--- title: "Guides - Growf" url: "https://www.growf.io/resources/guides/" language: "en" --- # Guides - Growf ## Explore the library Clear guidance for real agency work. 165 guides AllAccountAgency CockpitAgentsChatContentIntegrationsMarketingStrategyWorkspace ### Account 5 [![](https://app.growf.io/knowledge-base/sign-in-with-email/enter-email.webp)AccountSign in with emailRequest a one-time code by email and use it to open Growf.Read now →](https://www.growf.io/resources/guides/sign-in-with-email/) [![](https://app.growf.io/knowledge-base/sign-in-with-google/choose-google.webp)AccountSign in with GoogleOpen Growf with the Google account that matches your invite email.Read now →](https://www.growf.io/resources/guides/sign-in-with-google/) [![](https://app.growf.io/knowledge-base/sign-out/open-user-menu.webp)AccountSign outEnd your Growf session from the user menu or the workspaces page.Read now →](https://www.growf.io/resources/guides/sign-out/) [![](https://app.growf.io/knowledge-base/sign-up/enter-email.webp)AccountSign up for GrowfCreate a Growf account and start agency setup.Read now →](https://www.growf.io/resources/guides/sign-up/)[![](https://app.growf.io/knowledge-base/update-profile/open-profile-settings.webp)AccountUpdate your profileChange your name and preferred language in Profile settings.Read now →](https://www.growf.io/resources/guides/update-profile/) ### Agency Cockpit 9 [![](https://app.growf.io/knowledge-base/configure-agency-chargeback/open-usage.webp)Agency CockpitConfigure agency chargebackTrack monthly credit cost for a client workspace so you can invoice them outside Growf.Read now →](https://www.growf.io/resources/guides/configure-agency-chargeback/)[![](https://app.growf.io/knowledge-base/configure-agency-usage-alerts/open-usage.webp)Agency CockpitConfigure agency usage alertsEmail agency admins when the shared pool or a workspace cap reaches a percentage this billing period.Read now →](https://www.growf.io/resources/guides/configure-agency-usage-alerts/)[![](https://app.growf.io/knowledge-base/invite-agency-team-members/open-team.webp)Agency CockpitInvite agency team membersEmail one role to one or more agency and client workspaces from Team.Read now →](https://www.growf.io/resources/guides/invite-agency-team-members/)[![](https://app.growf.io/knowledge-base/manage-custom-agency-roles/open-roles.webp)Agency CockpitManage custom agency rolesTurn on custom roles for the agency, then add or edit permissions that apply to every linked workspace.Read now →](https://www.growf.io/resources/guides/manage-custom-agency-roles/)[![](https://app.growf.io/knowledge-base/monitor-agency-ai-usage/open-usage.webp)Agency CockpitMonitor agency AI usageSee shared-pool credit spend this billing month, the forecast, and which workspaces and people drive it.Read now →](https://www.growf.io/resources/guides/monitor-agency-ai-usage/)[![](https://app.growf.io/knowledge-base/manage-agency-team/open-team.webp)Agency CockpitReview the agency teamSee who is on the agency and client workspaces, open a member, and change their role or workspaces.Read now →](https://www.growf.io/resources/guides/manage-agency-team/)[![](https://app.growf.io/knowledge-base/set-agency-workspace-credit-caps/open-usage.webp)Agency CockpitSet workspace credit capsCap monthly AI credits for one workspace so it cannot consume the whole agency pool.Read now →](https://www.growf.io/resources/guides/set-agency-workspace-credit-caps/)[![](https://app.growf.io/knowledge-base/use-agency-cockpit/open-team.webp)Agency CockpitUse the agency cockpitOpen the agency cockpit to review team, AI usage, and adoption across your agency and client workspaces.Read now →](https://www.growf.io/resources/guides/use-agency-cockpit/)[![](https://app.growf.io/knowledge-base/view-agency-adoption/open-adoption.webp)Agency CockpitView agency adoptionSee which workspaces are active, starting, lapsed, or not activated, and who still needs a first action.Read now →](https://www.growf.io/resources/guides/view-agency-adoption/) ### Agents 10 [![](https://app.growf.io/knowledge-base/activate-a-custom-agent/open-agent-settings.webp)AgentsActivate a custom agentSet Type and Output, finish tools and identities, then switch Status from Draft to Active.Read now →](https://www.growf.io/resources/guides/activate-a-custom-agent/)[![](https://app.growf.io/knowledge-base/browse-custom-agents/open-agents.webp)AgentsBrowse custom agentsOpen Agents to find workspace agents, switch Cards or List, search, filter, and favorite.Read now →](https://www.growf.io/resources/guides/browse-custom-agents/)[![](https://app.growf.io/knowledge-base/create-a-custom-agent/open-agents.webp)AgentsCreate a custom agentDescribe a goal, create the agent, and wait while Growf writes a name, instructions, tools, and avatar.Read now →](https://www.growf.io/resources/guides/create-a-custom-agent/)[![](https://app.growf.io/knowledge-base/delete-a-custom-agent/open-delete-sample.webp)AgentsDelete a custom agentRemove an agent from Settings or from the list. You cannot undo it.Read now →](https://www.growf.io/resources/guides/delete-a-custom-agent/)[![](https://app.growf.io/knowledge-base/manage-agent-output-recipients/open-output.webp)AgentsManage agent output recipientsChoose who receives scheduled agent emails, set a subject, and check delivery history.Read now →](https://www.growf.io/resources/guides/manage-agent-output-recipients/)[![](https://app.growf.io/knowledge-base/manage-agent-tools-and-identities/open-tools-tab.webp)AgentsManage agent tools and identitiesAdd tools from Instructions, link a connection on Tools, and pick identities when a tool needs a brand or person.Read now →](https://www.growf.io/resources/guides/manage-agent-tools-and-identities/)[![](https://app.growf.io/knowledge-base/regenerate-agent-instructions/open-regenerate.webp)AgentsRegenerate agent instructionsRebuild instructions