DESIGNER GUIDE

Get started with Greentic Designer

Open the correct workspace, understand the Designer dashboard, create a flow or agentic worker and learn the main controls used to build, navigate and save a solution.

Solution designer10–15 minutes

Scope: workspace

Designer works within the selected workspaceProjects, knowledge, configured models, credits and deployment resources belong to the active workspace. Confirm the workspace before creating or changing a customer solution.

Before you begin

Confirm that you can access the correct Designer workspace.
Confirm that you have the role required to create the intended project type.
Make sure a model provider is available before relying on AI-assisted generation.
Prepare a concise description of the business requirement.
Decide whether the requirement is best represented as a deterministic flow or an agentic worker.
Use fictional or test data while building the first version.

Start with one clear business outcomeA narrowly defined first process is easier to generate, inspect and test than a broad request to automate an entire department.

1. Choose the correct workspace

Designer always acts within one workspace. Confirm which one is active before you begin.

Use the account menu to confirm or change the workspace you are acting within.

The account menu shows the signed-in user.
Act as tenant or the equivalent workspace selector identifies the active customer workspace.
Settings and Profile are personal or workspace support areas, not project design controls.
Changing the active workspace changes the projects and resources available in Designer.

1Open the account menu in the upper-right corner.
2Review the active workspace.
3Change it when you are working for another customer or tenant.
4Confirm that the workspace branding and project list are correct.
5Return to Home before creating a new project.

Check before making changesA project created in the wrong workspace may use the wrong models, tools, knowledge, branding or deployment resources.

2. Understand Designer Home

Home is the starting point for every project in the workspace.

Greentic Designer Home dashboard showing project cards, workspace setup progress, recent activity and navigation to Knowledge, Releases, Approvals and Deploy. — Designer Home shows the workspace's projects, setup progress and recent activity.

Workspace summary: The top cards summarise the number of projects, live projects, runs today and success information when runs exist. Treat the values shown as examples only.
Pick up where you left off: The continuation banner opens the most recently edited project.
Project cards: Each card shows the project name, project type, draft or live state, recent run information and the last-edited time.
Filters and search: Show all projects, limit the view to flows or agentic workers, search by project name and change project ordering.
Get set up: The setup checklist highlights workspace prerequisites such as connecting a model provider, creating a first worker, deploying it and observing a run.
Recent activity: Shows the projects that were changed most recently.

Use clear project namesName projects after their business purpose, not after temporary experiments. For example, use “Late Delivery Resolution” rather than “Test Flow 3”.

3. Create a new project

The New Project dialog asks for a name and the kind of solution you want to build.

New Project dialog with Support ticket router as the project name and Flow selected. — Choose Flow for a controlled visual process made from explicit steps.

New Project dialog with Sample Agentic Worker as the project name and Agentic Worker selected. — Choose Agentic Worker for a specialised AI worker that interprets requests and uses approved capabilities.

Project creation options and what to use them for
Option	Use it for
Flow	Visual deterministic processes containing triggers, decisions, AI steps, requests and output cards
Agentic Worker	A specialised worker defined by a goal, behaviour, model, tools and safety settings
Playbook	A reusable procedure containing instructions, tools and guardrails that workers can run
Import a flow or pack	Load an existing supported Greentic package or flow file
Import from GitHub	Browse a connected repository and import supported content

SoRLa Studio is marked Coming soon in the current interface and should not be presented as an available creation option.

1Select New project from Designer Home.
2Enter a concise project name.
3Select the project type.
4Review the description beneath the selected type.
5Select Create.
6Describe the intended business outcome when the project studio opens.
7Review the generated configuration or canvas before testing it.

Flow or Agentic Worker?Use a flow when sequence and outcomes must be explicitly controlled. Use an agentic worker when natural-language understanding or flexible capability selection is required.

4. Start from a template

Templates give you a reviewed starting point instead of an empty canvas.

Designer Templates page showing search and filtering controls, an AI Assistant template and an option to publish the current canvas as a template. — Templates provide reusable starting points that can be searched and filtered.

Open Templates from the left navigation.
Search by template name or description.
Use filters and ordering controls to narrow the results.
Open a template to review what it provides before using it.
Use a template as a starting point and then adapt it to the customer requirement.
Where the interface allows it, a completed canvas can be published as a reusable template.

Treat templates as starting pointsReview generated steps, instructions, tools and assumptions before using a template in a customer solution.

