Request Sessions

A session is one AI evaluation — the description you wrote, the documents you attached, the questions the AI asked, the answers you gave, the score they produced, and the request generated from them.

Every AI-generated request on the Request Board has a session behind it. The list at /smartrequest/sessions is where those sessions are found, resumed, reviewed, and removed.

Metric Cards

Card	Shows	Subtitle
Total Sessions	All sessions	How many started today
Evaluated	Sessions that finished their questions	Ready to submit
In Progress	Sessions still being evaluated	How many are drafts
Submitted	Sessions sent to the board	Awaiting review

Tabs

Tab	Sessions shown
All	Every session
In Progress	Evaluation under way, including answers being scored
Evaluated	Questions finished, not yet submitted
Submitted	On the board, awaiting approval
Approved	Approved
Rejected	Rejected
Failed	The evaluation errored

Each tab carries a count.

Filtering

Control	Filters by
Search	Text in the description, applied after a short pause
Date range	Creation date
Product	A configured product, when more than one exists
Sort	Newest first, oldest first, recently updated, or score ascending or descending

Clear drops every active filter and returns to the All tab.

The list is paged, with 10, 20, or 50 rows per page.

Session Cards

Each card shows the product, the module path, the session code, and the description with markdown stripped.

Two figures sit below it.

• Score — the current score, with a progress bar and a marker at this session's threshold. Green above the threshold, red below it.
• Documents — how many documents are attached.

The footer carries the status badge and the last-updated time. A session that is still being evaluated pulses, so an active session is distinguishable at a glance.

Card actions

Selecting a card either resumes the evaluation or opens the session detail, depending on the state.

Action	Available when
Continue	The session is in a resumable state and you can create requests
View Details	Always
Delete	You can delete requests

Deleting is permanent and is confirmed by a dialog.

Session Detail

The detail page at /smartrequest/sessions/{id} shows the generated request together with the record of how it was produced.

Header

The title, the status badge, and the creation date, with the actions that make sense for the state.

State	Actions
Rejected	Re-Evaluate, Resend to Board
Evaluated	Continue Evaluating, Submit to Board
Evaluating, Stopped, Draft, or Failed	Continue Evaluating

Re-Evaluate reopens a rejected session and asks the AI to generate fresh questions from the rejection feedback, then takes you into the generation flow to answer them.

Resend to Board puts a rejected session back into the approval flow without re-running the evaluation.

Continue Evaluating on an evaluated session reopens the questions so the score can be raised before submitting.

Metadata bar

The reporter, the creation date, and the product and module path.

Rejection reason

A rejected session shows the reason, who rejected it, and when, above the request body.

The request

The generated request is rendered exactly as it appears in the board's Detail tab.

Section	Contents
Header	Title, description, status and threshold badges, priority and its reasoning
Approval flow	The approval steps and their states
Transformation	What you provided, beside what the AI understood
AI Analysis & Recommendations	Insights the AI detected and the actions it recommends
Detailed Summary	The full generated summary
Acceptance Criteria	The generated criteria list
Custom Fields	The custom fields the AI answered, each with its reasoning
Evaluation Q&A	The full question-and-answer transcript

The title, description, summary, acceptance criteria, and priority can be edited in place. Each edit is saved to the session, so the board and this page show the same value afterwards. Without update rights the fields render as plain text.

Translation

When the session has been translated, a toggle switches the whole request between the original and the translated version. Nothing is overwritten — both versions are held on the session.

Export

Export PDF opens the section picker described in Request Board.

Documents

Documents attached to the session are listed with their upload date.

Timeline

A short chronology of the session: created, started, completed, and submitted, with timestamps for the ones that have happened.

Session Lifecycle

DRAFT → EVALUATING ⇄ PROCESSING_ANSWER → EVALUATED → SUBMITTED → APPROVED
                                                              ↘ REJECTED → (reopen)

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

DRAFT, EVALUATING, STOPPED, and FAILED are the states a session can be continued from.

note

EVALUATED, SUBMITTED, and APPROVED are the states in which a session can be used as a generation source by Smart PBI and CaseWriter. A session still being evaluated has no finished request for them to read.