Deployed by the team that builds it.
The enterprise deployment service for Dovetail. Consolidate scattered customer data, restructure workspaces that have outgrown their original setup, and embed customer intelligence in your AI stack—delivered end-to-end by the team that built the platform.
Connecting the world's greatest companies to their customers
Dovetail Deploy is the enterprise deployment service for the Dovetail platform. We consolidate scattered customer data, configure the workspace for the way your organization operates, and connect Dovetail to the CRM, communications, and AI infrastructure your teams already run on. Every engagement is scoped to a specific outcome and delivered end-to-end by the team that built Dovetail.
Three problems. One delivery team.
Each one starts with a problem you’re probably facing, how we solve it, and the outcome you can expect. Find the one that matches your situation.
Getting Dovetail live with your existing customer-intelligence history
The problem
Enterprise customer-intelligence history sits across SharePoint, Notion, Salesforce, Outlook, Teams, and a long tail of legacy tools. Consolidating it into Dovetail is the difference between a platform that delivers value across the organization and one that gets stuck on a single team.
How we solve it
We bring your customer-intelligence history into Dovetail—every interview, transcript, survey, and conversation that matters. We set up the workspace so it reflects how your organization actually works, and connect Dovetail to the CRM, communications stack, and AI infrastructure your teams already run on.
The outcome
Your customer-intelligence history goes live in Dovetail. Your teams stop searching three systems. Your AI stack starts seeing customer signal from day one.
Restructuring a workspace that’s drifted
The problem
Workspaces that worked at launch stop reflecting how the organization operates twelve or eighteen months in. Projects sprawl, taxonomies drift, permissions inherit by accident, and integrations sit half-finished. Adoption stalls, and the value Dovetail was bought for gets harder to see.
How we solve it
We reset the foundations alongside your team. Structure, permissions, integrations, and onboarding—all rebuilt to reflect the organization you are today, not the one you were eighteen months ago.
The outcome
Dovetail starts reflecting how your teams actually work. Adoption climbs. Value comes back into focus—usually within the first quarter.
Embedding Dovetail in your AI stack
The problem
Enterprise AI strategies depend on customer intelligence flowing through the stack—agents, copilots, MCP integrations, data warehouses, and CRM. Wiring Dovetail into that architecture so it powers the workflows that matter is a project beyond what public documentation and a self-serve API can support on their own.
How we solve it
We embed Dovetail directly into your AI stack—mapped to your data model, wired through your APIs and MCP layer, and configured to feed customer signal into the agents and workflows that matter to your business. Built with your AI, data, and engineering teams, not handed off to them.
The outcome
Customer signal flowing through every AI workflow that depends on it. One platform-level decision on customer intelligence—instead of a different tool decision in every business unit.
Why enterprises choose Deploy
Configured deeper than the docs go
The team in the room helped design Dovetail. They know which problems are configurable, which call for a creative integration, and where the platform has flexibility the public documentation never had to expose. No partner, no consultancy, and no internal team has that vantage point.
The same team that builds the product
The people in the room are the people who designed Dovetail—not a contractor who left the consultancy six months ago. Direct answers. Real decisions. Accountability that doesn’t end when the engagement closes.
Built for the whole organization, not just one team
Most platforms get installed for the team that signs the contract and then have to be rolled out one business unit at a time. Deploy is built for enterprise scale—the workspace, the integrations, and the access controls are configured for the organization from day one.
Data residency & retention
Control where data is stored and how long it’s retained to align with policies, regulatory requirements, and regional standards.
Granular access controls
Define precise access rules across teams and roles to reduce risk, protect sensitive data and support internal governance.
SOC 2 Type II certified
Our report confirms that our security policies and controls consistently comply with the highest industry standards.
PII redaction & audit logs
Remove sensitive customer data and retain a full record of user actions to meet privacy, compliance, and governance obligations.
ISO/IEC 42001:2023
Dovetail is certified for the first global AI management standard, demonstrating our commitment to secure and ethical practices.
HIPAA
Dovetail’s HIPAA certification demonstrates our commitment to protecting the privacy and security of sensitive health information.
Tell us what you’re trying to do.
Most engagements start with a focused 30-minute conversation. Tell us what you’re solving for and what’s blocking you. We’ll come back within five business days with a proposed scope and clear next steps.
FAQs
Dovetail’s own team, not an outsourced delivery partner. We deliver Deploy ourselves because what we learn from your engagement ships back into the product—and that loop only works when the team in the room is ours.
We can usually move from scoping conversation to engagement kickoff quickly. If you’re working toward a hard deadline, we’ll prioritize the timeline to meet your dates.
Dovetail is SOC 2 Type II certified, ISO 27001 certified, and GDPR-compliant. Deploy engagements operate within the same security and compliance framework as your Dovetail subscription. Customer data is not used to train models. EU and UK data residency options are available. We’re happy to engage your CISO, DPO, and procurement teams directly as part of scoping.
Yes. Dovetail offers EU, UK, and US hosting. Deploy engagements are designed to operate within your existing identity and data residency requirements without exception.
Your internal team can build customer-intelligence infrastructure. Deploy installs infrastructure that’s already proven across enterprise deployments, and the people running the engagement know the platform at a depth your team would otherwise spend months learning. The question isn’t whether to build—it’s what to build, and customer intelligence isn’t where your engineering effort compounds.
We re-scope and re-quote. You’ll never see a change order billed by the hour, and we’ll never bill you for work we didn’t agree to.
Deploy is built for enterprise-scale deployments—consolidating customer-intelligence history scattered across many systems, restructuring a workspace that’s drifted from its original setup, or embedding Dovetail deep in your AI stack. If that’s the kind of complexity you’re solving for, that’s exactly what Deploy is for. If your setup is more contained, you may not need a full engagement today—but Deploy is here when the scale grows.