How to power up your research efforts with an insights hub

To deliver optimum product experiences, you need actionable customer insights. But many businesses are unable to efficiently uncover the insights that are going to move the needle for customers. 

Researchers often find themselves in a tug-of-war between teams misaligned on goals. And typically there’s no way to easily centralize customer data. 

Cutting through the noise can be made simple with a customer insights hub. With Dovetail, you gain an AI-powered, single source of customer knowledge. Gather, store, and analyze data for actionable insights that bring the voice of your customer to life. Streamline your research process and make sharing core insights with stakeholders easy. 

Explore our tips for getting started with Dovetail and enjoy a free trial of our professional plan to discover the benefits. Let’s dive in. 

Bring your data into Dovetail

Dovetail is your one-stop shop for qualitative customer data, bringing everything you need into one place for efficient insights.

The platform supports a range of different data sources including calls, interviews, survey responses, PDFs, support tickets, and more. So, whatever it is, you can upload and analyze it in no time.

Once you have a workspace set up, getting started is as simple as 1, 2, 3:

1. Set up a new project

2. Name your project, e.g. “Customer calls”

3. Import the relevant customer data

Now, you’re ready to go.

Choose the right level of AI automation

Heavy lifting with data is a thing of the past. Dovetail’s AI-powered tools allow you to automate processes and streamline your workflow.

Using Magic automation settings, you can choose the level of automation you would like applied to transcriptions, summaries, and the highlighting of key moments—helping you get to insights faster, while keeping you in the driver’s seat.

Fortunately, you’re always in control. You get to set the level of automation that’s ideal for your project and specific requirements and you have the power to make manual edits where needed.

Streamline uploads with integrations

Advanced integrations also streamline the upload process. Say you’re conducting dozens of calls for a research project. Rather than manually uploading each recording, you can set up an integration that does the work for you.

To set up an integration, navigate to the integration settings. In the case of customer calls, connect your calendar and the video conferencing source you’re using. Enter the relevant keywords, such as “customer” or “interview” and select which project you’d like to upload the calls to.

Now any calls that fit those settings will be automatically uploaded without you having to do a thing.

You can even extend Dovetail’s functionality, with our developer API to have the platform work in ways you need it to. That means custom workflows, creating your own scripts and applications that integrate with Dovetail to automate tasks, extracting insights, or managing your data in the most efficient ways for your organization.

Automate workflows and insights

Forget the days of sorting through data endlessly. Dovetail automates the analysis process so you can get to the key insights faster.

Once your project has data uploaded, and automation is enabled, data is automatically analyzed for you.

In the example of customer calls, calls are automatically transcribed, key moments are highlighted without you having to lift a finger, and you receive a high-level summary that can be readily shared with others.

With canvas view, gain visibility across all highlights from every data piece in the project. Move highlights around with manual affinity mapping, or power up with the cluster tool which automatically detects and groups themes for you.

Share insights with stakeholders

It’s now simpler than ever to get every stakeholder aligned on your key customer insights.

From projects, it’s seamless to share insights with stakeholders while having control over what you share and where. For example, let’s say you want to share insights with your team from a recent customer call. You can share just one specific highlight from the call or you can share a condensed version of all highlights in one go. You can also decide whether to invite people into Dovetail to view or review your highlights or share them via an embed link into your team’s workflow such as on Slack, or Notion.

Using canvas view and the cluster tool empowers you to share grouped highlights and even automatically creates video reels to share the most essential insights with team members in an engaging way.

Gain deeper insights with magic search

As you bring more data into Dovetail, you gain even more power to discover insights across your entire data set. And with Dovetail 3.0, you get even more tools and capabilities to drive efficient decision-making. Magic search, for example, unlocks a revolutionary way to engage with customer insights. Magic search is an AI-powered semantic search engine, enabling you to search by meaning, rather than by keyword. This ensures you can find relevant data and insights, and answer the burning questions you have without having to manually search through mountains of data.

For example, you could ask, “What issues are customers encountering with [product or feature name] ?” and instantly receive an AI-powered summary with evidence summarizing the core issues for customers. 

With Dovetail, it’s finally possible to deliver on the promise of customer-centricity. With the power of our customer insights hub, you enable your entire team to gain new insights into customers. That means getting closer to customers to offer the most meaningful, relevant, and satisfying experiences. Try Dovetail for free today.