Documentation Index

Fetch the complete documentation index at: https://docs.dovetail.com/llms.txt

Use this file to discover all available pages before exploring further.

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Overview

• Customer interviews, sales calls, meetings – each data object is a single recording and transcript of a session.
• Usability testing sessions – each data object is a recording and transcript from a session.
• Survey responses – each data object is a completed survey from a participant.

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Create a new project

• To create a project, navigate to + New and select Project.

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Configure automation

• Transcription: You can choose a transcription language or set it to auto-detect
• Summaries: Summaries are automatically generated when data is imported, but you can choose from different summary frameworks
• Suggested highlights: This is the only feature that can be fully enabled, set to suggestions, or disabled

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Adjust automation settings

1. Open your project
2. Click the ••• (more options) menu in the top-right corner
3. Select Automation

• Transcription language (auto-detect or specific language)
• Summary frameworks
• Suggested highlights behavior

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Manage suggested highlights

1. Open your project
2. Click the ••• (more options) menu in the top-right corner
3. Select Automation
4. Under Highlight key moments, choose one of the following:

• On — AI automatically highlights key moments in your data
• Suggest — AI suggests highlights for you to review and approve
• Off — AI highlighting is disabled

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Objects that live in projects

• Overview: This is the first thing new visitors will see when they open your project. It’s a great place to describe your project for others, set the background for your research, and provide additional context including goals, hypotheses or assumptions, research plan, timeline and project status.
• Data: Raw data like your recordings, documents and survey responses live as standalone objects in your project.
• Highlights: Highlights live on notes and are used to surface quotes and sections of text that are meaningful.
• Tags: Tags can be used to label and categorize highlights into common themes.
• Insights: Insights live within projects and are where you summarize findings from your project and across other projects.
• Charts: Charts live within projects and help you visualize patterns surfaced in your highlights and tags.

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Customize your project

• To do this, navigate to + in the top right corner and toggle on or off what you want to see in your project.

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Manage your project settings

• Share: Create web links to share data with others outside your workspace. For Enterprise workspaces, also use this to control how others can access and interact with your data.
• Filter: Choose what and how data is displayed in your project.
• Project name and icon: Rename your project by editing the text in this field. You can also swap the icon associated with your project.
• Follow: Receive and manage notifications about new insights, or comments in the project.
• Favorite: If you’re on the Professional or Enterprise plan, you will be able to favorite a project for quick and easy access in the side navigation.
• Automation: Automate how you work with Dovetail magic features in your project.
• Data retention: If you’re on the Enterprise plan, you will see the option to customize how long data is retained in your project for.
• Export: Export data from your project.
• Archive or Move to Trash: Archive your project or move project to Trash. To move a project to Trash, you must have Full access to the project.

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FAQs