Account
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Clear guidance for real agency work.
165 guides
Account
5
Agency Cockpit
9
Agency Cockpit
Configure agency chargeback
Track monthly credit cost for a client workspace so you can invoice them outside Growf.
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Agency Cockpit
Configure agency usage alerts
Email agency admins when the shared pool or a workspace cap reaches a percentage this billing period.
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Agency Cockpit
Invite agency team members
Email one role to one or more agency and client workspaces from Team.
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Agency Cockpit
Manage custom agency roles
Turn on custom roles for the agency, then add or edit permissions that apply to every linked workspace.
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Agency Cockpit
Monitor agency AI usage
See shared-pool credit spend this billing month, the forecast, and which workspaces and people drive it.
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Agency Cockpit
Review the agency team
See who is on the agency and client workspaces, open a member, and change their role or workspaces.
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Agency Cockpit
Set workspace credit caps
Cap monthly AI credits for one workspace so it cannot consume the whole agency pool.
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Agency Cockpit
Use the agency cockpit
Open the agency cockpit to review team, AI usage, and adoption across your agency and client workspaces.
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Agency Cockpit
View agency adoption
See which workspaces are active, starting, lapsed, or not activated, and who still needs a first action.
Read now →Agents
10
Agents
Activate a custom agent
Set Type and Output, finish tools and identities, then switch Status from Draft to Active.
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Agents
Browse custom agents
Open Agents to find workspace agents, switch Cards or List, search, filter, and favorite.
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Agents
Create a custom agent
Describe a goal, create the agent, and wait while Growf writes a name, instructions, tools, and avatar.
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Agents
Delete a custom agent
Remove an agent from Settings or from the list. You cannot undo it.
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Agents
Manage agent output recipients
Choose who receives scheduled agent emails, set a subject, and check delivery history.
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Agents
Manage agent tools and identities
Add tools from Instructions, link a connection on Tools, and pick identities when a tool needs a brand or person.
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Agents
Regenerate agent instructions
Rebuild instructions and tool picks from the saved goal, after you confirm the dialog.
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Agents
Run a custom agent
Start a Test Run from Runs, watch the live canvas, and open History for past output.
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Agents
Schedule agent runs
Set Daily, Weekly, or Monthly in Settings so an Active agent runs on its own.
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Agents
Use the agent prompt assistant
Ask the sidebar Assistant to draft a better prompt, then Apply before Instructions change.
Read now →Chat
31
Chat
Archive a conversation
Hide a thread from All and Mine, then find it again under Archived.
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Chat
Attach files in chat
Add an image, PDF, Office file, or text file to the next chat message so the model can read it.
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Chat
Browse designs in the gallery
Open Your designs to see design systems, saved templates, and workspace designs.
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Chat
Chat in a workspace
Open Chat, start or reopen a conversation, and type a message without leaving the workspace.
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Chat
Choose a chat mode
Switch a conversation between Standard, Design mode, and Strategy mode from the composer.
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Chat
Choose a chat model
Pick Claude, Gemini, or OpenAI for the next reply in this conversation.
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Chat
Create a design system
Start a new workspace brand from the Your designs gallery so later designs can stay on-brand.
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Chat
Delete a conversation
Remove a conversation from the workspace after you confirm Delete.
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Chat
Delete a design system
Remove a workspace brand and its stored brand files from the style guide.
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Chat
Dictate a chat message
Speak a message into the composer, then confirm the transcript before you send.
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Chat
Download a design
Save the open design as HTML, or as a PDF when it is a slide deck.
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Chat
Link knowledge in chat
Attach workspace documents to a message from Knowledge, so the reply can use that material.
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Chat
Manage chat settings
Set your default chat provider, blocked words, custom instructions, and default knowledge for this workspace.
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Chat
Mention resources with @
Type @ in the composer to pin a product, ICP, persona, identity, integration, strategy, or custom agent to the message.
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Chat
Move a conversation
Move a thread to a folder or back to Root from the conversation menu.
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Chat
Organize chats in folders
Create folders in the Chats list, then rename or nest them, so threads are easier to find.
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Chat
Pick a design system in chat
Choose which workspace brand new designs use, or re-pin the design that is open.
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Chat
Preview a strategy model in chat
Open 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.
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Chat
Rename a conversation
Change a conversation name from the header or the Chats list.
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Chat
Rename a design
Change the title on the live preview so the gallery and downloads use the new name.
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Chat
Save a design as a template
Snapshot the open design so you can reuse its HTML in later Design Mode chats.
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Chat
Search conversations
Filter the Chats list by name, then narrow it with All, Mine, or Archived.
