How to Create and Use AI Agents in ClickUp

ClickUp now includes powerful AI agents that you can configure to automate work, answer questions, and support your team across tasks, Docs, and spaces. This guide walks you through creating and using AI agents step by step, based on the official AI agents experience.

What Are AI Agents in ClickUp?

AI agents in ClickUp are configurable, conversational helpers that live inside your workspace. They can access workspace context, follow instructions, and assist teammates directly where work happens.

From a single place, you can:

• Design agents with custom instructions and behavior
• Give them access to specific spaces, folders, or lists
• Let teammates interact with them in tasks, Docs, and views
• Improve consistency in how knowledge is used across your organization

AI agents are managed in a central hub so you always know which assistants exist, who can use them, and what they can see.

How to Access AI Agents in ClickUp

Before you create your first agent, you need to open the dedicated AI agents area in ClickUp. From there, you can manage every agent in one place.

1. Sign in to your ClickUp workspace with the correct permissions.

2. Open the AI section from your main navigation or workspace sidebar.

3. Locate the AI agents hub, where existing agents and creation tools are listed.

If you are evaluating different workspace setups or planning an implementation, you can also review expert configuration tips on Consultevo for additional strategy guidance.

How to Create a New ClickUp AI Agent

Creating an AI agent in ClickUp follows a structured flow. You define who the agent is, what it should know, and where it can help.

Step 1: Start a New ClickUp Agent

1. In the AI agents hub, click the option to create a new agent.

2. Choose to start from a template or build from scratch, depending on your use case.

3. Give your agent a clear name that reflects its purpose, such as “Support Knowledge Guide” or “Sales Playbook Assistant.”

A distinct name helps teammates quickly understand when to call on the agent in ClickUp.

Step 2: Define the Agent’s Role and Personality

The next step is teaching the agent how it should behave. In ClickUp, you do this with instructions that describe its role, tone, and goals.

When configuring your agent, consider specifying:

• Primary role: For example, “project manager assistant,” “QA reviewer,” or “product knowledge bot.”
• Tone and style: Friendly, formal, concise, or detailed responses.
• Limits: Topics it should avoid, or situations where it should ask the user for confirmation.

Clear instructions set expectations and improve the quality of responses the agent gives inside ClickUp.

Step 3: Connect the Right Knowledge Sources

AI agents are most useful when they are grounded in the right data. In ClickUp, you can connect the agent to workspace content so it answers based on your real work.

Typical sources include:

• Docs that store process, SOPs, or product details
• Spaces, folders, and lists related to a specific team
• Key tasks such as templates or evergreen reference items

Select only the areas that match the agent’s purpose. For example, a “Marketing Content Agent” might need access to your content strategy Docs and campaign lists, but not to internal finance spaces.

Step 4: Set Permissions and Visibility

Each agent should be visible only to the right audience. In ClickUp, you can configure who can find and use an agent.

When you create an agent, decide:

• Is the agent available to the entire workspace or only certain teams?
• Can guests or external collaborators interact with this agent?
• Who is allowed to edit its settings, instructions, and connected data?

Good permission design keeps agents secure while still making them easy to use.

How to Use a ClickUp AI Agent in Your Work

Once your agent is live, teammates can start using it in multiple places across ClickUp. The exact layout may vary, but the interaction pattern is consistent.

Using AI Agents in Tasks

In a task view, you can typically open the AI area and choose the relevant agent. From there, you can:

• Ask questions about related Docs, tasks, or processes
• Summarize long comment threads or task histories
• Generate checklists or action items based on descriptions
• Refine existing descriptions or acceptance criteria

The agent leverages your task’s context and the knowledge you provided when configuring it.

Using AI Agents in Docs

Inside Docs, your ClickUp AI agent can help draft, edit, and analyze content, such as:

• Creating first drafts that follow your templates or SOPs
• Rewriting sections for clarity, tone, or length
• Answering questions about policies or procedures referenced in the Doc
• Pulling in related details from connected lists and tasks

Because the agent has access to workspace knowledge, it can align Doc output with your organization’s standards.

Using Agents Across Your Workspace

Depending on your configuration, agents in ClickUp can also appear in other views or sidebars. You might use them to:

• Explain dashboards or reports using natural language
• Provide onboarding help to new team members
• Standardize responses to common internal questions

Each interaction helps you refine the agent’s role and highlight new opportunities for automation.

Best Practices for Managing ClickUp AI Agents

To keep your ClickUp AI agents effective and reliable, regularly review their behavior and update their settings.

Refine Instructions Over Time

Monitor how teammates use the agent and what kind of answers they receive. If responses are off-target, adjust your instructions to clarify:

• What the agent should prioritize in answers
• When it should ask follow-up questions
• How it should handle incomplete or conflicting data

Small tweaks can significantly improve how useful the agent feels in everyday ClickUp workflows.

Maintain Clean Knowledge Sources

Because agents rely on your connected data, outdated Docs or cluttered spaces can reduce answer quality. Periodically:

• Archive or restrict retired processes
• Update key reference Docs with the latest information
• Remove unnecessary lists from the agent’s access if they add noise

Streamlined sources help the agent deliver clear, trustworthy guidance.

Review Access and Security

As your workspace grows, revisit which teams can use each agent. In ClickUp, align access with your internal policies by ensuring:

• Sensitive information is only used by agents tied to appropriate teams
• Editor rights are limited to owners or admins
• Public-facing agents avoid proprietary or confidential details

Thoughtful management keeps AI adoption safe and scalable.

Where to Learn More About ClickUp AI Agents

If you want deeper technical details and the latest capabilities, visit the official feature overview at the ClickUp AI agents page. There you can see current options, configuration screens, and any new updates to the experience.

With these steps and best practices, you can confidently create, configure, and deploy AI agents inside ClickUp to support your teams, accelerate documentation, and automate routine work across your workspace.

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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