Collect business data
What you will achieve
Have everything that will be loaded into the platform.
Step by step
| Data | What it is for | Where it is loaded |
|---|---|---|
| Agent name, company name and description, audience, brand voice, allowed topics, redirect message | The agent's context | Context |
| Sales role, sales processes, customer types | How the support agent sells | Context |
| Company legal and commercial data, logo, brand color | The identity of the workspace and of the quotations | General |
| Catalog (products with SKU, price, description, image, brand, category; services; projects) | Agents and quotations | Catalog |
| Documents (policies, warranties, shipping, FAQs) | The knowledge base | Knowledge base |
| Contacts to prospect (email and phone at a minimum) | Campaigns | Imports |
| Team: name, email, phone, role, city, commercial lines and ticket types | Users and assignment | Members |
| Quotation template content (sections, terms, logo) | Quotations | Quotation templates |
| Monthly AI budget (USD) | Enable AI | Billing |
tip
For the catalog and contacts, ask for the data in the Growtek template: download it with Export (even when empty, it includes the columns and the Instructions sheet). See Import templates.
How to verify
All the data in the table received, in the format of each template.