How to Use ClickUp AI Agents for Customer Advocacy
ClickUp offers AI Agents that act like specialized teammates so you can run customer advocacy programs without starting from scratch every time. This guide shows you step by step how to use the Customer Advocacy Coordinator agent to turn happy users into powerful advocates.
What the ClickUp Customer Advocacy Agent Does
The Customer Advocacy Coordinator is a pre-built AI Agent designed to help you grow, organize, and scale advocacy efforts across your workspace.
With this ClickUp AI Agent, you can:
- Capture detailed customer profiles and success stories
- Plan and manage advocacy campaigns end to end
- Draft outreach emails and social proof assets quickly
- Organize testimonials, case studies, and references in one place
The agent doesn’t replace your strategy. Instead, it works inside ClickUp to automate repetitive tasks so you have more time for high-impact conversations with customers.
How to Access ClickUp AI Agents
To start using the Customer Advocacy Coordinator, you first need access to ClickUp AI Agents in your workspace.
- Open your ClickUp workspace
Sign in to your account and make sure you have permission to use AI features.
- Navigate to AI Agents
From the main navigation, open the AI section where available agents are listed, including the Customer Advocacy Coordinator.
- Select the Customer Advocacy Coordinator
Choose this agent to open its dedicated workspace and tools tailored to customer advocacy tasks.
Once the agent is open, you will see prompts, tasks, and templates that guide your advocacy workflows directly in ClickUp.
Set Up Your ClickUp Customer Advocacy Workspace
Before diving into automation, configure a simple structure so the agent can organize your data effectively.
Create Core Folders in ClickUp
Use a clear hierarchy to keep advocacy work organized.
- Customer Profiles – store detailed information about key accounts and champions.
- Advocacy Opportunities – track reviews, case studies, and speaking requests.
- Customer Stories – keep drafts and final versions of success stories.
- Campaigns – manage outreach and advocacy initiatives.
Label your spaces and lists clearly so the AI Agent can reference them consistently inside ClickUp.
Define Advocacy Goals
Tell the Customer Advocacy Coordinator what success looks like:
- How many published stories you want this quarter
- What types of customer segments you are targeting
- Which channels matter most: reviews, webinars, events, or social proof
The clearer your goals, the better the agent can tailor suggestions and workflows.
Use the ClickUp Agent to Find and Qualify Advocates
The Customer Advocacy Coordinator helps you identify which customers are ready to become advocates.
Compile Potential Advocates in ClickUp
- Import customer lists
Add accounts from your CRM or existing spreadsheets as tasks or records.
- Tag satisfaction and fit
Use custom fields to track NPS scores, usage levels, or strategic fit.
- Ask the agent to suggest advocates
Prompt the ClickUp AI Agent to highlight accounts with strong signals of satisfaction and impact.
The agent can then help you prioritize who to contact first based on your defined criteria.
Qualify Advocates With AI-Powered Questions
Use the Customer Advocacy Coordinator to draft targeted qualification questions, such as:
- How they used your product to solve a key problem
- What measurable results they achieved
- What leadership or team roles they hold
Save these questions as templates inside ClickUp so your team can reuse them for every new potential advocate.
Build Customer Stories With ClickUp AI
Once you know who your advocates are, the AI Agent helps you turn raw details into polished, compelling stories.
Gather Inputs for Each Story
- Create a story task
For each advocate, create a task in your Customer Stories list in ClickUp.
- Attach notes and data
Add interviews, call notes, metrics, and quotes as comments, documents, or attachments.
- Summarize with the agent
Ask the Customer Advocacy Coordinator to summarize the key problem, solution, and outcome.
This gives you a structured snapshot of the story before you draft the full narrative.
Draft Case Studies and Testimonials in ClickUp
Use the AI Agent to generate different formats:
- Short testimonials – perfect for landing pages and social posts.
- Detailed case studies – include background, challenge, solution, and results.
- Speaker bios – for webinars, events, and customer panels.
Review and edit the AI drafts directly inside ClickUp docs or task descriptions. The agent can also help you refine tone and structure to match your brand voice.
Plan Advocacy Campaigns With ClickUp AI Agents
After your stories are ready, use the Customer Advocacy Coordinator to distribute and scale your programs.
Map an Advocacy Campaign in ClickUp
- Create a campaign list
Set up a dedicated list in ClickUp for each major advocacy initiative.
- Break it into phases
Use tasks for discovery, outreach, story creation, approval, and promotion.
- Assign owners and dates
Link each step to responsible team members and target deadlines.
The AI Agent can suggest timelines and task dependencies to keep campaigns realistic and on track.
Generate Outreach and Follow-Up Content
Use the agent to quickly draft:
- Initial outreach emails to invite customers to participate
- Follow-up messages to schedule interviews
- Thank-you notes and post-campaign check-ins
Store these templates in ClickUp so anyone on your team can launch consistent outreach with only a few edits.
Optimize and Scale Advocacy in ClickUp
As your program grows, the Customer Advocacy Coordinator helps you learn what works and where to improve.
Track Performance Metrics
In your ClickUp workspace, monitor metrics such as:
- Number of advocates recruited per quarter
- Published stories by segment or region
- Engagement from advocacy campaigns
Ask the AI Agent to analyze performance data and highlight patterns, blockers, or high-performing initiatives.
Continuously Improve Workflows
Use insights from the Customer Advocacy Coordinator to:
- Refine qualification criteria for ideal advocates
- Adjust campaign cadences and channels
- Standardize the best-performing templates and processes
Over time, your advocacy motion becomes a repeatable, scalable engine built directly into ClickUp.
Next Steps and Additional Resources
To explore how AI can support other parts of your operations, you can learn more about advanced implementations and consulting at Consultevo.
For full details about the Customer Advocacy Coordinator AI Agent, including capabilities and the latest feature updates, visit the official page at ClickUp Customer Advocacy Coordinator.
By combining structured workspaces, clear goals, and the Customer Advocacy Coordinator AI Agent, you can turn customer success into a sustainable advocacy program powered by ClickUp.
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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