Prerequisites
Summary
Growtek does not use shared keys: each workspace connects its own provider accounts and pays for its own usage. Before starting, have these accounts and this data ready.
In detail
Provider accounts
| Account | What for | What you load in Growtek | Product |
|---|---|---|---|
| OpenAI or Google Gemini | The model that thinks and answers | API Key | Both |
| Meta (WhatsApp Cloud API) | WABA ID, App ID, Access Token and App Secret | Both | |
| Facebook / Instagram | Messenger, Instagram and Meta Lead Ads | Connected with Connect with Facebook | Support (Messenger, Instagram) · Prospecting (Lead Ads) |
| Twilio | The voice agent's phone line | Account SID and Auth Token | Prospecting |
| Retell AI | The agent's voice | API Key | Prospecting |
| Approved WhatsApp template | Recovering via WhatsApp those who don't answer | Chosen on the prospecting line | Prospecting |
If you are going to sync an external system (Shopify, Ecwid, Clientify, SIIGO, Supabase, Google Sheets or your own API), you also need its credentials. See Credentials by provider.
Business data
- For the agent context: agent name, company name and description, target audience, brand voice, allowed topics and deflection message.
- The catalog: products (with SKU, price, description, image, category and sales channel), services and projects.
- The documents for the knowledge base: policies, warranties, shipping, FAQs.
- The contacts to prospect, in Excel or CSV (email and phone at a minimum).
- The team: each person's name, email, phone and role, and which city, commercial line or ticket type they handle.
- A monthly AI budget in USD.
On Growtek's side
Growtek creates the workspace, enables the contracted modules and assigns the workspace Owner, who receives an email to activate their account.