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Beyond-Bot.ai + dovetail
Dovetail is an Australian software company that provides tools for transcription analysis, coding interpretation of interviews, survey responses, and feedback, enabling users to create summarized insights from their research analysis.
What You Can Do with this Integration
Automate Data Entry
Automatically sync new contacts or deals from Beyond-Bot.ai to dovetail.
Enrich Customer Profiles
Use Beyond-Bot.ai to find and add new information to your records in dovetail.
Trigger Workflows
Start automated workflows in dovetail based on conversations with your virtual expert.
Available Actions
Here are the specific actions your virtual expert can perform within dovetail.
Dovetail Create Channel
Tool to create a new channel in dovetail. use after confirming channel details.
Dovetail Create Contact
Tool to create a new contact in dovetail. use when you need to register a contact before logging interactions.
Dovetail Create Data Point
Tool to create a data point within a channel. use after capturing new content to record and classify it in dovetail.
Dovetail Create Insight
Tool to create a new insight in dovetail. use after synthesizing findings when ready to store them. example: "create insight 'q1 user trends' with body '...' for project 'proj 123'."
Dovetail Create Topic
Tool to create a new topic in a channel. use after confirming channel id, title, and optional description.
Dovetail Delete Channel
Tool to delete an existing channel. use when you need to remove a channel and move it to the project's trash (restorable for 30 days). confirm the channel id before calling.
Dovetail Delete Topic
Tool to delete an existing topic. use when you have confirmed the topic id and want to move it to trash (restorable for 30 days). example: "delete topic with id 123e4567-e89b-12d3-a456-426614174000."
Dovetail Get Note
Tool to retrieve details of a specific note. use when you have confirmed the note id and need full note metadata from dovetail.
Dovetail Get Token Info
Tool to get information about the current api token. use after authenticating to verify token scopes and expiry.
Dovetail List Contacts
Tool to list all contacts in dovetail. use after authenticating with a valid workspace token when you need the complete contact list.
Dovetail List Data
Tool to list data items in dovetail. use when you need to retrieve, filter, sort, or paginate through your workspace data after authentication. supports dovetail filters, sort syntax, and cursor-based pagination.
Dovetail List Highlights
Tool to list all highlights in dovetail. use after authenticating with a valid workspace token when you need to retrieve the complete highlight list.
Dovetail List Notes
Tool to list all notes in dovetail. use after confirming you have a valid workspace token and need to retrieve the full note list.
Dovetail List Projects
Tool to list all projects in dovetail. use after authenticating with a valid workspace token when you need to retrieve the full project list.
Dovetail List Tags
Tool to list all tags in dovetail. use after authenticating with a valid workspace token when you need to retrieve the complete tag list.
Dovetail List User Insights
Tool to list insights for a specific user. use when you need to retrieve all personal insights associated with a user id.
Dovetail Magic Search
Tool to perform a magic search across workspace data. use when you need to retrieve relevant highlights, notes, insights, channels, themes, or tags by query.
Dovetail Update Topic
Tool to update an existing topic. use after confirming the topic id and fields to change. example: "update topic with id 123... to have title 'new'".