How to Configure and Use the Review Generation Agent

The Review Generation Agent helps you automate review request campaigns using configurable, agent-based workflows. You can configure when the agent should run, which contacts should receive review requests, and how review request templates are selected and sent.

The agent supports several common use cases, including sending review requests using predefined templates, testing multiple templates to identify the best-performing option, selecting the best time and day to send requests, or combining A/B testing with smart targeting.

The Review generation agent includes pre-configured templates for common review request workflows:

In this article, we'll use the Review generation agent with A/B testing and smart targeting to show how to configure the agent. The same configuration principles apply to the other Review generation agent use cases.

Click the Review generation agent with A/B testing and smart targeting node to open the Agent panel.

The Trigger determines when the Review Generation Agent starts evaluating a contact for a review request. By default, the agent uses Contact is added, so it evaluates contacts whenever they are added to the selected sources.

Click the Contact is added trigger to review or change the trigger event.

You can select the event that should start the agent. The available triggers are:

After selecting a trigger, review the Description to understand when the agent runs and how it evaluates contacts for review requests.

Under Source, select where the contacts should be picked from. You can select one or more sources, or use Select all to include all available sources.

Available sources include:

Select the required sources and click Apply.

Use Add condition under Trigger conditions to add conditions that determine which contacts should qualify for the trigger.

Add the required conditions based on your review request workflow.

Click Save to save the trigger configuration.

At this point, you may notice that the workflow shows 3 Errors. These errors indicate that other workflow nodes still require configuration. As you configure each node, the error count is updated automatically.

The Send review request email action sends review requests to eligible contacts through email. In this workflow, the action also supports A/B testing, allowing you to test multiple email templates and identify the version that performs best.

Click the Send review request email node to open its configuration panel. Review or modify the Action name and Description, then click the pencil icon next to the tool to configure the email settings.

Select Run A/B test for emails to test different review request email templates.

You can select up to 5 templates for the A/B test. Select the required templates, then click Select.

After selecting the templates, configure the Distribution for each variant to control how frequently each template is sent.

The combined distribution for all variants must total 100%. For example, you can distribute two templates equally at 50% each or assign different percentages based on how you want to run the test.

Under the A/B test settings, configure:

The selected winning variant is sent to recipients after the A/B test concludes based on the configured test duration and winning metric.

Under Advance details, you can enable Override any communication restriction for sending this email when required.

Click Save to save the email action configuration.

After configuring the node, the workflow now shows 2 Errors, indicating that one of the previously unconfigured nodes has been resolved. Continue configuring the remaining nodes to clear the remaining errors.

The Send review request text action sends review requests to eligible contacts through text. Like the email action, it supports A/B testing, allowing you to test multiple SMS templates and identify the version that performs best.

Click the Send review request text node to open its configuration.

Select Run A/B test for texts to test different review request SMS templates.

You can select up to 5 templates for the A/B test. Select the required templates and click Select.

Configure the Distribution for each variant to control how frequently each SMS template is sent.

The combined distribution for all variants must total 100%.

Under the A/B test settings, configure:

Recipients receive the winning variant when the A/B test concludes at the end of the configured test duration.

Under Advance details, you can enable Override any communication restriction for sending this text when required.

Click Save to save the text action configuration.

The Delay node determines how long the agent waits before continuing to the next step in the workflow. In the Review Generation Agent, delays can be used to control when review requests or follow-up actions are sent based on a specific period, date, event, or optimal timing.

Under Delay options, select the condition that should determine when the workflow continues. The fields displayed below the option change dynamically based on the selected delay type.

The available delay options include:

For the configured Delay up to 2 days until link is clicked node, select Until an event occurs, choose Clicked link in an email or sms under Events.

Select the Email Template and SMS Template used for the review request.

Set the Time unit and Unit value to define the maximum wait period.

In this example, the workflow waits up to 2 days for the contact to click a link in the email or SMS. The workflow then continues to the next step based on whether the event occurs within that period.

Click Save to save the delay configuration.

The Based on condition branch checks whether the contact clicked the review request link during the configured delay period. It then directs the contact to one of two paths:

Link clicked — If the contact clicks the review request link, the workflow moves to End because no reminder is needed.

Fallback branch — If the contact does not click the link within the configured delay period, the workflow follows the Fallback branch and sends a reminder.

When the contact does not click the link within the configured delay period, the workflow follows the Fallback branch and continues to the Send email reminder action.

The Send email reminder action follows up with the initial review request by sending a reminder email to contacts who reached the Fallback branch.

Click the Send email reminder node to open its configuration panel.

Under Email template, select the template you want to use for the reminder. You can also review or modify the action's Name and Description.

Click Save to save the reminder configuration.

After configuring the Review Generation Agent, run a test to verify that the workflow executes as expected before activating it.

Click Run test.

In Preview settings, select a contact to use for the test. You can use the available filters, such as Last activity, Actions, Source, and Created date, to find a specific contact.

Select the contact and click Run test.

After the test completes, the Test details panel displays the execution results for each workflow step.

A successful step is marked with a green check. Expand each step to review what happened during execution, and click View inputs to inspect the inputs used for that step.

For example, the test results can show:

Review the results to confirm that the workflow follows the expected path and that each configured action executes correctly. Click Exit test to return to the workflow.

After configuring and testing the workflow, you can activate the Review Generation Agent to start running it.

Click Activate to activate the agent.

To save your configuration without activating the agent, click the dropdown next to Activate and select Save as draft.