Review Mode Guide

Review Mode is an optional feature that gives you direct control over every pitch before it's sent to journalists. This guide explains when to use it, how to enable it, and how to get the most out of it.

What is Review Mode?

Review Mode adds a manual approval step to your PR workflow. Instead of allowing sendable pitches to continue through the autonomous send pipeline, you review and approve each pitch before it goes out.

Default Workflow:

1. Pitch generated by AI
2. Automated quality evaluation runs
3. Sendable pitches enter autonomous dispatch
4. Unsafe or unresolved pitches are held for human fallback review

Review Mode Workflow:

1. Pitch generated by AI
2. Automated quality evaluation runs
3. Sendable pitches are held for your review, edit (optional), and approval
4. Approved pitches are queued for dispatch

Who Should Use Review Mode?

✅ Ideal For:

Regulated Industries:

• Medical/Healthcare professionals ensuring accuracy of medical claims
• Legal professionals needing compliance review
• Financial advisors requiring regulatory compliance
• Anyone with professional liability concerns

Brand-Sensitive Content:

• Public figures managing personal brand carefully
• Companies in crisis management mode
• Industries with strict messaging guidelines
• Anyone new to PR who wants to learn the ropes

Specific Use Cases:

• You need written approval trail for compliance
• You want to catch any potential inaccuracies before publication
• You're testing the system and want to see every pitch first
• You have very specific tone/voice requirements

❌ NOT Recommended For:

Most users should keep full autopilot enabled because:

• The autonomous send pipeline already evaluates quality before dispatch
• Autopilot sends at optimal times (often near deadlines)
• Manual review introduces delays that can reduce response rates
• You may miss opportunities if you can't review quickly

Review mode works best for:

• Low-volume profiles (1-10 pitches/day)
• Regulated content requiring compliance
• Situations where accuracy matters more than volume

How to Enable Review Mode

Step 1: Navigate to PR Profiles

Go to your dashboard → PR Profiles page

Step 2: Open Profile Menu

Click the ⋮ (three dots) menu next to the profile you want to configure

Step 3: Configure Review Settings

Click "Review Mode..." from the menu

A modal opens with two settings:

Setting 1: Enable Review Mode

Toggle this ON to require manual approval for all pitches from this profile.

Setting 2: Timeout Behavior (if Review Mode enabled)

Choose what happens if you don't review a pitch before deadline:

• Auto-send on timeout (Recommended) – Pitch sends automatically if you don't review it. Maintains timing advantage while giving you review opportunity. Best for most review mode users.

• Expire on timeout (Strictest) – Pitch expires and is NOT sent. You must approve every pitch. May miss opportunities if you can't review in time. Best for strict compliance requirements.

Step 4: Save Settings

Click "Save Settings" and your preferences take effect immediately for future pitches.

Using Review Mode

You'll Receive Notifications

When pitches need your review, you'll receive:

Hourly Digest Email:

• Batches all new pitches from the last hour
• Lists outlets needing review
• Shows earliest expiration deadline
• Sent once per hour (max 24 emails/day, not one per pitch)

Reminder Email (if needed):

• Sent 2-4 hours before expiration
• Only if initial digest was sent >4 hours ago
• Individual email per pitch approaching deadline

In-App Notifications:

• Real-time notifications in dashboard
• Click notification to review pitch
• Backup if email goes to spam

Review Pitches in Dashboard

You'll see:

• Yellow alert banner: "X Pitches Awaiting Review"
• Pitches in table with yellow "Pending Review" badge
• Click any pitch to open review modal

In the modal:

• Full pitch content
• Expiration countdown
• Edit Pitch button (optional)
  • Edit content directly
  • Compare with AI version
  • Revert if your edit made it worse
• Approve & Send button (green)
• Reject button with feedback form

Approval Actions

Approve:

• Pitch queued for sending
• Badge turns green: "Approved - Sending Soon"
• Sent within 5-20 minutes
• You can still cancel approval before it sends

Edit then Approve:

