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Search Hero 2 Pn
Available on Professional and Enterprise plans

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Overview

Dovetail’s search experience uses keyword search to display a list of results based on keywords. Quickly find exactly what you need with search and utilize exact search matching and filters to refine your search results further with deep search.
To start a quick search, click on the search bar or press ⌘ K or Ctrl K on your keyboard and enter your query. It will display Dovetail objects such as projects, folders, insights, and notes with matching titles wherever they are in your workspace. Add quotation marks to your search terms to return exact results for that phrase. For example “keyword” to search for an exact term. Without quotes, searches may also include results for similar terms (for instance, issues containing “test” may show up in a search for “testing”).
Longer queries will return more accurate search results. This means you can enter your search using natural language and in a way that makes sense to you. For example, “user problems with search interface”, “reasons for customer churn”, “why users are angry at <company>”.

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Summarize your search results

Anyone can gather evidence to inform a question they have about their customer’s pain points, use cases, or problems with magic search summaries.
Search summaries are automatically generated to include the most relevant results to your search query.
Use filters to refine your magic summary. For example, you can choose to filter by a specific folder and date range to generate a magic summary that uses results matching those filters. This may be useful if you’re interested in focusing on specific team or project work.

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Refine your search results

Dovetail’s search supports the following filters:
  • Anything – Any Dovetail object such as theme, data, insight, and more.
  • Anywhere – To restrict search results to any specific channel, project, or folder.
  • Anyone – A specific person who contributed to or created content.
  • Anytime – From a set time range or custom period.
  • Title only – To restrict search results to just the titles, instead of all text.
  • More - Additional search options by fields, tags, published, archived, contacts, or contact fields.
Not every filter listed will be available when looking at specific objects in search. For example, you won’t be able to filter by ‘published’ when filtering by Data only as you are unable to publish Data in a project.

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Sort your results

By default, results are sorted by Relevance, but this can be changed to their Created or Updated date or alphabetically by Name by adjusting the sorting filter at the left of the filter bar.

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Ask questions with chat

Contextual chat is available in beta for workspaces on a paid plan. Admins can sign up to the beta and enable chat for their workspace in Settings.
Have a question about your customer data? Use Contextual chat. Chat works across your entire workspace and will auto-apply contextual filters based on where you are. This means you can drill down on a specific document or call, zoom out to all data across a Project or expand to ask questions to every piece of data in your workspace. Learn how to use chat in your workspace today →

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Ask questions via Teams and Slack

Querying in Slack and Teams is available only for Enterprise workspaces. Learn more →
The power of magic search summaries isn’t limited to users in a Dovetail workspace. With our Slack and Teams integrations, anyone in your organization can quickly ask a question about data stored in Dovetail to get the information they need to unblock their work. With Ask add-on, anyone within a Slack or Teams instance can:
  • Engage with conversational AI to ask questions in Slack or Teams. For example, a user could ask, “What do new users struggle with during onboarding?”, and receive a summary based on customer feedback, with citations to the source data.
  • Keep up-to-date with the latest insights via text or audio digests. These digests can be scheduled to proactively deliver important insights and information easy-to-consume format. These digests include summaries, key points, and (if delivered in audio format) clips of customer quotes.