How Dovetail is organized

Dovetail’s structure is designed to create a seamless connection between users and the work they are responsible for. Here's an overview of how Dovetail is organized.

The framework for each plan is that you will have access to a single workspace that your organization can access and contribute to. Within a workspace, work is organized within folders. A folder can contain your Projects and Channels.

How projects are organized

A single project is its own database where you can dive deep into a specific topic or area of interest and transform your data into insights. They are a space for you to thoroughly analyze data-rich sources like customer interviews, usability tests, sales calls, or past research papers and draw very detailed insights.

1. Notes – Notes are your raw pieces of data that you can surface important moments from. These can be recorded customer interviews, usability tests, NPS responses, support tickets, industry reports, and CSAT responses.

2. Highlights – Important moments in your raw data are elevated using highlights. Highlights can be created and shared with stakeholders individually or brought together within an insight to ensure your findings connect directly to your raw data.

3. Insights – Insights are where you structure important moments in your research and summarize your findings. With insights, you can establish a narrative around your project and embed highlights from your raw data.

How channels are organized

A single channel identifies and tracks themes in always-on, high volume data sets. They provide a birds-eye view of your customers by making sense of support tickets, product reviews, NPS, or churn responses.

1. Data points – Single data points imported into a channel from a central source.

2. Themes – The power of LLM and ML automatically create themes from your data points. These themes live within a single channel, where they can be tracked over time to help you pinpoint trends.

1. Workspace - Workspaces are based on your company’s shared email domain and connect everybody within your company who uses Dovetail.

2. Groups - Groups reflect teams of people who should have the same data access level in the workspace. These can reflect functional teams or any meaningful group of people in your organization.

3. Users - In Dovetail, there are three roles that can be assigned to users in a workspace (Manager, Contributor, and Viewer). Users do not need to live within a group in the workspace.