How it works inside
Summary
Everything in Growtek lives inside a workspace. The workspace has active modules, a team with roles, a credentials vault with the provider keys and a context that the agents read. The agents talk over the channels and log everything in the CRM.
In detail
| Piece | What it is | Who manages it |
|---|---|---|
| Workspace | A company's space: its data, its team and its configuration. One person can be in several. | Growtek creates it and assigns the Owner. |
| Modules | The parts of the platform active in the workspace (Contacts, Quotations, Prospecting Pipeline…). What is not active does not appear. | Growtek. |
| Roles and permissions | Each person has a role; the role defines what they can see and do in each module. | The workspace assigns roles; Growtek defines each role's permissions. |
| Credentials | The keys for OpenAI or Gemini, Twilio, Retell, WhatsApp and the systems to sync, stored encrypted. Each workspace pays for its own usage. | The workspace. |
| Agent context | What the agent knows about the business: identity, topics, tone, commercial role, customer types. | The workspace. |
| Knowledge base | The documents the support agent consults. | The workspace. |
| Channels | WhatsApp (support line and prospecting line), Messenger, Instagram, web widget and Meta Lead Ads. | The workspace. |
| Pipelines | Prospecting, Sales, Remarketing and Post-sales. The agents and the quotations move the leads; so does the team. | — |
| Sync | The connection of each module with a store, CRM, spreadsheet or external database. | The workspace. |
| Budget | The monthly AI spending limit. Without a budget, the AI does not work. | The workspace. |
How a lead travels
- A contact enters Clients (imported, synced, through a Meta Lead Ads form or because they wrote in).
- The prospecting agent calls and qualifies them; if they are hot or warm they move to the Sales pipeline, and if cold to Remarketing.
- In Sales, a sales rep builds them a quotation. Sending it, or the customer requesting changes, accepting it or rejecting it, moves the lead automatically.
- Once the deal is won, the customer can move to Post-sales.