Dovetail

16 Sep, 2025

Enterprise customers using the Salesforce integration can now keep Contacts fresh without lifting a finger. With automatic daily syncing, Dovetail pulls the latest Salesforce CRM data into your Contacts database once a day, so records stay current and enriched.To enable automatic sync, go to Salesforce configuration (from the Source dialog in Contacts) and toggle Daily syncing on. From then on, Dovetail will update any contact whose email matches a Salesforce record.With automatic syncing, your team always works from the latest customer data and context for insights—no manual action required.Read about other improvements and updates in today’s changelog.

14 Sep, 2025

You can now create Magic Insights directly from your Chat conversations.To turn Chat answers into an auto-generated, structured report, simply click the Create Insight button at the bottom of your last Chat response. Using the conversation as context, Dovetail will search across your Projects data and generate an in-depth, evidence-backed Insight report that helps you make better-informed product decisions, easily share findings with your team, move faster, and keep all stakeholders aligned.Read about other improvements and updates in today’s changelog.

09 Sep, 2025

You can now manage the chat window with a simple toggle.Click Hide Chat (down arrow) to minimize the button and clear up your screen. When you’re ready, use the Show Chat (up arrow) to bring it back and continue the conversation.This way, Chat is always there when you need it—and out of the way when you don’t. It’s an easy way to keep your screen just the way you like it—whether that’s wide open for analysis or ready for quick questions.Read about other improvements and updates in today’s changelog.

03 Sep, 2025

Create and link Linear issues directly to your customer feedback in Dovetail. Our new integration works across Projects and Channels, letting you send highlights, insights, themes, and data points to your team’s development workflow.Once sent, attachment links and rich previews of your Dovetail content appear directly within Linear issues and projects. This gives your team the full customer context they need to prioritize work and back decisions with clear evidence, right where they work.You can enable the integration in Settings → Integrations . Once connected, click the ••• menu on any item and select Send to Linear .Read about other improvements and updates in today’s changelog.

27 Aug, 2025

Customers can now tailor Chat’s behavior with custom instructions at the workspace level. This allows you to shape Chat’s responses to reflect your organization’s unique voice, style, and context.Workspace Admins can set this up by navigating to Workspace settings → Custom chat prompt and entering your instructions.Once saved, Chat will follow your guidance for every conversation across the entire workspace, keeping responses consistent, on-brand, and aligned with your team’s needs.Read about other improvements and updates in today’s changelog.

26 Aug, 2025

Now in Beta for Enterprise customers, you can connect Salesforce to Dovetail’s contact database to enrich contact records with CRM data, eliminating manual entry and giving your team the context they need to filter participants, track engagement, and uncover richer insights.To set up the integration, a Salesforce admin with Dovetail workspace admin rights can head to Settings → Integrations → Connect Salesforce . From there, you’ll authenticate with Salesforce, configure your field mappings (using email as the unique identifier), and preview your setup before saving. Once connected, you can sync Salesforce data into Dovetail in three ways: sync an individual contact, bulk sync, or upload a CSV file to sync.This update makes it easier to connect the voice of your customer to the data you already have in Salesforce, helping your teams prioritize, segment, and align faster with full customer context.Read about other improvements and updates in today’s changelog.

22 Aug, 2025

We’ve expanded Dovetail’s transcription coverage with 58 new languages supported through AssemblyAI, bringing the total to 95 languages.Now, you can transcribe conversations in even more languages with AssemblyAI's industry leading transcription service.To ensure your workspace is using AssemblyAI, head to Settings > Transcription > Workspace transcription provider and select AssemblyAI (United States) as your preferred provider, or leave it as Default. You’ll then be able to choose from the full list of supported languages with speaker labels.This update makes it easier to capture and analyze conversations in more of the languages your customers speak—so your team can work inclusively and confidently across global markets.Available on all plans: Free, Professional, Business, and Enterprise.Read about other improvements and updates in today’s changelog.

20 Aug, 2025

Get an automated digest of what’s new, what's trending, or what issues are spiking in your channels each week, without having to monitor them manually.Every Friday, the weekly digest provides a summary of the past week’s most important activity, including high-impact themes, emerging patterns, and anomalies. You can view the summary in-product, or have it delivered to you via email or Slack.To get the digest for a channel, first make sure you are following it. Then, you can view it by clicking the ••• menu in the channel's top-right corner and selecting Activity .The digest helps you and your team spot new patterns and act on feedback faster, without having to constantly check for updates.Read about other improvements and updates in today’s changelog.

20 Aug, 2025

Trace AI-generated conclusions back to the original source with enriched evidence and deep linking in Magic insights.When AI cites a quote from a customer interview or sales call, you can now play the clip to hear the original tone and see the context within your insight. To explore further, click the source title to jump to the exact moment in the original transcript or video.Now you can instantly validate results and build trust in findings generated by AI, knowing every conclusion is grounded in real, verifiable evidence from your Dovetail workspace.Read about other improvements and updates in today’s changelog.