We've created over 100 tools that use prompts tailored to specific roles!

What you'll need

• ClickUp AI is available for purchase on all paid plans.
  • We ensure optimal performance and fair use for all of our customers. Your access to ClickUp AI may be reduced depending on usage.
• Free Forever plans can’t purchase AI.
• All plans can access our free AI trial. Free trial usage varies by plan:
  • Free Forever: 25 uses
  • Unlimited and Business: 50 uses
  • Business Plus and Enterprise: 100 uses
• Members and internal guests can use AI. You’ll be charged $5 per member and internal guest per month.
  • External guests can’t use ClickUp AI.
• ClickUp AI is not available for HIPAA-compliant Workspaces.
• ClickUp AI is not available in the following countries:
  • China
  • Cuba
  • Hong Kong
  • Iran
  • North Korea
  • Russia
  • Syria

Uses for AI Tools

The AI Tools modal is arranged by department. Each department contains research-based prompts used by people working in that field.

Here are a few examples of how AI Tools can help:

• Sales and marketing: Create clear and effective communications with customers.
• Product and engineering: Ship more products by automating core document creation.
• Services: Deliver more value with instant proposals, analysis, and reports.
• Project Management: Create detailed proposals and plans in seconds.
• Customer support and success: Help customers through onboarding, upsells, and retention.

Access AI Tools

Accessing AI Tools differs depending on location.

AI Tools are available in task descriptions and comments, Docs, the toolbar, Notepad, Chat view, and Chat Dashboard cards.

Access AI Tools using a /Slash Command

In new task descriptions and Docs, an AI Tool dropdown displays. Once content has been added, the dropdown no longer displays.

In any new or existing location, you can use the /Slash Command /tools to open AI Tools.

Access AI Tools in task descriptions

To access AI Tools in a task description:

1. Select Use AI Tools.
2. Select an AI Tool from the dropdown or click the search icon to search for an AI Tool. 
3. Make a selection from the modal and follow the prompts.

Access AI Tools in task comments

To access AI Tools in a task comment:

1. Type the /Slash Command /tools, then click return or enter.
2. Make a selection from the modal and follow the prompts.

Access AI Tools in Docs

To access AI Tools in a Doc:

1. From the AI Tools dropdown, select a department.
2. Or click the search icon to type the name of an AI Tool.
3. Make a selection from the modal and follow the prompts. 

Access AI Tools in the toolbar

The toolbar is available on ClickUp 3.0.

To access AI Tools in the toolbar:

1. In the toolbar, click the AI icon.
2. From the AI Tools dropdown, select a department. 
3. Make a selection from the modal and follow the prompts. 

Access AI Tools in Notepad, Chat view, or Chat card

To access AI Tools in these locations:

1. Type the /Slash Command /tools, then click return or enter.
2. Make a selection from the modal and follow the prompts.

Use a ClickUp AI Tool

To use an AI Tool:

1. Open AI Tools in a location.
2. From the AI Tools modal, click to open the AI Tools dropdown and select a department.
   
   1. The default department is Popular. After a different department is selected, that becomes the default. 
   2. In some locations, you can click the search icon to search for an AI Tool.
      
3. Select a prompt, like Product description.
4. Provide the info required for the prompt, Product name, for example. Click Generate. 
   1. • Tone of voice: From the dropdown, select from the different tones.
      • Creativity: Default is Medium. Select High to generate more creative text or Low for text with less flair.
        Experiment using different combinations of creativity and tone to get the text just right!
    
5. After the text is generated, you have the following options:
   • Insert: The text pastes into the open Doc or task.
   • Edit inputs: Edit your response to the prompt.
   • Try Again: Generate a slightly different AI response.
   • Copy: Copy the text to manually paste it into another location. You can also manually copy any part of the generated text.
   • Discard: Delete the content and close the modal.
   • Tell AI what to do next: Reprompt AI by typing a related prompt or giving AI more direction. 

Updated October 31, 2023 18:46