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Help – New to Dovetail
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Help – Channels
Channels
Import data to channels
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Help – Dashboards
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Help – Docs
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Prompt Guide for Report Building
Help – Projects
Projects
Import data to projects
Transcribe and translate
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Help – Discover & Collaboration
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Prompt Guidance for Contextual Chat
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Move data to a new workspace
Help – Admin & Settings
Add, remove and manage users
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Blur and redact
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Integrations – Automate & Import
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Academy – Welcome & Getting Started
Home
Intro to projects
Analyze interviews and calls
Analyze survey responses
Analyze support tickets
Analyze app reviews
Academy – Crafting Findings
Intro to insights
Create an insight from project findings
Academy – Advanced Analysis
Intro to advanced project concepts
Capture themes with tags
Categorize with data fields
Customize your project views
Academy – Answering Questions
Start exploring Dovetail
Self-serve knowledge across Dovetail
Mastering chat for deep customer discovery
Engage your team to inform decisions
Academy – Standardizing Projects
Prepare to onboard your team
Craft your team taxonomy
Intro to workspace tags
Organize work into folders
Intro to workspace fields
Intro to workspace templates
Academy – Managing Workspace
Define your team structure
Streamline authentication to Dovetail
Assign access across the workspace
Manage PII in Dovetail
Integrations – Automate & Import
Integrations
OpenAI
Open in ChatGPT
OpenAI
Open in ChatGPT
Connect essential tools to automate workflows, import data, and share actionable intelligence.
Popular integrations
Zoom
Slack
Salesforce
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Automate workflows
Import data
Share findings
Dovetail API
MCP Server
Microsoft Teams
Slack
Zapier
App Store
Freshdesk
Front
G2
Gong
Google Calendar
Google Drive
Google Meet
Google Play Store
HubSpot Service Hub
Intercom
Jira Service Management
Microsoft OneDrive
Microsoft Outlook Calendar
Pendo
Salesforce
Zendesk
Zoom
Alloy
Atlassian
Linear
Notion
ProductBoard
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