Microsoft Teams

Connecting your Microsoft Teams to Dovetail enables you to share Dovetail content with rich previews, get updates about changes in your projects and receive comments in real-time all via Microsoft Teams as well as automatically importing your video calls into Dovetail.

With this, Enterprise customers can also purchase Ask Dovetail as an add-on to bring the voice of their customers to where decisions are made. It allows anyone in an organization to use conversational UI to ask questions in Teams, access your aggregated customer feedback, and schedule audio or text digests.

If Dovetail is an approved app for your Teams workspace, you can connect your Teams account to receive notifications, share data, and engage with comments from your Dovetail workspace.

• To connect your Teams account to Dovetail, select ⚙️ Settings → Integrations in the sidebar and navigate to Microsoft Teams in the integrations list

• From there, select Connect and toggle on Product notifications. To confirm the connection, you will then be prompted to log in to your Microsoft Teams account and review requested permissions.

If you get an error saying 'No organization found for this Microsoft Teams account', this means you've tried to integrate with a personal Microsoft account which our app does not support.

Connecting Teams along with your Outlook Calendar accounts means you'll no longer need to import recorded meetings manually. You can configure which calendar you'd like to pull event recordings from, define any keywords that meeting titles must contain, and select which project you'd like events to be imported into.

• To do this, navigate to Settings → Integrations and click on Outlook Calendar.

• Click Connect and sign in/select the Microsoft account that you wish to authenticate.

• From there, select your video source as Microsoft Teams and continue to authenticate.

• Once you have authenticated your Teams source, select your desired calendar, and project that you want your Teams recordings to be imported to, and press Save.

When you share a Dovetail link in Microsoft Teams, all the relevant information related to the link will be displayed directly in Microsoft Teams for you and your colleagues to see.

The supported links are notes, highlights, tags, insights, project readme, and people.

Share a highlight

When you share a highlight, you will also get a video embed of the highlight that your team can play right from Microsoft Teams.

If you are using the desktop or mobile app, to play the highlight you'll need to go through an authentication flow.

• To do this, copy the link provided, paste it into your browser, and login to Dovetail.

• From there, copy the one-time password (OTP) then enter the OTP in Microsoft Teams.

Ask Dovetail is an add-on product that brings the voice of the customer directly to your Teams workspace. It allows anyone in your organization to:

1. Use conversational AI to ask questions in Teams similar to a magic search. For example, a user could ask, "What do new users struggle with during onboarding?", and receive a summary based on customer feedback, with citations to the source data.

2. Configure text or audio digests, where key information is proactively delivered in an easy-to-consume format. These digests include summaries, key points, and (if delivered in audio format) clips of customer quotes.

Ask Dovetail can be enabled by a workspace admin after connecting the Teams integration in your workspace.

• To do this, navigate Settings → Integrations → Teams and toggle on Ask Dovetail. Depending on your organization's configuration, Teams may ask you to provide a reason for the integration and submit a request to your Teams administrator.

• Once the integration is enabled, select which projects and data you want to appear cited in search results or digests within teams. All public projects are available by default, but admins can select which projects to exclude. Private projects are not accessible to Ask Dovetail. You can also prevent certain object types from contributing to search results, or being cited as sources in answers.

• Once your Teams workspace is connected with your Dovetail workspace, anyone in your Teams workspace will be able to ask questions and create digests.

There are two main ways to ask questions to Dovetail in Teams – by mentioning the Dovetail app a channel or group chat, or in a DM with the app

To ask a question in a group chat or channel, type @Dovetail followed by your search question.

• For example – @Dovetail what are our users’ top pain points?

Your search query will instantly be posted, and Dovetail will respond. When messaging the Dovetail app directly, you do not need to mention the app.

Where relevant, Dovetail will provide citations in the response, allowing users to trace evidence back to data within Dovetail. For anyone without a Dovetail account, they will be required to sign up before viewing any data in your Dovetail workspace.

Stay up to date with ongoing project work by scheduling recurring audio or written digests that you can receive in Teams. They’re a way to effortlessly stay up to date with new information coming into your workspace.

• To create a digest, type create-digest either in a DM, group chat, or direct message with the Dovetail App

• You will then be sent a message by the Dovetail app containing a digest card for you to configure.

• Here, you can choose a title, decide which projects you’d like to receive updates from, what Teams channel you’d like to send this digest to, set the format (audio or text) and frequency (weekly, fortnightly, monthly).

Additionally, you can create a digest directly from a search query.

• Once you receive a response to your question, select “Follow search”.

• From there, you can configure the digest as described above.

Digests are managed on a per-user basis on Teams, so when you create one, only you can edit or delete that digest. Users can have a maximum of 10 each. To edit or delete a digest you have created, type manage-digests to see all your digests.

You can update how you receive notifications or disconnect Teams from Dovetail any time in settings.

• To update notifications, open Dovetail, select ⚙️ Settings → Notifications and click click ••• next to Microsoft Teams.

• From there, you can enable turn the Microsoft Teams notifications on or off.

You can disconnect your Teams account at any time in Settings. When you disconnect Dovetail, we will no longer have access to your Teams recordings or your Teams user information. Any recordings that you have imported into Dovetail before disconnecting will not be deleted and will remain in Dovetail.

• To disconnect Dovetail from your Teams account, select ⚙️ Settings → Integrations in the sidebar.

• From there, navigate to Microsoft Teams in the integrations list and select Disconnect.

When you connect your Microsoft Teams account to Dovetail, you will grant Dovetail access to:

• Read your organization's app catalog — Allows us to find the internal ID of our Microsoft Team's app.

• Read and write our Microsoft Team's app for a user — Allows us to install our Microsoft Team's app for the user, as well as retrieving the installation ID used to retrieve the conversation ID.

• Access profile information — Allows us to view user's name, email address, organization name, and preferred language.

• Receive messages and data — Limited to what the user provides in a channel or a chat.

• Send messages and notifications — Allows for notifications in both a channel or chat.

• Access team or chat information — Allows us to view team or chat name, channel list and roster (including team or chat member's names and email addresses), and use this information to contact them.

• Offline access — Allows us to regenerate user's authorization via a refresh token.

Important information about the Dovetail Teams app and AI features

We will never perform unexpected actions, such as joining all public channels by default or taking actions, unless prompted by the user.

Ask Dovetail (available as an add-on to the base Dovetail Teams app) uses AI and large language models (LLM). Please note that responses generated may occasionally be inaccurate. We encourage you to verify any AI-generated content before relying on it. The AI model we use is Claude 3 Sonnet.

Data Retention

We only keep your data on our servers while your request is being processed, which will be done in the region of your Dovetail workspace. Your Teams data is used solely for conversational search and is processed within the LLM environment.

What We Don’t Do

We don't use your Teams data (messages, files, etc.) to train or improve any AI models.

We are committed to ensuring a secure and transparent experience for all users. If you have any questions or concerns, feel free to reach out at support@dovetail.com.