and tool picks from the saved goal, after you confirm the dialog.Read now →](https://www.growf.io/resources/guides/regenerate-agent-instructions/)[![](https://app.growf.io/knowledge-base/run-a-custom-agent/open-runs.webp)AgentsRun a custom agentStart a Test Run from Runs, watch the live canvas, and open History for past output.Read now →](https://www.growf.io/resources/guides/run-a-custom-agent/)[![](https://app.growf.io/knowledge-base/schedule-agent-runs/open-schedule.webp)AgentsSchedule agent runsSet Daily, Weekly, or Monthly in Settings so an Active agent runs on its own.Read now →](https://www.growf.io/resources/guides/schedule-agent-runs/)[![](https://app.growf.io/knowledge-base/use-agent-prompt-assistant/open-assistant.webp)AgentsUse the agent prompt assistantAsk the sidebar Assistant to draft a better prompt, then Apply before Instructions change.Read now →](https://www.growf.io/resources/guides/use-agent-prompt-assistant/) ### Chat 31 [![](https://app.growf.io/knowledge-base/archive-a-conversation/open-archive-menu.webp)ChatArchive a conversationHide a thread from All and Mine, then find it again under Archived.Read now →](https://www.growf.io/resources/guides/archive-a-conversation/)[![](https://app.growf.io/knowledge-base/attach-files-in-chat/find-attach.webp)ChatAttach files in chatAdd an image, PDF, Office file, or text file to the next chat message so the model can read it.Read now →](https://www.growf.io/resources/guides/attach-files-in-chat/)[![](https://app.growf.io/knowledge-base/browse-designs-in-the-gallery/open-your-designs.webp)ChatBrowse designs in the galleryOpen Your designs to see design systems, saved templates, and workspace designs.Read now →](https://www.growf.io/resources/guides/browse-designs-in-the-gallery/)[![](https://app.growf.io/knowledge-base/chat-in-workspace/open-chat-home.webp)ChatChat in a workspaceOpen Chat, start or reopen a conversation, and type a message without leaving the workspace.Read now →](https://www.growf.io/resources/guides/chat-in-workspace/)[![](https://app.growf.io/knowledge-base/choose-a-chat-mode/find-chat-mode.webp)ChatChoose a chat modeSwitch a conversation between Standard, Design mode, and Strategy mode from the composer.Read now →](https://www.growf.io/resources/guides/choose-a-chat-mode/)[![](https://app.growf.io/knowledge-base/choose-a-chat-model/find-provider.webp)ChatChoose a chat modelPick Claude, Gemini, or OpenAI for the next reply in this conversation.Read now →](https://www.growf.io/resources/guides/choose-a-chat-model/)[![](https://app.growf.io/knowledge-base/create-a-design-system/open-gallery.webp)ChatCreate a design systemStart a new workspace brand from the Your designs gallery so later designs can stay on-brand.Read now →](https://www.growf.io/resources/guides/create-a-design-system/)[![](https://app.growf.io/knowledge-base/delete-a-conversation/open-delete-menu.webp)ChatDelete a conversationRemove a conversation from the workspace after you confirm Delete.Read now →](https://www.growf.io/resources/guides/delete-a-conversation/)[![](https://app.growf.io/knowledge-base/delete-a-design-system/find-the-system.webp)ChatDelete a design systemRemove a workspace brand and its stored brand files from the style guide.Read now →](https://www.growf.io/resources/guides/delete-a-design-system/)[![](https://app.growf.io/knowledge-base/dictate-a-chat-message/find-dictate.webp)ChatDictate a chat messageSpeak a message into the composer, then confirm the transcript before you send.Read now →](https://www.growf.io/resources/guides/dictate-a-chat-message/)[![](https://app.growf.io/knowledge-base/download-a-design/open-the-preview.webp)ChatDownload a designSave the open design as HTML, or as a PDF when it is a slide deck.Read now →](https://www.growf.io/resources/guides/download-a-design/)[![](https://app.growf.io/knowledge-base/link-knowledge-in-chat/find-knowledge.webp)ChatLink knowledge in chatAttach workspace documents to a message from Knowledge, so the reply can use that material.Read now →](https://www.growf.io/resources/guides/link-knowledge-in-chat/)[![](https://app.growf.io/knowledge-base/manage-chat-settings/open-chat-settings.webp)ChatManage chat settingsSet your default chat provider, blocked words, custom instructions, and default knowledge for this workspace.Read now →](https://www.growf.io/resources/guides/manage-chat-settings/)[![](https://app.growf.io/knowledge-base/mention-resources-in-chat/open-composer.webp)ChatMention resources with @Type @ in the composer to pin a product, ICP, persona, identity, integration, strategy, or custom agent to the message.Read now →](https://www.growf.io/resources/guides/mention-resources-in-chat/)[![](https://app.growf.io/knowledge-base/move-a-conversation/open-row-menu.webp)ChatMove a conversationMove a thread to a folder or back to Root from the conversation menu.Read now →](https://www.growf.io/resources/guides/move-a-conversation/)[![](https://app.growf.io/knowledge-base/organize-chats-in-folders/open-chats-list.webp)ChatOrganize chats in foldersCreate folders in the Chats list, then rename or nest them, so threads are easier to find.Read now →](https://www.growf.io/resources/guides/organize-chats-in-folders/)[![](https://app.growf.io/knowledge-base/pick-a-design-system-in-chat/find-the-picker.webp)ChatPick a design system in chatChoose which workspace brand new designs use, or re-pin the design that is open.Read now →](https://www.growf.io/resources/guides/pick-a-design-system-in-chat/)[![](https://app.growf.io/knowledge-base/preview-a-strategy-model-in-chat/open-strategy-chat.webp)ChatPreview a strategy model in chatOpen a read-only model preview from the Strategy mode sidebar, pick a version, then jump to the full editor if you need to change it.Read now →](https://www.growf.io/resources/guides/preview-a-strategy-model-in-chat/)[![](https://app.growf.io/knowledge-base/rename-a-conversation/open-conversation.webp)ChatRename