Contact automation is available in beta for all workspaces. Admins can enable this feature for their workspace in Settings.
Overview
Contact enrichment allows Dovetail to automatically create and update contacts from your transcripts. You can manage enrichment settings from Settings → Data management → Contact automation.Choose an enrichment mode
You can choose how Dovetail handles contacts found in transcripts by selecting one of three modes:- Auto-create and update – Dovetail creates new contacts and updates existing ones automatically.
- Update existing only – only contacts already in your database are updated. No new contacts are created.
- Off – contact enrichment is disabled entirely.
Where contact data comes from
Dovetail uses multiple sources to find contact information:- Zoom or Microsoft Teams imports – contact name and email are pulled where available.
- Calendar integrations – participant details are pulled from the calendar event.
- Transcript content – all other information, including role, company, or name if not available from the above sources, is inferred by AI directly from the transcript.
Map custom fields
You can map custom contact fields (like company name, job title, or department) so they are populated automatically when a contact is created or updated. This lets you decide exactly which fields Dovetail fills in from your transcript content. If you haven’t mapped any fields yet, Dovetail will do its best to match the information to the correct fields automatically. To do this, go to Settings → Contacts and configure your field mappings.The transcript must be generated from the video or audio file before contacts can be created. Changes apply to new data only. Existing contacts won’t be updated unless they appear in a new transcript.