Dovetail
Product teams spend weeks digging through interview transcripts and feedback logs. Your AI agent searches Dovetail's entire research repository in seconds, surfacing relevant insights, notes, and highlights during live conversations. Customer intelligence stops sitting in silos and starts informing every decision, in real time.
Your AI agent taps into Dovetail's customer intelligence platform to search insights, retrieve notes, log new feedback, and keep research data flowing into every product decision.
Dovetail
See how product, design, and research teams use AI agents to access Dovetail's research repository instantly, turning customer data into decisions without the usual delays.
The product team is debating which feature to prioritize. Someone asks 'What have users said about the export functionality?' Your AI Agent runs a magic search across Dovetail, pulls back relevant highlights from three different user interviews and a survey, and summarizes the findings. The team makes a data-backed decision in the meeting instead of tabling it for a research review next week.
A customer mentions during a support chat that the reporting dashboard is confusing. Your AI Agent recognizes this as valuable product feedback, creates a data point in the appropriate Dovetail channel with the verbatim quote, source context, and timestamp. The research team discovers the feedback already categorized in their next review, without anyone manually copying chat transcripts.
An executive asks 'What are the top three customer pain points from Q4 research?' Your AI Agent queries Dovetail for insights tagged with the relevant quarter and project, retrieves the summaries, and presents them in the conversation. Stakeholders get research-backed answers without scheduling a readout meeting or waiting for a slide deck.
Dovetail
FAQs
The agent uses Dovetail's Magic Search endpoint, which performs a semantic search across your entire workspace. It returns relevant highlights, notes, insights, channels, themes, and tags ranked by relevance to the query. You can filter by result type to narrow results to just notes or just insights.
Yes. The agent calls Dovetail's Create Insight endpoint with a title, body text, optional project ID, and tags. When a customer shares a significant finding during a chat, the agent can capture it as a formal insight in Dovetail immediately, ensuring no research discovery gets lost.
Channels in Dovetail are containers for incoming data points, similar to how a Slack channel collects messages. The agent can create new channels for specific feedback sources, like 'Website Chat Feedback', and then log individual data points into that channel as customers provide feedback during conversations.
No. Tars queries Dovetail's API in real time. Research notes, insights, highlights, and feedback data are fetched live during conversations and used only to respond to the current request. Your research repository remains entirely within Dovetail's platform.
The agent's access is determined by the API token scope. Personal API tokens in Dovetail provide access to all data available to that user account. If you need to restrict access to specific projects, use a token from an account with the appropriate permissions.
Dovetail's built-in AI features transcribe, summarize, and analyze data within the platform. The Tars integration brings that research outside Dovetail into conversations where decisions happen, like Slack, internal portals, or customer-facing chats. It makes research accessible to people who may never log into Dovetail directly.
Yes. When creating data points in Dovetail, the agent can attach arbitrary metadata as key-value pairs. This includes user IDs, satisfaction ratings, product areas, or any custom fields your team uses. The metadata becomes filterable and searchable within Dovetail's analysis tools.
The agent handles this gracefully. If a magic search returns no results for a query, the agent reports that no matching research was found and can suggest creating a new research topic or channel to start collecting data on that subject going forward.
Don't limit your AI Agent to basic conversations. Watch how to configure and add powerful tools making your agent smarter and more functional.
Privacy & Security
At Tars, we take privacy and security very seriously. We are compliant with GDPR, ISO, SOC 2, and HIPAA.
Email - sales@hellotars.com
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