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Help centerDovetail AcademyGetting started with projects

Start highlighting key moments

The power of Dovetail lies in highlighting key information inside your data. This could look like notable moments in a usability test, quotes in a research paper, or specific comments in a customer call.

Highlights can be added to text in transcripts and documents. In this guide, we will cover how you can use Dovetail to take the first pass in the analysis process and surface important moments in your customer data that can be shared with your team.


Quickly surface highlights with the power of AI

We recommend taking advantage of Dovetail's AI capabilities to automate time-consuming tasks like highlighting. This will allow you to focus greater efforts on drawing richer customer insights from your data.

If you are working with transcripts, Dovetail will automatically highlight your note content.

  • To do this, simply open the highlights tab in the note sidebar and press Suggest.

  • From there, either Accept or Reject the suggested highlights to save them to your project.


Capturing your own highlights

If you prefer to dive deeper and have more control over important pieces of information captured in your data, you can create your own highlights.

  • To do this, select and drag over a section of text in a note.

If you're a researcher, you may be used to coding or labelling your work. You can do this in a project by grouping your highlight under a tag.

A tag is used to track a theme within a single piece of raw data or across a set of data. They help you thematically group bite-size information captured within your data quickly.

Choose an existing tag or create a new one for your project. Tags can be titled anything that captures the theme of the highlighted text.

🎓 Homework

Open your project data and use magic highlight to quickly surface important moments in your data. Alternatively, find a memorable quote and create a highlight for yourself.


Make sense of your data
Highlights and tags
Emily Brogan

Customer Education

Sara Caldwell

Head of Customer Experience


Next lesson

Find themes in your highlights

Find themes in your highlights

Last updated24 September 2024
Duration3 min

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