Documentation Index
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Integrations
Developer Docs
Changelog
Status
Legal
Privacy
Trust Center
Contact Support

Help – New to Dovetail

Dovetail AI
Dovetail Terminology
How Dovetail is organized
New Dovetail experience
Onboarding to Dovetail
What is Dovetail?

Help – Agents

Agents
Beta
100 Agents use cases

Help – Channels

Channels
Context and topic descriptions
Import data to channels
Build a Channels strategy

Help – Chat

Feature overview
Technical overview
Chat in Slack and Teams
Prompt guidance

Help – Dashboards

Dashboards
Beta

Help – Docs

Docs
Getting started with docs
Edit and format docs
Share and organize docs
Prompt Guide for Report Building

Help – Projects

Canvas view
Charts
Data and insight fields
Data summaries
Download project data
Edit and format
Highlight reels
Highlights
Import data to projects
Project Docs
Project tags
Project views
Projects
Templates
Transcribe and translate
Workspace tags

Help – Contacts

Contacts
Segments

Help – Discover & Collaboration

Access and permissions
Comment and mention
Folders
Move data to a new workspace
Search
User profiles
Using Dovetail with Glean
Web links

Help – Admin & Settings

Account settings
Authentication settings
Beta settings
Blur and redact
Bulk import settings
Contact automation (Beta)
Integration settings
Navigate between workspaces
Notification settings
SCIM API
Security information
Security settings
SAML SSO
Single sign-on (SSO)
Technical limits
Two-Factor Authentication
User groups
Add, remove and manage users
Workspace analytics
Workspace data retention
Workspace settings
Workspace trash

Help – Legal and Privacy

Legal
Privacy and Data

Help – Procurement & Billing

Procurement information
Purchase a paid plan
Taxes and fees
Update your subscription

Integrations – Automate & Import

Alloy
App Store
Atlassian
Claude
ChatGPT
Dovetail API
Figma Make
Freshdesk
Front
G2
Gong
Google Calendar
Google Drive
Google Meet
Google Play Store
Integrations
HubSpot Service Hub
Intercom
Jira Service Management
Jira
Linear
MCP server
Mircosoft OneDrive
Microsoft Outlook Calendar
Microsoft Teams
Notion
Outset
Pendo
PostHog
Productboard
Qualtrics
Salesforce Contacts
Salesforce Service Cloud
Sprig
Slack
Usersnap
Zapier
Zendesk
Zoom

Onboarding – Workspace set-up

1: Plan your workspace and taxonomy
2: Build your workspace and taxonomy

Academy – Welcome & Getting Started

Analyze app reviews
Analyze interviews and calls
Analyze support tickets
Analyze survey responses
Home
Intro to projects

Academy – Crafting Findings

Create an insight from project findings
Intro to insights

Academy – Advanced Analysis

Capture themes with tags
Categorize with data fields
Customize your project views
Intro to advanced project concepts

Academy – Answering Questions

Engage your team to inform decisions
Mastering chat for deep customer discovery
Self-serve knowledge across Dovetail
Start exploring Dovetail

Academy – Standardizing Projects

Craft your team taxonomy
Intro to workspace fields
Intro to workspace tags
Intro to workspace templates
Organize work into folders
Prepare to onboard your team

Academy – Managing Workspace

Assign access across the workspace
Define your team structure
Manage PII in Dovetail
Streamline authentication to Dovetail

Create topic

Create a topic with title and description in a specified channel.

Returns the topic object.

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