Modules
Summary
A workspace has modules turned on according to what was contracted. Anything not active does not appear in the menu, the search or the checklist. Modules are turned on by the Growtek team; a new workspace starts with all of them off.
Reference table
| Module | What appears in the app | Depends on |
|---|---|---|
| Contacts | Clients (Contacts, Tags, Segments, lists), Create → New contact | — |
| Companies | Clients → Companies | — |
| Products | Catalog → Products, Create → New product, the checklist's catalog item | — |
| Services | Catalog → Services | — |
| Projects | Catalog → Projects | — |
| Distributors | Distributors | — |
| Prospecting Pipeline | Pipelines → Prospecting, Create → New campaign, voice agent, Meta Lead Ads, WhatsApp prospecting line | — |
| Sales Pipeline | Pipelines → Sales | — |
| Quotations | Quotes, Create → New quote, templates | Sales Pipeline |
| Remarketing Pipeline | Pipelines → Remarketing | — |
| Post-sales Pipeline | Pipelines → Post-sales | — |
| Conversations | Conversations, support agent, support channels | — |
| Tickets | Tickets, Create → New ticket, Settings → Tickets | — |
| Calendar | Calendar, Settings → Calendar | — |
| AI agent tester | Test AI in the user menu | — |
| AI assistant (Ask Growtek) | The assistant, What's missing and My requests | — |
Notes
- Besides the module, each screen requires its read permission. See Roles & permissions.
- Some Settings screens depend on which agents are enabled: for example, Knowledge base only appears with the support agent, and AI connections only if there is at least one AI agent.
- To turn on a module, ask for it with a support request.