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Chat
Select elements in the design preview
Point at a part of the live preview so your next message talks about that element.
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Chat
Share a conversation
Copy a conversation link or send it to people in the same workspace.
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Chat
Start a design from a format template
Pick Slide deck, Document, Landing page, or Report before you write the brief.
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Chat
Use a chat suggestion
Pick a starter card on an empty Standard chat, or browse the carousel, instead of writing the first prompt yourself.
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Chat
Use a saved design template
Open a workspace template to edit the snapshot, or start a new design from it.
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Chat
Use Design Mode
Switch a chat to Design mode, brief a visual, and work from the Your designs gallery.
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Chat
Use Strategy mode
Switch a conversation to Strategy mode so the Models sidebar and strategy tools turn on.
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Chat
View a custom agent run in chat
Mention a custom agent, send the task, then read the run on the agent canvas beside the thread.
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Chat
View a design system style guide
Open a brand card to read colours, type, spacing, and voice, and copy a colour hex.
Read now →Content
15
Content
Assign identity and channels to content
Choose who publishes a social post and which connected accounts it can use.
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Content
Browse content on the board
Switch Content to Board to see drafts by stage, from Draft through Posted.
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Content
Configure content AI settings
Set the default AI provider, words to avoid, and extra instructions for every content generation in this workspace.
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Content
Create marketing content
Start a social post, article, ad, email, or website piece from Content, then write it in the editor.
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Content
Delete a content draft
Remove a draft from Content. Posted or scheduled pieces cannot be deleted until they are drafts again.
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Content
Duplicate content as a draft
Copy a piece to a new draft so you can reuse the text without changing the original.
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Content
Edit marketing content
Open a draft, rename it, and write the body. Changes save as you leave a field.
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Content
Move content to a folder
Put a draft in a folder, or send it back to All content, from the Table row.
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Content
Organize content in folders
Create, rename, move, and delete folders on the Content table so drafts sit in groups.
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Content
Publish content now
Check publishing readiness, then post at once when Publish now is available and the piece is ready.
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Content
Request content feedback
Send a draft to a teammate or client for review, with an optional lock so they finish before you edit or schedule.
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Content
Schedule content to publish
Set a date and time in the workspace timezone so Growf posts the piece automatically.
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Content
Use the content assistant
Ask the Content tab to draft or improve the open piece, then Apply or Discard the suggested text.
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Content
Use the content media library
Attach JPEG, PNG, GIF, or one MP4 from the library or Upload, then use those files on the draft.
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Content
Use the content strategy copilot
Set the persona on Strategy, then analyze tone and (for articles) blog structure against that audience.
Read now →Integrations
8
Integrations
Configure a custom or MCP toolkit
Connect Jobmatix, Livestorm, or Stairoids with an API key or MCP URL instead of a provider sign-in.
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Integrations
Configure integration signals
See which detectors run for this workspace, add a new one, or open one to change its prompt and priority.
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Integrations
Connect an integration
Add a tool or knowledge source to the workspace so chat, signals, and sync can use it.
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Integrations
Create a signal detector
Add a detector for a connected integration so Growf can write findings to Home.
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Integrations
Delete a signal detector
Remove a detector so that integration no longer writes findings to Home.
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Integrations
Disconnect an integration
Remove a workspace connection so chat, sync, and signals stop using that account.
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Integrations
Edit a signal detector
Change a detector’s name, custom prompt, active switch, or priority so the next run matches what you care about.
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Integrations
Edit an integration connection
Rename a connection, choose who can use it in chat, and set toolkit options such as a property or page.
Read now →Marketing
11
Marketing
Connect a publishing channel
Link LinkedIn, Facebook, or Instagram to an identity, or disconnect a channel you no longer use.
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Marketing
Create a publishing identity
Add a person or company identity so social posts and ads have someone to publish as.
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Marketing
Delete a publishing identity
Soft-delete an identity from the list when you no longer publish as that person or company.
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Marketing
Edit a publishing identity
Change the identity name used on the list, in content, and in invites.
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Marketing
Invite someone to connect an identity channel
Email a link so a client or teammate can connect LinkedIn, Facebook, or Instagram without a Growf account.
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Marketing
Manage publishing identities
Open the identity list, find who publishes, and jump to create, edit, delete, or channel setup.
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Marketing
Review home integration signals
Read this week’s integration findings on Home and mark the ones you have handled.
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Marketing
Use recommended focus items
Open this week’s suggested next steps on Home, mark them done, or jump to the work.
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Marketing
Use the home dashboard
Open Home after you switch workspace, start a chat, and continue setup from Phase & progress.