5. Move between projects

Two navigation methods make it quick to move around a busy workspace.

Expanded Projects navigation menu listing several ACME projects and a New button. — The Projects menu provides quick access to recently available projects and a New action.

Designer command palette showing commands for opening the Editor, Dashboard, Templates, Settings, Store and deployment tools. — The command palette provides keyboard-driven access to navigation and common actions.

Projects menu: Open the Projects control in the left navigation, select a project directly, or use New to begin another project.
Command palette: Open Search or use the displayed keyboard shortcut, type part of a command or destination, move through results with the keyboard and select the required command.

The commands visible in the screenshot are examples of the currently available interface rather than a complete command reference.

Use the command palette for speedIt is particularly useful when moving repeatedly between the Editor, Dashboard, Templates and deployment areas.

6. Understand the Editor workspace

The Editor is where a solution is designed, inspected and tested.

Greentic Flow Editor showing an AI design conversation on the left, a process canvas in the centre and a customer-facing Run Demo preview on the right. — The Editor combines AI-assisted design, a visual canvas and an interactive Run Demo panel.

AI design conversation: The left panel is used to describe what should be created or changed. It also records the design conversation.
Visual canvas: The centre shows the generated process and its connections. Select a step to inspect and configure it.
Project controls: The top bar includes controls such as Save, Variables, Run Demo, Deploy and additional project actions.
Run Demo: The right panel displays the interactive test experience for the current project.
Canvas navigation: Large projects may extend beyond the visible area. Use Fit view, zoom controls, the minimap and canvas navigation.

Generated is not the same as finishedReview the generated canvas, inspect important steps and test all significant routes before publishing or deployment.

Make one purposeful change at a timeSmall, explicit follow-up prompts are easier to verify than asking Designer to restructure many unrelated parts of a solution at once.

7. Save, version, import and export

The project menu holds the actions that protect and move your work.

Flow Editor project menu showing Version history, Save as version, Auto-layout, Import flow, Export flow and Export to GitHub. — The project menu provides versioning, layout, import and export actions.

Version history: Review versions available for the project.
Save as version: Record the current state as a project version.
Auto-layout: Rearrange the visual canvas automatically.
Import flow: Bring a supported flow into the current project workflow.
Export flow: Export the flow using the supported local format.
Export to GitHub: Send supported project content to a connected GitHub destination.

The menu shows the available action names, but the exact import format, export format and GitHub workflow depend on the current Designer configuration.

1Make the intended project changes.
2Select Save.
3Run the project or worker using the available test control.
4Correct any obvious configuration issue.
5Open the project actions menu.
6Select Save as version.
7Give the version a meaningful description where the interface requests one.
8Continue editing in the draft after the version has been recorded.

Save a version before major changesCreate a meaningful version before restructuring a large canvas, replacing a model or changing important worker instructions.

8. First-project checklist

Work through this list before moving on to a build guide.

Confirm the correct workspace.
Confirm that the required model provider is available.
Choose Flow or Agentic Worker.
Give the project a clear business name.
Describe one specific outcome.
Inspect what Designer creates.
Check important inputs, decisions and outputs.
Run a representative test.
Save the draft.
Save a meaningful version.
Continue to the relevant build guide.

Building a worker?

Create specialised workers that interpret requests and use approved capabilities.

Open Agentic workers

Building a process?

Build deterministic business processes using steps, decisions and actions.

Open Flows

Troubleshooting at a glance

Common first-project problems and where to look.

Common Designer getting-started problems, likely causes and actions
Problem	Likely cause	Action
The expected projects are missing	The wrong workspace is active or a filter is applied	Confirm the workspace, clear search and select All projects
New project options are unavailable	The user may lack the required Designer role	Ask the workspace administrator to review the user's capability access
AI-assisted generation cannot start	No suitable model provider or credential is available	Confirm the workspace setup and configured provider
Import from GitHub cannot be used	GitHub is not connected or the required access is unavailable	Review the workspace connection with the administrator
Most of the flow appears off-screen	The generated process is larger than the current viewport	Use Fit view, zoom controls or the minimap
The demo does not behave as expected	The generated canvas or configuration has not been fully reviewed	Inspect the relevant steps, variables and connections, then run the test again
A recent change should be preserved	The draft has not yet been recorded as a version	Save the project and use Save as version
A command is difficult to find	It may be available through Search or the command palette	Open the command palette and search by action name

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