Workspace checklist
Summary
The Ask Growtek assistant has a What's missing tab that checks the workspace configuration live and shows the Setup progress (N of M done). Each pending item has Set up (takes you to the screen) and, when available, See how (takes you to this documentation).
How to get there
AI assistant tab on the right edge → What's missing.
In detail
Each person sees only the items that apply to them according to their role and the active modules. An item can be done, with a warning or pending.
| Item | It is done when… | Warning | Resolved in |
|---|---|---|---|
| AI key (OpenAI or Gemini) | A key is connected | — | AI connections |
| Agent context | It has the agent name and the company name | — | Context |
| Knowledge base | There is at least one document with status READY | — | Knowledge base |
| Service channels | There is at least one connected and active channel | — | Channels |
| Calendar | A workspace calendar is connected | — | Calendar |
| Voice credentials (Retell and Twilio) | Both credentials exist | — | Credentials |
| Voice agents | There are 2 or more voice agents provisioned | There is only 1 | AI connections |
| Product catalog | There are active products, all with price and photo | There are products without price or photo | Catalog |
| Quote templates | There are active templates, all with a products section | There are templates without a products section | Quote templates |
| Team | There is more than one active user | There are pending invitations | Members |
Which items appear
| Item | Appears if the workspace has… | And the person has… |
|---|---|---|
| AI key | — | llmIntegration.read |
| Agent context | — | agentSettings.read |
| Knowledge base | — | agentSettings.read |
| Service channels | Conversations | agentSettings.read |
| Calendar | Calendar | calendar.read |
| Voice credentials | Prospecting Pipeline | integrations.read |
| Voice agents | Prospecting Pipeline | agentSettings.read |
| Product catalog | Products | products.read |
| Quote templates | Quotations | quote.read |
| Team | — | workspacePermissions.read |
With the default permissions, Owner and Admin see all the items; Seller, Technical Support Assistant and Social Media see only the catalog, template or calendar items that apply to them.
Most Set up buttons lead to Settings, which by default only the
Owner can open (permission workspace.viewSettings). If someone else
clicks Set up and lands back on Home with You don't have permission to
access this section., the task belongs to the Owner.
Recommended order
- AI key and monthly budget (without them no AI works; the budget is set in Billing).
- Agent context.
- Catalog (and the brands before importing products).
- Channels and knowledge base (support) or voice credentials, line and voice agents (prospecting).
- Quote templates.
- Calendar.
- Team.
The full walkthrough, including each provider's part, is in Implementation.