• Click "Edit Pitch"
• See AI-generated version for comparison
• Make your changes (100+ character minimum)
• Save edits
• If pitch was already approved, approval is cancelled for safety
• Approve again to send edited version

Reject:

• Provide feedback (helps us improve)
• Pitch NOT sent
• Removed from queue

Revert Edits:

• Click to expand AI version
• Click "Revert to This Version"
• Your edits are discarded
• Back to AI-generated content

Review Deadlines

All pitches have review deadlines:

• Set to 5 minutes before journalist deadline
• Ensures time for system to send even if you approve at the last minute
• Shown in dashboard and email notifications

If you don't review in time:

• Auto-send enabled: Pitch sends anyway (you won't miss opportunity)
• Expire enabled: Pitch expires and is NOT sent (strictest safety)

Expired pitches:

• Show red "Expired" badge in dashboard
• Can still approve manually (override expiration)
• Count shown in alert banner: "3 expired this week"

Best Practices

Review Promptly

Check your dashboard daily (or when you receive digest emails). Pitches expire 5 minutes before journalist deadlines, so timely review prevents missed opportunities.

Use Edit Sparingly

Our team already reviews for quality. Edit only when you spot:

• Factual inaccuracies specific to your expertise
• Tone mismatches for your brand
• Missing context you can add

Small edits (fixing a stat, adding a detail) are perfect. Complete rewrites may reduce quality.

Compare with AI Version

When editing, expand the "AI-Generated Version" to compare. Sometimes the AI version is already optimal, and edits make it worse. Use the revert button if needed.

Set Realistic Timeout Preference

• High-volume profiles: Enable auto-send on timeout (prevents missing deadlines)
• Strict compliance needs: Enable expire on timeout (nothing sends without approval)
• Most users: Auto-send (balances control with coverage)

Monitor Expired Count

If you see many expired pitches, consider:

• Checking email more frequently
• Enabling auto-send on timeout
• Disabling review mode (let autopilot handle it)

Disabling Review Mode

You can disable review mode anytime:

1. PR Profiles → ⋮ menu → "Review Mode..."
2. Toggle OFF
3. Save Settings

Future sendable pitches will follow the autonomous send pipeline again. Existing pending reviews remain in queue.

Frequently Asked Questions

Will I get an email for every pitch?

No! Pitches are batched into hourly digests. If you have 10 pitches in an hour, you get ONE email listing all 10. Maximum 24 digest emails per day, plus occasional reminders for approaching deadlines.

Can I edit pitches after approving them?

Yes! Click the pitch again and edit. For safety, your approval is automatically cancelled when you edit. You must re-approve after seeing your changes. This prevents accidentally sending edited content without review.

What happens if I approve a pitch but then realize there's an error?

You have 5-20 minutes (until the auto-send cron runs) to cancel your approval. Open the pitch modal and click "Cancel Approval". The pitch returns to pending review.

Do expired pitches count against my guarantee?

No. Expired pitches are ones you chose not to approve. They don't impact your placement guarantee.

Can I have review mode on some profiles but not others?

Yes! Review mode is configured per-profile. You can have some profiles in review mode (e.g., medical content) and others on autopilot (e.g., general business).

Does review mode cost extra?

No. Review mode is included with all plans at no additional cost.

What if I go on vacation?

Either disable review mode temporarily, or enable auto-send on timeout so pitches don't expire while you're away.

Troubleshooting

Not receiving digest emails?

Check your spam folder. Add noreply@prbot.ai to your contacts. Verify your email in account settings.

Pitches expiring before I see them?

Enable auto-send on timeout in review mode settings. This ensures pitches send even if you miss the notification.

Want to stop review mode emails?

Disable review mode in profile settings. You'll stop receiving digest and reminder emails immediately.

Accidentally approved wrong pitch?

Click the pitch to re-open the modal and click "Cancel Approval" (available for 5-20 minutes after approval).

Next Steps

Review mode is active! Check your dashboard for pending reviews, or wait for your first digest email.

For questions or issues with review mode, contact support or visit our FAQ section.