Feedback & Feature Requests

In the enterprise version, we ensure that all personally identifiable information (PII) is redacted from the interview transcripts. However, we’ve noticed that the user’s name and surname still appear in the AI-generated summaries, which are visible to all stakeholders - including those who don’t have access to the contacts section. Could you please update this feature to remove the names and surnames from the summaries? Currently, our team has to manually delete them, which is becoming quite time-consuming.

There are many instances where a speaker doesn't need to be a contact, and conversely isn't a Dovetail user. (Most frequently when an invited user hasn't accepted yet). There's extensive threads in the Dovetail community slack already. I'm starting to see occasional "junk" contacts populate because a user's name didn't pop up by the time the user hit "enter" to name a user. Conversely, users who haven't been trained yet to use the contacts database shouldn't be able to accidentally make contacts.

Today we duplicate a lot of notes in order to use the data in several projects. Especially for doing projects which are based on continuous discovery research. The duplicates creates a mess when using search and extra work when needing to do updates in the notes.

I found out that data field groups - like a multi-select data field called "product name" - can have up to 200 options. Because of this limit, I now need to split the data field and its options and data into five new data fields. However the problem is, I can't seem to move the data field's existing options and data to new data fields. Being able to do this would save me a lot of work.

Currently, you can only export tag boards by exporting all tags in a project. If you only want to export one tag board, you need to manually remove other tag boards from the exported CSV file. This would be useful for those who want to have a copy of their individual tag boards for future use or to share with others as a tagging taxonomy.

Hey, we need to export Insights to pdfs to upload to our internal database. Send to printer option cuts the pages in the middle of sections so that doesn't work. We currently use extension to screenshot the page but then the quality goes down. This feature is almost a necessity for us.

I'm finding it challenging to further analyze the themes generated by Dovetail due to the lack of an export feature. It would be incredibly beneficial if I could export the channels into a CSV format. This would allow me to slice and dice the themes using traditional methods. I can also envision a future where the Dovetail ecosystem incorporates various analytical lenses for this purpose.

It would be great to be able to either create a report as a slide deck, or (better yet) to convert a finished insight into a slide deck. It feels clunky to give a presentation, share my screen, and just scroll through my insights report. Also, unfortunately, most information at my company is circulated via PowerPoint, so it would be nice to be able to send someone a set of slides to look through - that's how they expect to consume internally produced content.

I like the sidebar generally, but feel that Fields do not belong there. Fields are important for categorizing notes and insights and we use them extensively for filtering and feeds on the home page. Now they are a bit hidden in the sidebar and its easy to miss inputting that vital information. This is especially troublesome in a big corporation with many collaborators, where newbies are coming in all the time and might not fill out everything that is not directly part of the visible workflow. Maybe a collapsible Fields area at the top of the note/insight could help if there are many fields?

E.g. If I filter by 'Tag Board = X', when I open the 'Tag group' filter, I should only see tag groups in Board X, not all tag groups in existence. It's impossible to use at the moment as I have hundreds of tag groups which appear, even when searching by name. We use a template so many projects have tag groups with the same name.