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Workflow Preview and Publish

Review, preview, test, publish.

Portal Workflow

ModelNex Portal
Preview and publish workflows from the portal
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New User Activation
draft
Save
Preview
Publish
Launch preview in your app with ?modelnex_test_workflow=FLOW_ID
Flow Name
New User Activation
Target Users
All Users
Trigger
On Signup
Launcher
Floating Bubble
Step 1
narrate
Required
orientation / manual_continue
Guide the user to create their first project from the onboarding checklist.
1

Open the draft in Portal

Review generated metadata, copy, checkpoints, and success-state hints.

2

Save corrections

Persist targeting and content fixes before each new preview pass.

3

Launch preview in your app

Use Portal preview or ?modelnex_test_workflow=FLOW_ID for deterministic replay.

4

Publish after validation

Release only after the preview matches the real customer path.

What To Validate

Every critical target resolves

Broken targets make the experience feel unreliable immediately.

Route recovery lands correctly

The user should return to the intended task, not a nearby page.

Success states match the real UI

Completion copy should reflect the actual post-task screen.

Resume copy still makes sense

If the user returns halfway through, the language should remain coherent.

Programmatic Launch

URL-triggered previews are useful, but production apps often launch a workflow from a button, checklist item, or empty state.

tsx
import { useModelNex } from '@modelnex/sdk'

export function SetupButton() {
  const { startFlow } = useModelNex()

  return (
    <button onClick={() => startFlow('FLOW_ID')}>
      Start Workspace Setup
    </button>
  )
}

Fixing Preview Failures

You usually do not need to re-record a flow. Most preview failures can be fixed directly in Portal.

Targeting Error

Agent cannot find the element

Edit the selector or text-match rule so the step points at a stable element.

Timing Issue

Step fires before page load

Add a wait condition or a short delay so the target exists before the agent acts.

Route Mismatch

Recovery lands on the wrong page

Update the step target URL so recovery takes the user back to the intended route.

Copy Update

Narration sounds confusing

Rewrite the step copy in Portal and re-run the preview immediately.

Keep recording and release separate

Use Workflow Authoring for capture and draft generation. Use this page for review, preview, testing, and publish decisions.

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