SmartRequest Module
SmartRequest turns a short written request into a structured, scored, and approvable work item.
You describe what you need against a product and module, the AI asks follow-up questions, and each answer moves a score toward a threshold. When the score clears the threshold you preview the generated request and submit it, and it appears on a board where approvers act on it and the team tracks it to done.
SmartRequest lives under the /smartrequest URL prefix.
Opening /smartrequest redirects to the dashboard.
What You Can Do
- Start an AI evaluation session against a product and module, in any of eight languages or an auto-detected one.
- Attach documents and paste screenshots as grounding material for the evaluation.
- Answer AI questions of four types and watch a live score climb toward the threshold.
- Edit an answer you already gave and have the score recalculated.
- Preview the generated request — title, description, summary, acceptance criteria, custom field answers, insights, and recommended actions.
- Translate the generated request into another language without losing the original.
- Edit AI-written fields inline, with the change saved back to the session.
- Export a request as a PDF with the sections you choose.
- Submit a request for sequential approval, and approve, reject, or reopen it on the board.
- Create a manual card directly on the board without AI, then optionally generate over it later.
- Move approved work through a six-state workflow, assign it, re-prioritize it, comment on it, and read its history.
- Archive requests you no longer want on the board, and bring them back.
- Hand an approved request to Smart PBI or CaseWriter as a generation source.
Page Guide
| Page | What it covers |
|---|---|
| Dashboard | Request metrics, status overview, recent requests, pending approvals |
| Request Board | The kanban board, approval and rejection, assignment, workflow, comments, history, archive |
| SmartRequest Generation | The four-step AI generation wizard |
| Request Sessions | The session list, session detail, and the session lifecycle |
| Settings | Threshold, factor priorities, custom fields, and the approval flow |
Settings is visible to administrators only.
The Request Lifecycle
Description & Files → Product & Module → AI Evaluation → Preview & Submit → Approval → Workflow
A request exists first as a session — the AI conversation that produced it — and then as a card on the board once it has been submitted. Both views read the same record, so an edit made in one is visible in the other.
Session states
| State | Meaning |
|---|---|
DRAFT | Created, evaluation not started |
EVALUATING | The AI is asking questions |
PROCESSING_ANSWER | An answer is being scored |
EVALUATED | Questions finished, ready to preview and submit |
SUBMITTED | On the board, awaiting approval |
APPROVED | Approved by the approval flow |
REJECTED | Rejected, with a reason |
STOPPED | Paused by the user |
CANCELLED | Cancelled |
FAILED | The evaluation errored |
EVALUATED, SUBMITTED, and APPROVED are the states in which a request can be consumed as a generation source by Smart PBI and CaseWriter.
Workflow statuses
Once a request is approved it also carries a workflow status, which is what the board columns represent.
| Status | Board column |
|---|---|
TODO | To Do |
IN_PROGRESS | In Progress |
TEST | Test |
REVIEW | Review |
BLOCKED | Blocked |
DONE | Done |
Scoring
Every AI-generated request carries a score from 0 to 100 and is compared against a threshold. The threshold defaults to 70 and is configured in Settings.
Scoring is expressed through six factors, whose relative importance is set by ordering them in Settings.
| Factor |
|---|
| Profitability |
| Legal Requirement |
| Revenue Impact |
| Customer Satisfaction |
| Efficiency |
| Innovation |
A request at or above the threshold is marked ready to submit. Below the threshold it stays open for more questions and is flagged for review.
Priority
| Priority | Color |
|---|---|
| Critical | Red |
| High | Orange |
| Medium | Blue |
| Low | Gray |
The AI recommends a priority during evaluation, and it can be changed later from the request detail panel on the board.
Feeding Other Modules
An approved request on the board offers two hand-offs.
Smart PBI
Generate PBIs opens Smart PBI with this request pre-selected as the generation source.
CaseWriter
Generate Test Cases opens the CaseWriter AI generator with this request pre-selected.
The relationship is one-way: SmartRequest supplies content to those modules, and neither of them writes back into a SmartRequest setting.
Products and Modules
Every request is filed against a product and one of that product's modules.
Products, their module trees, their reference documents, their own thresholds, factor priorities, and approvers are managed in Provisioning, which is a platform-level screen at /provisioning rather than part of SmartRequest.
Provisioning moved out of the SmartRequest sidebar. It is now in the Platform section — see Platform.
Documents and Grounding
Documents attached to a product or module in Provisioning are preprocessed into a retrieval index, so the AI can ground its questions and its generated request in your own material. Processing runs asynchronously after upload and records, per document, whether it succeeded, the collection it landed in, how many chunks it produced, and any error. Deleting a document removes its chunks from the index.
Documents you attach to an individual session are processed for that session only. Company-wide reference material is held in the shared Company RAG repository, which SmartRequest reads from but does not own.
Quick Start
- Confirm that a product and module exist for your request in Provisioning.
- Set the threshold and the approval flow in Settings.
- Create your first request with SmartRequest Generation.
- Track it through approval and workflow on the Request Board.
- Review activity on the Dashboard.
