Guided business journeys
Help users move through a process step by step instead of leaving them with confusing forms, email chains or open-ended chats.
Starter Kit · Module 01
Understand Greentic
Greentic helps partners create guided digital workers for real business operations. These digital workers help customers and employees complete tasks more easily by asking the right questions, showing clear choices, collecting the right information, supporting approvals and handing over to people when judgement is needed.
The goal is simple: help businesses use AI in a practical, controlled and useful way — not as another experiment, but as part of everyday work.
Section 1
What is Greentic?
Greentic is a platform that helps partners turn business processes into guided digital workers.
A Greentic digital worker can support a customer, employee or manager through a business journey. It can ask for the right information, explain the next step, show clear options, prepare summaries, support approvals and involve a person when needed.
This makes Greentic useful for processes such as customer service, HR onboarding, invoice approval, IT support, sales support and compliance checks.
AI with business control
Use AI to understand, summarise and assist, while keeping important business decisions within agreed rules and approval steps.
Better handover to people
When a person needs to step in, they receive the context, collected information and summary of what has already happened.
Section 2
Why businesses need guided digital workers
Many organisations have the same problem: their processes depend on people chasing information, reading long email trails, switching between systems and answering the same questions again and again.
AI can help, but business leaders also need consistency, accountability and control. Greentic gives partners a way to introduce AI into operations without letting it run freely without boundaries.
Too much work starts in messy channels
Requests arrive through email, chat, forms, tickets and calls, often with missing information.
Staff spend time chasing details
Employees waste time asking follow-up questions before they can actually solve the problem.
Customers and employees get stuck
People do not always know which process to follow, what information is needed or who should approve the next step.
AI pilots do not become business change
Many AI demos look impressive, but they do not become reliable, day-to-day operational processes.
Leaders want AI, but not chaos
Business leaders want faster service and lower effort, but they also need clear boundaries, approvals and human oversight.
Section 3
What is a digital worker?
A digital worker is a guided assistant that helps someone complete a business task.
It is not just there to chat. It helps move work forward.
A digital worker can…
- Welcome a customer or employee
- Understand what they need
- Ask the right follow-up questions
- Collect the information required
- Show clear options
- Support approvals
- Prepare a summary
- Trigger the next business step
- Escalate to a person with context
Examples
Customer service
A digital worker that helps customers resolve common issues.
HR onboarding
A digital worker that guides new employees through onboarding.
Finance approvals
A digital worker that supports invoice approvals and exceptions.
IT support
A digital worker that collects the right details before routing a support request.
Sales support
A digital worker that helps qualify leads and prepare next actions.
Compliance
A digital worker that guides users through checks and evidence collection.
Section 4
Why Greentic is different
Compared with chatbots
Chatbots usually answer questions. Greentic digital workers help people complete business processes.
- Chatbots are often open-ended.
- Greentic guides users through clear steps.
- Chatbots may answer an FAQ.
- Greentic helps collect information, show options, support decisions and prepare handovers.
Compared with traditional automation
Traditional automation often works behind the scenes. Greentic creates guided business experiences that customers, employees and managers can interact with.
- Traditional automation may remove individual tasks.
- Greentic improves the whole journey.
- Traditional automation can be hidden from users.
- Greentic helps users understand what to do next.
Compared with pure autonomous AI agents
Fully autonomous AI agents can be powerful, but many businesses are not ready to let AI decide freely inside important operations.
- Businesses need clear rules, approvals and boundaries.
- Greentic gives AI a controlled role inside a business process.
- AI can help understand, summarise and suggest.
- The business remains in control of what happens next.
“Greentic is designed for organisations that want the speed and intelligence of AI, but with the control, consistency and accountability that business operations require.”
Section 5
AI with business control
Business leaders do not want uncontrolled AI making every important decision. They want AI to help people work faster while the business keeps control over the process.
Greentic supports this balance. AI can help understand requests, summarise information, suggest next steps and make the experience easier. The business can still define the journey, the approval points, the escalation rules and the boundaries.
Business steps
Define the agreed path the user should follow.
AI assistance
Use AI to understand, summarise and support the journey.
Approval points
Keep important decisions with the right people.
Human escalation
Bring in a person when judgement, sensitivity or exception handling is needed.
Clear history
Keep the context of what happened so people do not need to start again.
Section 6
Guided experiences, not just open chat
Open chat is not always the best way to complete business work. Users often need clear choices, forms, summaries, approvals and next steps.
Greentic digital workers can guide users through these business moments with clear interactive screens rather than relying only on free-text conversation.
Choose the type of support needed
Confirm customer or employee details
Provide missing information
Review a summary before submission
Approve or reject a request
Select the next action
Escalate to a person with context
Technical note: these guided screens may be implemented using adaptive cards or similar interface components, but the business value is the guided experience.
Section 7
What partners can help customers do
Improve customer service
Guide customers to answers, actions or escalation faster.
Reduce internal admin
Help teams spend less time chasing information and repeating the same answers.
Improve approvals
Give managers clearer context before they approve, reject or request changes.
Make AI operational
Move from AI experiments to practical business journeys.
Start with proof of value
Begin with one process, realistic sample data and clear success criteria.
Build repeatable solutions
Turn successful digital workers into reusable partner offerings for industries or departments.
Key partner message