AI assistant
What it is for
Ask Growtek is the platform's assistant. It is useful for three things:
- Asking how to do something ("How do I create a quote from a lead?"). It answers with the step-by-step guides and this documentation, and can take you to the screen.
- Requesting reports on your data: quotes, leads, campaigns, conversations or tickets. It only sees what you can see.
- Checking what is left to set up in the workspace and requesting support from the Growtek team.
How to get there
The AI assistant tab on the right edge of the screen, from any module.
The screen in detail
The panel has three tabs:
| Tab | What it does |
|---|---|
| Ask | The chat. It suggests questions and offers New conversation. Some reports can be downloaded with Download CSV. |
| What's missing | The workspace setup checklist. See Workspace checklist. |
| My requests | Your support requests to Growtek, in Open and History. |
Answers are generated with AI from your data and the documentation. Check them before making decisions.
What you can do
Ask a question or request a report
Type in Type your question… and click Send. Examples:
- Which sent quotes have my clients not opened?
- Which leads have gone more than 7 days without moving?
- Which tickets have been open for more than 48 hours?
- How do I import my contacts from Excel?
- What is left to set up in my account?
Request support from Growtek
- Click Request support (below the chat or in My requests).
- Choose the Request type: Implementation, Platform error, How-to question, Billing or Other.
- Write the Subject and the Details: what you were trying to do, what happened and on which screen.
- If you want, in Evidence click Attach files, drag files or paste a screenshot with Ctrl/⌘+V.
- Click Send request.
How to verify: you will see the reference (SR-…) and the request appears in My requests → Open.
- Allowed evidence: images (PNG, JPG, WEBP), PDF, video (MP4, WEBM) and TXT/LOG/CSV, up to 25 MB each and 10 per message.
- When Growtek replies or changes the status, you get a notification. Open the request in My requests to read the reply and answer.
- Resolved or closed ones stay in History. For 14 days you can Reopen request if the problem comes back; after that, create a new one.
- Only you see your requests.
Request statuses: Open, In progress, Resolved and Closed. More detail in Support.
Limits
- Each user has a maximum number of questions per day (30 by default) and the assistant has its own monthly budget, separate from the agents. An administrator sets them in Billing.
- The assistant uses the workspace's AI key: without a key it cannot answer.
Required permissions
| Action | Permission |
|---|---|
| Open the assistant, ask, checklist and support | assistant.use |
| Request reports on the data | assistant.reports |
The assistant also requires the AI assistant module to be active in the workspace. Reports are always limited to what you can see in each module.
Frequently asked questions
It says the workspace has no AI key. An administrator has to connect it in AI connections.
It says I reached today's question limit. Come back tomorrow or ask the administrator to raise Questions per user per day.