The power of Dovetail lies in highlighting and breaking down key information in text, documents, or video transcripts. These highlights can be grouped under tags, embedded, and shared in insights to connect your findings back to the raw data collected.
Highlights made in transcripts from video and audio content create individual, searchable clips. These clips are a powerful way to share stories about your research and bring your customers into the room.
Updated 31 January 2024 - You can now create highlights without needing to apply a tag. This change makes it faster than ever to share a quick clip or assemble a highlight reel from a customer call, sales demo, or research session.
Right-click on the video below and select show all controls to check out a walkthrough of this update.
Highlights can be created on notes by any user with Can edit access to the project.
To create a highlight, select a section of text in a note and select Highlight from the action menu.
If you’re a power user, you can quickly create highlights. To do this, select a section of text or hold
, press Tab on your keyboard, then press Enter.
You can adjust the start or end position of your highlights by clicking on the highlight and moving drag handles.
When you upload a document into a note, you can highlight and tag content within that document in the same way you would with text and transcripts.
At this time, highlights in a document cannot be resized once they’re created. If you need to make any changes, you must remove all tags on the highlight and create it again.
You can quickly share a highlight with your team while reviewing your note data.
To do this, click on your highlight and select Share.
Managers and contributors can create tags within a project to group their highlights. A single highlight can have one or many tags associated with it, and a single tag can have many highlights associated with it.
Tags can be created from two places:
Within a note: Drag over a section of text within a note, and select Tag from the action menu. From there, you can create a new tag to group your highlight under.
On a tag board: By opening a tag board, you can create a new tag by pressing + New tag from any group within the board.
You can highlight and tag multiple notes in bulk for high-volume analysis in your project. This is ideal for NPS or survey results that are short-form responses.
To do this, open a note view and click search in the top right or filter to find the content you’re looking for.
From there, hover over the relevant content and select the check box of notes you wish to tag. The bulk actions menu will appear at the bottom once selected.
Click Add tag. This will highlight and tag all text content within the note.
Sentiment analysis uses AI to analyze sentiment within data in a note. Sentences featuring strong sentiments will be highlighted and tagged as Positive or Negative.
By default, the analysis is conducted on the whole note. You can also run sentiment analysis on sections of text within a note.
To run sentiment analysis on an entire note, click Automation > General or Targeted sentiment from the toolbar.
To run sentiment analysis on a specific section within a note, highlight the text and select Automation > General or Targeted sentiment.
Automatic sentiment analysis currently works on text in the following languages: Arabic, Chinese (Simplified), Chinese (Traditional), English, French, German, Hindi, Italian, Japanese, Korean, Portuguese, Spanish.
General sentiment looks for any words that have strong positive or negative sentiment.
Targeted sentiment is similar to general sentiment but looks for a target for the sentiment. If it isn’t clear what the sentiment is referring to, it ignores it.
Some things to note when using sentiment analysis:
It’s safe to run sentiment analysis again on a page - it won’t double-tag any sentences that it has already tagged.
Sentiment analysis only works on strong sentiments, so running it on your page may result in no highlights being created if the language used isn’t strong enough.
Sentiment analysis runs in the background so you can close the note or navigate away without interrupting the analysis.
Automatic sentiment analysis can be enabled when you import data into Dovetail using any of the following methods:
Automatic sentiment analysis currently works on text in the following languages:
Arabic, Chinese (Simplified), Chinese (Traditional), English, French, German, Hindi, Italian, Japanese, Korean, Portuguese, Spanish.
There may be a few reasons for this!
Your note may be locked from editing. The ability to edit a note can be toggled on/off in the Actions (•••) menu in the top right corner of the note page.
You may not have the right workspace role. Reach out to your workspace's admin to update your access to Manager or Contributor to edit project work in the workspace.
You may not have the right project access to edit the project. Check the project's Share settings to review your access and reach out to someone with Full access to update your access.
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