Dovetail
Customer research platform for interviews, notes, insights, tags, projects, and research repositories.
Supports customer research work across interviews, notes, insights, tags, projects, and research repositories.
Use Dovetail with Snow
Snow is a personal AI assistant that builds real apps for you, and they can put Dovetail to work.
What Snow can do with Dovetail
These are the Dovetail operations Snow and the apps you build with it can run. Sign in to choose which ones Snow may run without asking.
Reads25
Look at your data without changing it.
- Get Contact
Tool to retrieve details of a specific contact. Use when you have confirmed the contact ID and need full contact metadata from Dovetail.
- Get Data
Tool to retrieve details of a specific data item by ID. Use when you have confirmed the data ID and need full metadata including custom fields, files, and project information from Dovetail.
- Get Doc
Tool to retrieve details of a specific doc by ID. Use when you have confirmed the doc ID and need full doc metadata from Dovetail.
- Get Insight
Tool to retrieve details of a specific insight by ID. Use when you need full insight metadata from Dovetail.
- Get Project
Tool to retrieve details of a specific project. Use when you have confirmed the project ID and need full project metadata from Dovetail.
- List Docs
Tool to list docs in a Dovetail workspace with optional filtering, sorting, and pagination. Use when you need to retrieve docs, optionally filtered by project, title, content, or creation date.
- List Insights
Tool to get a list of insights associated with a workspace. Use when you need to retrieve insights with optional filtering by project, publication status, or title, and support for cursor-based pagination.
- List User Docs
Tool to get a list of docs associated with a user in Dovetail. Use when you need to retrieve documents for a specific user or the authenticated user (use 'me' as user_id).
- Export Data
Tool to export data in HTML or Markdown format. Use when you need to retrieve a formatted version of data items from Dovetail.
- Export Doc
Tool to export a doc in HTML or Markdown format. Use when you need to retrieve the full content of a doc from Dovetail in a specific format.
Creates13
Add something new to your account.
- Create Data
Tool to create a data item in a Dovetail project with text content, title, and/or structured fields. Use when you need to capture and store research data, interview notes, or other content in a project.
- Create Doc
Tool to create a doc in a Dovetail project with text content, title and/or custom fields. Use when you need to document research findings, store notes, or create structured content within a project. The doc content is stored but not returned in the response.
- Create Note
Tool to create a note in a Dovetail project with text content, title and/or custom fields. Use when you need to document research notes, store interview findings, or create structured content within a project. The note content is stored but not returned in the response.
- Create Project
Tool to create a new project in your Dovetail workspace. Use when you need to create a project to organize research data.
- Create Channel
Creates a new channel in Dovetail to organize and collect feedback data. Channels are containers for specific types of customer feedback such as app reviews, NPS responses, churn reasons, product reviews, or support tickets. Use this to set up a new data collection source before importing feedback data.
- Create Contact
Tool to create a new contact in Dovetail. Use when you need to register a contact before logging interactions.
- Create Data Point
Tool to create a data point within a channel. Use after capturing new content to record and classify it in Dovetail.
- Create Insight
Creates a new insight in Dovetail to store synthesized research findings, observations, or conclusions. Use this tool when you need to document and save key findings from user research, interviews, or data analysis. Insights can optionally be linked to a project for better organization. Returns the created insight's ID, title, creation timestamp, and other metadata. Note: The body content is stored but not included in the response.
- Create Topic
Tool to create a new topic in a Dovetail channel. Requires channel_id, title, and description. Use to organize feedback within channels by creating themed discussion topics.
- Import Data File
Tool to import a public URL of a file as new data in Dovetail. Use when you need to add external files to a project.
Updates7
Change something that is already there.
- Update Contact
Tool to update an existing contact in Dovetail. Use when you need to modify a contact's name, email, or custom fields.
- Update Data
Tool to update a data item in Dovetail. Use when you need to modify the title or fields of an existing data item.
- Update Doc
Tool to update a doc in Dovetail. Use when you need to modify a doc's title or custom fields.
- Update Insight
Updates an existing insight in Dovetail, allowing you to modify the title and custom fields. Use when you need to revise insight information, correct titles, or update custom field values.
- Update Note
Tool to update an existing note in Dovetail. Use when you need to modify a note's title, content, or custom fields. Example: "Update note 8IFq5LEC6hV1Vgsu0jPNJ with new title 'Q1 Review'".
- Update Channel
Tool to update an existing channel's title or context. Use after confirming the channel ID and fields to change.
- Update Topic
Tool 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'".
Deletes6
Remove something. This often cannot be undone.
- Delete Channel
Tool 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 Data
Tool to delete an existing data item. Use when you have confirmed the data ID and want to move it to trash (restorable for 30 days). Example: "Delete data with ID 1tFfvvAmYPCLUqb9zO8dgN."
- Delete Doc
Tool to delete an existing doc. Use when you need to remove a doc and move it to the project's trash (restorable for 30 days).
- Delete Insight
Tool to delete an existing insight. Use when you have confirmed the insight ID and want to move it to trash (restorable for 30 days).
- Delete Note
Tool to delete an existing note. Use when you have confirmed the note ID and want to move it to trash (restorable for 30 days).
- Delete Topic
Tool 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-a456-426614174000."
Related integrations
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