Built by Metorial, the integration platform for agentic AI.
List a page of research contacts (participants/customers) in the workspace, or retrieve a specific contact by ID.
Import a file from a public URL into Dovetail as a note, data entry, insight, or document. Video and audio files will be automatically transcribed after upload. The URL must be publicly accessible and provide a direct file download.
Generate an AI-powered summary (Magic Summarize) of research content. Provide IDs of highlights, notes, insights, themes, and/or tags to include in the summary. Optionally include citations linking back to source content.
Retrieve research note metadata and custom fields. Optionally prepare its full content as a downloadable HTML or Markdown file.
Verify the current API token and retrieve its ID and workspace subdomain. This endpoint identifies the token and workspace rather than a user profile.
Retrieve document metadata and custom fields. Optionally prepare its full content as a downloadable HTML or Markdown file.
Retrieve research data metadata and custom fields by ID. Optionally prepare its full content as a downloadable HTML or Markdown file.
Create or update a research contact (participant/customer) in Dovetail. Contacts represent people involved in research activities.
List tags used for qualitative coding and thematic analysis, or retrieve a specific tag by ID. Tags represent themes, pain points, feature requests, or categories applied to highlights.
Create a new research project in Dovetail. Projects are the primary organizational unit for grouping related notes, data, and insights.
Create, update, or delete a feedback channel in Dovetail. Channels organize feedback streams from sources like support tickets, app reviews, NPS feedback, etc. Also supports managing topics within channels and adding data points.
Create, update, or delete a research note in Dovetail. Notes capture interview summaries, research observations, and qualitative data. Create notes with initial content and fields, update titles and custom fields, or delete notes (moved to trash for 30 days).
List documents in the Dovetail workspace. Supports filtering by project, folder, and title, with pagination and sorting. Can also list documents for a specific user.
Create, update, or delete a document in Dovetail. Documents are used for research reports or standalone documentation. Supports initial content, title changes, and custom fields.
Retrieve details of a specific research project by its ID.
Perform a full-text keyword search (Magic Search) across the entire Dovetail workspace. Searches highlights, notes, insights, channels, themes, and tags simultaneously using keyword queries.
Update a research project title or delete a project. Call list_projects to discover the project ID. Deleted projects are moved to trash and can be restored within 30 days.
Create, update, or delete a topic within a feedback channel. Topics define categories for classifying feedback data points within a channel.
Navigate the workspace folder hierarchy. List folders (optionally filtered by parent folder), get folder details, or browse a folder's contents (projects, docs, channels, etc.).
Submit a feedback data point to a channel for AI-powered analysis and topic classification. Use this to ingest individual pieces of feedback (e.g., a support ticket, app review, or survey response) into a channel.
List highlights across the workspace, or retrieve a specific highlight by ID. Highlights are annotated excerpts from research data tied to tags or themes.
List insights across the Dovetail workspace, or list insights for a specific user. Insights represent key findings from research activities.
List research notes across the Dovetail workspace. Supports title and date filters. Content filtering uses full-text search with an opaque nextCursor and does not support sort.
List feedback channels in the workspace, or retrieve a specific channel with its topics by ID. Channels aggregate feedback from different sources.
List research projects in the Dovetail workspace. Supports filtering by title and folder, with pagination and sorting options.
Create, update, or delete an insight in Dovetail. Insights represent key findings and conclusions from research. The legacy insight API is retained for compatibility; prefer manage_doc for new documents.
Retrieve a file by its ID. Files are attachments associated with various entities (notes, data, insights, docs) in Dovetail.
List data entries in the Dovetail workspace. Supports filtering by project, folder, title, and date range, with pagination and sorting.
Retrieve insight metadata through the retained legacy API. Prefer get_doc for new workflows. Optionally prepare a downloadable HTML or Markdown file.
Create, update, or delete data entries in Dovetail. Data entries store structured research data like survey responses or feedback. Supports associating data with projects.