Available on Professional and Enterprise plans. Managers and Contributors can create and edit Docs (formerly insights). Users with view-only access can view and comment on docs.
Our Insights feature has been renamed to Docs for all Dovetail workspaces.
Overview
In Dovetail, a doc is a specific object type where you summarize and share your research findings in a simple format, connected directly to your raw data. With docs, you can curate a narrative with editing and formatting tools alongside highlight reels as a compelling way to present your data to stakeholders.Create a doc
You can create a doc as a shareable asset that summarizes key findings and takeaways from data from a project or channel. To help you get started with a first draft, we recommend that you use AI doc (beta). AI docs lets you generate, structure, and edit docs or reports using AI directly from chat or pre-defined frameworks. Whether you’re drafting a Voice of Customer report, Product requirements document, or Feature request, AI docs helps you create a polished first draft in minutes. Explore chat-driven docs via a custom prompt or predefined template. Enable beta feature today →- From a project
- From a channel
- From a folder
To create a doc in a project:
- Select
+and toggleDocon. - Next, select
Create a doc. - From there, choose how you want to create your doc. You can:
- Ask a question or write a custom prompt in chat (e.g. “Summarize key findings from customer interviews”), with the help of AI docs (beta), or
- Select a predefined framework like Voice of Customer, Research Report, or PRD.
If you prefer to add data to a doc while manually analyzing your data, another way to create a doc from your project’s Highlightspage by selecting your highlights, clickingAdd to doc, then enter a title for a new blank doc.
Your workby selectingNew→Doc. Any docs created from here will be viewable by others in your workspace.
Add data to your doc
Add data to a doc from across your Dovetail workspace using the reference picker.- To do this, open your doc and type
/within the editor to see all available options. - Using this menu, select
References. You can search for and filter content by object type (highlights, tags, notes, etc.) to select/drag and drop these directly into your doc. - From there, you can customize how the highlight is presented by toggling on or off the content you want to display.
By default, references won’t show project name and creator information. Dovetail will remember your preferences for each subsequent reference that is added.
Create a reel for your doc
You can create and embed a custom reel that stitches together key highlights created in your project. Learn how to curate and edit a highlight reel in your doc →Generate a summary
Once data is added to your doc, provide a TL;DR of any long-form report with a magic summary of your doc. Doc summaries pull in information from any content added to a doc, including reels, highlights, notes, text, and documents.- To create a doc summary, open your doc (containing embedded data) and type
/within the editor to see all available options. - From there, select
Summarizeand a text summary card will be added at the top of your doc.
Generate summary of survey results
When importing survey data into a project, Dovetail automatically creates a doc of the results. In this doc, you will see a breakdown of each question’s results. If your original survey includes single or multi-select data types, you will also have the option to visualize each summary as a chart.Format, style, and structure your doc
Ease stakeholders through your findings by polishing how text and data is displayed in your doc. In a doc, type/ within the editor to see all blocks for formatting and structure options that you can drag and drop with ⋮⋮ anywhere on your page. Learn how to edit and format your doc →
Add a cover image to your doc
Doc cover photos give you a quick way to make your doc more visual with a banner. You can upload your own image as a cover photo or search for one from thousands of free photos using our Unsplash integration.- To do this, click
Update coverand select your image. Once selected, it will be automatically applied and saved to your doc.
Present your docs
Once you have a few docs to present to your stakeholders, you can use presentation mode. It’s a way to share your docs in a focused, fullscreen experience, with large font sizes and a horizontal carousel where you can move between docs with the arrow keys.- To do this, open
Docsin your project and clickPresentin the top right corner to open presentation mode.
Share docs with those outside the workspace
You can share your docs with those outside Dovetail by enabling public access to your project. Learn more about enabling public access to project docs→Measure impact with doc metrics
Doc metrics help you capture traction and engagement by providing information on who is engaging with your docs and how. These metrics are captured per-doc.- To view a doc’s metrics, open your doc, click
View/sand selectMetrics.
| Metric | Description |
|---|---|
| Reached audience | Number of unique accounts that have seen the doc |
| Doc discovery | Where users discovered the doc |
| Audience role | Who is accessing the doc |
| Audience access | What level of access in Dovetail |
| Engagement ratio | Percentage of unique accounts who opened content in the doc |
| Full page read | Percentage of unique users who scrolled to the bottom of the doc |
| Most popular | Number of unique users who clicked through a link within a doc |
Update project data on docs
Adding project data (notes, highlights, tags, or docs) to a doc will create a point-in-time snapshot of the object so that it will remain unchanged if the underlying data is modified or deleted.- To update a reference, you must have Manager or Contributor access with Can edit access to the project.
- From there, select
Update reference (↻)while hovering over it. You can also update references in bulk by withUpdate allfrom within the doc’s menu•••in the top right.