The Agent Review Experience is a dedicated surface for reviewing controls that have been tested by a Field Agent. It packages the agent's outputs, evidence, citations, sample details, and sign-off actions into a single view per control.
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The review experience is designed for the workflow that follows automated testing: agents have already run, and now a preparer or reviewer needs to verify results, check evidence, and sign off. Rather than navigating between workspaces, opening documents individually, or exporting to Excel, the review experience consolidates everything into one place.
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The Agent Review Experience runs parallel to the existing agent workspace. The workspace is still available for step-by-step execution and configuration. The review experience is purpose-built for post-run review.
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How to access the Agent Review Experience
There are two ways to open the Agent Review Experience:
From the sheet: Click the Review button that appears in the sheet toolbar when agent runs are available for review.
From the agent flow: After agent runs complete, a prompt appears with the option to open the review experience directly.
Both entry points open the same review surface.
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The Agent Review Experience is available for engagements with the feature enabled. Your firm admin can enable it at the engagement level.
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Navigating controls
The review experience uses a two-panel layout:
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Left panel: A list of all controls with agent results in the current sheet. Each entry shows the control key and a status indicator. Controls are listed in the same order they appear in the sheet.
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Center panel: The full review package for the currently selected control, including the agent summary table, test results, evidence, and sign-off actions.
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Click any control in the left panel to load its review package in the center panel. Use keyboard shortcuts to move between controls without using the mouse:
↑ / ↓ arrows to move between controls in the left panel
Additional keyboard shortcuts are available for navigating between test results within a control
The layout is designed for "review everything in one sitting" workflows; you can move through a full engagement's controls sequentially without losing your place.
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Reviewing test results
For each control, the center panel shows:
Agent summary table: The agent's overall determination for the control, including the result summary and any key findings.
Test results: Individual test results for each row in the control. An exceptions toggle lets you filter to only rows where the agent flagged an exception, so you can focus review time where it matters most.
Sample details: For sample-based testing, the review surface shows sample information alongside the test results.
Evidence and citations: All evidence documents linked to the control, with inline citation annotations showing exactly where the agent found supporting information.
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If you need to edit the agent's output during review, your changes are saved and attributed to your user. The system keeps agent output and reviewer adjustments separate, so a rerun will not overwrite your manual edits.
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Verifying evidence
The review experience includes an inline document viewer for verifying evidence without leaving the control view.
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When a citation references a specific location in a document, the viewer opens to that location with the annotation highlighted. Use the Next and Back buttons to browse between annotations within a document or across multiple documents.
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When reviewing evidence:
Documents open inline: No new tabs or windows
Scroll position is preserved when switching between annotations
Multiple documents per control are supported: Navigate between them within the viewer
Document names are visible in the toolbar on hover
Signing off
When you've finished reviewing a control, two actions are available in the header:
Sign Off: Marks the control as signed off. The control moves to its signed-off state and the left panel updates to reflect the new status. The review experience automatically advances to the next control.
Sign Off and Export: Signs off the control and generates a per-control artifact in a single action. The artifact is saved to the engagement.
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After signing off, the review experience automatically moves to the next control in the list, so you can continue reviewing without interruption.
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Exporting
The Sign Off and Export action generates a per-control artifact that includes:
Agent summary table
Test results (including the Detailed Test Results column)
Sample sheet data
Structure and citations preserved from the agent's output
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The exported file is in Excel format and is structured to be usable as an engagement artifact without manual reformatting. Citations carry over so the artifact retains traceability to source documents.
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The export is per-control. Each Sign Off and Export action generates one artifact for the control you're currently reviewing.
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