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. 

Some Workspaces see a new set of plans that include more ClickUp AI. Your current plan and features do not change.

ClickUp Assist

Keep your Workspace running smoothly! ClickUp Assist offers live 1:1 training with an expert, so you can learn best practices, customize templates, and optimize your Workspace for various workflows.

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.

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 ClickUp expert to customize your workflows.
• One hour per quarter for a Quarterly Business Review, where we'll help to review your objectives, metrics, and goals.
• You'll also get early-access invites to webinars via email.

ClickUp Assist refund policy

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