Search

Use ClickUp Chat Agents

ClickUp Chat Agents adapt to changes in your Workspace to autonomously answer and act based on your team members' questions and requests!

Chat Agents can do things like answer questions based on specific knowledge sources or create tasks and Docs based on requests. Chat Agents can even reference information from Connected Search apps like Google Drive, Sharepoint, and Confluence.

 

Feature availability and limits vary by plan and user role. Learn more

Chat Agents availability

Chat Agents is currently in beta. We are gradually releasing Agents along with our Chat feature.  Currently, only public items can be accessed by Chat Agents.

Anyone with access to the Channel can use an Agent, this may change in the future. There may be limits on ClickUp Brain features in the future. Current ClickUp Brain usage is subject to our fair use policy.

Get to know Chat Agents

Chat Agents are a ClickUp Brain feature. 

Chat Agents have the following characteristics:

  • Autonomy: After Chat Agents are activated, they make decisions based on the instructions, tools, and data they can access.
  • Reactivity: They perceive their environment and respond to changes in real time, allowing them to adapt to new situations. For example, they can answer questions asked in a Channel. 
  • Proactivity: Chat Agents take initiative and perform actions to achieve their goals, rather than just reacting to external stimuli.
  • Interaction: They can interact with the locations and items in your Workspace they can access. They can also interact with people by responding to Channel messages.
  • Goal-oriented: Chat Agents are designed to achieve specific objectives. This guides their decision-making processes.
  • Customizable: They come with predefined prompts that can be customized. 

Types of Chat Agents

Each AI Agent is completely customizable and has a unique focus area. You can configure the Agents to perform specific actions.

This table introduces Chat Agents and their actions:

Chat Agent Actions
Answers Agent

Answers Agent is good for Channels where team members ask questions about your product, services, or organization.

Use this Agent to save time by automating Channel question responses.

You have the option to specify which knowledge sources the Agent can use to respond.
Triage Agent

Triage Agent is good when you want to ensure that tasks are connected to relevant Channel threads so everyone has the context. 

Use this Agent to ensure you don't miss out on action items.

Using your criteria, this Agent identifies conversations that need related tasks. 
Create an Agent Create a Chat Agent from scratch!

Access Chat Agents

To access Chat Agents and begin set up:

  1. Open the Channel where you want to create the Agent.
  2. In the upper-right corner, click the lightning bolt icon.
  3. Click the Answers, Triage, or Create toggle.
    Screenshot of the lightening bolt icon in the upper-right corner.

Set up Answers and Triage Agents

To quickly use the premade Answers and Triage Agent: 

From the Answers or Triage modal, you can customize the prompt. To customize the prompt, take a look at the next section of this article Create an Agent. 

  1. If you're satisfied with the premade prompt and configuration, in the lower-right corner click Create.
  2. In the upper-right corner of this Channel, the toggle next to the Agent is activated. 
  3. Your Agent will take the actions defined by the premade prompt!

Create an Agent and customize prebuilt Agents

Create an Agent is a blank slate for your custom prompt! 

You can also edit as much of the Answers and Triage prompts as necessary to get the actions you need. 

This table details how to set up Create an Agent or customize premade prompts:

For general tips about prompting ClickUp AI, take a look at our article Write effective ClickUp AI prompts.

Prompt section Options Best practices and tips
Agent conditions text field 

Type a prompt telling AI when to perform the action. 

Be as specific as possible.

Use natural language. 

@mention any sources you want AI to review first. 

Identify instances when you wouldn't want AI to perform the specified action. 

Explain to AI what to do if it can't perform the specified action. 
Tools dropdown

Search: Search, answer, and write using info from ClickUp, external apps set up via Connected Search, or the ClickUp Help Center. 

Create task: Automatically create and connect tasks to this Channel. 

Find related: Find similar tasks, Docs, comments, and messages.

If you select Search ensure that the Knowlege section is set up correctly for the action you need the Agent to perform. 

If you select Create task you're required to select a List where the tasks are created.

Knowledge section

Currently, Chat Agents can only search public items and locations. 

ClickUp dropdown:

  • All public items in Workspace: Search any public location or item in this Workspace. 
  • This location: Search in this Channel only. 
  • Choose locations: Select one or more public Spaces and Lists. 
  • AI Knowledge: Use the data the Agent has access to.

Locations dropdown:

  • Select one or more public Spaces and Lists. 

Other Apps dropdown:

  
Create task in

 

If you select Create task from the Tools dropdown, you're required to select a List where the tasks are created.

  

Instructions section

 Tell your Agent how it should use the tools and knowledge you selected. 

Be as specific as possible.

Use natural language. 

@mention any sources you want AI to review first. 

Let AI know how and when it should reply. 

 

Was this article helpful?