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Beyond search—have a conversation with your customer data with contextual chat, Ask, and more

Last updated
24 April 2025
Published
24 April 2025
Content
Tessa MaranoLiam Scanlon

Getting quick access to what your customers are saying isn't just a nice-to-have for businesses anymore—it's absolutely key for staying competitive and actually building products and services people want. At Dovetail, we get this. That’s why we’re constantly evolving our product to break down data silos and empower every member of your organization with instant access to the voice of your customer. With Dovetail, customer intelligence is seamlessly integrated into daily workflows of your organization, just a question away for anyone who needs it.

Imagine a world where product managers can instantly understand user pain points driving feature requests, where support teams can proactively address recurring issues identified in support tickets, and where marketing strategists can refine their messaging on the fly with the latest customer feedback. This isn't a distant dream—it's a reality with Dovetail. 

We're thrilled to introduce the next leap forward in this journey—a new suite of powerful search capabilities unlocking the full potential of your customer intelligence for everyone.

Contextual chat—have a conversation with your data

Contextual chat allows you to query any level or element of your data—across transcripts, notes, projects, folders, channels and more.
Contextual chat allows you to query any level or element of your data—across transcripts, notes, projects, folders, channels and more.

We're excited to introduce contextual chat, a revolutionary way to interact with your customer data at every level within Dovetail. Forget static search results and complex filtering. Contextual chat brings the power of conversational intelligence directly to your fingertips, allowing you to have a dynamic dialogue with your insights.

How contextual chat works 

Chatting with your data is intuitive and seamless. In Dovetail, simply use the shortcut Command J or access the chat interface directly, and start asking your questions in natural language. 

Let’s say a sales manager wants to know why a recent call didn’t convert. They could ask “How could I improve this sales call? What are the key objections I need to address?” Onboarding a new engineer? Let them navigate your Dovetail workspace to accelerate their learning. They could ask “What are the most common use cases for [product]?” Want to identify gaps in research? Simply ask “What’s missing in this research project? What do we still need to learn, and how can I kickstart recruitment for the next study?”. The opportunities are endless.

What makes contextual chat truly powerful is its awareness of your current context within Dovetail. Whether you’re viewing a single customer interview transcript, analyzing a project’s notes, or examining an entire folder of feedback, chat understands your focus and scopes its answers accordingly.

Need to delve deeper into a specific customer interaction? Or looking for broader trends across multiple projects? With contextual chat, you can ask follow up questions, drilling down for more granular details or zooming out for a wider perspective—all in real time, within a conversational flow.

Quick search—find what you need in seconds

Building upon the foundation of our existing search capabilities, we’ve redesigned the experience to be cleaner, more powerful, and more intuitive—and significantly faster. Access insights and feedback in seconds and respond to urgent customer needs, identify critical product issues, or make strategic pivots, without needing to undergo cumbersome analysis to get the information you need.

Now you can apply filters and drill down with ease, all using natural language. No need to navigate through complex filtering systems—just ask your question, and Dovetail delivers exactly what you’re looking for.

Ask Dovetail in Microsoft Teams and Slack—insights where you work

We understand that your teams spend a significant amount of time collaborating within platforms like Microsoft Teams and Slack. Ask Dovetail brings the conversational search capabilities of Dovetail directly into your team’s existing communication workflows.

We recently announced that Ask Dovetail, along with being available in Slack, is now also available in Microsoft Teams. Need to quickly understand the latest customer sentiment around a new feature? Simply ask Dovetail within your team’s channel. Ask Dovetail will intelligently query your Dovetail workspace and deliver relevant data and feedback directly into the conversation.

Ask Dovetail’s programmatic audio digests keep your teams updated with the latest customer insights, bringing the voice of the customer to life in your day-to-day conversations. Imagine receiving a weekly audio summary of what customers are saying about your product directly within your team’s Slack channel. Bring the voice of the customer to life in a tangible and engaging way. This seamless integration is designed to embed customer insights into your team’s day-to-day conversations, driving more informed decision-making without disrupting their workflow.

We believe that access to customer intelligence should be frictionless. Once Ask Dovetail is set up, any member of your team can ask questions and receive answers—even without a Dovetail account. And now with the Ask Dovetail AI assistant in Slack, your queries pull relevant insights from your customer intelligence platform, as well as from relevant team discussions from within Slack itself. Get all of the context you need, without leaving the conversation.

The future—instant access to customer intelligence for all

These new and improved search capabilities—contextual chat, a better search experience, and deeper Ask Dovetail integrations—represent a significant step towards a world where everyone has the insights they need to make better decisions and improve the quality of everything.

Dovetail gives your teams the power to instantly tap into your collective customer knowledge, driving tangible benefits. Empower faster decision-making based on real-time feedback, drive stronger alignment around customer problems, prioritize development efforts more effectively, and ultimately, create better products and services that truly resonate with your customers.

The future of customer intelligence is about breaking down barriers and making insights accessible to everyone within your organization. Dovetail makes this possible. Experience the power of navigating customer feedback effortlessly and unlock the full potential of your customer intelligence. Speak with our team to request a demo or try Dovetail today.

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