Documentation Index
Fetch the complete documentation index at: https://docs.dovetail.com/llms.txt
Use this file to discover all available pages before exploring further.
Dovetail docs — AI assistant guide
This repo is the Dovetail help centre and academy, built with Mintlify. Read this file before drafting or editing any.mdx content here so the result matches the house style.
If you notice the docs have drifted from these rules (e.g. a new convention is appearing across recent edits), say so at the end of the session and suggest a CLAUDE.md update. The /update-conventions command formalizes this — run it after a batch of substantial edits, or invite the user to.
Voice and tone
- Second person. Address the reader as “you” / “your”. Use “we” / “our” sparingly, only when speaking for Dovetail-the-company.
- Conversational but professional. Contractions are fine (“you’ll”, “it’s”). Avoid corporate filler (“leverage”, “utilise”, “robust solution”).
- Problem before solution. Lead with the user’s situation, then introduce the feature. e.g. “The real hurdle isn’t talking, it’s listening” → then the feature.
- Benefit-driven section headings. Prefer “Why use X?” / “What can I do with X?” over “Overview” / “Introduction”.
- Active voice. “Dovetail centralizes your insights” — not “Insights are centralized by Dovetail”.
- No hype. Skip “revolutionary”, “game-changing”, “powerful”, “seamless”. Describe what it does.
dovetail-tone-of-voice skill if it’s available in the session.
Grammar and punctuation
- Oxford comma. Always: “sales calls, product reviews, and continuous feedback”.
- Sentence case for all headings (H1, H2, H3). Capitalize the first word and proper nouns only. “Create highlights for important moments” — not “Create Highlights For Important Moments”.
- Bullet lists: end each item with a period when the item is a complete sentence. Fragments don’t need terminal punctuation, but be consistent within a single list.
- US English throughout: “centralize”, “organization”, “analyze”, “behavior”, “color”. Even though Dovetail is an Australian company, the docs are written in US English — don’t switch to British spellings.
- Em dashes with spaces around them — like this — not en dashes or double hyphens.
- Numbers: spell out one to nine; use numerals for 10+. Exceptions: percentages, measurements, version numbers.
Product term capitalization
Capitalize Dovetail product nouns when referring to the feature by name. Lowercase when used generically.- ✅ Capitalized: Dovetail, Projects, Channels, Chat, Docs, Highlights, Tags, Fields, Insights, Notes, Recruit, AI Magic
- ✅ Lowercase when generic: “create a project”, “add a tag”, “review your channels”
- ⚠️ Note on Docs: the “Insights” feature was recently renamed to “Docs”. Use “Docs” going forward — but be aware older content may still say “Insights”.
Mintlify components
Use these. Don’t invent new ones.| Component | When to use |
|---|---|
<Info> | Pricing tier, role/permission requirements, availability notes. Short. |
<Tip> | Power-user tip, keyboard shortcut, non-obvious shortcut to a better outcome. |
<Note> | Feature rename, beta status, deprecation notice. |
<Warning> | Reserved for destructive actions or risky integration steps. Rare in help/academy. |
<Steps> + <Step> | Numbered procedures, especially in academy walkthroughs. |
<Card> / <CardGroup cols={2}> | Feature directories, “where to next” sections. |
<Tabs> / <Tab> | Alternate methods to achieve the same thing (e.g. Manual vs AI). |
<Frame> | Wrapping images that need a caption or extra emphasis. Usually plain markdown images are fine. |
<Accordion> / <AccordionGroup> (we removed an empty one recently and don’t lean on this pattern), <CodeGroup> (not a code-heavy site).
Images
- Embed with markdown:
. Only reach for<img>or<Frame>if you need attributes markdown can’t express. - Always include alt text that describes what the image shows, not just “screenshot”.
- Paths are absolute from the site root, starting with
/. e.g./images/help/Highlights-hero.png. - Storage: images live in
/images/<section>/(e.g./images/help-hero/) or alongside the.mdxin their feature folder. Group images for a single feature together. - Filenames: descriptive, no spaces. PascalCase or kebab-case both occur; match what’s already in the folder.
Videos
- Short, inline demos: native HTML
<video>tag, autoplay loop muted. Hosted on Contentful. - Longer walkthroughs: YouTube
<iframe>so the viewer gets controls. - Don’t mix the two for the same clip.
Frontmatter
Help pages (help/**/index.mdx):
academy/*.mdx) typically just need title. Add keywords (array) only when SEO discovery matters for that page.
File and folder structure
help/<feature-name>/index.mdx— one folder per help topic. Flat namespace; don’t nest deeply.academy/<course-slug>.mdx— flat list of academy lessons at the root ofacademy/.images/— shared image library, organized by section.docs.json— sidebar navigation. Touch carefully. When you add a page, add a corresponding entry indocs.jsonso it appears in the nav. The path format is the file path minus.mdx(e.g.help/projects/index).integrations/— per-integration.mdxpages.
Linking
- Internal links: absolute paths from the site root, no
.mdxextension. e.g.[Projects](/help/projects). - External links to Dovetail product/marketing: full
https://dovetail.com/...URLs. - “Learn more →” is the house phrase for trailing CTA links inside callouts and at the end of sections. Use the actual arrow character
→, not->.
Common patterns to follow
- Open feature docs with a one-paragraph framing of the problem the feature solves, then a hero image or video.
- Use scoped mental models explicitly when a feature has multiple levels (e.g. “Workspace — the broadest scope…”, “Project — …”, “Data object — …”).
- End feature pages with a “Where to next”
<CardGroup>linking to related features. - Prerequisites or permission notes go in an
<Info>callout at the top of the page, not buried in prose.
Things to avoid
- Don’t write H1s — Mintlify generates them from the
titlefrontmatter field. - Don’t link to a help page using its full
dovetail.com/help/...URL from inside the docs site; use the internal path. - Don’t leave empty Mintlify components in the file (e.g.
<AccordionGroup></AccordionGroup>with nothing inside). - Don’t add a trailing newline-only paragraph or extra blank lines between sections beyond a single blank line.
- Don’t invent new component names or pass props Mintlify doesn’t support.
Working locally
mint dev— local preview (requiresnpm i -g mint).mint broken-links— check for broken links before opening a PR.- There are no PR preview links; ship small, revert if needed.