Built by Metorial, the integration platform for agentic AI.
Retrieve a file by its ID. Files are attachments associated with various entities (notes, data, insights, docs) in Dovetail.
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.).
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.
Create or update a research contact (participant/customer) in Dovetail. Contacts represent people involved in research activities.
List research projects in the Dovetail workspace. Supports filtering by title and folder, with pagination and sorting options.
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 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 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).
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.
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.
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.
Retrieve document metadata and custom fields. Optionally prepare its full content as a downloadable HTML or Markdown file.
Retrieve details of a specific research project by its ID.
Create, update, or delete data entries in Dovetail. Data entries store structured research data like survey responses or feedback. Supports associating data with projects.
Retrieve research note metadata and custom fields. Optionally prepare its full content as a downloadable HTML or Markdown file.
List a page of research contacts (participants/customers) in the workspace, or retrieve a specific contact by ID.
List insights across the Dovetail workspace, or list insights for a specific user. Insights represent key findings from 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.
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.
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 data entries in the Dovetail workspace. Supports filtering by project, folder, title, and date range, with pagination and sorting.
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.
Create a new research project in Dovetail. Projects are the primary organizational unit for grouping related notes, data, and insights.
List feedback channels in the workspace, or retrieve a specific channel with its topics by ID. Channels aggregate feedback from different sources.
Create, update, or delete a topic within a feedback channel. Topics define categories for classifying feedback data points within a channel.
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.
Retrieve insight metadata through the retained legacy API. Prefer get_doc for new workflows. Optionally prepare 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.
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.
Retrieve research data metadata and custom fields by ID. Optionally prepare its full content as a downloadable HTML or Markdown file.