Get personalized help creating workflows, onboarding your team, and setting up your Workspace. Whether you're new to ClickUp or have an established Workspace, ClickUp Assist can help optimize your workflow. 

What you'll need

• A paid plan. 
• Only admins and owners can purchase ClickUp Assist. 

ClickUp Assist

Keep your Workspace running smoothly! Learn best practices, customize templates, and optimize your Workspace for various workflows.

We offer these two levels of ClickUp Assist as add-on purchases:

• Live Group Training 
• Or Live 1:1 Training with an Expert

If you have questions about ClickUp Assist, contact your Account Executive or sales@clickup.com. If you don't have a contract, please contact Support by clicking the chat bubble icon in the lower-right corner of your screen.

Live Group Training

Live Group Training includes the following:

• Each month you'll get credits for two live group training workshops. One person from your team can attend.
  After your workshop, you can request a recording of the topics covered in your session.
• You'll also get early-access invites to webinars via email.

Live 1:1 Training with an Expert

Live 1:1 Training includes the following:

• Two hours per month of one-on-one sessions with a workflow expert to customize workflows featured in your workshops.
• One hour per quarter for a Quarterly Business Review where we'll help to review your objectives, metrics, and goals.
• Each month you'll get credits for two live training workshops. One person from your team can attend.
  After your workshop, you can request a recording of the topics covered in your session.
• You'll also get early-access invites to webinars via email.

Purchase ClickUp Assist

ClickUp Assist is charged and automatically renewed based on your current plan renewal cycle. For your first purchase, you'll be charged an amount prorated for the number of days left in your billing cycle. If you do not use the services, they do not roll over to the next month.

To purchase ClickUp Assist:

1. Click your Workspace avatar.
2. Select Billing.
3. From the upper-left corner of the Billing page, select the Add-ons tab. 
4. From the ClickUp Assist section, select your add-on and click Add to plan.
5. In the Payment details section, confirm or edit your credit card info.
6. Click Upgrade. 
7. A confirmation email is sent to the address on your Workspace account. It includes info on how to begin using ClickUp Assist. 

Upgrade or downgrade ClickUp Assist

To upgrade or downgrade ClickUp Assist:

1. Click your Workspace avatar.
2. Select Billing.
3. From the upper-left corner of the Billing page, select the Add-ons tab. 
4. From your add-on in the ClickUp Assist section, click Upgrade or Downgrade.
5. In the Payment details section, confirm or edit your credit card info.
6. Click Upgrade. 
7. A confirmation email is sent to the address on your Workspace account. It includes info on how to begin using ClickUp Assist. 

Remove ClickUp Assist

To remove ClickUp Assist:

1. Click your Workspace avatar.
2. Select Billing.
3. From the upper-left corner of the Billing page, select the Add-ons tab. 
4. From your add-on in the ClickUp Assist section, click Remove. 
5. In the Remove modal, click Remove. 
   

ClickUp Assist Refund policy

If you’re not satisfied after attending your first workshop or one-on-one session, contact Support at help@clickup.com within 30 days and a full refund for the add-on will be issued.