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Available to workspace admins only

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Overview

Personalize your workspace by adding company branding, updating the workspace subdomain, customizing your home page, and curating live feeds to keep your team up-to-date with the latest customer intelligence.

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Name your workspace

We recommend setting the name of your workspace to your organization’s name (e.g. ACME) or team’s name (e.g. ACME Research). To name your workspace, navigate to:
  1. ⚙️ Settings in the top right of the screen
  2. Under Workspace details, edit the textbox under Name.

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Customize your subdomain

Available on Professional and Enterprise plans
By default, your workspace will be assigned a unique domain based on the workspace name followed by a unique string as an identifier, such as acme-research-d7ny. Personalize your workspace by creating a custom subdomain. This will make it easier for your team to find and share with others! Once you’ve set your workspace subdomain, it will appear on all pages in your workspace.
  • To update your domain, navigate to ⚙️ Settings → Workspace and enter a new domain in the textbox under Subdomain.
By updating to a new custom subdomain, any existing links you’ve sent out or bookmarked will be automatically redirected, without additional changes required.
You can only update your domain 5 times, cannot be less than three letters, cannot end in a hyphen (-), cannot contain profanity, and needs to be unique.

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Contact Information:

Workspace admins can now add contact information to help us reach the right people for security or technical issues. This includes:
  1. Security contact email
  2. IT contact email
Providing these contacts ensures we can quickly contact the appropriate teams in the event of incidents, questions, or critical updates.

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Update your workspace transcription service

Available on Professional and Enterprise plans
For flexibility, Dovetail supports two transcription providers that Admins can apply to a workspace: Amazon Transcribe and Assembly AI. To update your workspace’s transcription service, navigate to:
  1. ⚙️ Settings → Workspace and select Workspace transcription provider
  2. From there, you will have the option to select Amazon Transcribe, Assembly AI or leave as Default
  3. If you select Default, we’ll automatically use the provider we believe is best for your data based on the transcription language required.
If you’re experiencing poor transcription quality, try switching providers and uploading a new file to compare results.
We recommend using a logo aligned to your organization’s or client’s brand so it is easily identifiable for stakeholders consuming your customer findings. To set the logo for your workspace, navigate to:
  1. ⚙️ Settings
  2. Hover over the icon next to the textboxes
  3. Select Change logo
  4. You can upload an image to help identify the workspace to stakeholders.
Managers and Contributors can grant Dovetail employees temporary access to their workspace for support purposes.

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Grant support access

When chatting with our support team, you may be asked to consent to access your account to help with troubleshooting or recovery. If you are a Manager or Contributor, you can grant support access by following the steps below. If you are a Viewer, you will need to ask a user with a paid seat to grant support access for you.
  1. Navigate to ⚙️ Settings
  2. Click on Account
  3. Navigate to Support access and click Allow support access
Once access is granted, Dovetail’s support team can log in to your workspace for 7 days, or until you revoke access. The remaining time will be visible from this same page where access was granted.

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Revoke support access

To revoke support access before the specified expiration date, Managers and Contributors will need to follow the same steps used to grant access.
  1. Navigate to ⚙️ Settings
  2. Click on Account
  3. Navigate to Support access and click Revoke support access

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Customize your home page

Available on Enterprise plans
Custom home will be retired as part of the rollout of the new Dovetail experience. Learn more →
Customize your workspace home in Dovetail to make it work for your needs. Use search blocks and feeds to create a directory-like experience for your stakeholders, or add references to keep it feeling fresh. Managers are able to change the layout, content and look and feel of your home so you can make it truly feel like your team’s home for customer knowledge.
  • To do this, open Home and click Edit home in the top right corner.
  • From there, you will be able to edit the existing contents of your home, as well as add or delete content. The toolbar on the top of the screen allows you to add or edit content.
  • Once you are done editing, you can click Finish editing to save.
Please be aware that any changes made to your home will be visible to all users in your workspace.
You are able to reset your home to its original layout. To do this, click Edit Home then Reset home.

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Create a custom feed

Feeds will be retired as part of the roll out of the new Dovetail experience. Learn more →
In Home, Managers can also set up custom feeds to populate content as its created in the workspace.
  • To create a custom feed, navigate to the top of your home page, click + Add feed.
  • From there, click Edit to pick your feed’s emoji and title, and select the type of Dovetail content you wish to show under Display. Managers can re-order custom feeds by dragging and dropping them.
Permissions and limits
  • Feeds respect product and content permissions. Keep in mind that users with no access to Dovetail will not be able to see Dovetail content in your feeds.
  • Custom feeds can have titles up to 200 characters long.
  • A workspace can have up to 100 saved feeds.
  • Custom feeds that leverage multiple objects and filters need an appropriate filter applied for each object to function effectively. For example, showing a filtered set of insights, you might filter by the project (for the insights you want to show). Any object that doesn’t have a suitable filter applied to it will return zero results after the first filter is applied.