Attach files in Chat
@-mentions scope Chat to content already in your Dovetail workspace — projects, channels, docs, data. Sometimes the material you need isn’t in Dovetail yet. File attachments let you bring in outside material for that message: a PDF, a screenshot, or a CSV.Supported file types
Limitations:
Size limit: 32 MB per file. Word, Excel, PowerPoint, audio, and video files aren’t supported as Chat attachments — export to PDF or CSV first, or import the file into a project if you need it in Dovetail long term.How to attach a file to Chat
- Open Chat from the homepage, full-page Chat, or the peek panel.
- Click + (or the paperclip) and choose Attach file, or drag and drop a file onto the Chat area.
- Wait for the upload to finish — you’ll see a thumbnail while it uploads.
- Send your message, either with a question or the file alone.
- PDFs and images — Chat reads the file directly, including layout, charts, and visuals.
- CSV, text, and Markdown — Chat reads the text content.
Ways to use file attachments in Chat
Analyze content that isn’t in Dovetail, yet
- A report or spec someone emailed you, notes exported from another tool, or a survey export.
- Voice of Customer can analyze a
market researchreport with the web search tool on to help with writing up market analysis and competitor docs - Research teams can analyze survey exports from other platforms in conjunction with their research analysis that happens in Dovetail
Validating and stress-testing design concepts
- Drop in design mockups or whiteboard user flows and ask a Digital Twin “What do you think of this design?” to quickly validate a design direction or ask a research coach agent “will this design concept test the assumptions I have?” with their research plan context on
Lightweight spreadsheet analysis
- Export NPS results or support tickets and ask chat to “Summarize the themes in this file.” for quick analysis without waiting for a channel to classify
Review visuals
- UI screenshots, mockups, or photos of whiteboards. Ask “What stands out in this design?”
Explore spreadsheet exports
- NPS results or support ticket exports. Ask “Summarize the themes in this file.”
Combine with workspace context
- Attach a file and @-mention a project or channel: “How does this spec compare to what we heard in @Customer interviews?”
Cross-context analysis
- Product teams can attach a file and @-mention a project or channel to ask “How does this spec compare to what we heard in @Customer interviews”