Implementation walkthrough
What this section covers
The step-by-step to get a workspace working: from the initial meeting to go-live. Each phase says what you need beforehand, what is done in Growtek and how to verify it.
Prerequisites
- The workspace created by Growtek, with the contracted modules and the Owner assigned.
- The client's provider accounts (see Prerequisites).
- Access to Settings (permission
workspace.viewSettings, by default only the Owner).
Track progress with the assistant
The assistant's What's missing tab shows live which setup steps are still pending. See Workspace checklist.
The phases
| Phase | Applies to | What is ready |
|---|---|---|
| 1 · Kickoff | Both | Scope, data, access and integrations defined |
| 2 · Meta and WhatsApp | Both | WhatsApp and the other Meta channels connected |
| 3 · OpenAI | Both | AI key and budget |
| 4 · Prospecting | Prospecting | Twilio, Retell, line, voice agents and cadence |
| 5 · Support | Support | Channels, widget, tickets, calendar and handoff |
| 6 · Agent context | Both | Context, catalog, knowledge base and tests |
| Data and quotation templates | Both | Data imported and templates ready |
| 7 · Sync | If applicable | Modules synced with the client's system |
| 8 · Users and roles | Both | Team invited, with roles and assignment rules |
| 9 · Go-live | Both | Tests, checklist, training and handover to support |
In this section
Phase 1 · Kickoff
Scope, data and access.
Phase 2 · Meta and WhatsApp
Credential, webhook, numbers and test.
Phase 3 · OpenAI
AI key and budget.
Phase 4 · Prospecting
Twilio, Retell and templates.
Phase 5 · Support
Channels, widget, tickets and appointments.
Phase 6 · Agent context
What the agent knows.
Data and quotation templates
Import and quote.
Phase 7 · Sync
Connectors.
Phase 8 · Users and roles
The team.
Phase 9 · Go-live
Go-live.