Feature Overview

A summary of the core capabilities of Transform.

Platform Features

Dashboards & Analytics

Transform allows for robust Dashboarding and Analytics. Explorer is our Analytics engine that supports highly customizable Views, including List, Board, Gantt, and Calendar views; Pivots; and Charts, including Bar, Line, Area, Tree, Scatter, Radial, Pie, and more.

Dashboards are made up of Widgets that can be added, removed, and configured to display specific configured Explorers or ad-hoc Explorers specific to the Widget itself. Though you can use the UI to configure explorers and dashboards, you can also use Console to build analytics for you with AI.

Console & Threads

Console is the name of our agentic AI natural language interface. Each conversation with Console is referred to as a thread. Users can open Console anywhere throughout Transform as a side-panel alongside the Transform application UI or go full screen for a natural language first experience where preferred.

Console is agentic. It can leverage a variety of tools to retrieve data and take action across the Transform platform. It can also delegate specialized tasks to subagents within a thread. Console can also interface with external MCP servers once connected and authenticated, enabling execution across your application stack.

Wondering what Console can do for you and how to get the most out of it? Just ask Console and it will guide you!

Note: Customizable skills are coming soon for improved consistency and quality of responses and actions by Console.

Meetings & Notetaker

Integrate with your Google, Outlook, or Zoom Calendar to sync meetings with Transform. Scope the meetings to an Organization and/or Project to build the knowledge base for each, or keep them at the Account level.

Have the meeting notetaker join meetings automatically or on demand to capture the recording, transcript, AI summary, and generate Insights to streamline updates to your Organization and Project details, including requirements, risks, tasks, and much more.