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Help centerMake sense of your data

Channels

Last updated17 December 2024
Read time3 min

Contents


Dovetail 3.0 is here 🎉

As of December 12, we’ve transitioned to a new UI and are in the process of updating our help documentation.

Learn more

Who can use channels

👤 Available on Professional and Enterprise plans

🔒 Managers and Contributors can create and manage channels

Overview

Turn all your customer feedback into real-time insights with channels. Uncover trends and build products people love. Bring your support tickets, product reviews, and continuous feedback into one place and let Dovetail make sense of it.

Using LLM and ML techniques, channels continuously classifies and tracks themes in large data sets, connecting to your feedback channels with direct integrations to keep your finger on the pulse of high-volume customer feedback.


Create a new channel

Managers and Contributors can create a new channel from Home or Browse pages.

  • To do this, click NewChannel.

  • From there, configure your channel by selecting what data type best matches your feedback. We recommend setting up separate channels for each data type as the prompts we are giving the LLM are different and specific.

Data typeAvailable
Support tickets
Churn reasons
NPS feedback
Product reviews
App reviews

Connect a data source to import data

Once your channel is created, it's time to start bringing in your data points. You can connect directly to Front, Intercom, Jira Service Management, and Zendesk, and we'll begin syncing your tickets in real time. You can also import feedback through Zapier, our Public API, or a CSV file.

What's a data point?

A data point is a single piece of feedback that is imported to a channel in Dovetail. It could be a support ticket, an NPS response, or a row within a spreadsheet.

All Professional and Enterprise workspaces can import up to 250 data points per month and purchase additional data points by navigating to Settings → Billing.

These limits apply only to data points imported to channels, while data uploaded to a project in Dovetail, such as video calls or PDF documents, have no monthly limits.

  • To connect a new data source, open a channel, press + Add source, and select from the list of data sources.

  • Once your data source has been connected, select the data you wish to sync to your channel. You can choose specific teams or inboxes and the timeframe of your data. The timeframe you select is how far back you want to start syncing data from your source.

For example, if you select from 6 months, all existing data collected from the last 6 months will be added to your channel as a starting point. From there, any new data collected will be automatically synced into your channel over time.

Connect and authorize data source

To connect an external data source, you'll need access to it to authorize the specific permissions that Dovetail requires. If you don't have the correct level of access and are unable to authorize, you'll need to reach out to an internal team that can provide you with the correct access.


Merge, split, and create themes

You're always in control of your data. Once themes have been generated, you can merge any that are overlapping, split any that need to be more granular, or even create your own if you think something was missed!

Merge themes

  • To merge themes, simply select multiple themes and press Merge from the top of the theme table.

Split themes

  • To split themes, select a theme and click on Split from the top of the theme, above the summary.

Create themes

  • To create new themes, hit the + button at the top of the theme table and enter the theme name you'd like to start tracking!


FAQ

Are there new policy checks required to use Channels?

The current Artificial intelligence development policy in our trust center is still relevant and covers what is required to use channels.

How is our data being used?

For details on your data, see Responsible Use on Dovetail AI features.

Does every user need to have access to the connected data source?

Users do not need to have access to data sources to view channels that they're connected to. They will only need access if they wish to create their own channel, as integrations are authenticated at the user level.

Can I export data from Channels?

No, you cannot export data from a channel like regular project data. This includes imported data points, generated themes, or generated summaries.

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