Documentation/SME Review

SME Review

Some questions need a specific person — legal, security, or engineering — not another SE. SME Review lets you route those questions to the right expert directly, and get back an answer you can trust rather than a guess routed through three people.

How it works

From a questionnaire's review session, select the answer (or answers) that need expert input and choose Request SME review. You can:

  • Batch several questions to one person — select every answer that needs the same expert and send them together
  • Add an optional note for context, so the expert understands why you're asking

The expert receives an email with a link — no CoTeam account required, ever.

What the expert sees

Opening the link takes them to a dedicated review page, not a login screen:

  1. A greeting naming your company ("Hi [name], [company] needs your input")
  2. Your optional context note, if you included one, shown clearly separated from the question itself
  3. The question, with CoTeam's AI-generated draft shown alongside it — labeled clearly as a draft, not pre-filled into their answer box
  4. An empty field for them to write their own answer, or edit the draft into their own words
  5. A Submit button

The expert is never starting from a blank page, but they're also never asked to just rubber-stamp an AI guess — the draft and their own answer are kept visibly distinct.

Link expiry

SME review links expire 5 days after they're sent. This keeps stale requests from lingering indefinitely. If a link expires before the expert responds, the SE who sent it can simply request again.

What happens after submission

Once the expert submits their answer, it flows back into the questionnaire's review session just like any other answer — and it's saved to your knowledge base as a correction, so the next question on that topic is answered automatically without needing to go back to that expert again.

This is part of the same flywheel described in Confidence Scoring & Gap Detection — an SME's expertise, once captured, compounds the same way an SE's edits do.

Confidence Scoring & Gap DetectionChrome Extension