Workspace settings

​

Overview

Personalize your workspace by adding company branding, updating the workspace subdomain, customizing your home page, and curating live feeds to keep your team up-to-date with the latest customer intelligence.

---

​

Set the workspace logo

We recommend using a logo aligned to your organization’s or client’s brand, so it is easily identifiable for stakeholders consuming your customer findings. To set the logo for your workspace, navigate to:

1. ⚙️ Settings → Under Logo → Click on the icon
2. Click on Upload logo
3. You can upload an image to help identify the workspace to stakeholders.

---

​

Name your workspace

We recommend setting the name of your workspace to your organization’s name (e.g. ACME) or team’s name (e.g. ACME Research). To name your workspace, navigate to:

1. ⚙️ Settings → Edit the textbox under Name

---

​

Contact Information:

Workspace admins can add contact information to help us reach the right people for security or technical issues. This includes:

1. Security contact email
2. IT contact email

Providing these contacts ensures we can quickly contact the appropriate teams in the event of incidents, questions, or critical updates. To add these emails, navigate to:

1. ⚙️ Settings → Type the emails within the designated section

---

​

Organization type

Workspace admins can update, change, or clear the Organization type at any time from the workspace settings. You can select from the following organization types:

• Consulting
• Education
• Government
• Not-for-profit
• Product
• Service
• Small Agency
• Startup

Organization type does not impact your workspace permissions, billing, or available features.

• The information is used for:
  • Internal analytics and reporting
  • Providing organization context to some AI-generated question suggestions

---

​

Region

You can view which region your data is stored in by navigating to ⚙️ Settings → Region

​

Selecting a data region

When creating a new workspace, you can choose where your workspace data is stored:

• United States
• Australia
• Europe

This selection is made during workspace creation and cannot be changed afterward. If you select United States, your workspace will be automatically assigned to one of the following regions:

• us-east-1 (North Virginia)
• us-east-2 (Ohio)

---

​

Customize your subdomain

By default, your workspace will be assigned a unique domain based on the workspace name followed by a unique string as an identifier, such as acme-research-d7ny. Personalize your workspace by creating a custom subdomain. This will make it easier for your team to find and share with others! Once you’ve set your workspace subdomain, it will appear on all pages in your workspace.

• To update your domain, navigate to ⚙️ Settings → Workspace and enter a new domain in the textbox under Subdomain.

By updating to a new custom subdomain, any existing links you’ve sent out or bookmarked will be automatically redirected, without additional changes required.

---

​

Context

Workspace admins can link existing Docs as AI context for the entire workspace. Once linked, that content is automatically synthesized into the context Dovetail AI draws on across every chat surface — Chat, Agents, and Ask Dovetail — so teams get more relevant, on-brand answers without needing to paste or repeat context in every conversation. Text, PDFs, and embeds are all read and passed to the model. Good candidates for context docs include:

• Company and product context — who you are, what you build, your market position, key terminology
• Strategy and priorities — company direction, OKRs, what’s in and out of scope
• Pricing and packaging — tier structures, plan names, feature availability
• Customer and market context — your ICP, key segments, how you talk about customers
• Product domain knowledge — how your product works, feature definitions, known limitations
• Brand and tone guidelines — so AI-drafted content matches your voice
• Research frameworks and templates — so AI-generated Docs follow your team’s structure

To link a Doc as workspace context:

1. Navigate to ⚙️ Settings → Workspace
2. Under Context, click to link or create a Doc
3. Search for and select the Doc(s) you want to add

Once linked, the Doc is automatically processed — short docs are used as-is, while longer docs are distilled into a concise summary so they fit cleanly into context without degrading response quality. Linked Docs can be managed and edited just like any other Doc in your workspace. When a linked Doc is updated, its context refreshes automatically — you don’t need to re-link it. Linked docs don’t need to be shared workspace-wide, but only users with at least Viewer access to a given doc will have it applied to their chat context. To make sure every user in your workspace benefits from a context doc, share it with the entire workspace at minimum View permission.

---

​

Delete workspace

Only workspace admins can delete workspaces. When you delete your workspace, we will process the deletion in accordance with our Data Management Policy, available in our Trust Center. To delete your workspace, a workspace admin can:

1. Navigate to ⚙️ Settings → Workspace Settings → select Delete workspace
2. From there, type "DELETE WORKSPACE" into the confirmation field to confirm your action, and then click "I understand the consequences - delete this workspace!" to confirm the deletion

Your subscription will be canceled and deleted immediately. If you proceed with deleting your workspace, your workspace and its data will be deleted immediately and cannot be undone. As per our Master Subscription Agreement, we will not provide a refund for any remaining time in your current billing period.

• Your data will be deleted in accordance with our data retention policy.
• If you do choose to subscribe again, the price may have changed or your previous plan may no longer be available.

Deleting your workspace is permanent and cannot be undone. There is no going back once you delete a workspace: all of your projects, data, highlights, tags, insights, and users will be gone forever.

​

Deleting Business and Enterprise workspaces

Workspaces on Business and Enterprise plans must first be canceled or downgraded to the Free plan before they can be manually deleted. If you’d like to delete your workspace, contact your Customer Success Manager to discuss cancellation or downgrade options. Once your subscription is no longer active, you can proceed with manually deleting your workspace.

---

​

Update your workspace transcription language

To select a preferred language for transcripts in your workspace, navigate to:

1. ⚙️ Settings → Transcription → Workspace transcription language
2. Choose to remain on the default, “Auto-detect,” or update it to your preferred language

​

Update your workspace transcription provider

For flexibility, Dovetail supports two transcription providers that Admins can apply to a workspace: Amazon Transcribe and Assembly AI. To update your workspace’s transcription service, navigate to:

1. ⚙️ Settings → Transcription → Workspace transcription provider
2. From there, you will have the option to select Amazon Transcribe, Assembly AI or leave as Default
3. If you select Default, we’ll automatically use the provider we believe is best for your data based on the transcription language required.

If you’re experiencing poor transcription quality, try switching providers and uploading a new file to compare results.

---

​

Support access consent

Managers and Contributors can grant Dovetail employees temporary access to their workspace for support purposes.

​

Grant support access

When chatting with our support team, you may be asked to consent to access your account to help with troubleshooting or recovery. If you are a Manager or Contributor, you can grant support access by following the steps below. If you are a Viewer, you will need to ask a user with a paid seat to grant support access for you.

1. Navigate to ⚙️ Settings
2. Click on Account
3. Navigate to Support access and click Allow support access

Once access is granted, Dovetail’s support team can log in to your workspace for 7 days, or until you revoke access. The remaining time will be visible from this same page where access was granted.

​

Revoke support access

To revoke support access before the specified expiration date, Managers and Contributors will need to follow the same steps used to grant access.

1. Navigate to ⚙️ Settings
2. Click on Account
3. Navigate to Support access and click Revoke support access

---