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Super Agent instructions, triggers, skills, knowledge, and memory

You can configure or edit a Super Agent's instructions, triggers, skills, knowledge, and memory at any time.

Brand new to Super Agents? Read our article What are Super Agents? before diving in.

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

There are privacy, security, and permissions that only apply to Super Agents. Learn more

To use Super Agents, you'll need to activate the AI ClickApp for your Workspace.

If you want to interact with Super Agents via Chat, you'll need to activate the Chat ClickApp.

Give feedback on Super Agents or request new features on Canny.

Create a Super Agent

You can use our natural-language builder to create a Super Agent.

The builder will help you customize your Super Agent's behavior, knowledge, and skills.

Or, you can create a Super Agent from scratch and configure the Super Agent from its profile.

Open a Super Agent's profile

You can configure a Super Agent from its profile.

To open a Super Agent's profile from the AI Hub:

  1. Browse or filter for the Super Agent.
  2. Click the Super Agent's Avatar.

To open a Super Agent's profile from a task comment, Chat message, or DM:

  1. From the open comment or message, click the Super Agent's avatar.
  2. The profile will open in a right sidebar.

Super Agent profile sections

Super Agent profiles contain sections for Instructions, Triggers, Skills, Knowledge, and Memory.

Use the arrows to the right of each section heading to expand and collapse each section as you review and configure your Super Agent.

Screenshot of a Super Agent profile.png

The following table describes the sections available in a Super Agent's profile:

Super Agent Profile section Description
Instructions Instructions tell your Super Agent what to do. Instructions are always required.
Triggers Triggers represent work that your Super Agents will do based on when and how they are triggered to take action.
Skills In this section, you can add and remove tools that allow the Super Agent to perform different jobs for you. Learn which tools are available to Super Agents.
Knowledge A Super Agent's knowledge is the data it has access to do its job. You can select Workspace data source and external data sources. You can also allow an Agent to access our public-facing help articles, certain connected apps, and the web.
Memory ClickUp Super Agents have infinite memory. They have different types of memory, enabling them to work more effectively as they boost your team's productivity. Types of memory include:

Recent: Private short-term memory of recent work. Activating a Super Agent's recent memory enables the Agent to recall only memories that each user already has access to.

Preferences: Your Super Agent can learn from user feedback. The Agent will ask for approval before storing any memories.

Intelligence: Your Super Agent automatically learns and stores helpful memories at its own discretion.

Edit a Super Agent

You can edit a Super Agent in either of two ways:

  • Chat with Brain in the Super Agent Builder, or use Talk to Text to transcribe your voice.
  • Manually configure the Super Agent's settings from its profile.

Don't forget to upvote or downvote based on the quality of the Super Agent's responses!

Refine a Super Agent

Super Agents can refine themselves when a user asks in a DM or an @mention. You can also tune their preferences and memory-related behavior.

Learn more about refining your Super Agents.

Instructions

Instructions tell your Super Agent what to do. Instructions are always required.

Effective instructions outline the Super Agent's role and objective, as well as the steps to achieve successful outcomes. Instructions are written in natural language, with some specific structure and formatting to ensure the Super Agent is successful.

You can use the Super Agent builder, ask the Super Agent to update itself, or refer to our prompting best practices.

In your Super Agent's instructions, you can mention:

  • Items: Including Chats, Docs, and tasks.
  • Locations: Including Lists, Subfolders, Folders, and Spaces.

These mentions will be automatically added to your Super Agent's knowledge.

In the Instructions section, you can select the AI model that you want to use.

Triggers

Triggers tell Super Agents when to take action.

You can give a Super Agent specific instructions for each trigger. The Super Agent will follow the trigger-specific instructions in addition to its primary instructions.

For example:

A Super Agent can provide a report of only urgent priority tasks when it's triggered in a direct message conversation. On Wednesdays at 11 am, the Super Agent provides a complete report of open tasks grouped by priority.

Super Agents can be triggered using any combination of the following options:

  • Manual: Someone interacts with the Super Agent to trigger them. Options include:
    • Mention: You can @mention the Super Agent in task comments, Doc comments, and Chat.
    • Direct Message: Trigger the Super Agent in a private Direct Message (DM) conversation.
    • Assign task: Set the Super Agent as a task assignee to trigger it.
  • Scheduled: The Super Agent is triggered on an hourly, daily, weekly, monthly, or custom schedule.
  • Automated: The Super Agent is triggered by Automations.

