Use ClickUp AI in Chat

Use Chat to communicate with your team. Let ClickUp AI help you manage your team's Chats.

 

Chat availability and limits vary by plan and user role. Learn more
ClickUp AI availability and limits vary by plan and user role. Learn more

 

Use ClickUp AI in Chat

Use AI in Chat to create and assign tasks, find related tasks and Chats, and summarize and ask AI questions about the Chat.

Access ClickUp AI from Chat

You can access AI tools in Channels, sent or unsent messages and posts, and the details sidebar. 

From a Chat channel

To ask about a Chat or use Catch me up from a Chat channel:

  1. Open a Chat.
  2. In the upper-right corner of the screen, click the ClickUp AI icon to do any of these actions:
    Screenshot highlighting the ClickUp AI icon in the upper-right corner of the screen.
    • From the AI modal in the Ask about your Chat section, select a question.
    • Click Catch me up to ask AI to summarize what you've missed in this channel. 
    • At the bottom of the modal, type a question into the prompt field.

From an unsent message or post

To use Ask AI or AI tools from an unsent Chat message or post:

  • From the unsent Chat message or post field, type the /Slash Command /ai and select an AI feature. You can also click the plus icon in the lower-left corner of the field to open all /Slash Commands
    Screenshot of /ai typed into the prompt field and the plus icon highlighted.
  • From the unsent Chat message or post, select some text and click Ask AI. Select an option to ask AI to help you edit or write. 

From a sent message or post

To create or assign a Chat or create a task from a sent Chat message or post:

Hover over the message and select an option:

Create or Assign:

  • Assign to: Select a person to assign this message to. You cannot assign posts. 
  • Create a task with AI: Click to ask AI to create a task from the content of the message. From the task you can move and assign the task, set a priority level, open the task, or copy the link. 
    • Post to Thread: Click to post the task to the Chat thread to let people know you're taking action!
  • Create a task manually: Click to open a task populated with the Chat thread link. 

AI Tools: Hover over the message and in the text toolbar, click the ClickUp AI icon. Select one of the following tools:

  • Summarize: Click to create a summary of the Chat. From the summary you can do the following:
  • Find related tasks: Click to ask AI to find tasks related to this Chat. 
  • Find related chats: Click to ask AI to find Chats related to this Chat. 
  • Find answers: Click to ask AI to search for items related to this Chat, like tasks or Docs. AI provides a summary of the relevant info and suggests follow-up questions. 
    After AI responds to any of these prompts you can do the following:
    • +Create: Create a task or Doc from the comment thread. 
    • Copy: Copy the text to paste it into another location manually. You can also manually copy any part of the generated text.
    • Retry: Click to get a different response from the same prompt.
    • Tell AI what to do next: Give AI more direction or ask AI something new.

From the details sidebar

To use Catch me up from the details sidebar:

To open the details sidebar, in the upper-right corner click the sidebar icon. The icon only displays when you're in a Chat. Catch me up is only available if you have unread messages.

Screenshot highlighting the Sidebar icon in the upper-right corner of the screen.

In the Catch me up modal you have the following options:

Catch me up from: 

  • Last 24 hours
  • Last 2 days
  • Last 3 days
  • Last 7 days
  • Last 14 days

After AI responds you can do the following:

  • +Create: Create a task or Doc from the comment thread. 
  • Copy: Copy the text to manually paste it into another location. You can also manually copy any part of the generated text.
  • Retry: Click to get a different response from the same prompt.
  • Tell AI what to do next: Give AI more direction or ask AI something new.

From unread posts and messages

To use Catch me up from unread posts and messages:

Click Catch me up to generate a summary of everything you missed.

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