Documentation Index
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Dovetail home page

Integrations
API
MCP
Changelog
Status
Legal
Privacy
Trust Center
Contact Support

Get started

What is Dovetail?
Dovetail terminology

Guides

Start by role
Agent workflows
AI personas
Continuous discovery
Experience research
Research operations
Revenue intelligence
Transcribe a video
Voice of customer

Connect your data

Integrations
Build on Dovetail
Bulk import data
Integration settings

Agents and Digital Twins

Agents overview
Agent triggers
Agent use cases
Connect Salesforce
Digital Twins
Dovetail tools
Writing instructions

Channels

Channels 2.0
Beta
Channel setup
Channel context
Contact syncing
Ideas
Evidence
Idea actions
Channels 1.0
Legacy
Tags, as themes
Coming soon

Projects

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

Chat and search

Chat
Attach files
Chat in Slack and Teams
Create from a chat
Prompt guidance
Search
Technical overview
Verify answers
Web search and MCP

Docs

Docs
Getting started with docs
Report prompts
Share and organize docs

Contacts

Contacts
Contact automation
Segments

Workspace organization

Folders
Home page
Templates
Workspace fields
Workspace tags

Share and collaborate

Access and permissions
Comment and mention
Dashboards
Beta
Web links

Admin and settings

Account settings
Authentication settings
Beta settings
Blur and redact
Crafting AI context
Dovetail AI
Manage users
Move workspace data
Notification settings
SAML SSO
SCIM API
Security settings
Single sign-on (SSO)
Switch workspaces
Technical limits
Two-factor authentication
User groups
Workspace analytics
Workspace context docs
Workspace data retention
Workspace settings
Workspace trash

Security, legal, and privacy

Legal agreements
Privacy and data
Security and trust
Security information

Billing and procurement

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

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