Start highlighting key moments

The power of Dovetail lies in highlighting key information inside your data. This could look like notable moments in a usability test, quotes in a research paper, or specific comments in a customer call.

Highlights can be added to text in transcripts and documents. In this lesson, you will learn how you can use Dovetail to take the first pass in the analysis process and surface important moments in your customer data that can be shared with your team.

When creating a new project, Dovetail's magic automation is turned on by default. This means that Dovetail's magic features will do the work in surfacing notable quotes for you to accept or reject.

You can update the magic automation settings to remove this, however, we recommend taking advantage of Dovetail's AI capabilities to automate time-consuming tasks like highlighting. This will allow you to focus greater efforts on drawing richer customer insights from your data.

If you are working with transcripts, Dovetail will automatically highlight your note content. If you have this setting switched off, you can use still use magic highlight.

• To do this, simply open the highlights tab in the note sidebar and press Suggest.

• From there, either Accept or Reject the suggested highlights to save them to your project.

If you're a researcher, you may be used to coding or labelling your work. You can do this in a project by creating tags to attach to your highlights.

A single tag is used to track a theme within a single piece of raw data or across a set of data. They help you thematically group bite-size information captured within your data quickly. You can connect highlights to a tag at any point during your analysis.

Tags can be titled anything that captures a high-level theme, sentiment, or topic of the highlighted text. We recommend starting from one of our templates to start from a simple set of tags has been created for you! When using magic highlight, these tags will automatically connect to relevant highlights surfaced in your data.

If you prefer to dive deeper and have more control over important pieces of information captured in your data, you can create your own highlights.

• To do this, select and drag over a section of text in your data.

If you're a researcher, you may be used to coding or labelling your work. You can do this in a project by creating tags attached to your highlights.

A single tag is used to track a theme within a single piece of raw data or across a set of data. They help you thematically group bite-size information captured within your data quickly. You can connect highlights to a tag at any point during your analysis.

• To create a tag, create a new one for your project. Tags can be titled anything that captures a high-level theme, sentiment, or topic of the highlighted text. We recommend starting simple so you have room to expand these overtime.

• If you are using our Customer interviews template, a simple starting set of tags has been created for you! You can choose an existing tag or create a new one for your project.