AI Agents
Punch above
your
headcount
Back your team with Dovetail. Automate everyday tasks, find the patterns across all your customer conversations, and hand the insights to the people who can act on them.
Connecting the world’s greatest companies to their customers
Your team, minus the busywork
AI Agents run in the background—watching your customer conversations, surfacing what's changed, and routing each insight to whoever can act on it. Every answer stays grounded in your workspace, traceable to the conversation it came from.
01
Set up once, sharpen with
every run
Give each agent its context and skills, and choose whether it runs on a schedule, an event, or an external trigger. Every run draws on your latest customer evidence, so the output gets sharper without any extra work required.
02
Plugs into your existing workflows
Agents connect through MCP to the tools your team already works in—Slack, Linear, Salesforce, Notion, and more. Ask questions and get answers without leaving the conversation.
03
Built for teams, not just tasks
Agents live in Chat where anyone on the team can review outputs, adjust instructions, and collaborate—without handing over judgment. Your team stays in control of what gets delivered.
04
Pressure-test ideas with a Digital Twin
Digital Twins are current, evidence-based models of your customers and segments, built from your calls, tickets, surveys, and research. Talk to them in real time to ask questions and pressure-test ideas, with every answer traceable to the real conversation it came from.
01
Set up once, sharpen with
every run
Give each agent its context and skills, and choose whether it runs on a schedule, an event, or an external trigger. Every run draws on your latest customer evidence, so the output gets sharper without any extra work required.
02
Plugs into your existing workflows
Agents connect through MCP to the tools your team already works in—Slack, Linear, Salesforce, Notion, and more. Ask questions and get answers without leaving the conversation.
03
Built for teams, not just tasks
Agents live in Chat where anyone on the team can review outputs, adjust instructions, and collaborate—without handing over judgment. Your team stays in control of what gets delivered.
04
Pressure-test ideas with a Digital Twin
Digital Twins are current, evidence-based models of your customers and segments, built from your calls, tickets, surveys, and research. Talk to them in real time to ask questions and pressure-test ideas, with every answer traceable to the real conversation it came from.
Put AI Agents to work
Always on, no nudge needed. Every output backed by the real customer evidence in your workspace.
“I can jump into Dovetail, search for either a strategic initiative or a keyword, and—boom. Context building really quickly is very helpful.”
Roy Olende
Head of UX Research
You set the rules.
Agents do the rest.
Control what each agent does, and where the output lands, so the signal reaches exactly the work it's meant to inform.
On-demand agents
Always on, ready to answer whatever you query. Every word back is grounded in real evidence, traceable to where it came from.
Dovetail tools and triggers
Trigger agents from Dovetail events, and define which Dovetail tools the agent can use.
External triggers and MCP connectors
Trigger agents from external events, and let them take action in the tools you already use—Slack, Linear, Figma, Notion, and more.
Scope to what matters
Point each agent to the relevant data sources so it only analyzes what matters for that output.
Skills for complex tasks
Give agents a repeatable playbook. Define instructions once, and reuse them across every agent in your workspace.
How customer insights drive and inspire Breville’s [] product innovation
Breville's iconic brand, built over decades, hinges on deep customer understanding. The global brand uses Dovetail to ensure every product aligns with user needs, driving brand loyalty and market leadership.
How Atlassian [] turns customer signals into confident product decisions
Atlassian uses Dovetail’s customer intelligence platform to give teams from Design to Engineering instant, evidence-backed answers about their customers.
How Itaú Unibanco [] delivers better banking experiences with Dovetail
Since 2022, Brazil's largest bank has partnered with Dovetail, embracing an innovative approach to transform customer intelligence into award-winning banking products and experiences.
FAQs
Dovetail Agents are configurable and work alongside your team, watching your customer data, analyzing what's changing, and taking action across the tools you already use. You set the schedule, trigger, or scope—the agent works within it.
Agents only draw on the customer data already connected to your Dovetail workspace—calls, tickets, surveys, and research.
A general AI agent or automation tool runs on whatever you tell it in the moment, with no persistent memory of your business. A Dovetail Agent is grounded in your first-party customer evidence, gets sharper with every run, and every output traces back to the conversation it came from.
No. Agents work from customer data already connected to your workspace, so there needs to be evidence in Dovetail before an Agent can analyze it.
Managers and Contributors can create and edit Agents, with Viewers limited to interacting only.
Chat with an Agent directly in Dovetail, or in Slack, Microsoft Teams, and the other tools your team already works in.
Agents deliver briefs, reports, and podcasts through Slack, Microsoft Teams, or email.
No. Agents come with no‑code setup for easy adoption across your organization.