Dovetail
Customer research and insights platform: projects, notes, highlights, tags, docs, channels, contacts, and search.
Free account. No credit card required.
Three ways to use Dovetail
Ask your specialist
Pull data, take actions, or answer questions with this integration, right in a conversation.
Build a workflow
Create automated workflows that trigger on events, run on a schedule, or chain multiple tools together.
Power an app
Use this integration as a data source or action layer behind a dashboard, form, or internal tool.
Supported tools
Actions your AI agents can perform with Dovetail.
Add project context doc
Add an insight to the project's AI context. A project can have at most 10 context docs. If the insight is already linked, this is a no-op.
Add project context keywords
Add one or more keywords to the project's AI context. Duplicate keywords are ignored.
Add utterance
Add a finalised utterance to a data entry's transcript and broadcast it to connected clients. If the entry has no transcript, one is created automatically.
Add workspace context doc
Add an insight to the workspace's AI context. A workspace can have at most 10 context docs. If the insight is already linked, this is a no-op.
Apply tags to highlight
Apply one or more tags (up to 10 per request) to a highlight. Tags are labels used to categorize highlights during qualitative analysis (e.g. "Usability Issue", "Feature Request").
Attach audio
Attach an already-uploaded audio file to the live transcript on a data entry. The transcript node currently being written to via `appendLiveTranscriptUtterance` or `setLiveTranscript` is wrapped in an audio/video block carrying the supplied `file_id`, giving the editor audio playback + transcript-sync.