Dovetail Projects is a SaaS platform that enables organizations to centralize, analyze, and synthesize customer data—including calls, survey responses, and documents—using AI-powered tools. It transforms raw feedback into actionable insights, helping teams align around customer knowledge and drive informed decision-making. The platform automates data import, analysis, tagging, and reporting, reducing manual effort and enabling faster access to key trends and customer needs.

Key Features

Centralized Customer Data Collect and manage all customer feedback in one place.

• Import customer calls, surveys, and documents automatically
• Integrate with Google Drive, SharePoint, and APIs

AI-Powered Analysis Automate insight generation from diverse data sources.

• Summarize, highlight, and tag key moments in feedback
• Generate first-draft insight reports with citations

Bulk Data Import and OCR Easily bring in large volumes of data and make it searchable.

• Upload entire folders without manual tagging
• Transform PDFs into machine-readable content

Automated Classification and Theming Identify patterns and themes in feedback at scale.

• AI classification across highlights and notes
• Visualize key trends from survey responses

Collaboration and Sharing Enable organization-wide access and action on insights.

• Translate transcripts and summaries into 75 languages
• Share insights with stakeholders, even without Dovetail accounts

Data Privacy and Security Protect sensitive customer information.

• Automatic identification and redaction of sensitive data
• Visibility into AI-generated insights

Integrations Connect with team workflows and communication tools.

• Slack and Microsoft Teams integration for real-time knowledge sharing
• CRM connectivity for richer participant insights

Participant Recruitment and Management Streamline sourcing and managing research participants.

• Source, schedule, and track participants in one place
• Connect participant data to customer insights

Benefits

Accelerated Insight Generation Reduce the time and effort needed to analyze customer feedback.

• AI-driven automation cuts manual analysis time significantly
• Instant access to actionable summaries for faster decision-making

Enhanced Collaboration Align teams around a single source of customer truth.

• Break down data silos and foster cross-functional understanding
• Share relevant insights quickly with all stakeholders

Improved Data Quality and Security Maintain data integrity and protect privacy.

• Automated redaction and clear visibility into data sources
• Machine-readable content for comprehensive searchability

Scalable and Flexible Adapt to different team sizes and data volumes.

• Bulk import and automated organization handle large datasets
• Custom integrations support varied workflows