Custom Agents in ClickUp
Custom Agents in ClickUp let you build tailored AI assistants that understand your workspace, follow your processes, and automate complex workflows. This guide walks you through how to create, configure, and manage these agents step by step.
What are Custom Agents in ClickUp?
Custom Agents are AI-powered assistants that you design for specific use cases inside ClickUp. These agents can reference your workspace data, follow custom instructions, and be reused across different tools and features.
Instead of using a generic AI, you can create agents that know your product, team, or workflow and respond with consistent, context-aware outputs.
Requirements to use Custom Agents in ClickUp
Before you start, make sure your workspace meets the requirements for Custom Agents in ClickUp.
- You must have access to ClickUp Brain features.
- You need permission to manage or create AI settings in your workspace.
- Your workspace plan must include access to Custom Agents, as availability can vary by plan.
If you are uncertain whether your plan includes these features, contact your workspace admin or review your plan details.
How to open the Custom Agents settings in ClickUp
You can manage all Custom Agents from a central settings area.
- Sign in to your ClickUp workspace.
- Open the Settings or ClickUp Brain section, depending on your workspace layout.
- Navigate to the area labeled Custom Agents or similar AI configuration options.
From here, you can create new agents, edit existing ones, or manage how they are used across tools.
How to create a new Custom Agent in ClickUp
The main steps to create a Custom Agent in ClickUp are simple. Follow these to build your first agent.
- Open the Custom Agents page.
Use the steps above to access the Custom Agents settings. - Click the option to create a new agent.
Look for a button such as New Agent or Create Agent. - Give your agent a name and description.
Pick a clear name that reflects the agent’s role, such as Customer Support Agent or Product Documentation Agent. - Define the agent’s purpose and instructions.
Describe what the agent should do, who it serves, and what tone or style it should use. Be specific so the agent can provide consistent responses. - Add or configure data sources.
Connect workspace items, documents, or other relevant data that the agent is allowed to use. This gives it context for better answers. - Adjust advanced settings if available.
Some configurations may let you fine-tune how strictly the agent follows instructions, what it can access, or how it responds. - Save your Custom Agent.
Once you are done, save or publish the agent so it becomes available across ClickUp.
How to configure Custom Agents in ClickUp
After creating an agent, you can refine it for better performance and more accurate responses.
Set clear instructions for your ClickUp agent
Instructions are the core of your Custom Agent. They should cover:
- The agent’s main responsibilities.
- The audience it serves, such as internal teams or customers.
- Preferred tone and style, like formal, concise, or friendly.
- Specific do’s and don’ts, such as topics to avoid or escalation rules.
Update these instructions over time as you see how the agent performs.
Connect workspace data to your ClickUp agent
Custom Agents can draw on your workspace data to provide relevant, context-aware answers.
- Link task lists, docs, or spaces that the agent should reference.
- Limit access to sensitive areas so the agent only uses approved information.
- Use clearly organized docs and tasks to improve response quality.
Keeping your content structured and up to date helps the agent respond more accurately inside ClickUp.
Control usage and access for ClickUp agents
Admins can control who can use or manage each Custom Agent.
- Choose whether an agent is available workspace-wide or only to certain teams.
- Define who can edit instructions and data sources.
- Restrict sensitive agents to specific roles or members.
Thoughtful access control helps maintain quality and security while still allowing broad use of AI assistance in ClickUp.
Where you can use Custom Agents in ClickUp
Once created, Custom Agents can appear across different tools, depending on your workspace configuration.
- Use them to generate or refine task descriptions.
- Summarize long docs, meeting notes, or comment threads.
- Draft replies or content based on your guidelines.
- Help teammates search information faster using workspace context.
Because they are reusable, you can rely on the same Custom Agent for consistent outputs in multiple places.
Best practices for building ClickUp Custom Agents
Use these practical tips to get better results from your Custom Agents.
Start with a focused purpose
Give each Custom Agent a single, clear purpose. For example:
- Support ticket summarization.
- Technical documentation drafting.
- Marketing copy generation with specific brand rules.
- Internal process Q&A for your team.
Focused agents tend to perform more reliably than agents that try to do everything at once.
Iterate based on real usage
After deploying an agent in ClickUp, review how it is used.
- Collect feedback from teammates.
- Identify recurring issues or misunderstandings.
- Refine instructions and adjust data sources accordingly.
Continuous improvements help your Custom Agents stay aligned with your workflows.
Protect sensitive information
Only connect data sources that the agent truly needs. If content is sensitive, verify that only appropriate teams can use that agent. Review permissions regularly.
How to edit or delete Custom Agents in ClickUp
You can update or remove agents at any time from the Custom Agents area.
Edit an existing ClickUp Custom Agent
- Open the Custom Agents settings page.
- Select the agent you want to update.
- Edit the name, description, instructions, or data sources.
- Save your changes so they apply across the workspace.
Editing lets you keep using the agent while improving its behavior.
Delete a ClickUp Custom Agent
- Navigate to the Custom Agents list.
- Find the agent you no longer need.
- Choose the option to delete or remove it.
- Confirm the deletion when prompted.
After deletion, the agent will no longer appear as an option in tools across ClickUp.
Troubleshooting Custom Agents in ClickUp
If your Custom Agent is not behaving as expected, use these checks.
- Check instructions: Make sure they are clear, specific, and up to date.
- Review data sources: Confirm that relevant docs and tasks are connected and accurate.
- Verify permissions: Ensure users have access to the agent and to the data it relies on.
- Confirm plan and feature access: Some behavior may depend on your workspace plan.
If issues persist, consult official documentation or support resources for the most recent guidance.
More resources for optimizing ClickUp
To explore strategic ways to implement AI and workspace organization, you can review consulting resources at Consultevo. For full, up-to-date technical details about Custom Agents and related features, refer to the official documentation at this ClickUp Custom Agents article.
By carefully planning instructions, connecting the right data, and iterating over time, you can use Custom Agents in ClickUp to standardize responses, streamline workflows, and support your team with powerful AI assistance.
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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