Setting up AI Reviewers

AI Reviewers are AI agents that automatically review your email templates and provide feedback based on your organization’s guidelines and requirements.

Why Use AI Reviewers

AI Reviewers help you catch issues early before human review, saving time and ensuring consistency. You can use them for a wide range of tasks, such as:

• Automated checks - Technical requirements like alt text, or required elements
• Brand consistency - Ensuring tone, voice, and messaging align with brand guidelines
• Compliance - Checking for required legal copy, company address, or unsubscribe links
• Pre-send checklists - Replacing manual checklists with automated reviews

The key benefit: AI Reviewers catch common issues before your email enters the formal approval workflow, saving human reviewers time and reducing review cycles.

Creating an AI Reviewer

To create an AI Reviewer:

1. Navigate to AI > AI Reviewers
2. Click Create AI Reviewer
3. Enter a Name (e.g., “Brand Tone Checker” or “Pre-Send Checklist”)
4. Write your Instructions - this is the prompt that tells the AI what to review and look for
5. Click Save

That’s it! Your AI Reviewer is now ready to use.

Using AI Reviewers

Once you’ve created an AI Reviewer, you can request feedback from them in the Collaboration tab of the email editor. Click on the ✨ Request AI Review button select your AI Reviewer from the dropdown.

When an AI Reviewer completes its review, it will add comments in the Collaboration tab highlighting any issues it found.

Use Cases and Examples

Technical Compliance Check

Example prompt:

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

Example prompt:

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

Example prompt:

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

Example prompt:

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

Best Practices

Writing Effective 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

When to Use AI Reviewers

• Before formal review - Catch issues early to speed up the approval process
• For routine checks - Automate repetitive validation tasks
• As a safety net - Add an extra layer of review for compliance-critical emails

Combining with Human Review

AI Reviewers work best alongside your approval workflow, not as a replacement. Use them to:

1. Catch technical and compliance issues automatically
2. Free up human reviewers to focus on strategy, creativity, and higher-level feedback
3. Reduce the number of review cycles by fixing issues before formal submission

Tip: Start with one simple AI Reviewer and refine its instructions based on the feedback it provides. You can always create multiple specialized reviewers for different purposes.