a conversationChange a conversation name from the header or the Chats list.Read now →](https://www.growf.io/resources/guides/rename-a-conversation/)[![](https://app.growf.io/knowledge-base/rename-a-design/open-the-preview.webp)ChatRename a designChange the title on the live preview so the gallery and downloads use the new name.Read now →](https://www.growf.io/resources/guides/rename-a-design/)[![](https://app.growf.io/knowledge-base/save-a-design-as-template/find-save-as-template.webp)ChatSave a design as a templateSnapshot the open design so you can reuse its HTML in later Design Mode chats.Read now →](https://www.growf.io/resources/guides/save-a-design-as-template/)[![](https://app.growf.io/knowledge-base/search-conversations-in-chat/find-search.webp)ChatSearch conversationsFilter the Chats list by name, then narrow it with All, Mine, or Archived.Read now →](https://www.growf.io/resources/guides/search-conversations-in-chat/)[![](https://app.growf.io/knowledge-base/select-elements-in-design-preview/find-select.webp)ChatSelect elements in the design previewPoint at a part of the live preview so your next message talks about that element.Read now →](https://www.growf.io/resources/guides/select-elements-in-design-preview/)[![](https://app.growf.io/knowledge-base/share-a-conversation/find-share.webp)ChatShare a conversationCopy a conversation link or send it to people in the same workspace.Read now →](https://www.growf.io/resources/guides/share-a-conversation/)[![](https://app.growf.io/knowledge-base/start-design-from-a-format-template/open-format-starters.webp)ChatStart a design from a format templatePick Slide deck, Document, Landing page, or Report before you write the brief.Read now →](https://www.growf.io/resources/guides/start-design-from-a-format-template/)[![](https://app.growf.io/knowledge-base/use-chat-suggestions/open-empty-chat.webp)ChatUse a chat suggestionPick a starter card on an empty Standard chat, or browse the carousel, instead of writing the first prompt yourself.Read now →](https://www.growf.io/resources/guides/use-chat-suggestions/)[![](https://app.growf.io/knowledge-base/use-a-saved-design-template/find-the-template.webp)ChatUse a saved design templateOpen a workspace template to edit the snapshot, or start a new design from it.Read now →](https://www.growf.io/resources/guides/use-a-saved-design-template/)[![](https://app.growf.io/knowledge-base/use-design-mode/open-chat.webp)ChatUse Design ModeSwitch a chat to Design mode, brief a visual, and work from the Your designs gallery.Read now →](https://www.growf.io/resources/guides/use-design-mode/)[![](https://app.growf.io/knowledge-base/use-strategy-mode/open-chat.webp)ChatUse Strategy modeSwitch a conversation to Strategy mode so the Models sidebar and strategy tools turn on.Read now →](https://www.growf.io/resources/guides/use-strategy-mode/)[![](https://app.growf.io/knowledge-base/view-a-custom-agent-run-in-chat/open-conversation.webp)ChatView a custom agent run in chatMention a custom agent, send the task, then read the run on the agent canvas beside the thread.Read now →](https://www.growf.io/resources/guides/view-a-custom-agent-run-in-chat/)[![](https://app.growf.io/knowledge-base/view-a-design-system-style-guide/open-the-guide.webp)ChatView a design system style guideOpen a brand card to read colours, type, spacing, and voice, and copy a colour hex.Read now →](https://www.growf.io/resources/guides/view-a-design-system-style-guide/) ### Content 15 [![](https://app.growf.io/knowledge-base/assign-content-identity-and-channels/open-new-social.webp)ContentAssign identity and channels to contentChoose who publishes a social post and which connected accounts it can use.Read now →](https://www.growf.io/resources/guides/assign-content-identity-and-channels/)[![](https://app.growf.io/knowledge-base/browse-content-board/open-content-table.webp)ContentBrowse content on the boardSwitch Content to Board to see drafts by stage, from Draft through Posted.Read now →](https://www.growf.io/resources/guides/browse-content-board/)[![](https://app.growf.io/knowledge-base/configure-content-ai-settings/open-content-settings.webp)ContentConfigure content AI settingsSet the default AI provider, words to avoid, and extra instructions for every content generation in this workspace.Read now →](https://www.growf.io/resources/guides/configure-content-ai-settings/)[![](https://app.growf.io/knowledge-base/create-content/open-content.webp)ContentCreate marketing contentStart a social post, article, ad, email, or website piece from Content, then write it in the editor.Read now →](https://www.growf.io/resources/guides/create-content/)[![](https://app.growf.io/knowledge-base/delete-content/open-content-for-delete.webp)ContentDelete a content draftRemove a draft from Content. Posted or scheduled pieces cannot be deleted until they are drafts again.Read now →](https://www.growf.io/resources/guides/delete-content/)[![](https://app.growf.io/knowledge-base/duplicate-content/open-content-for-duplicate.webp)ContentDuplicate content as a draftCopy a piece to a new draft so you can reuse the text without changing the original.Read now →](https://www.growf.io/resources/guides/duplicate-content/)[![](https://app.growf.io/knowledge-base/edit-content/open-content-list.webp)ContentEdit marketing contentOpen a draft, rename it, and write the body. Changes save as you leave a field.Read now →](https://www.growf.io/resources/guides/edit-content/)[![](https://app.growf.io/knowledge-base/move-content-to-folder/ensure-folder.webp)ContentMove content to a folderPut a draft in a folder, or send it back to All content, from the Table row.Read now →](https://www.growf.io/resources/guides/move-content-to-folder/)[![](https://app.growf.io/knowledge-base/organize-content-in-folders/open-table-for-folders.webp)ContentOrganize content in foldersCreate, rename, move, and