ClickUp

ClickUp lets the agent turn a call into a task in the right list, update an existing task when a caller follows up, and recognise the caller from a ClickUp contacts list. Integrations - Catalogue - ClickUp - Connect opens Connect ClickUp. One connection is shared by the whole company.

What you need before you start

• A ClickUp personal API token. In ClickUp open Settings - Apps and generate the API token. Tasks and comments the agent creates appear under the owner of this token.
• The list new tasks should go to.
• Optional: a ClickUp list whose tasks represent your contacts, with a custom field that holds their phone number. The agent uses it to recognise callers.

What you enter

Personal API tokenREQUIRED

Paste it and click Test token. The test loads the lists in your workspace.

Default listREQUIRED

Where new tasks land unless the agent finds a better list during the call.

Contacts list

The list whose tasks are your contacts.

Phone custom-field id

The id of the custom field on the contacts list that holds phone numbers.

First setup

1. Generate the API token in ClickUp.
2. Integrations - Catalogue - ClickUp - Connect. Paste the token and click Test token.
3. Pick the Default list. If you want caller recognition, also pick the Contacts list and enter the Phone custom-field id. Click Connect.
4. Open My Agents - your agent - Skills - Tools & Workflows, turn the ClickUp tool on and open its settings.
5. Pick the operations. Create task is ticked by default. Add Identify contact by number and turn on Auto-identify caller from the contacts list if you set up a contacts list.
6. Save the agent.
7. Prove it: call the agent and ask it to log a request. Check that the task appears in the default list with the details you gave.

What the agent can do

Tasks

• Create a task in the default list, or in another list it finds by name (for example Billing or Sales).
• Rename a task, rewrite its description or change its priority.
• Change a task’s status.
• Add a task to another list.
• Add a comment to a task.
• Assign or unassign people, after looking up who can be assigned on the list.
• Attach a file to a task from a web link, up to 15 MB.
• Search tasks and open one by its id.

Callers

• Recognise the caller by phone number in the contacts list, at the start of the call or when asked.
• Browse the contacts list.

Troubleshooting

Test token shows an error or no lists

An authentication error means the token is wrong or was regenerated in ClickUp. A warning that no lists are accessible means the token’s owner cannot see any lists. Check that the account belongs to the right workspace and has access to the lists.

The agent does not recognise known callers

Caller recognition needs both a Contacts list and the Phone custom-field id on the connection. Without the contacts list the agent reports that it is not configured. Reconnect ClickUp with both filled in, and check that Identify contact by number is ticked on the agent.

The agent cannot assign the person the caller named

The agent only assigns people who are members of the list. When nobody matches, it gets the list of available members and should ask the caller to choose one of them.

Next Steps

Get an integration working - the company connection, then the agent tool.→Jira - for ticket-based support.→Airtable - when your contacts and records live in a table.→