Skip to main content

How to Configure the Review Tagging Agent

The Review Tagging Agent automatically analyzes incoming and updated reviews and assigns relevant tags based on the review content. You can configure the tags the agent can use and the workflow that analyzes each review, helping organize reviews consistently and making them easier to categorize and filter.

Access the Review Tagging Agent

  1. Go to Reviews AI → Agents → Tagging agents.

  2. Switch to the Library tab.

  3. Birdeye provides two pre-configured review tagging agents:

    • Review Tagging - Review evaluation — Analyzes review comments to identify topics mentioned in the review and uses those topics to tag reviews.

    • High Risk Review Tagging Agent — Analyzes review comments to identify extreme negative sentiment and critical issue topics, then matches them with tags existing in the account.

  4. In this article, we'll focus on Review Tagging - Review evaluation. Hover over the agent and click Use agent.

Configure the Review Tagging Agent

Click the Review Tagging - Review evaluation node to open the Agent panel.

  1. In Name, modify the agent name as needed.

  2. Review the Goals configured for the agent.

  3. Under Locations, click the pencil icon to select the locations where you want the agent to run.

  4. Click Save.

Configure the Trigger

The Trigger determines when the Review Tagging Agent starts processing a review.

By default, the agent uses New review received, which starts the workflow whenever a new review is received.

Click the New review received trigger to review or change the trigger configuration.

You can also add conditions under Trigger conditions to control which incoming reviews qualify for the workflow.

Configure the Tag Classifier

The Tag Classifier determines which tags the Review Tagging Agent can use when evaluating a review. Selecting a focused set of relevant tags helps the agent classify reviews against the topics you want to track.

Click the Tag Classifier node to open its configuration panel, then click the pencil icon next to Classify tags.

Select tags for classification

In Classify tags, select the tags you want the agent to consider when analyzing reviews. Each tag includes a description that defines what the tag represents, helping the agent determine when the tag should be applied.

You can select multiple tags based on the review topics you want to track. Review the selected tags and click Save.

Add a new tag

To create a tag that is not already available, click Add tag.

Enter the required Tag name and provide a Tag description that explains what the tag represents. The description can contain up to 500 characters.

Click Save to create the tag.

After adding the tag, select it in Classify tags so the agent can use it when evaluating reviews, then click Save.

Review Detail Extraction

The Review Detail Extraction task analyzes the review information and identifies the details needed to determine which tags are relevant to the review. It uses the review comment, rating, and selected tags as inputs and produces Tags that are passed to the Review Tagger task.

This step helps the agent narrow the available tags to those that match the review before the tags are assigned.

Review the basic settings

In the Basic tab, review or modify the Action name and Description for the task.

Configure the prompts

The Prompts tab contains the User prompt and System prompt that guide the task when it analyzes review information.

You can review or modify these prompts to change the instructions used when extracting review details.

Review the fields

The Fields tab shows the information used by the task as Input fields and the information it produces as Output fields.

The configured input fields include:

  • Review.comment

  • selected_tags

  • Review.rating

The task produces Tags as its output.

Configure the context and LLM model

The Context tab shows the additional context provided to the task. In the configured workflow, Business Services is included as context.

You can also review the LLM model selected for the task, which is set to Thinking in this workflow.

The task is already preconfigured for the Review Tagging Agent, so you can use the provided settings or customize them to meet your requirements.

Review Tagger

The Review Tagger task uses the tags identified by the previous Review Detail Extraction task and assigns the relevant tags to the review.

This task is preconfigured, so no changes are required. Simply review the Action name, Description, and Assign tags configuration to understand how the task passes the Tags output from the previous step into Tags to add.

Test the agent

After configuring the Review Tagging Agent, run a test to verify that the workflow processes a review and assigns the expected tags.

Click Run test.

Select a review

In Preview settings, select a review to use for the test. You can use the available filters to narrow the list of reviews based on Time period, Review source, Ratings, and Review content.

Select the review you want to test and click Run test.

Review the test results

After the test completes, the Test details panel shows the result of each workflow step.

A successful step is marked with a green check. Expand each step to review the information produced during execution, and use View inputs to inspect the inputs provided to that step.

For the Review Tagging Agent, you can verify:

  • New review received — Confirms that the review triggered the workflow.

  • Tag Classifier — Shows the tags selected for use by the agent.

  • Review Detail Extraction — Shows the tags identified for the review, including the tag ID, name, and description.

  • Review Tagger — Confirms that the tagging action executed successfully.

Expand Tags under Review Detail Extraction to inspect the tag details identified by the task.

Review the results to confirm that the agent identifies the appropriate tags for the selected review and completes the tagging workflow successfully. Click Exit test when you're done.

Publish the Review Tagging Agent

After configuring and testing the workflow, click Activate to activate the Review Tagging Agent.

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

Did this answer your question?