delete folders on the Content table so drafts sit in groups.Read now →](https://www.growf.io/resources/guides/organize-content-in-folders/)[![](https://app.growf.io/knowledge-base/publish-content-now/open-draft-for-publish.webp)ContentPublish content nowCheck publishing readiness, then post at once when Publish now is available and the piece is ready.Read now →](https://www.growf.io/resources/guides/publish-content-now/)[![](https://app.growf.io/knowledge-base/request-content-feedback/open-sample-for-request.webp)ContentRequest content feedbackSend a draft to a teammate or client for review, with an optional lock so they finish before you edit or schedule.Read now →](https://www.growf.io/resources/guides/request-content-feedback/)[![](https://app.growf.io/knowledge-base/schedule-and-publish-content/open-ready-draft.webp)ContentSchedule content to publishSet a date and time in the workspace timezone so Growf posts the piece automatically.Read now →](https://www.growf.io/resources/guides/schedule-and-publish-content/)[![](https://app.growf.io/knowledge-base/use-content-assistant/open-draft-assistant.webp)ContentUse the content assistantAsk the Content tab to draft or improve the open piece, then Apply or Discard the suggested text.Read now →](https://www.growf.io/resources/guides/use-content-assistant/)[![](https://app.growf.io/knowledge-base/use-content-media-library/open-draft-for-media.webp)ContentUse the content media libraryAttach JPEG, PNG, GIF, or one MP4 from the library or Upload, then use those files on the draft.Read now →](https://www.growf.io/resources/guides/use-content-media-library/)[![](https://app.growf.io/knowledge-base/use-content-strategy-copilot/open-draft-for-strategy.webp)ContentUse the content strategy copilotSet the persona on Strategy, then analyze tone and (for articles) blog structure against that audience.Read now →](https://www.growf.io/resources/guides/use-content-strategy-copilot/) ### Integrations 8 [![](https://app.growf.io/knowledge-base/configure-a-custom-or-mcp-toolkit/search-stairoids.webp)IntegrationsConfigure a custom or MCP toolkitConnect Jobmatix, Livestorm, or Stairoids with an API key or MCP URL instead of a provider sign-in.Read now →](https://www.growf.io/resources/guides/configure-a-custom-or-mcp-toolkit/)[![](https://app.growf.io/knowledge-base/configure-integration-signals/open-signals.webp)IntegrationsConfigure integration signalsSee which detectors run for this workspace, add a new one, or open one to change its prompt and priority.Read now →](https://www.growf.io/resources/guides/configure-integration-signals/)[![](https://app.growf.io/knowledge-base/connect-an-integration/open-integrations.webp)IntegrationsConnect an integrationAdd a tool or knowledge source to the workspace so chat, signals, and sync can use it.Read now →](https://www.growf.io/resources/guides/connect-an-integration/)[![](https://app.growf.io/knowledge-base/create-a-signal-detector/open-new-signal.webp)IntegrationsCreate a signal detectorAdd a detector for a connected integration so Growf can write findings to Home.Read now →](https://www.growf.io/resources/guides/create-a-signal-detector/)[![](https://app.growf.io/knowledge-base/delete-a-signal-detector/open-signals-table.webp)IntegrationsDelete a signal detectorRemove a detector so that integration no longer writes findings to Home.Read now →](https://www.growf.io/resources/guides/delete-a-signal-detector/)[![](https://app.growf.io/knowledge-base/disconnect-an-integration/find-connection.webp)IntegrationsDisconnect an integrationRemove a workspace connection so chat, sync, and signals stop using that account.Read now →](https://www.growf.io/resources/guides/disconnect-an-integration/)[![](https://app.growf.io/knowledge-base/edit-a-signal-detector/open-analytics-detector.webp)IntegrationsEdit a signal detectorChange a detector’s name, custom prompt, active switch, or priority so the next run matches what you care about.Read now →](https://www.growf.io/resources/guides/edit-a-signal-detector/)[![](https://app.growf.io/knowledge-base/edit-integration-connection/open-connected-table.webp)IntegrationsEdit an integration connectionRename a connection, choose who can use it in chat, and set toolkit options such as a property or page.Read now →](https://www.growf.io/resources/guides/edit-integration-connection/) ### Marketing 11 [![](https://app.growf.io/knowledge-base/connect-a-publishing-channel/open-social-platforms.webp)MarketingConnect a publishing channelLink LinkedIn, Facebook, or Instagram to an identity, or disconnect a channel you no longer use.Read now →](https://www.growf.io/resources/guides/connect-a-publishing-channel/)[![](https://app.growf.io/knowledge-base/create-a-publishing-identity/open-new-identity.webp)MarketingCreate a publishing identityAdd a person or company identity so social posts and ads have someone to publish as.Read now →](https://www.growf.io/resources/guides/create-a-publishing-identity/)[![](https://app.growf.io/knowledge-base/delete-a-publishing-identity/find-identity-to-delete.webp)MarketingDelete a publishing identitySoft-delete an identity from the list when you no longer publish as that person or company.Read now →](https://www.growf.io/resources/guides/delete-a-publishing-identity/)[![](https://app.growf.io/knowledge-base/edit-a-publishing-identity/open-identity-overview.webp)MarketingEdit a publishing identityChange the identity name used on the list, in content, and in invites.Read now →](https://www.growf.io/resources/guides/edit-a-publishing-identity/)[![](https://app.growf.io/knowledge-base/invite-to-connect-an-identity-channel/open-identity-channels.webp)MarketingInvite someone to connect an identity channelEmail a link so a client or teammate can connect LinkedIn, Facebook, or Instagram without a Growf account.Read now →](https://www.growf.io/resources/guides/invite-to-connect-an-identity-channel/)[![](https://app.growf.io/knowledge-base/manage-publishing-identities/open-identities.webp)MarketingManage publishing identitiesOpen the identity list, find who publishes, and jump to create, edit, delete, or channel setup.Read now →](https://www.growf.io/resources/guides/manage-publishing-identities/)[![](https://app.growf.io/knowledge-base/review-home-integration-signals/open-integration-signals.webp)MarketingReview home integration signalsRead this week’s integration findings on Home and mark the ones you have handled.Read now →](https://www.growf.io/resources/guides/review-home-integration-signals/)[![](https://app.growf.io/knowledge-base/use-recommended-focus-items/open-recommended.webp)MarketingUse recommended focus itemsOpen this week’s suggested next steps on Home, mark them done, or jump to the work.Read now →](https://www.growf.io/resources/guides/use-recommended-focus-items/)[![](https://app.growf.io/knowledge-base/use-home-dashboard/open-home.webp)MarketingUse the home dashboardOpen Home after you switch workspace, start a chat, and continue setup from Phase & progress.Read now →](https://www.growf.io/resources/guides/use-home-dashboard/)[![](https://app.growf.io/knowledge-base/use-marketing-calendar/open-month.webp)MarketingUse the marketing calendarSee scheduled and posted work by day, filter the grid, and start a piece from a date.Read now →](https://www.growf.io/resources/guides/use-marketing-calendar/)[![](https://app.growf.io/knowledge-base/view-performance-stats/open-stats-dashboard.webp)MarketingView performance statsRead workspace counts for products, identities, and marketing content, or finish the setup checklist first.Read now →](https://www.growf.io/resources/guides/view-performance-stats/) ### Strategy 49 [![](https://app.growf.io/knowledge-base/configure-a-buyer-persona/open-persona-configure.webp)StrategyConfigure a buyer personaOpen a New persona and complete the wizard: decision role, ICP, job titles, then the later profile steps.Read now →](https://www.growf.io/resources/guides/configure-a-buyer-persona/)[![](https://app.growf.io/knowledge-base/configure-a-product/open-draft-configure.webp)StrategyConfigure a productOpen a draft product, add the briefing from a page or pasted text, then save and enrich so Features and Description appear.Read now →](https://www.growf.io/resources/guides/configure-a-product/)[![](https://app.growf.io/knowledge-base/create-a-buyer-persona/open-personas-for-create.webp)StrategyCreate a buyer personaChoose New on Personas to create an Untitled persona and open Configure.Read now →](https://www.growf.io/resources/guides/create-a-buyer-persona/)[![](https://app.growf.io/knowledge-base/create-a-product/open-create-product.webp)StrategyCreate a productAdd a product from New, pick a website page or pasted text, then continue to Configure.Read now →](https://www.growf.io/resources/guides/create-a-product/)[![](https://app.growf.io/knowledge-base/create-ideal-customer-profile/open-ideal-customers.webp)StrategyCreate an ideal customer profileChoose New on Ideal customers, pick a published product, then add example companies before you create the profile.Read now →](https://www.growf.io/resources/guides/create-ideal-customer-profile/)[![](https://app.growf.io/knowledge-base/delete-a-buyer-persona/open-personas-for-delete.webp)StrategyDelete a buyer personaRemove a persona you no longer need. List trash appears on drafts; the overview also has Delete.Read now →](https://www.growf.io/resources/guides/delete-a-buyer-persona/)[![](https://app.growf.io/knowledge-base/delete-a-product/open-products-for-delete.webp)StrategyDelete a productRemove a product you no longer need. List trash appears on drafts; the product page also has Delete.Read now →](https://www.growf.io/resources/guides/delete-a-product/)[![](https://app.growf.io/knowledge-base/delete-an-ideal-customer-profile/open-icp-for-delete.webp)StrategyDelete an ideal customer profileRemove a draft ICP from the list. Only drafts can be deleted.Read now →](https://www.growf.io/resources/guides/delete-an-ideal-customer-profile/)[![](https://app.growf.io/knowledge-base/edit-an-ideal-customer-profile/open-icp-description.webp)StrategyEdit an ideal customer profileOpen Description on a published ICP and edit the profile text and challenges.Read now →](https://www.growf.io/resources/guides/edit-an-ideal-customer-profile/)[![](https://app.growf.io/knowledge-base/export-persona-job-titles/open-jobs-for-export.webp)StrategyExport persona job titlesOpen the jobs page and choose Export to download the titles as a CSV.Read now →](https://www.growf.io/resources/guides/export-persona-job-titles/)[![](https://app.growf.io/knowledge-base/export-target-accounts/open-selected-accounts.webp)StrategyExport target accountsOpen Selected on Target accounts and choose Export to CSV to download the saved companies.Read now →](https://www.growf.io/resources/guides/export-target-accounts/)[![](https://app.growf.io/knowledge-base/find-target-accounts/open-target-accounts.webp)StrategyFind target accountsOpen Target accounts on a published ICP and use Discover to search for companies that match the profile.Read now →](https://www.growf.io/resources/guides/find-target-accounts/)[![](https://app.growf.io/knowledge-base/manage-agency-marketing-models/open-marketing-models-settings.webp)StrategyManage agency marketing modelsAdd frameworks to the agency stack so every workspace can fill them. Saved models stay.Read now →](https://www.growf.io/resources/guides/manage-agency-marketing-models/)[![](https://app.growf.io/knowledge-base/manage-buyer-personas/open-personas.webp)StrategyManage buyer personasOpen Personas to see buyer roles, search or filter the list, and open a persona to finish setup or review the profile.Read now →](https://www.growf.io/resources/guides/manage-buyer-personas/)[![](https://app.growf.io/knowledge-base/manage-icp-example-companies/open-example-companies.webp)StrategyManage