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Connect Dovetail so your agent can log and look up research on a call.

Dovetail turns interviews, survey responses and feedback into insights your team can act on. With AgentCalls, your agent connects to your Dovetail workspace using credentials from your Dovetail settings. During a call it can record new feedback as data points, create contacts for people who call in, look up notes, and file insights your team can review later. Your team stays in control of what gets stored and where it lives in your projects.

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What your agent can do with Dovetail

  • Record feedback from a caller as a data point in the right channel
  • Create a contact for a new customer or interview participant
  • Look up a note or topic and read back its details during the call
  • Store a summarized insight in a project for your team to review
  • Move a channel or topic to trash when it is no longer needed, restorable for 30 days

Dovetail exposes 51 actions. You choose which ones the agent may use and whether each runs during or after the call.

Example calls

Feedback captured during a support call

  1. Caller

    Hi, I wanted to say the new onboarding flow confused me. I couldn't find where to upload my files.

  2. Agent

    Thanks for telling us, that's useful. Can I take your name and company so we can follow up?

  3. Caller

    Sure, it's Priya Nair from Bright Path Dental.

  4. Agent

    Got it. I've saved your feedback to the onboarding channel in Dovetail under your contact, so the research team will see it.

Looking up a study note before a callback

  1. Caller

    Can you remind me what we noted from the interview with the Leeds clinic last month?

  2. Agent

    Let me check. I'm pulling up the note from that interview now.

  3. Agent

    The note says the clinic wants reminders by SMS, not email, and they were happy with the booking page. Would you like me to add that to a new insight?

  4. Caller

    Yes, please file it under the Q1 scheduling project.

Registering a new interview participant

  1. Caller

    Hello, I'm calling back about the user interview next Thursday. I'm Tom Okafor from Harbor Logistics.

  2. Agent

    Hi Tom, welcome. I'll register you as a contact first so we can log the session properly.

  3. Agent

    Done. You're saved in Dovetail as a contact, and I've noted the interview date. Anything else you'd like us to record?

How to connect Dovetail

  1. 1

    Create your agent

    Sign up to AgentCalls, pick an English or Arabic voice and write what the agent should know and do in plain language.

  2. 2

    Connect Dovetail

    From Integrations in the dashboard, choose Dovetail and enter the connection details from your Dovetail account settings.

  3. 3

    Choose the actions

    In the agent editor, enable the Dovetail actions the agent may use and set each to run during the call or afterwards. Then test it from your browser.

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Questions, answered.

Does it work during the call or after it?

Both. Your agent can read and write to Dovetail while the caller is on the line, and it can also log details once the call ends if you set that up.

What do I need to connect Dovetail?

You need an account with Dovetail and the connection details from your Dovetail settings. Sign in from the AgentCalls dashboard and paste them in to link the two.

Which plan includes the Dovetail integration?

Integrations, including Dovetail, are included from the Growth plan onward.

Page drafted from the tool's public description and reviewed automatically for accuracy of claims

Put your agent to work with Dovetail.

Connect in minutes, test from your browser, go live on a number in the US, UK or Gulf. Free to start, no card needed.

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