Skip to main content
Search...
⌘K
Help – New to Dovetail
What is Dovetail?
How Dovetail is organized
Dovetail AI
Dovetail Terminology
Help – Agents
Agents
Beta
100 Agents use cases
Help – Channels
Channels
Import data to channels
Context and topic descriptions
Help – Dashboards
Dashboards
Beta
Help – Docs
Docs
Prompt Guide for Report Building
Help – Projects
Projects
Import data to projects
Transcribe and translate
Data summaries
Data and insight fields
Project views
Workspace tags
Project tags
Highlights
Highlight reels
Canvas view
Insights
Edit and format
Charts
Templates
Download project data
Help – Contacts
Contacts
Recruit
Retired
Segments
Help – Discover & Collaboration
Search
Chat
Prompt Guidance for Contextual Chat
Chat in Slack and Teams
Using Dovetail with Glean
Comment and mention
Web links
Folders
Access and permissions
User profiles
Move data to a new workspace
Help – Admin & Settings
Add, remove and manage users
User groups
Single sign-on (SSO)
Two-Factor Authentication
SCIM API
Workspace data retention
Blur and redact
Workspace analytics
Security information
Workspace settings
Account settings
Notification settings
Integration settings
Authentication settings
Security settings
Bulk import settings
Workspace trash
Navigate between workspaces
Beta settings
Technical limits
Help – Procurement & Billing
Procurement information
Taxes and fees
Purchase a paid plan
Update your subscription
Integrations – Automate & Import
Home
Alloy
App Store
Atlassian
Dovetail API
Figma Make
Freshdesk
Front
G2
Beta
Gong
Beta
Google Calendar
Google Drive
Google Meet
Google Play Store
HubSpot Service Hub
Intercom
Jira Service Management
Jira
Linear
MCP server
Mircosoft OneDrive
Microsoft Outlook Calendar
Microsoft Teams
Notion
Outset
Pendo
Productboard
Salesforce
Slack
Zapier
Zendesk
Zoom
Academy – Welcome & Getting Started
Home
Intro to projects
Analyze interviews and calls
Analyze survey responses
Analyze support tickets
Analyze app reviews
Academy – Crafting Findings
Intro to insights
Create an insight from project findings
Academy – Advanced Analysis
Intro to advanced project concepts
Capture themes with tags
Categorize with data fields
Customize your project views
Academy – Answering Questions
Start exploring Dovetail
Self-serve knowledge across Dovetail
Mastering chat for deep customer discovery
Engage your team to inform decisions
Academy – Standardizing Projects
Prepare to onboard your team
Craft your team taxonomy
Intro to workspace tags
Organize work into folders
Intro to workspace fields
Intro to workspace templates
Academy – Managing Workspace
Define your team structure
Streamline authentication to Dovetail
Assign access across the workspace
Manage PII in Dovetail
Dovetail home page
Integrations
Developer Docs
Changelog
Status
Legal
Privacy
Trust Center
Contact Support
Search...
Navigation
Page Not Found
404
Page Not Found
We couldn't find the page. Maybe you were looking for one of these pages below?
Docs
Dovetail Terminology
Prompt Guide for Report Building
⌘I