ICP example companiesOpen Example companies on a published ICP to review the 3–6 accounts that define the profile, then add more if needed.Read now →](https://www.growf.io/resources/guides/manage-icp-example-companies/)[![](https://app.growf.io/knowledge-base/manage-persona-documents/open-persona-documents.webp)StrategyManage persona documentsOpen a persona’s documents page to see files from the linked product, and upload when exactly one product is linked.Read now →](https://www.growf.io/resources/guides/manage-persona-documents/)[![](https://app.growf.io/knowledge-base/manage-persona-job-titles/open-persona-jobs.webp)StrategyManage persona job titlesOpen the jobs page to review the titles linked to a buyer persona.Read now →](https://www.growf.io/resources/guides/manage-persona-job-titles/)[![](https://app.growf.io/knowledge-base/manage-product-documents/open-product-documents.webp)StrategyManage product documentsOpen a product’s documents page and drop files so Growf can use them as offer context.Read now →](https://www.growf.io/resources/guides/manage-product-documents/)[![](https://app.growf.io/knowledge-base/manage-product-features/open-features.webp)StrategyManage product featuresOpen Features on a configured product, then add, edit, reorder, or delete the points that define the offer.Read now →](https://www.growf.io/resources/guides/manage-product-features/)[![](https://app.growf.io/knowledge-base/manage-products/open-products.webp)StrategyManage productsOpen Products to see what the workspace sells, search or filter the list, and open a product to finish setup or edit features.Read now →](https://www.growf.io/resources/guides/manage-products/)[![](https://app.growf.io/knowledge-base/publish-a-buyer-persona/open-persona-overview.webp)StrategyPublish a buyer personaOpen the overview and choose Publish when the AI persona checklist is complete.Read now →](https://www.growf.io/resources/guides/publish-a-buyer-persona/)[![](https://app.growf.io/knowledge-base/revert-a-strategy-model-version/open-versions.webp)StrategyRevert a strategy model versionOpen Versions and restore an older snapshot as a new draft without deleting history.Read now →](https://www.growf.io/resources/guides/revert-a-strategy-model-version/)[![](https://app.growf.io/knowledge-base/save-and-publish-a-strategy-model/open-edit.webp)StrategySave and publish a strategy modelEdit a framework, save a new draft version, then publish it for chat and mentions.Read now →](https://www.growf.io/resources/guides/save-and-publish-a-strategy-model/)[![](https://app.growf.io/knowledge-base/sync-products-from-website/open-products-for-sync.webp)StrategySync products from the websiteStart Sync products so Growf can look for product pages on the workspace domain.Read now →](https://www.growf.io/resources/guides/sync-products-from-website/)[![](https://app.growf.io/knowledge-base/use-strategy-models/open-models.webp)StrategyUse strategy modelsOpen the Models list, read each framework’s status, and pick a model to preview or edit.Read now →](https://www.growf.io/resources/guides/use-strategy-models/)[![](https://app.growf.io/knowledge-base/use-7p-marketing-mix/preview-model.webp)StrategyUse the 7P Marketing MixAdd 7P to the agency stack if it is missing, then edit Product through Physical evidence and preview the mix.Read now →](https://www.growf.io/resources/guides/use-7p-marketing-mix/)[![](https://app.growf.io/knowledge-base/use-aarrr/preview-model.webp)StrategyUse the AARRR (Pirate Metrics) modelPreview the five growth stages, then open Edit to set focus, goal, tactics, and metrics for each.Read now →](https://www.growf.io/resources/guides/use-aarrr/)[![](https://app.growf.io/knowledge-base/use-abm-accounts-roles/preview-model.webp)StrategyUse the ABM Account + Roles modelPreview target accounts and the buying committee, then open Edit to change accounts, DMU roles, and role-specific messaging.Read now →](https://www.growf.io/resources/guides/use-abm-accounts-roles/)[![](https://app.growf.io/knowledge-base/use-blue-ocean-canvas/preview-model.webp)StrategyUse the Blue Ocean Strategy CanvasPreview Eliminate, Reduce, Raise, and Create, then open Edit to change those four moves.Read now →](https://www.growf.io/resources/guides/use-blue-ocean-canvas/)[![](https://app.growf.io/knowledge-base/use-brand-archetypes/preview-model.webp)StrategyUse the Brand Archetypes positioning modelPreview the archetype system, then open Edit to set primary and secondary archetypes, motivation, tone, and guardrails.Read now →](https://www.growf.io/resources/guides/use-brand-archetypes/)[![](https://app.growf.io/knowledge-base/use-business-model-canvas/preview-model.webp)StrategyUse the Business Model CanvasPreview the nine blocks, then open Edit to change segments, offer, channels, and the rest of the canvas.Read now →](https://www.growf.io/resources/guides/use-business-model-canvas/)[![](https://app.growf.io/knowledge-base/use-buyer-loop/preview-model.webp)StrategyUse the Buyer LoopPreview the five B2B stages, then open Edit to set buyer behavior, activation, owner, and KPIs per stage.Read now →](https://www.growf.io/resources/guides/use-buyer-loop/)[![](https://app.growf.io/knowledge-base/use-category-design/preview-model.webp)StrategyUse the Category Design positioning modelPreview the point of view and from/to narrative, then open Edit to change those fields.Read now →](https://www.growf.io/resources/guides/use-category-design/)[![](https://app.growf.io/knowledge-base/use-consumer-decision-journey/preview-model.webp)StrategyUse the Consumer Decision JourneyPreview the circular consumer journey, then open Edit to set consideration, evaluation, purchase, and the post-purchase loop.Read now →](https://www.growf.io/resources/guides/use-consumer-decision-journey/)[![](https://app.growf.io/knowledge-base/use-crossing-the-chasm/preview-model.webp)StrategyUse