Contextual chat (beta)

Have a question about your customer data? Ask Dovetail with Contextual chat. Powered by Claude 3.7 Sonnet, chat allows anyone to query data in a conversational interface in Dovetail. With Chat, anyone is empowered to access important customer knowledge at any level across their Dovetail workspace.

Chat works across your entire workspace and will auto-apply contextual filters based on where you are. This means you can drill down on a specific document or call, zoom out to all data across a project or expand to ask questions to every piece of data in your workspace. For example:

• For focused analysis: Ask questions about a specific transcript (even OCR'd documents like academic papers!) or a single feedback note.

• For project synthesis: Move up to a project level – maybe a meta-study with numerous papers or interviews – and ask broader questions across all the data within that project.

• For a workspace overview: Zoom out further to the workspace level. If you have projects dedicated to different product areas or research themes, chat can help you synthesize findings across all of them.

Below are a few ways you can use it to ask questions about your data.

• To use chat, click Chat in the sidebar or use keyboard shortcut ⌘ J or Ctrl J wherever you are in the workspace.

• From there, interact with your data and ask questions. These could be anything from "How might I improve this conversation in the future?" if you're engaging with a customer to "What are key voice of customer themes for this month?" if you're looking to gain a holistic understanding of feedback.

With chat, you can go beyond simple Q&A. The real power lies in its conversational nature. Don't just ask one question; dig deeper! Ask follow-up questions, probe for more nuance, challenge an assertion, or pivot your line of inquiry entirely. It’s like having a real conversation with your data, allowing you to uncover insights that might have remained hidden.

Every answer chat provides is grounded in your data to help validate findings with confidence. You'll see clear sources for each answer, allowing you to instantly trace information back to the original quote, data source, or document. These are shown in the form of clickable citations within your chat.

You can access past conversations you’ve had with chat at any time.

• To do this, open a new chat and select Show chat history.

• From there, you will be able to see a list of past conversations. Chats will be named based on what the conversation was about.

Chat is currently in beta! Use the thumbs up and thumbs down in chat to let us know how it’s doing. All feedback is shared with the Dovetail team to help us improve the experience.

In addition to speed and accuracy, we're working on citations and insight creation so you can share valuable and accurate with your stakeholders.