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Console AI Search

Ask questions and find answers across Transform content.

Overview

Console supports natural language queries across Project content.

It returns answers with links to source items.

Key Concepts

  • Query: natural language prompt

  • Answer: generated response

  • Source: item links used to support the answer

  • Scope: Organization and Project boundaries applied to the query

How It’s Used

Use Console during reviews when the location of information is unknown.

Use it to find decisions, blockers, and related work across item types.

Benefits

  • Faster discovery of decisions and rationale

  • Less time spent searching across Projects

  • Stronger traceability through linked sources

Setup Steps

1

Run the first query

Use a focused query, such as:

  • blocked requirements

  • overdue tasks this week

  • decisions about testing scope

2

Validate sources

Open at least one source link for verification.

3

Save follow-up lists

When a query identifies work to track, create a Save View for repeatable review.

Best Practices

  • Use real Process, System, and Segment names used in the Project.

  • Add one constraint at a time, such as status, owner, or date window.

  • Prefer specific nouns over vague adjectives.

Summary

Subpages:

Related:

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