Screenshot of triggers.png

Configure a Super Agent's triggers

To configure a Super Agent's triggers:

  1. From the Super Agent's profile, scroll down to the Triggers section.
  2. To activate or deactivate a trigger, click the toggle to the right of the trigger

Edit additional instructions for each trigger

You can edit the additional instructions used by manual or scheduled triggers at any time.

To edit a trigger prompt:

  1. From the Super Agent's profile, scroll down to the Triggers section.
  2. Hover over a manual or scheduled trigger.
  3. Click Edit Prompt.
  4. Edit the additional instructions.
  5. Click Save.

Screenshot of the edit prompt button.png

Add a scheduled trigger

To add a scheduled trigger:

  1. From the Super Agent's profile, scroll down to the Triggers section.
  2. Click Add Schedule.
  3. Configure the schedule.
  4. Click Advanced to configure the timezone and when the schedule ends.
  5. Enter any additional instructions.
  6. Click Save.

Delete a scheduled trigger

To delete a scheduled trigger for a Super Agent:

  1. From the Super Agent's profile, scroll down to the Triggers section.
  2. Hover over a schedule trigger.
  3. Click the Trash can icon.
  4. Review the warning.
  5. Click Delete.

Scheduling options for Super Agents

The following table describes the scheduling options available to trigger Super Agents:

Scheduling option Description
Repeat Specify the cadence for the Super Agent to run on. For example, Weekly on Wednesday.
At Specify the time the Trigger should run.
Starts Specify the first date of the schedule.
Advanced Advanced settings include:
Timezone: Configure the timezone the Super Agent schedule runs on. By default, this is the timezone of the user who created the Super Agent.
Ends: Select when the Schedule should end. By default, this is Never. Once the end date arrives, the Super Agent will not be triggered by the schedule.
Instructions Give the Super Agent additional instructions to follow.

View Automations that trigger Super Agents

Each Automation that triggers a Super Agent is displayed in the Super Agent's profile.

You can also edit or delete the Automation.

Deleting an Automation is a permanent action and cannot be undone.

To edit or delete a Super Agent's Automation:

  1. From the Super Agent's profile, scroll down to the Triggers section.
  2. Hover over an Automation.
  3. Click the pencil icon to edit the Automation.
  4. Click the trash can icon to delete the Automation.

Screenshots of some Automations for a Super Agent.png

Create an Automation that triggers a Super Agent

You cannot create an Automation from a Super Agent's profile.

To create an Automation that triggers a Super Agent:

  1. Navigate to a Space, Folder, Subfolder, List, or Channel in your Workspace.
  2. Create an Automation.
  3. From the Action dropdown, select Super Agents.
  4. Select a Super Agent.
  5. Customize the additional instructions for the Automation.
  6. Configure the rest of your Automation.
  7. Click Create.

Skills

The Skills section holds all of your Super Agent's tools. These tools allow the Agent to perform different jobs for you.

Learn which tools are available to Super Agents.

You can also add tools from both Workspace and personal connections to your Super Agents.

By adding personal app knowledge to a Super Agent, you'll expose data from the connected app to anyone who can interact with the Super Agent. Learn more.

You can hover over a toolset to see the individual tools it includes.

Add tools

To add tools to a Super Agent:

  1. From the Super Agent's profile, scroll down to the Skills section.
  2. Click Add tools.
  3. In the Add tools modal, search or browse for a tool or toolset. You can hover over a toolset to see the individual tools it includes.
  4. Click a tool or toolset to add it to your Super Agent.
  5. Click Close to return to your Super Agent's profile, or continue adding more tools.
  6. Click Save to update your Super Agent.

Default tools

When creating a Super Agent from scratch, the Super Agent will be given a toolset called Default tools. It includes the tools for the Super Agent to perform basic actions.

You can hover over the Default Tools toolset to see its individual tools.

Remove a tool

You can remove tools from Super Agents at any time.

Removing tools may cause the Super Agent to be unable to perform some or all of its instructions.

To remove a tool:

  1. From the Super Agent's profile, scroll down to the Skills section.
  2. Hover a tool.
  3. On the right, click the x icon.

Knowledge and memory

Super Agents can gather information and context to do their work.

Super Agents can find information from:

  • Their own Memory.
  • The Knowledge selected for them: Locations in your Workspace and certain connected apps.

You can customize each type of Knowledge and Memory that each Super Agent can use.

If private or external data is shared with the Super Agent, including Personal Lists, it can use that data when responding to anyone who has permission to trigger the Super Agent, even if they don't have direct access to the data.