Foundational Features
Describe/define the FollowUps feature.
The FollowUps feature in ClickUp allows users to assign a chat message to a person, if something needs to be actioned. This assignment will then appear in the FollowUps section on the right-hand side of the Chat.
This feature creates accountability by holding specific team members responsible for follow-up actions.
True or False: We shouldn't be using what we know about the specific customer in order to customize the demo of Chat to their needs.
False! We should absolutely be using what we know about the customer, in order to make the demo more impactful to them.
How do you enable Chat in a Workspace?
Toggle on the Chat ClickApp
Describe the Find Related Tasks/Chats AI feature.
The Find Related tasks/chat feature helps you quickly locate tasks/chats that are relevant to the conversation!
ClickUp can now be considered the Everything App for Work because chat now happens alongside.. WHAT?
Your work/tasks!
Name 2 pieces of information you can see/actions you can take within a Chat's Location Details menu.
Add a topic, add a description, see followers, see all files, update sharing & permissions, customize notification settings, pin, move to section, mark as unread, go to location, copy link, catch me up, and syncup.
True or False: I can still demo Chat to a customer even if they don't yet have access to Chat.
True! Feel free to still demo Chat, get them excited!
True or False: Workspaces on Business, Business+ and Enterprise Plans with <=40 seats who haven't used the old Chat view will have access to Chat for the initial rollout.
False. Workspaces on Business, Business+ and Enterprise Plans with <=30 seats who haven't used the old Chat view will have access to Chat for the initial rollout.
Describe the Catch Me Up AI feature.
The Catch Me Up feature allows you to get a summary of what has happened in the Chat over the last 24 hours or 7 days.
Why is it important to be able to minimize distractions within your Chat environment?
So that you can focus on what matters on your role or task, so you don't waste time throughout the day, etc!
True or False: You currently can only connect a task to a chat thread, and not an individual chat.
True.
A customer doesn't know anything about ClickUp Chat and has asked for a demo of it. What is one of the first things you should talk to them about during the demo?
Position ClickUp Chat generally before you go into the features! You can tell them why we have developed this feature, the problems we aim to solve, our innovation story, etc.
Where do I see if a Workspace has enabled Chat?
A field has been added to the CRM, "Chat Enabled" will be checked if the Workspace has enabled Chat.
True or False: You cannot use Ask AI on a Chat.
False. You can!
What are 4 chat problems that ClickUp Chat helps solve?
Toggle Tax, Loss Context, Out-of-Sync work, Distractions
What are the 4 different types of Posts?
Announcement, Discussion, Idea, Update.
What is a feature value statement?
A feature value statement explains the benefits and importance of a specific feature, highlighting how it can solve a problem or improve a process for the user. It connects the feature's functionality to its practical value, making it clear why the user should care about it.
Name a term that we want to avoid using when talking about ClickUp Chat to a customer?
Beta
Early Access/Early Release
Chat 'Channels' (they are just called Chats!)
Describe a scenario where the AI Summarize feature would come in handy?
You are coming back from being out and you need to quickly understand what was talked about in a thread.
You don't have time to catch up on a thread.
You are a leader and just need to know what was decided within a thread.
Anything along these lines is acceptable!
Define Toggle Tax
Toggle tax refers to the productivity cost incurred when users switch between multiple applications or tools to complete their work.
If I have already customized my notification settings on an individual Chat level, will updating my global Chat notification settings override/change them?
No. If you change your global notification settings, your individual Chat notification settings will stay as you've customized them.
Create a Value Statement for the following feature: Chat Sections.
Chat Sections in ClickUp allow users to organize their Sidebar by grouping Chats into sections. This helps users prioritize their most important conversations and reduce distractions, enhancing productivity and focus.
How would you currently respond to this customer?: "How much is ClickUp Chat?"
"We just launched it, so it's free for now so everyone can try it out. But just a heads up that there could be some restrictions that apply later on. We don't have an exact timeframe for that quite yet."
What are the 5 AI options you see when you press on the AI button on a chat message?
(Must get all 5 correct!)
Summarize
Create Task with AI
Find Related tasks
Find Related chats
Find answers
Define/describe Out-of-Sync work.
It’s hard to guarantee that the actions completed on work align with the decisions made within chat, if both of those things are happening in separate places.