How to get started with Review Agents

Review agents help you speed up your review and approval process by automatically checking your files for issues like missing logos, forbidden terms, spelling mistakes, and more. They’re easy to set up, and they work just like a real reviewer, leaving comments directly on your files.

This guide will walk you through what Review agents are, how they work, and how to get started in just a few clicks.

What are Review agents?

Review agents are automated tools you can add to any reviewer group in Filestage. Based on the rules you give them, they analyze your files and leave feedback. This helps your team catch mistakes earlier, review content more consistently, and speed up every review round.

You can use them to:

• Check if your copy matches internal style or tone guidelines

• Flag forbidden or preferred terminology

• Detect grammar and spelling issues

• Scan barcodes and QR codes for correctness

• Verify if required logos or icons are present in your design files

• Create custom checks based on your own prompt and rules

They work on documents, images, and PDFs, so you can use them across all kinds of projects.

Only account admins can enable or disable Review agents. Once created, any team member can invite the AI reviewer to a project if they are project collaborators.

Set up and manage your Review agents

Follow these steps to configure your Review agents:

Inviting Review agents to your project

To assign an AI reviewer to a reviewer group:

What happens when you upload a file?

Once enabled, Review agents will automatically analyze any newly uploaded file in a reviewer group to which they’ve been added.

The AI reviewer will scan the file and leave comments automatically in the viewer:

You can:

• Click comments to jump to the exact spot in the file

• Reply, resolve, or delete comments as usual

• AI comments appear in the same thread-based format you're already used to

Which file types are supported?

Review agents currently support the most popular document and image formats, including .pdf, .docx, .jpg, and .png. They're still in beta, so more file types will be supported soon.

Privacy and data use

Your files are safe when using Review agents:

• AI models are powered by OpenAI (e.g. GPT-4 or GPT-3.5) via secure API

• Your data is never used to train AI models

• All content stays private to your Filestage account

What´s next? After understanding how to set up our Review agents, learn more about the use cases they can cover.

If you have any questions or comments, please contact us through chat or email at [email protected].