How to Use ClickUp with Talkdesk AI Agent Connect

The ClickUp integration with Talkdesk AI Agent Connect makes it easier to turn customer calls into organized tasks your team can act on. This guide walks you through how to set up the connection, manage agents, and control how tasks are created and updated from Talkdesk calls.

Follow the steps below to make sure your Talkdesk AI Agent Connect workspace is linked correctly and that your tasks stay in sync with your existing processes.

Prerequisites for ClickUp and Talkdesk

Before you set up the integration, confirm the following requirements are in place.

• You have an active Talkdesk AI Agent Connect account.
• You use Talkdesk as your contact center solution.
• You have a ClickUp account with permission to install and manage apps.
• You know which Workspace, Space, and lists in ClickUp will store tasks created from calls.

Having these details ready will make the integration setup much faster and prevent configuration issues.

Step 1: Open the Talkdesk AI Agent Connect App

Begin by accessing the integration from within your Talkdesk environment.

1. Sign in to your Talkdesk account.
2. Navigate to the Talkdesk AI Agent Connect app.
3. Confirm that your AI agents are set up and that you can view their configuration panel.

The ClickUp integration is managed from this AI Agent Connect interface, so keep it open during configuration.

Step 2: Connect ClickUp to Talkdesk

Next, authorize Talkdesk AI Agent Connect to access your ClickUp workspace.

1. In AI Agent Connect, locate the section for external task or ticket systems.
2. Select the option to add or configure a task management integration.
3. Choose ClickUp from the list of supported integrations.
4. When redirected, sign in to your ClickUp account if you are not already logged in.
5. Review the requested permissions, then approve access so Talkdesk can create and update tasks on your behalf.

Once authorization completes, the ClickUp connection will appear as an available destination for tasks created from calls.

Step 3: Select Your ClickUp Workspace and Location

After connecting, specify exactly where new tasks should be created.

1. In the integration settings, choose the ClickUp Workspace that should receive tasks from Talkdesk.
2. Select the Space that best matches your support, sales, or operations workflow.
3. Pick the Folder or List where tasks from calls will be stored.

Using a dedicated list in ClickUp for Talkdesk tasks can make it easier to filter, track, and report on issues that come from your contact center.

Step 4: Configure How Calls Create ClickUp Tasks

Now define the rules that determine when and how tasks are created from inbound and outbound calls.

Map call data to ClickUp task fields

Talkdesk AI Agent Connect can send structured call information into specific task fields so your team sees all relevant context in one place.

• Map the caller name or phone number to the task title or a custom field.
• Send call summaries or AI-generated notes to the task description.
• Capture call type, queue, or disposition using custom fields in ClickUp.
• Include timestamps and duration in fields that help prioritize follow-up.

Consistent mapping ensures that every task contains enough detail for agents to act without digging through call logs.

Choose when to create or update ClickUp tasks

Decide which call events should trigger new tasks or updates.

• Create a new task for every inbound support call that requires follow-up.
• Generate tasks only when an AI agent escalates to a human or detects an unresolved issue.
• Update existing tasks when a known customer calls about an ongoing case.
• Use outcomes or dispositions from Talkdesk to close, reopen, or change task status in ClickUp.

These rules help you avoid duplicate tasks and keep your ClickUp lists aligned with real call activity.

Step 5: Configure AI Agent Behavior with ClickUp

Talkdesk AI agents can read and write information to your task system so they respond more intelligently.

Let agents search ClickUp for context

Configure the agent workspace so that AI agents can look up existing tasks when customers call.

• Allow read access so agents can find tasks by customer, phone number, or ticket ID.
• Enable search within specific lists or Spaces to limit access to relevant data.
• Use task status and priority to guide automated responses and escalation.

This configuration allows AI agents to reference existing work instead of creating unnecessary new tasks.

Allow agents to create and update ClickUp tasks

You can also let AI agents automatically open or modify tasks when certain conditions are met.

• Permit AI agents to create tasks when they detect an unresolved request.
• Let them update fields like status, priority, or summary notes after each call.
• Restrict write access to specific lists in ClickUp to maintain data quality.

Balancing read and write permissions helps you keep control of your workspace while still benefiting from automation.

Step 6: Test the ClickUp and Talkdesk Integration

Before rolling the integration out to all agents, run tests to verify everything works as expected.

1. Place a test inbound call and interact with the AI agent.
2. Trigger conditions that should create a new task in ClickUp.
3. Open the configured list and confirm that the task appears with the correct title, description, and custom fields.
4. Update the call outcome in Talkdesk and confirm the related task updates, if you configured two-way sync.

Repeat the tests for different call types or queues to ensure each path produces the right task behavior.

Step 7: Roll Out to Your Team and Monitor

Once testing is complete, you can enable the integration for production use.

• Inform supervisors and agents that new tasks from calls will be created in ClickUp.
• Share guidelines on how to work with tasks that originate from Talkdesk AI Agent Connect.
• Monitor task volume and quality in the first days to fine-tune mapping rules and automation.
• Adjust the lists, fields, and permissions in ClickUp if you notice clutter or missing data.

Ongoing review helps keep the integration aligned with evolving support and sales processes.

Best Practices for Managing ClickUp Tasks from Calls

To get the most value from the integration, keep your task structure clear and maintainable.

• Use standardized naming conventions for tasks created by Talkdesk AI Agent Connect.
• Apply consistent statuses, such as “New from Call,” “In Progress,” and “Resolved.”
• Leverage custom fields to distinguish between call types, products, or departments.
• Set up views and dashboards in ClickUp so leaders can track call-driven work at a glance.

These practices make it easier to analyze call workload and identify where automation is working well.

Additional Resources

For more guidance on AI workflows, automations, and system integrations, you can find consulting resources at Consultevo.

To review the official details of the Talkdesk AI Agent Connect integration configuration, visit the source documentation on ClickUp and Talkdesk AI Agent Connect.

By connecting ClickUp with Talkdesk AI Agent Connect and following the steps above, you can transform call data into structured, actionable tasks that keep your teams aligned and responsive.

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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