How to Use the ClickUp Net Promoter Score AI Agent

The ClickUp Net Promoter Score AI Agent helps you collect, interpret, and act on NPS feedback so you can improve customer loyalty and product decisions without leaving ClickUp.

This step-by-step guide walks you through setting up the AI Agent, running NPS analyses, and turning insights into tasks your team can execute.

What the ClickUp Net Promoter Score AI Agent Does

The Net Promoter Score AI Agent in ClickUp is designed to simplify how you gather and understand NPS responses across your customer base.

With this AI Agent, you can:

• Summarize customer sentiment from NPS surveys
• Identify promoters, passives, and detractors
• Highlight recurring themes and issues
• Generate recommended action items automatically
• Keep insights connected to your work in one workspace

The AI Agent belongs to a collection of specialized agents that address specific workflows, such as research, operations, or customer experience analysis.

Accessing the Net Promoter Score AI Agent in ClickUp

To use the Net Promoter Score AI Agent, you start from the central AI Agents collection page.

1. Open your browser and go to the official Net Promoter Score AI Agent page at this ClickUp link.
2. From there, review the overview of what the agent can do and how it supports your NPS workflow.
3. If you are already a workspace user, sign in to your account when prompted.
4. If you are new, follow the prompts on the page to get started with an account and access the AI Agent experience.

Once you are in your workspace, you can incorporate the Net Promoter Score AI Agent into your existing spaces, lists, or docs, depending on how you structure your customer feedback work.

Preparing Your NPS Data for ClickUp

Before you run the AI Agent, make sure your NPS data is organized so the analysis is accurate and useful.

Typical NPS inputs include:

• Customer rating on the 0–10 scale
• Customer comments explaining their score
• Customer segment or plan type
• Product area or feature referenced
• Time period of the survey

Good practices for preparing data inside your workspace include:

• Storing NPS responses in a dedicated list or table
• Using custom fields for numerical scores and segments
• Keeping open-text comments in a consistent field or doc section
• Ensuring dates and identifiers are complete and clean

Running NPS Analysis with the ClickUp AI Agent

After your data is ready, you can use the Net Promoter Score AI Agent in ClickUp to interpret the results and create a clear narrative for your team.

Step 1: Start an AI Agent Session in ClickUp

1. Navigate to the space, list, or document where your NPS responses live.
2. Open the AI tools available in your workspace.
3. Select the Net Promoter Score AI Agent from the list of available agents.
4. Confirm which data source or section the agent should analyze.

Choosing a focused data set, such as a recent quarter or specific segment, will produce clearer insights and easier follow-up actions.

Step 2: Ask the ClickUp AI Agent the Right Questions

The quality of your prompts determines the usefulness of the output. Use clear questions and instructions, such as:

• “Summarize the main reasons detractors gave for low scores in this period.”
• “Identify the top themes from promoters and what they love most.”
• “Group comments by product feature and list the most common pain points.”
• “Highlight patterns between NPS scores and customer segments.”

These prompts help the AI Agent categorize responses, reveal trends, and highlight where you should focus your attention.

Step 3: Review and Refine the AI Output

Once the Net Promoter Score AI Agent generates a summary, review it carefully.

Look for:

• Clear breakdown of promoters, passives, and detractors
• Key reasons behind negative and positive feedback
• Recurring feature requests or bugs
• Any surprising trends by region, plan, or use case

If something looks incomplete or too general, ask follow-up questions like:

• “Drill deeper into detractor feedback about onboarding.”
• “List the top five feature requests in priority order with rationale.”
• “Rewrite this summary for an executive audience in under 200 words.”

Turning AI Insights into Tasks in ClickUp

The real power of the Net Promoter Score AI Agent comes when you turn insights into structured work in ClickUp.

Create Actionable Tasks from NPS Themes

1. Scan the AI summaries for recurring issues or opportunities.
2. For each major theme, create a task in the relevant product, CX, or operations space.
3. Add the AI summary to the task description so context is never lost.
4. Use custom fields to add impact, urgency, and customer segments.
5. Assign the task to an owner with a clear due date.

This approach ensures feedback moves directly into your roadmap or improvement pipeline and does not remain in static reports.

Build NPS Dashboards Using ClickUp Data

Because the Net Promoter Score AI Agent works alongside your existing items and fields, you can also build dashboards that show:

• Current NPS and trend over time
• Volume of detractor feedback by category
• Tasks in progress addressing key NPS issues
• Completed improvements tied back to NPS themes

By linking insights, tasks, and dashboards, your team can track how improvements influence future NPS surveys.

Best Practices for Using ClickUp NPS AI Safely and Effectively

When you rely on AI to interpret sensitive customer feedback, consistent practices help keep results trustworthy.

• Validate summaries against a sample of raw comments.
• Re-run analyses after major product releases or policy changes.
• Keep your prompts specific and grounded in measurable outcomes.
• Document how your team interprets NPS segments and thresholds.
• Share AI-generated reports with stakeholders in a doc or dashboard.

These practices reduce misinterpretation and help everyone understand how NPS drives decisions.

Where to Learn More About ClickUp AI Agents

The Net Promoter Score AI Agent is part of a broader ecosystem of specialized agents tailored to different workflows. You can explore more about the NPS agent directly on the official page at ClickUp Net Promoter Score AI Agent.

To complement your workspace setup with expert consulting or implementation support, you can also visit Consultevo for additional resources and services.

Next Steps for Your NPS Workflow in ClickUp

To put this guide into action, follow these next steps:

1. Organize your NPS data into a dedicated list or document.
2. Access the Net Promoter Score AI Agent from the official page.
3. Run focused analyses using clear, outcome-based prompts.
4. Convert themes into prioritized tasks and initiatives.
5. Track improvements over time with dashboards and recurring reviews.

By combining structured NPS data, the Net Promoter Score AI Agent, and your existing workspace workflows, you can close the loop between customer feedback and tangible product and service improvements.

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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