Customizable AI Agents with Prompt Control, Conditional Logic, and Action Automation
planned
Garrett Ahlberg
ClickUp would be massively elevated by enabling users to create fully customizable AI chatbots/agents that can be deployed for a wide range of business needs—support, onboarding, training, project guidance, and more. The vision is to empower organizations to:
• Define the Chatbot’s Personality & Scope: Allow admins to set a unique, overarching prompt or “script” for each chatbot, controlling its tone, knowledge boundaries (e.g., restrict to internal clickup docs only), and how strictly it follows instructions. This enables use cases from rigid, compliance-driven bots to open-ended, conversational assistants.
• Conditional Routing & Multi-Step Logic: Enable chatbots to ask follow-up questions, branch conversations based on user responses, and route users down different paths depending on their needs or the information provided. This supports everything from troubleshooting and support ticket escalation, to interactive training modules or onboarding flows.
• Use the same/similar UI as Brain Max for each custom chatbot/agent, it's beautiful :)
• Action Automation & Escalation: Let chatbots trigger automations—such as creating tasks, assigning items, sending notifications, or escalating to a human—based on conversation outcomes or escalation clauses defined by the admin. For example, if a support bot can’t resolve an issue, it could auto-create a ticket and summarize the chat for the right team. Or, a training bot could assign a certification task after a successful knowledge check.
• Multiple Use Cases, One Platform: Businesses could deploy different chatbots for different needs:
• A support bot for clients that escalates unresolved issues.
• A training bot that quizzes and guides new hires on specific software.
• A project guidance bot that helps teams follow SOPs or best practices.
• And many more, all with unique prompts, logic, and automation rules.
This level of flexibility would make ClickUp the go-to platform for scalable, branded, and intelligent AI-driven workflows—empowering every business to automate, personalize, and streamline their operations in ways that fit their unique needs.
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Alex Omeyer (ClickUp)
planned
Thanks for your feedback! We're working on a lot of this as part of the next iteration of Agents (e.g. DM agents, @mention agents, human in the loop, etc.). Stay tuned!
V
Vincent D'Amico
Alex Omeyer (ClickUp)
Looking forward to this. Seems like a lot of what I was thinking about. Cant wait to see these enhancements with Agents.
This targeted specifically for my use cases.
Currently, when configuring AI Fields, you can provide specific instructions and parameters for certain field types. However, it would be valuable to extend Launch AI Agent's capabilities to manage standard Custom Fields as well.
The key benefit would be automatic data classification and grouping based on predefined instructions. For example, when information is submitted to a task, the AI Agent could automatically populate relevant custom fields by analyzing the content and applying it to the appropriate fields based on your specifications.
This would enable the Agent to intelligently monitor new comments and updates, automatically detecting and categorizing information that matches your custom field criteria. The time savings would be substantial, eliminating the need for manual cross-referencing and data entry that currently consumes countless hours.