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Getting Started

2 min read

Initial Configuration

Setting up the Review Platform involves six key steps:

1. Configure Review Kinds

Define the types of reviews your team performs, including appropriate SLAs and base priorities. Consider your operational needs:

  • What types of reviews do you perform?
  • Which reviews are time-critical versus routine?
  • How should priorities escalate as reviews age?

2. Set Up Queues

Create queues that match your team structure and workflow segmentation:

  • Do you have specialized teams that should handle certain review types?
  • Should high-risk reviews be routed separately from routine verifications?
  • What prioritization strategy makes sense for each queue?

3. Add Review Agents

Invite team members and assign them to appropriate queues:

  • Which agents have expertise for specialized reviews?
  • Should agents have access to multiple queues?
  • What are reasonable daily review quotas for each agent?

4. (Optional) Create Teams

Organize agents into teams for management and reporting:

  • How is your organization structured?
  • Do you need separate teams for different reporting needs?

5. Configure Playbook Logic

Configure the logic to actually raise reviews in your playbooks. See our Integration with Playbooks introduction

6. Start Reviewing

Once configured, agents can begin pulling and completing reviews. Monitor queue health and adjust configuration as you learn what works best for your operation.

Best Practices

Start with conservative SLAs: It's easier to tighten SLAs once you understand your team's capacity than to constantly breach overly aggressive timelines.

Use Hybrid Prioritization: Unless you have a specific reason to use simpler sorting, Hybrid Prioritization provides the most operationally flexible behavior.

Monitor real-time metrics: Check queue health throughout the day, especially during high-volume periods, to identify when you need to adjust staffing.

Set realistic agent quotas: Daily quotas should be targets, not rigid requirements. Factor in review complexity variation and allow flexibility for difficult cases.