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Marketing
Use the marketing calendar
See scheduled and posted work by day, filter the grid, and start a piece from a date.
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Marketing
View performance stats
Read workspace counts for products, identities, and marketing content, or finish the setup checklist first.
Read now →Strategy
49
Strategy
Configure a buyer persona
Open a New persona and complete the wizard: decision role, ICP, job titles, then the later profile steps.
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Strategy
Configure a product
Open a draft product, add the briefing from a page or pasted text, then save and enrich so Features and Description appear.
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Strategy
Create a buyer persona
Choose New on Personas to create an Untitled persona and open Configure.
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Strategy
Create a product
Add a product from New, pick a website page or pasted text, then continue to Configure.
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Strategy
Create an ideal customer profile
Choose New on Ideal customers, pick a published product, then add example companies before you create the profile.
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Strategy
Delete a buyer persona
Remove a persona you no longer need. List trash appears on drafts; the overview also has Delete.
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Strategy
Delete a product
Remove a product you no longer need. List trash appears on drafts; the product page also has Delete.
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Strategy
Delete an ideal customer profile
Remove a draft ICP from the list. Only drafts can be deleted.
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Strategy
Edit an ideal customer profile
Open Description on a published ICP and edit the profile text and challenges.
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Strategy
Export persona job titles
Open the jobs page and choose Export to download the titles as a CSV.
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Strategy
Export target accounts
Open Selected on Target accounts and choose Export to CSV to download the saved companies.
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Strategy
Find target accounts
Open Target accounts on a published ICP and use Discover to search for companies that match the profile.
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Strategy
Manage agency marketing models
Add frameworks to the agency stack so every workspace can fill them. Saved models stay.
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Strategy
Manage buyer personas
Open Personas to see buyer roles, search or filter the list, and open a persona to finish setup or review the profile.
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Strategy
Manage ICP example companies
Open Example companies on a published ICP to review the 3–6 accounts that define the profile, then add more if needed.
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Strategy
Manage persona documents
Open a persona’s documents page to see files from the linked product, and upload when exactly one product is linked.
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Strategy
Manage persona job titles
Open the jobs page to review the titles linked to a buyer persona.
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Strategy
Manage product documents
Open a product’s documents page and drop files so Growf can use them as offer context.
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Strategy
Manage product features
Open Features on a configured product, then add, edit, reorder, or delete the points that define the offer.
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Strategy
Manage products
Open Products to see what the workspace sells, search or filter the list, and open a product to finish setup or edit features.
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Strategy
Publish a buyer persona
Open the overview and choose Publish when the AI persona checklist is complete.
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Strategy
Revert a strategy model version
Open Versions and restore an older snapshot as a new draft without deleting history.
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Strategy
Save and publish a strategy model
Edit a framework, save a new draft version, then publish it for chat and mentions.
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Strategy
Sync products from the website
Start Sync products so Growf can look for product pages on the workspace domain.
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Strategy
Use strategy models
Open the Models list, read each framework’s status, and pick a model to preview or edit.
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Strategy
Use the 7P Marketing Mix
Add 7P to the agency stack if it is missing, then edit Product through Physical evidence and preview the mix.
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Strategy
Use the AARRR (Pirate Metrics) model
Preview the five growth stages, then open Edit to set focus, goal, tactics, and metrics for each.
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Strategy
Use the ABM Account + Roles model
Preview target accounts and the buying committee, then open Edit to change accounts, DMU roles, and role-specific messaging.
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Strategy
Use the Blue Ocean Strategy Canvas
Preview Eliminate, Reduce, Raise, and Create, then open Edit to change those four moves.
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Strategy
Use the Brand Archetypes positioning model
Preview the archetype system, then open Edit to set primary and secondary archetypes, motivation, tone, and guardrails.
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Strategy
Use the Business Model Canvas
Preview the nine blocks, then open Edit to change segments, offer, channels, and the rest of the canvas.
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Strategy
Use the Buyer Loop
Preview the five B2B stages, then open Edit to set buyer behavior, activation, owner, and KPIs per stage.
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Strategy
Use the Category Design positioning model
Preview the point of view and from/to narrative, then open Edit to change those fields.
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Strategy
Use the Consumer Decision Journey
Preview the circular consumer journey, then open Edit to set consideration, evaluation, purchase, and the post-purchase loop.
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Strategy
Use the Crossing the Chasm positioning model
Preview the beachhead statement, then open Edit to set segment, need, offer, and differentiator.
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Strategy
Use the Dunford positioning model
Preview the published Dunford canvas, then open Edit to change alternatives, value, market, and category.