the Crossing the Chasm positioning modelPreview the beachhead statement, then open Edit to set segment, need, offer, and differentiator.Read now →](https://www.growf.io/resources/guides/use-crossing-the-chasm/)[![](https://app.growf.io/knowledge-base/use-dunford/preview-model.webp)StrategyUse the Dunford positioning modelPreview the published Dunford canvas, then open Edit to change alternatives, value, market, and category.Read now →](https://www.growf.io/resources/guides/use-dunford/)[![](https://app.growf.io/knowledge-base/use-golden-circle/preview-model.webp)StrategyUse the Golden Circle positioning modelPreview Why, How, and What as a purpose story, then open Edit to change each ring.Read now →](https://www.growf.io/resources/guides/use-golden-circle/)[![](https://app.growf.io/knowledge-base/use-jtbd-personas/preview-model.webp)StrategyUse the Jobs-to-be-Done Personas modelPreview personas built from jobs, then open Edit to set the primary job, circumstances, outcomes, and obstacles.Read now →](https://www.growf.io/resources/guides/use-jtbd-personas/)[![](https://app.growf.io/knowledge-base/use-jobs-to-be-done/preview-model.webp)StrategyUse the Jobs-to-be-Done proposition modelPreview the job story, then open Edit to set the job, desired outcome, and circumstance.Read now →](https://www.growf.io/resources/guides/use-jobs-to-be-done/)[![](https://app.growf.io/knowledge-base/use-message-house/preview-model.webp)StrategyUse the Message HousePreview the core message and three pillars, then open Edit to change the roof, pillars, and proof points.Read now →](https://www.growf.io/resources/guides/use-message-house/)[![](https://app.growf.io/knowledge-base/use-positioning-matrix/preview-model.webp)StrategyUse the Positioning MatrixPreview the X/Y perceptual map, then open Edit to rename axes and plot your product and competitors.Read now →](https://www.growf.io/resources/guides/use-positioning-matrix/)[![](https://app.growf.io/knowledge-base/use-race-planning/preview-model.webp)StrategyUse the RACE Planning modelPreview Reach, Act, Convert, and Engage, then open Edit to plan each digital stage.Read now →](https://www.growf.io/resources/guides/use-race-planning/)[![](https://app.growf.io/knowledge-base/use-scaling-up/preview-model.webp)StrategyUse the Scaling Up positioning modelPreview the seven Scaling Up layers, then open Edit to change the word you own, sandbox, activities, and BHAG.Read now →](https://www.growf.io/resources/guides/use-scaling-up/)[![](https://app.growf.io/knowledge-base/use-see-think-do-care/preview-model.webp)StrategyUse the See-Think-Do-Care modelPreview the four intent stages, then open Edit to set audience, message, channels, and KPIs for each.Read now →](https://www.growf.io/resources/guides/use-see-think-do-care/)[![](https://app.growf.io/knowledge-base/use-storybrand/preview-model.webp)StrategyUse the StoryBrand positioning modelPreview the BrandScript canvas, then open Edit to change character, problem, guide, plan, and CTA.Read now →](https://www.growf.io/resources/guides/use-storybrand/)[![](https://app.growf.io/knowledge-base/use-stp/preview-model.webp)StrategyUse the STP marketing strategy modelPreview Segmentation, Targeting, and Positioning, then open Edit to change those three choices.Read now →](https://www.growf.io/resources/guides/use-stp/)[![](https://app.growf.io/knowledge-base/use-strategy-model-ai-assistant/open-assistant.webp)StrategyUse the strategy model assistantAsk Growf AI to draft or rewrite the open framework, then Apply or Discard the proposed version.Read now →](https://www.growf.io/resources/guides/use-strategy-model-ai-assistant/)[![](https://app.growf.io/knowledge-base/use-tofu-mofu-bofu/preview-model.webp)StrategyUse the TOFU / MOFU / BOFU modelPreview top, middle, and bottom of funnel, then open Edit to plan content and channels per stage.Read now →](https://www.growf.io/resources/guides/use-tofu-mofu-bofu/)[![](https://app.growf.io/knowledge-base/use-value-proposition-canvas/preview-model.webp)StrategyUse the Value Proposition CanvasPreview jobs, pains, and gains against the offer, then open Edit to change the customer profile and value map.Read now →](https://www.growf.io/resources/guides/use-value-proposition-canvas/) ### Workspace 27 [![](https://app.growf.io/knowledge-base/accept-workspace-invite/open-invite-link.webp)WorkspaceAccept a workspace inviteOpen your invite link or Invites, review the workspace and role, and join.Read now →](https://www.growf.io/resources/guides/accept-workspace-invite/)[![](https://app.growf.io/knowledge-base/complete-agency-onboarding/open-upload.webp)WorkspaceComplete agency onboardingUpload agency material, confirm your marketing models, and add client workspaces after you create your agency.Read now →](https://www.growf.io/resources/guides/complete-agency-onboarding/)[![](https://app.growf.io/knowledge-base/complete-workspace-onboarding/choose-setup-path.webp)WorkspaceComplete workspace onboardingSet up a client workspace with documents, website research, rules, products, ICPs, and personas.Read now →](https://www.growf.io/resources/guides/complete-workspace-onboarding/)[![](https://app.growf.io/knowledge-base/create-a-workspace/open-workspaces.webp)WorkspaceCreate a client workspaceAdd one client workspace from Workspaces with New.Read now →](https://www.growf.io/resources/guides/create-a-workspace/)[![](https://app.growf.io/knowledge-base/delete-a-document/open-document.webp)WorkspaceDelete a documentRemove a knowledge file and its extracted text from the workspace.Read now →](https://www.growf.io/resources/guides/delete-a-document/)[![](https://app.growf.io/knowledge-base/edit-company-context/open-context-settings.webp)WorkspaceEdit company contextUpdate the company description, business types, industry, country, and social URLs that AI uses.Read now →](https://www.growf.io/resources/guides/edit-company-context/)[![](https://app.growf.io/knowledge-base/edit-workspace-settings/open-workspace-settings.webp)WorkspaceEdit workspace settingsChange the workspace name, website, language, and timezone, and read owner and status on Information.Read now →](https://www.growf.io/resources/guides/edit-workspace-settings/)[![](https://app.growf.io/knowledge-base/favorite-workspaces/open-workspaces.webp)WorkspaceFavorite a workspacePin workspaces you use often so they stay at the top of the list and the picker.Read now →](https://www.growf.io/resources/guides/favorite-workspaces/)[![](https://app.growf.io/knowledge-base/import-client-workspaces/open-workspaces.webp)WorkspaceImport client workspacesCreate many client workspaces from an Excel file on Workspaces or during agency onboarding.Read now →](https://www.growf.io/resources/guides/import-client-workspaces/)[![](https://app.growf.io/knowledge-base/manage-workspace-members/open-members.webp)WorkspaceInvite and manage workspace membersInvite people by email, choose Admin or Client, and review pending or active members.Read now →](https://www.growf.io/resources/guides/manage-workspace-members/)[![](https://app.growf.io/knowledge-base/join-a-workspace/find-joinable-workspace.webp)WorkspaceJoin a workspaceJoin a client workspace your agency already manages, without an invite.Read now →](https://www.growf.io/resources/guides/join-a-workspace/)[![](https://app.growf.io/knowledge-base/manage-agency-rules/open-agency-rules.webp)WorkspaceManage agency rulesAdd, edit, and remove agency rules that agents follow across client workspaces.Read now →](https://www.growf.io/resources/guides/manage-agency-rules/)[![](https://app.growf.io/knowledge-base/manage-special-dates/open-calendar-settings.webp)WorkspaceManage special datesAdd launches and holidays, sync public holidays, and edit dates that shape content planning.Read now →](https://www.growf.io/resources/guides/manage-special-dates/)[![](https://app.growf.io/knowledge-base/manage-workspace-knowledge/open-documents.webp)WorkspaceManage workspace knowledgeOpen Documents to see the files Growf can use as workspace knowledge, then upload a file so the library is not empty.Read now →](https://www.growf.io/resources/guides/manage-workspace-knowledge/)[![](https://app.growf.io/knowledge-base/manage-workspace-rules/open-workspace-rules.webp)WorkspaceManage workspace rulesAdd, edit, and remove workspace rules that agents follow in this workspace.Read now →](https://www.growf.io/resources/guides/manage-workspace-rules/)[![](https://app.growf.io/knowledge-base/preview-and-download-a-document/open-document.webp)WorkspacePreview and download a documentOpen a knowledge file to read the extracted text, then use Preview to see the original or download it.Read now →](https://www.growf.io/resources/guides/preview-and-download-a-document/)[![](https://app.growf.io/knowledge-base/process-a-document/open-document.webp)WorkspaceProcess a documentRe-run extraction on a file you uploaded so Overview and chat can use its text.Read now →](https://www.growf.io/resources/guides/process-a-document/)[![](https://app.growf.io/knowledge-base/use-feedback-hub/open-feedback-hub.webp)WorkspaceReview feedback and approvalsOpen Feedback, read a pending request, then Approve or Reject with an optional note.Read now →](https://www.growf.io/resources/guides/use-feedback-hub/)[![](https://app.growf.io/knowledge-base/review-incoming-knowledge/open-documents-incoming.webp)WorkspaceReview incoming knowledgeAccept or discard synced transcripts before they become workspace documents.Read now →](https://www.growf.io/resources/guides/review-incoming-knowledge/)[![](https://app.growf.io/knowledge-base/set-default-chat-knowledge/open-document.webp)WorkspaceSet default chat knowledgeMark a file you uploaded so new empty chats start with it already selected as Knowledge.Read now →](https://www.growf.io/resources/guides/set-default-chat-knowledge/)[![](https://app.growf.io/knowledge-base/set-document-visibility/open-document.webp)WorkspaceSet document visibilityChoose Public or Private for a file you uploaded so the workspace, or only invited people, can open it.Read now →](https://www.growf.io/resources/guides/set-document-visibility/)[![](https://app.growf.io/knowledge-base/share-a-document/open-document.webp)WorkspaceShare a documentSet a file to Private, then invite workspace members so only they can open it with you.Read now →](https://www.growf.io/resources/guides/share-a-document/)[![](https://app.growf.io/knowledge-base/switch-workspace/open-workspaces.webp)WorkspaceSwitch workspaceOpen another workspace from the Workspaces list or the breadcrumb picker.Read now →](https://www.growf.io/resources/guides/switch-workspace/)[![](https://app.growf.io/knowledge-base/sync-knowledge-from-an-integration/search-fireflies.webp)WorkspaceSync knowledge from an integrationPull Fireflies transcripts into Incoming so the team can accept them as workspace knowledge.Read now →](https://www.growf.io/resources/guides/sync-knowledge-from-an-integration/)[![](https://app.growf.io/knowledge-base/upload-workspace-documents/open-documents.webp)WorkspaceUpload workspace documentsAdd a knowledge file from Documents so Growf can read it and use it in chat.Read now →](https://www.growf.io/resources/guides/upload-workspace-documents/)[![](https://app.growf.io/knowledge-base/view-notifications/open-notifications.webp)WorkspaceView notificationsOpen the workspace notifications list, filter unread items, mark them read, and open the linked page.Read now →](https://www.growf.io/resources/guides/view-notifications/)[![](https://app.growf.io/knowledge-base/view-product-changelog/open-changelog.webp)WorkspaceView the product changelogOpen What’s new to read the latest Growf release and older weekly notes.Read now →](https://www.growf.io/resources/guides/view-product-changelog/)