Hero Chat Slack And Teams Pn
Available as an add-on to our Enterprise plan. Enterprise workspaces come with additional features and support to meet your organization’s needs. Check out our pricing page for more information on Enterprise.

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Overview

Ask Dovetail is an add-on integration that brings the voice of the customer directly to your Slack or Teams workspace. Once connected to your workspace, Ask allows anyone in your organization to:
  • Use conversational AI to ask questions in Slack and Teams. For example, a user could ask, “What do new users struggle with during onboarding?”, and receive a summary based on customer feedback, with citations to the source data.
  • Configure text or audio podcast digests, where key information is proactively delivered in an easy-to-consume format. These digests include summaries, key points, and (if delivered in audio format) clips of customer quotes.
There are lots of other ways to use Dovetail with Slack and Teams. Learn more about our integrations →

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Set up chat in Slack or Teams

Ask Dovetail can be enabled by a Dovetail workspace admin after connecting the Teams or Slack integration in your workspace. If you are setting up the integration for the first time, there are a few things to be aware of:
  • It’s common that you may require admin approval from Teams or Slack workspace owners when installing new apps like Dovetail. If this is the case for your workspace, we recommend seeking approval from your internal IT team and sharing this article to provide an outline of the integration’s capability and requested permissions.
  • Only users with a Dovetail admin role can enable the integration in Dovetail. Non-admin users will not be able to view or configure the integration.
See our app specific Integration docs for details on how to connect:

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Query Dovetail in Slack or Teams

With Ask, anyone can ask a question to Dovetail in the tools they work in everyday. Where relevant, Dovetail will also provide citations in the response, allowing users to trace evidence back to data within Dovetail. To get started with a query:
  • Slack – Type @dovetail followed by your search or question.
  • Teams – Type @dovetail followed by your search or question.
For anyone without a Dovetail account, they will be required to sign up before viewing any cited data in your Dovetail workspace.

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Create a scheduled digest

Stay up to date with ongoing project work and customer feedback across Projects and Channels by scheduling recurring audio or written digests that you can receive in Slack or Teams. To get started with digests:
  • Slack – Use the slash command /dovetail digest which will open a popup for you to configure a digest.
  • Teams – Type create-digest either in a DM, group chat, or direct message with the Dovetail app
Digests are managed on a per-user basis, so when you create one, only you can edit or delete that digest.