Joe works in ClickUp.
Conversations that need work become ClickUp tasks, with the full context attached and nothing retyped. He answers the customer and does the ClickUp work in the same breath.
400 credits on us for 7 days to decide if he keeps the job.
One conversation. The ClickUp work, done live.
Watch the left side: a customer writes in. Watch the right side: ClickUp fills itself in as Joe answers. That is the whole product.
The contact form on our site stopped working.
Sorry about that. Which page, and any error showing?
Homepage form, error 500 after submitting.
Logged for the on-call dev with your details. You will hear back today.
Task · Support listTaskContact form broken, acme.comPriorityHighAssigneeDev on-callContextConversation attachedStatusOpenWritten by Joe, mid-conversationNot a sync. A colleague.
Integrations usually move data after the fact. Joe uses ClickUp during the conversation, so the customer gets the answer and the record is already right.
Creates tasks from conversations that need follow-up work
Attaches the whole conversation as context
Updates status when the customer confirms or cancels
Real conversations, real records.
“The contact form on our site stopped working.”
Joe reassures the client, gathers the URL and error, and creates a ClickUp task in the right list with the conversation attached.
“When will the painting in unit 12 be done?”
Joe reads the task status in ClickUp and answers with the real date, without anyone checking manually.
“My printer issue from last week is back.”
Joe finds the original task, reopens it with the new context, and tells the customer who is on it.
Three steps, no code.
Connect ClickUp
One authorisation in the dashboard. No API keys to paste, no middleware to host, nothing to deploy.
Tell Joe when to use it
In plain language, like briefing a new hire: "log every enquiry", "only book in the afternoon diary". No flow charts.
Joe acts mid-conversation
From then on Joe reads and writes in ClickUp while the customer is still talking, and the record is done before the goodbye.
Any channel in. ClickUp updated.
Whichever way the customer arrives, the ClickUp side is handled the same way, with the same rules.
See every channel →Are you open Sunday? I would like a Clio.
Yes, 9 to 6. A Clio is £78 for the day. Shall I book it?
Need a quote on 3 vans for two weeks in August.
Quote sent. 3 vans, 14 days, with the long term discount.
How much for a deep clean on a 3 bed?
£185, or £155 with a monthly visit. Saturday is free.
Running late, can I move my 3pm?
Moved to 4:30 and confirmed. See you then.
Do you cover Bordeaux for a monthly garden contract?
We do. A monthly contract starts at £89. Want the details?
Is the brunch menu on today?
It is, until 3. Want me to book you a table for two?
I need a refund of £240.
Refunds over £200 go to the team. Passing you over now.
I would like to reschedule my delivery.
Done, moved to Thursday morning. Anything else?
Do you take on agency partnerships?
We do. I can set up a call with the team this week.
Where do I buy this kit?
Link is in the description. Ships in 48 hours.
What is the price for the annual plan?
£1,490 with the yearly discount, from the price list.
Has order 4512 shipped?
Yes, this morning. Tracking sent to the customer.
Do you ship to Ireland?
We do, 2 to 3 days. Want the checkout link?
Channel to ClickUp, ready to go
ClickUp questions, answered.
Do I need to build a flow to connect ClickUp?
No. You connect ClickUp once and describe in plain language when Joe should use it. He decides in the conversation, the way a colleague would, so there is no canvas of nodes to maintain when things change.
What if ClickUp is unavailable?
Joe still answers the customer. The action is retried, and if it cannot complete he escalates to your team with the full conversation attached, so nothing is silently lost.
Can I control what Joe is allowed to do in ClickUp?
Yes. You set the rules: what he may read, what he may write, and what always goes to a person first. You can require approval before any action.
How long does setup take?
Connecting a tool takes a couple of minutes. Most businesses are live, answering and acting, in about twenty minutes total.
Joe's ready. Are you?
Connect ClickUp this afternoon. The first record writes itself tonight.
400 credits on us for 7 days to decide if he keeps the job.