Define scope and products

Both products

What you will achieve

A clear definition of what will be enabled in the workspace.

Step by step

1. Product: prospecting agent, support agent or both (see The two products).
2. Modules: mark which ones are enabled (see Modules). Remember that Quotations requires Sales Pipeline.
3. Channels:
   • Support: WhatsApp, Facebook Messenger, Instagram, web widget.
   • Prospecting: outbound calls and, optionally, recovery via WhatsApp and Meta Lead Ads.
4. Sales: if quotations will be used, how many templates and whether they require a signature.
5. Out of scope: write down what is not included (for example, inbound calls, which are not available yet).

How to verify

Growtek can create the workspace and enable the modules with this definition.