How to Use ClickUp AI Chat

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How to Use ClickUp AI in Chat

ClickUp offers built-in AI tools in Chat views and chat widgets so you can draft content, summarize conversations, and respond faster without leaving your ClickUp Workspace.

This how-to guide walks you step by step through enabling the feature, sending prompts, applying results, and managing settings so your team can get more done in less time.

Requirements to use ClickUp AI in Chat

Before you start, make sure your Workspace has access to ClickUp AI and that your permission settings allow you to use it inside Chat.

  • You must belong to a Workspace with a ClickUp AI trial or paid plan.
  • Your role must include access to ClickUp AI features.
  • You need access to at least one Chat view or a chat widget such as an assigned comment.

If you are unsure whether AI is enabled, contact your Workspace owner or admin. They can confirm the subscription status and turn on the feature when needed.

Where ClickUp AI appears in Chat views

Inside any Chat view, ClickUp AI is available directly in the message composer so you can generate or improve content where conversations are happening.

Access ClickUp AI in a Chat view

To open AI options from a Chat view:

  1. Open the Space, Folder, list, or Docs area that contains your Chat view.
  2. Select the Chat view from the view bar.
  3. Click into the message composer box at the bottom of the screen.
  4. Look for the AI icon or assistant prompt button next to the send controls.

When you select the AI control, a panel opens with prompt suggestions and tools tailored to working with ClickUp chat messages.

Use ClickUp AI in a chat widget

ClickUp chat widgets appear in several places, like task comments, assigned comments, and certain sidebars. The AI assistant is available in many of these locations.

  1. Open a task that contains a comment thread.
  2. Scroll to the comment composer field.
  3. Select the AI icon to show available prompt tools.
  4. Choose a suggestion or type your own instructions.

This allows you to keep context from tasks, subtasks, and related work items while drafting your messages.

How to send prompts to ClickUp AI

ClickUp AI responds to natural language prompts. You can use quick suggestions or write detailed instructions for more tailored responses.

Use suggested prompts in ClickUp Chat

When you first open the assistant in Chat, you will see a list of recommended prompts designed for common workflows.

Examples of what you can do include:

  • Draft a reply to the latest message in the thread.
  • Summarize the current conversation so far.
  • Rewrite a message to be shorter, clearer, or more friendly.
  • Translate text into another language for your teammates.

Select one of these suggestions and ClickUp AI will automatically use the relevant chat content as context.

Write a custom ClickUp prompt

You can also type your own instructions instead of using a suggested template.

  1. Open the AI assistant in the Chat view or chat widget.
  2. Click into the prompt input box.
  3. Describe what you need, for example: “Summarize the last 20 messages and highlight decisions and action items.”
  4. Press Enter or select the generate button.

The assistant analyzes the selected chat content along with your prompt and returns an AI-generated draft.

Working with ClickUp AI results

Once ClickUp AI generates a response, you can refine it and choose how to insert it into your messages.

Edit or regenerate AI output

After receiving a response:

  • Read the content to confirm that it matches your intent and tone.
  • Click into the result to manually edit any wording or details.
  • Use available controls, such as regenerate or modify tone, to try a new version if required.

Because AI results are suggestions, always review them carefully before sharing with your team.

Insert AI content into a ClickUp Chat message

When you are happy with the AI-generated text, you have several ways to add it to your conversation.

  1. Select the option to insert or apply the result to your message composer.
  2. Make final edits directly in the composer box.
  3. Add any extra context, mentions, or links needed for your teammates.
  4. Click Send to publish the message to the ClickUp Chat thread.

You can repeat this process as often as needed to draft replies or summaries throughout the discussion.

Use ClickUp AI to summarize chat threads

Long conversations can be hard to follow. ClickUp AI can create concise summaries to help your team quickly understand what happened and what comes next.

Summarize a ClickUp Chat conversation

To create a summary of a chat thread:

  1. Open the relevant Chat view.
  2. Launch the AI assistant from the message composer.
  3. Choose a suggestion such as “Summarize this conversation,” or type a custom prompt.
  4. Optionally specify a time range or focus area, like decisions, blockers, or deadlines.
  5. Review the summary, then insert it into the chat or copy it to a task, Doc, or comment.

This is useful for handing off work between teammates, preparing meeting recaps, or documenting decisions inside ClickUp tasks.

Best practices for ClickUp AI in Chat

To get the most value from AI features in Chat views and widgets, follow these best practices.

Give ClickUp AI clear instructions

Well-structured prompts lead to better results. When possible, include:

  • The goal of your message, such as requesting approval or outlining next steps.
  • The audience and desired tone, for example formal, concise, or friendly.
  • Any specific details that must be included, such as dates, owners, or priorities.

Adding this information helps the assistant produce content that fits your workflow inside ClickUp.

Keep sensitive data secure in ClickUp

Always follow your organization’s security and compliance guidelines when using AI features.

  • Avoid including confidential information in prompts unless your policies allow it.
  • Review AI-generated content before sending to make sure it does not reveal private data.
  • Coordinate with your admin or security team to understand how data is processed.

If your company needs help designing safe processes, you can find consulting support at Consultevo.

Manage ClickUp AI access and settings

Workspace owners and admins control who can use AI tools in Chat and across the platform.

  • Enable or disable ClickUp AI at the Workspace level.
  • Assign or remove AI seats for specific members or roles.
  • Monitor usage and adjust settings as your team adopts the feature.

For detailed, official information, including current plan availability and pricing, see the product documentation on the ClickUp Help Center at Use ClickUp AI in Chat.

Next steps with ClickUp AI in Chat

Once AI is enabled, encourage your team to experiment in a dedicated ClickUp Chat channel so they can test prompts and workflows safely.

  • Practice drafting replies and summaries in low-risk channels.
  • Build internal guidelines for how your team should use AI in ClickUp.
  • Document your best prompts in a shared Doc or pinned message.

By combining structured prompts, careful reviews, and clear policies, your Workspace can use ClickUp AI in Chat to speed up communication and keep everyone aligned on 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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