How to Use Open Chat in ClickUp
Open Chat in ClickUp is an AI-powered assistant that helps you explore features, learn workflows, and get quick answers without leaving your workspace. This guide explains how to access Open Chat, what you can ask, and how to manage your data while using it.
What Open Chat in ClickUp Can Do
Open Chat is designed to help you work faster and understand your options as you build your workspace. It reacts to your current context and offers suggestions based on where you are in the platform.
You can use Open Chat to:
- Discover how specific features work
- Get help setting up workflows or views
- Find templates and example setups
- Explore best practices across your workspace
Open Chat often appears when you complete an action or visit a new area. It may recommend next steps so you can get more value out of ClickUp.
How to Open ClickUp Open Chat
There are three primary ways to access Open Chat inside ClickUp. You can use whichever method feels most natural in your daily work.
Use the Help Icon in ClickUp
- In the lower-right corner of your screen, locate the Question mark icon.
- Click the icon to open the support panel.
- Select Open Chat from the available options.
This method is useful when you are already working in ClickUp and need help related to the page you are viewing.
Use the Open Chat Launcher in ClickUp
- Find the Open Chat launcher if it appears on your current page.
- Click the launcher to immediately start a conversation.
The launcher may appear contextually in different parts of ClickUp, especially where guidance is most helpful, such as when you are setting up new views, spaces, or workflows.
Use the ClickUp Keyboard Shortcut
- Press Command + K on Mac, or Ctrl + K on Windows.
- The main search and command bar will open.
- Type or select Open Chat to start interacting with the assistant.
This shortcut is ideal if you prefer using the keyboard to navigate ClickUp and want to quickly open the assistant from anywhere.
How to Ask Effective Questions in ClickUp Open Chat
Open Chat is more helpful when you give it clear, specific questions related to your current task in ClickUp.
For best results, you can:
- Mention the feature you are working with, such as tasks, Docs, or Dashboards.
- Describe your goal, like creating a new workflow or organizing a team workspace.
- Ask follow-up questions to refine the answers you receive.
Because Open Chat is context-aware, it can use details about the page you are viewing to tailor its suggestions. For example, if you open it from a List or Folder, it may offer setup advice or templates related to that view.
Where ClickUp Open Chat Is Available
Open Chat is gradually rolling out across all paid plans in ClickUp. Availability may depend on your workspace configuration and access level.
Key availability details:
- Open Chat is currently available only in workspaces on paid plans.
- Some features or prompts might appear progressively as the rollout continues.
- You may see Open Chat surface different suggestions as more capabilities are added over time.
If you do not see Open Chat yet, your workspace may not have it enabled. As the rollout expands, more workspaces will gain access automatically.
Privacy and Data Use in ClickUp Open Chat
When you use Open Chat in ClickUp, the system may share information about the page you are viewing with third-party large language model providers. This helps Open Chat give more relevant, context-based answers.
Important points about data use:
- Data from the page where you open Open Chat can be used to generate responses.
- Third-party providers process this data to deliver AI-powered suggestions.
- You should avoid entering highly sensitive information into Open Chat.
The goal is to keep the assistant helpful while respecting workspace privacy settings. Only the necessary context is used to improve the quality of the response.
Using ClickUp Open Chat for Learning and Onboarding
Open Chat is especially helpful for new users or teams that are still configuring their spaces. You can treat it as a built-in guide while you explore ClickUp.
Typical onboarding use cases:
- Ask how to structure Spaces, Folders, and Lists.
- Request suggestions for managing sprints or project timelines.
- Explore common task setups for different departments.
- Get links to relevant help documentation based on your questions.
You can combine Open Chat with other onboarding resources such as help center articles or external guides from experienced consultants. For example, a consulting partner like Consultevo can help you design advanced workflows, while Open Chat supports you with quick, in-app guidance.
Best Practices for Using Open Chat in ClickUp
To get the most from Open Chat inside ClickUp, follow these practical tips.
Keep Your Questions Focused
- Ask about one feature or goal at a time.
- Specify the part of ClickUp you are using, such as a List or Dashboard.
- Refine your question if the first answer is too broad.
Use ClickUp Context to Your Advantage
- Open the assistant from the page that matches your question.
- Adjust your current view before asking for help so Open Chat can see your setup.
- Use follow-up questions to drill deeper into what you are currently building.
Combine Open Chat With Help Center Resources
- Use Open Chat to quickly understand what is possible.
- Then open detailed documentation for step-by-step instructions.
- Bookmark or save helpful links so your team can reuse them later.
For further official details about Open Chat in ClickUp, you can review the original help article at this ClickUp support page.
Summary: Getting Started With ClickUp Open Chat
Open Chat in ClickUp gives you a fast way to learn features, explore options, and get contextual help as you work. Remember these core points:
- You can open it via the question mark icon, the on-page launcher, or the Command/Ctrl + K shortcut.
- It is currently available for workspaces on paid plans.
- Open Chat may share page context with third-party providers to generate better responses.
- Clear, focused questions help you receive more accurate and useful answers.
Use Open Chat alongside other learning resources to build a more efficient and organized workspace in 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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