Align permissions with your security and governance rules

Proper permission settings ensure that agents remain consistent and are not changed accidentally by unauthorized users.

How to Use ClickUp AI Agents in Your Workflows

Once an agent is created, you can use it in daily work to accelerate tasks and reduce manual effort.

Use Agents Inside Tasks

  1. Open a task in ClickUp.
  2. Locate the AI button within the task description or comments.
  3. Select your desired agent from the list.
  4. Ask a question or request an action, such as summarizing activity, drafting an update, or generating a checklist.

The agent will respond using your task context and any connected knowledge sources.

Use Agents in Docs and Notes

  1. Open a Doc or Note in ClickUp.
  2. Click the AI option in the editor.
  3. Choose the agent best suited for the content (for example, a content writer agent for blog drafts).
  4. Provide a prompt, such as “Outline a project plan based on this doc” or “Summarize this page for executives.”

This helps you generate structured content, summaries, and edits without leaving the document.

Use Agents in Chat and Collaboration

  1. Open a Chat or communication view.
  2. Invoke AI where available and select an agent.
  3. Ask questions like “What are the latest updates on project X?” or “Draft a reply summarizing our current status.”

Responses can then be shared directly with teammates or converted into tasks within ClickUp.

Best Practices for ClickUp AI Agents

To get consistent value from AI Agents, follow these recommendations:

  • Review and refine agent instructions regularly
  • Align agents with specific teams or departments
  • Provide high-quality reference docs and project data
  • Test agents with real-world scenarios before rolling out widely

Iterating on configuration helps your ClickUp agents become more accurate and useful over time.

Troubleshooting ClickUp AI Agents

If your agents are not responding as expected, try the following:

  • Check instructions for conflicts or vague wording
  • Verify that the agent has access to the correct spaces or docs
  • Confirm user permissions and access levels
  • Review recent changes to agent configuration

Often, small adjustments to instructions or context can significantly improve the output quality.

Learn More About ClickUp AI Agents

For more details and official documentation about AI Agents, visit the source page on the ClickUp website: ClickUp AI Agents overview.

If you need tailored consulting or implementation help around productivity systems or AI workflows, you can also explore services from Consultevo, which focuses on optimizing tools and processes for teams.

By configuring agents thoughtfully and using them across tasks, docs, and chats, you can turn ClickUp into a powerful, AI-enhanced workspace that saves time and creates more consistent output for your entire organization.

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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