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Dovetail, worked by an AI employee

Not another app for your team to learn, and not a set of rules for you to build. You hire an AI employee, you give it access to your Dovetail account, and you ask it for things in Slack or Teams the way you would ask anyone else on the team. There is nothing to map and nothing to maintain.

  • Analytics
  • Connects with a key
  • 18 ready-made tools
  • Asked in Slack or Teams
At work

An illustration of how the conversation reads, not a transcript from a client account.

What Dovetail is

Dovetail is an Australian software company that provides tools for transcription analysis, coding interpretation of interviews, survey responses, and feedback, enabling users to create summarized insights from their research analysis.

You paste in a key from your own Dovetail account. It is kept encrypted, and you can withdraw it from inside Dovetail whenever you like.

How a run works

One message in, the work done in Dovetail.

  1. 01

    You ask

    You message your AI employee in the chat your team already has open, in one sentence, in your own words.

  2. 02

    It works out the step

    It decides what the job needs in Dovetail. You do not pick anything from a menu or wire anything together.

  3. 03

    It does the work

    Signed in to your own Dovetail account, inside the access you granted it, doing the thing you asked for.

  4. 04

    It reports back

    It tells you what it did, in the same thread. If it could not do something, it says so rather than guessing.

18 tools it already has

What it can do in Dovetail

These are the ready-made tools your AI employee already has in Dovetail. It is not limited to them, but it never has to be taught these.

  • Create ChannelTool to create a new channel in dovetail. use after confirming channel details.
  • Create ContactTool to create a new contact in dovetail. use when you need to register a contact before logging interactions.
  • Create Data PointTool to create a data point within a channel. use after capturing new content to record and classify it in dovetail.
  • Create InsightTool to create a new insight in dovetail. use after synthesizing findings when ready to store them. example: "create insight 'q1 user trends' with body '...' for project 'proj 123'
  • Create TopicTool to create a new topic in a channel. use after confirming channel id, title, and optional description.
  • Delete ChannelTool to delete an existing channel. use when you need to remove a channel and move it to the project's trash (restorable for 30 days). confirm the channel id before calling.
  • Delete TopicTool to delete an existing topic. use when you have confirmed the topic id and want to move it to trash (restorable for 30 days). example: "delete topic with id 123e4567-e89b-12d3-
  • Get NoteTool to retrieve details of a specific note. use when you have confirmed the note id and need full note metadata from dovetail.
  • Get Token InfoTool to get information about the current api token. use after authenticating to verify token scopes and expiry.
  • List ContactsTool to list all contacts in dovetail. use after authenticating with a valid workspace token when you need the complete contact list.
  • List DataTool to list data items in dovetail. use when you need to retrieve, filter, sort, or paginate through your workspace data after authentication. supports dovetail filters, sort synt
  • List HighlightsTool to list all highlights in dovetail. use after authenticating with a valid workspace token when you need to retrieve the complete highlight list.
  • List NotesTool to list all notes in dovetail. use after confirming you have a valid workspace token and need to retrieve the full note list.
  • List ProjectsTool to list all projects in dovetail. use after authenticating with a valid workspace token when you need to retrieve the full project list.
  • List TagsTool to list all tags in dovetail. use after authenticating with a valid workspace token when you need to retrieve the complete tag list.
  • List User InsightsTool to list insights for a specific user. use when you need to retrieve all personal insights associated with a user id.
  • Magic SearchTool to perform a magic search across workspace data. use when you need to retrieve relevant highlights, notes, insights, channels, themes, or tags by query.
  • Update TopicTool to update an existing topic. use after confirming the topic id and fields to change. example: "update topic with id 123... to have title 'new'".
Access, and who is in charge of it

You stay the boss of your Dovetail account.

Nothing connects until you approve it. You grant access one app at a time, you can take it back the same way, and everything your AI employee does in there is written down where you can see it.

How we handle your data
  • It signs in to your own Dovetail account. You are not moving anything into ours.
  • You grant access one app at a time, and you can take it back the same way.
  • Everything it does in Dovetail is written down, with what it did and when.
  • Anything you tell it to check with you first, it checks with you first.
Other apps in the same corner of the business

It works in Dovetail and the rest of your software in the same job

A real job rarely stays in one place. Reading a message in one app, checking a record in another and writing the result in a third is one request to your AI employee, not three.

See every app

Questions people ask about Dovetail

Can an AI employee really work inside Dovetail?
Yes. It signs in to your own Dovetail account and works in it the way a new hire would, from the chat your team already has open. Nobody installs anything, and nobody learns a new screen.
Do I have to move anything out of Dovetail?
No. Nothing moves and nothing is replaced. Your records stay in Dovetail, your team carries on in the same screens they used yesterday, and your AI employee works alongside them in there.
How does it get into my Dovetail account?
You paste in a key from your own Dovetail account. It is kept encrypted, and you can withdraw it from inside Dovetail whenever you like. You approve it before anything connects, and you can take the access back the same way you gave it.
What can it actually do in Dovetail?
It has 18 ready-made tools in Dovetail today, among them Create Channel, Create Contact and Create Data Point. The full list is on this page. It is not limited to those, but it never has to be taught them.
Can it use Dovetail and the rest of my software in the same job?
Yes, and that is usually the point. Reading a message in one app, checking a record in Dovetail and writing the result somewhere else is one request to your AI employee, not three separate ones you stitch together.
Who decides what it is allowed to do in Dovetail?
You do. You grant access one app at a time and can withdraw it at any time, anything you ask it to check with you first it checks with you first, and everything it does in Dovetail is written down with what it did and when.