New Dovetail experience

​

Overview

We’re redesigning Dovetail to help you find insights faster, cut through clutter, and seamlessly scale your workspace as feedback volumes increase. The new content-first, relevance-driven experience is personalized by default, so each user can easily access the most relevant information based on what matters most to them.

---

​

Transition to the new experience

• March 31, 2026: The new experience becomes the default experience on login for all accounts. Users can still toggle back to the previous experience if needed. The ability to switch between experiences will remain available until April 30th, when the toggle is removed, and the new experience becomes permanent.
• April 30, 2026: The ability to turn on and off the new experience for all accounts, and all users will experience the new experience permanently.

---

​

What’s changing?

​

Home

Home is personalized for every user by default. There’s no setup required to keep it relevant as teams and workspaces grow.

---

​

Chat

At the top of Home, you will find chat - the fastest way to find insights in Dovetail. Instead of navigating through folders or browsing multiple pages, you can ask a question in natural language and receive an answer instantly. How chat works: Chat searches across your workspace and generates responses grounded in your data. Each response includes citations, so you can see:

• See exactly where the information comes from
• Verify the source
• Navigate directly to the original source

This ensures answers are transparent, traceable, and easy to explore further. Refine your query with context: You can control what data Chat uses by adding explicit context to your question. For example, you can use @ mentions to reference a specific:

• Folder
• Project

This helps narrow the scope of the search and ensures responses are generated using only the relevant content.

---

​

Pinned for everyone

Directly below chat, you’ll see Pinned for everyone. This section contains links that are available to all users in the workspace. Admins and managers can pin important objects such as docs, projects, and folders so key resources for the entire team remain visible and easily accessible as your workspace scales.
Once pinned, the item will appear below chat input, at the top of the Home page.

---

​

For you

Below that, the For you section surfaces content tailored to your activity in Dovetail. Here, you can quickly find data, docs, projects, agents, and other objects you’ve recently viewed or created. The content shown in this section is unique to each user and updates automatically based on your activity. You can also customize how content is displayed using the sorting and filtering options in the dropdown on the right.

---

​

Everything

At the bottom of Home, you will see the Everything section, which displays top-level folder structure of your workspace. It shows a list of all folders, projects, channels, dashboards, agents, and docs at the highest level. You can use it to navigate your workspace and quickly locate your work. This section also includes multiple sorting options, and is sorted alphabetically by default.

---

​

Navigating your workspace

Clicking on the ☰ icon in the top left corner (or [ on your keyboard) opens the sidebar with workspace navigation. The sidebar is accessible from any screen and gives you quick access to the main menu. When working across your workspace, the sidebar stays collapsed to give you more room to focus on your work. From the side navigation, you can:

​

Use quick search:

Quick search helps you quickly find content without returning to Home. To open quick search:

• Click Search in the side navigation, or
• Press ⌘ K (Mac) or Ctrl K (Windows)

What you can do with quick search:

• Find content faster with improved indexing and query handling.
• Access key navigation items directly from search results, so you can open important pages without leaving the search menu.
• Ask questions in natural language to generate an AI summary that highlights key patterns and supporting evidence across your data.
• Open summaries in chat to ask follow-up questions and explore insights in more detail.

Default search behavior To keep results clear and relevant, the following items are excluded by default:

• contacts
• tags
• highlights
• themes

This ensures you see the most meaningful content first.

---

​

Create new objects

You can create new content directly from the side navigation. To create something new:

• Click + New, or
• Press C on your keyboard

Describe what you need, and based on keyword and semantic matching, Dovetail will suggest the objects you can create. In the top-right corner of the creation modal, select where you’d like the new object to be saved.

---

​

Browse object pages

Each object type in Dovetail has its own dedicated page, making it easier to browse and manage related content. You can access:

• agents
• channels
• dashboards
• projects
• docs

---

​

Access favorites

Click the star icon to view all the objects you’ve favourited, so you can quickly return to them from anywhere in your workspace.

---

​

Access workspace tools and resources

At the bottom of the side navigation, click More to:

• invite users
• manage notifications
• set up integrations
• access contacts
• open workspace settings

You’ll also find links to:

• Help center
• Academy
• Blog
• Community
• Dovetail roadmap

---

​

Feature retirement: custom home and feeds

As part of our move to a more personalized Home experience, we’re retiring custom home and feeds. Both features served a similar purpose, but required significant manual setup and ongoing maintenance. The new Home experience is designed to reduce that effort while still helping you surface important content.

​

Keeping your custom home content

If you would like to keep the content of your custom home, we recommend recreating it with a new Doc. To do this:

1. Create a new doc.
2. Add your existing homepage content.
3. Pin the doc to your Home as a dedicated welcome page for your team.

This allows you to maintain a central, easily accessible page with all the key information you want to share across your organization.

​

Replacing feeds with a doc

Similarly, for the feeds you’ve created, you can transfer them into a new doc and pin it to your team’s homepage. You can recreate your existing feeds using a doc with a search block. To set this up:

1. Create a new doc.
2. Open the reference picker.
3. Add a search block.
4. Apply filters to customize the content displayed.

Similar to a feed, search block updates automatically in real time as new data is added to your workspace.

---

​

Transition timeline

You can switch between the new and previous Home experiences until April 30th. After this date, Custom Home and Feeds will no longer be available.

---

​

How to enable the new experience

If you have an existing Dovetail workspace, you can enable the new experience for your account by clicking More at the bottom of the side navigation on your Home page, then toggling Enable for me on. This will only enable the new experience for your account and won’t impact other users in your workspace. You can switch back to the old interface at any time by toggling it off until April 30th, 2026. If you’re new to Dovetail or have created a new workspace, you’ll automatically be using the new experience, no action needed.

​

FAQS