ClickUp QA Agent Setup Guide

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How to Use the Quality Assurance AI Agent in ClickUp

The Quality Assurance AI Agent in ClickUp helps you review work, score quality, and improve team processes without leaving your workspace. This guide walks you step by step through enabling, configuring, and using the QA Agent so you can quickly identify issues and standardize reviews.

What the ClickUp Quality Assurance AI Agent Does

The Quality Assurance AI Agent is a specialized workspace assistant designed to support managers, reviewers, and operations teams. It focuses on the Quality Assurance profile so it can understand tasks, comments, and context before providing detailed feedback.

Key capabilities include:

  • Reviewing completed tasks and deliverables for quality
  • Scoring work against predefined criteria or standards
  • Suggesting improvements to processes and documentation
  • Summarizing recurring issues and patterns across tasks

Because the agent is integrated directly into your workspace, it can use your existing project information instead of generic examples.

How to Enable the ClickUp Quality Assurance Agent

To start using the Quality Assurance AI Agent, you need to enable the AI Agent features in your workspace.

Step 1: Open the ClickUp AI Agent Directory

  1. Sign in to your workspace.
  2. Open the main sidebar and navigate to the AI section or AI Agents area, depending on your interface.
  3. Locate the AI Agent directory, which lists available specialized agents.

The directory view shows agent profiles such as Quality Assurance, with details about what each profile can do.

Step 2: Select the Quality Assurance Profile

  1. In the directory, find the Quality Assurance AI Agent card.
  2. Click the card to open the dedicated Quality Assurance agent page.
  3. Review the summary of capabilities, supported use cases, and recommended workflows.

This profile is optimized for QA workflows, so you do not need to build prompts from scratch every time.

Step 3: Add the QA Agent to Your Workspace

  1. Select the option to add or enable the Quality Assurance AI Agent.
  2. Confirm any workspace or plan requirements presented in the interface.
  3. Choose visibility options, such as whether all members or only specific roles can use the agent.

Once enabled, the QA Agent becomes available directly in your workspace views and task windows.

Configuring ClickUp QA Agent Access and Context

To get the best results, give the Quality Assurance AI Agent access to the right information and set clear expectations.

Step 4: Define QA Goals and Scope

Before you start running reviews, define how the agent should support your quality process. Common goals include:

  • Scoring completed tasks on clarity, completeness, and accuracy
  • Checking deliverables against acceptance criteria
  • Highlighting missing documentation or checklists
  • Summarizing quality trends for weekly reports

Clarifying these goals ensures the agent’s responses match your team’s expectations.

Step 5: Provide Process Documentation

  1. Attach or link your QA checklists and standard operating procedures to relevant Spaces, Folders, or Lists.
  2. Use task descriptions to store acceptance criteria and definition of done for specific workflows.
  3. Add comments with any special instructions or constraints the agent should consider.

The more relevant context you provide, the more accurate and tailored the QA Agent’s feedback will be.

Step 6: Set Permissions for QA Reviews

To keep quality reviews organized and secure, configure basic access rules:

  • Limit who can request QA reviews on sensitive work
  • Define which spaces the agent can reference when analyzing tasks
  • Align agent use with your existing roles, such as QA Lead or Project Manager

These settings help control where and how automated reviews occur.

How to Run a Quality Review with ClickUp AI Agent

Once the Quality Assurance AI Agent is enabled and configured, you can begin running reviews directly from your tasks and views.

Step 7: Open a Task for QA Review

  1. Navigate to the List, Board, or other view containing the work you want to review.
  2. Open an individual task that represents a completed item, ticket, or deliverable.
  3. Verify that relevant details are present in the task description, custom fields, and attachments.

The QA Agent uses this data as the primary source of truth during its analysis.

Step 8: Invoke the Quality Assurance Agent

  1. Within the task, locate the AI or AI Agent icon.
  2. Select the Quality Assurance agent from the available profiles.
  3. Choose a built-in prompt or template, such as “Review this task for quality” or “Score this deliverable.”

You can also type a custom instruction that references your internal guidelines.

Step 9: Review the QA Output

The Quality Assurance AI Agent typically produces structured feedback, which may include:

  • A summary of what the task or deliverable covers
  • A quality score or rating based on your criteria
  • Specific strengths found in the work
  • Clear suggestions for improvement or next steps

Use this feedback to update the task, add comments, or adjust your process documentation.

Best Practices for Using the ClickUp QA Agent

To keep your quality process effective and repeatable, follow these best practices for the Quality Assurance AI Agent.

Standardize Prompts and Templates

  • Create a short library of QA prompts aligned with your policies.
  • Use the same scoring criteria across similar projects.
  • Document which prompts apply to which types of tasks.

Standardization makes results easier to compare across teams and time periods.

Combine Human and AI Reviews

The QA Agent is most effective when paired with human expertise.

  • Use the agent for the first pass review to save time.
  • Have leads validate important decisions and critical releases.
  • Turn repeated agent feedback into updated checklists or training materials.

This hybrid approach improves both speed and reliability.

Monitor Patterns and Improve Processes

Over time, the Quality Assurance AI Agent can reveal recurring issues in your workflows.

  • Track common problems highlighted across multiple tasks.
  • Identify processes that frequently fail quality checks.
  • Update your procedures or templates to prevent repeated mistakes.

Using the agent as a continuous improvement tool helps mature your QA practices.

Additional Resources for ClickUp Quality Workflows

To explore more detailed information and ongoing updates about the Quality Assurance AI Agent, review the official product page at ClickUp Quality Assurance AI Agent. The page outlines capabilities, example use cases, and the latest enhancements for this specialized agent.

If you need strategic help designing scalable workflows, documentation, or AI-enabled processes, you can also consult experts at Consultevo, a consultancy focused on optimizing modern work management platforms.

Conclusion: Elevate Quality Reviews with ClickUp

By enabling the Quality Assurance AI Agent in ClickUp and aligning it with your existing standards, you can automate large parts of the review process, reduce manual effort, and surface recurring issues faster. Configure clear goals, provide strong context, and combine AI insights with human judgment to build a sustainable, high-quality workflow across your entire workspace.

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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