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How to create an AI review agent

This article shows you how to create an AI review agent and write instructions for it.

AI review agents are AI agents that review your emails and leave feedback based on your organization’s guidelines and requirements. They help you catch issues before your email enters the formal approval workflow, saving human reviewers time and reducing review cycles. You can use them for a wide range of tasks, such as:

  • Automated checks: technical requirements like alt text, or required elements.
  • Brand consistency: making sure tone, voice and messaging match your brand guidelines.
  • Compliance: checking for required legal copy, company address or unsubscribe links.
  • Pre-send checklists: replacing manual checklists with automated reviews.

AI review agent adding feedback comments

Create an AI review agent

Section titled “Create an AI review agent”
  1. In the sidebar, click Agents, then click Review Agents.
  2. Click Create new Review Agent.
  3. In Name, enter a name, e.g. “Brand Tone Checker” or “Pre-Send Checklist”.
  4. In Review Instructions, write the prompt that tells the AI what to review and look for. See Example instructions.
  5. Optionally, in Skills, select any skills the agent can use when reviewing emails.
  6. Click Create.

Creating a new AI review agent

Your AI review agent is now ready. To use it, see How to request an AI review.

Example instructions

Section titled “Example instructions”

Technical compliance check

Section titled “Technical compliance check”
Review this email and check:


All images have alt text
All links use https
Unsubscribe link is present
Company physical address is included

Brand tone and voice

Section titled “Brand tone and voice”
Review the email copy to ensure it matches our brand voice:


Friendly and conversational, not formal
Uses "we" and "you" language
Avoids jargon and overly technical terms
Tone is encouraging and supportive
Flag any copy that feels too corporate or impersonal.

Pre-send checklist

Section titled “Pre-send checklist”
Review this email against our pre-send checklist:


Subject line is under 50 characters
Preview text is set and compelling
Primary CTA is clear and above the fold
Legal disclaimer is present at bottom
Social media links are included
Email includes our company address and unsubscribe link

Department-specific review

Section titled “Department-specific review”
Review this email from a legal compliance perspective:


All claims are substantiated and not misleading
Medical/health claims follow FDA guidelines
Financial disclaimers are present where needed
Privacy policy link is included
GDPR/CCPA compliance language is present

Tips for writing instructions

Section titled “Tips for writing instructions”
  • Be specific: clear, detailed instructions produce better results.
  • Use examples: show the AI what good and bad look like.
  • Prioritize: list the most important checks first.
  • Iterate: trial and error is key to finding what works best for your needs.

AI review agents work best alongside your approval workflow, not as a replacement. Use them to catch technical and compliance issues, so human reviewers can focus on higher-level feedback.