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Strategy
Use the Golden Circle positioning model
Preview Why, How, and What as a purpose story, then open Edit to change each ring.
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Strategy
Use the Jobs-to-be-Done Personas model
Preview personas built from jobs, then open Edit to set the primary job, circumstances, outcomes, and obstacles.
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Strategy
Use the Jobs-to-be-Done proposition model
Preview the job story, then open Edit to set the job, desired outcome, and circumstance.
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Strategy
Use the Message House
Preview the core message and three pillars, then open Edit to change the roof, pillars, and proof points.
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Strategy
Use the Positioning Matrix
Preview the X/Y perceptual map, then open Edit to rename axes and plot your product and competitors.
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Strategy
Use the RACE Planning model
Preview Reach, Act, Convert, and Engage, then open Edit to plan each digital stage.
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Strategy
Use the Scaling Up positioning model
Preview the seven Scaling Up layers, then open Edit to change the word you own, sandbox, activities, and BHAG.
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Strategy
Use the See-Think-Do-Care model
Preview the four intent stages, then open Edit to set audience, message, channels, and KPIs for each.
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Strategy
Use the StoryBrand positioning model
Preview the BrandScript canvas, then open Edit to change character, problem, guide, plan, and CTA.
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Strategy
Use the STP marketing strategy model
Preview Segmentation, Targeting, and Positioning, then open Edit to change those three choices.
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Strategy
Use the strategy model assistant
Ask Growf AI to draft or rewrite the open framework, then Apply or Discard the proposed version.
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Strategy
Use the TOFU / MOFU / BOFU model
Preview top, middle, and bottom of funnel, then open Edit to plan content and channels per stage.
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Strategy
Use the Value Proposition Canvas
Preview jobs, pains, and gains against the offer, then open Edit to change the customer profile and value map.
Read now →Workspace
27
Workspace
Accept a workspace invite
Open your invite link or Invites, review the workspace and role, and join.
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Workspace
Complete agency onboarding
Upload agency material, confirm your marketing models, and add client workspaces after you create your agency.
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Workspace
Complete workspace onboarding
Set up a client workspace with documents, website research, rules, products, ICPs, and personas.
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Workspace
Create a client workspace
Add one client workspace from Workspaces with New.
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Workspace
Delete a document
Remove a knowledge file and its extracted text from the workspace.
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Workspace
Edit company context
Update the company description, business types, industry, country, and social URLs that AI uses.
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Workspace
Edit workspace settings
Change the workspace name, website, language, and timezone, and read owner and status on Information.
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Workspace
Favorite a workspace
Pin workspaces you use often so they stay at the top of the list and the picker.
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Workspace
Import client workspaces
Create many client workspaces from an Excel file on Workspaces or during agency onboarding.
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Workspace
Invite and manage workspace members
Invite people by email, choose Admin or Client, and review pending or active members.
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Workspace
Join a workspace
Join a client workspace your agency already manages, without an invite.
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Workspace
Manage agency rules
Add, edit, and remove agency rules that agents follow across client workspaces.
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Workspace
Manage special dates
Add launches and holidays, sync public holidays, and edit dates that shape content planning.
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Workspace
Manage workspace knowledge
Open Documents to see the files Growf can use as workspace knowledge, then upload a file so the library is not empty.
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Workspace
Manage workspace rules
Add, edit, and remove workspace rules that agents follow in this workspace.
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Workspace
Preview and download a document
Open a knowledge file to read the extracted text, then use Preview to see the original or download it.
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Workspace
Process a document
Re-run extraction on a file you uploaded so Overview and chat can use its text.
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Workspace
Review feedback and approvals
Open Feedback, read a pending request, then Approve or Reject with an optional note.
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Workspace
Review incoming knowledge
Accept or discard synced transcripts before they become workspace documents.
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Workspace
Set default chat knowledge
Mark a file you uploaded so new empty chats start with it already selected as Knowledge.
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Workspace
Set document visibility
Choose Public or Private for a file you uploaded so the workspace, or only invited people, can open it.
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Workspace
Share a document
Set a file to Private, then invite workspace members so only they can open it with you.
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Workspace
Switch workspace
Open another workspace from the Workspaces list or the breadcrumb picker.
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Workspace
Sync knowledge from an integration
Pull Fireflies transcripts into Incoming so the team can accept them as workspace knowledge.
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Workspace
Upload workspace documents
Add a knowledge file from Documents so Growf can read it and use it in chat.
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Workspace
View notifications
Open the workspace notifications list, filter unread items, mark them read, and open the linked page.
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Workspace
View the product changelog
Open What’s new to read the latest Growf release and older weekly notes.
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