Answer
Use Mobilize and Editor to create, update, test, and publish workflow templates. Mobilize helps you generate new workflows from prompts, voice, or uploaded documents. Editor is where you review the workflow structure, edit questions, configure routes, and manage drafts and published workflows.
If you do not see Mobilize or Editor, contact your Business Administrator (BA) to request the appropriate access.
Steps
Open Mobilize and Editor
Open ANVL Insights.
Select Mobilize from the left side of the dashboard.
Use Mobilize to create a new workflow from:
a text prompt
a file upload
voice input
Select Editor to open the workflow editor.
Navigate the Editor
Use the left menu to switch between Published, Drafts, and Groups.
Select a workflow to open it.
Review workflow details on the right side, including the workflow name and categories.
Use Save to keep changes as a draft.
Create a new workflow with Mobilize
Select Mobilize.
Enter a prompt, upload a file, or use both.
Select Generate Template.
Name the new draft.
Open the draft under Drafts.
Edit a workflow
Open the draft you want to update.
Add questions by dragging them into the workflow.
Select a question to edit its text, type, category, or settings.
Delete questions if needed.
Update routes by dragging from one node to another.
Configure routes
Select a route to open its settings.
Choose the route type:
Default
Rule
Set escalation behavior if needed:
None
Intervention
Stop
For rule-based routes, use the Rule Builder or advanced logic editor.
Publish a workflow
Open Drafts.
Select the Rocket icon next to the workflow.
Choose whether to Update an existing workflow or Create a new one.
Assign the workflow category and groups.
Select Publish.
Delete a draft
Open Drafts.
Select the Trash icon next to the draft.
Confirm deletion.
Additional Details
Published workflows are active and available to end users.
Drafts are in-progress templates that are not yet live.
Every workflow includes core components such as questions, routes, start node, end node, and notes node.
Deleting existing questions may affect reporting if those questions are already tied to reports.
Workflow route colors typically indicate route type:
Blue = Default
Yellow = Intervention
Red = Stop
Black = Rule
Publishing requires a complete configuration. If something is missing, the system will show an error.
Draft deletion removes the draft for everyone.