Dovetail

Your best decisions should be driven by AI outputs grounded in evidence, not assumption. The Dovetail app for Microsoft Teams gives your whole organization access to always-on customer intelligence, right where work is already happening.

Installing this app does two things at once: it connects Dovetail to Teams so you can search and surface customer signal in any conversation, and it activates Dovetail for Microsoft 365 Copilot—bringing the same intelligence directly into Word, Outlook, Excel, and your Copilot chat.

What you can do with Dovetail in Teams and Copilot:

Get instant answers from your customer intelligence

Ask questions in plain language and get decision-ready answers from across your Dovetail workspace—projects, docs, highlights, Channels, and more—without leaving Teams or opening a new tab.

"What are our top customer pain points this quarter?"

"What themes are coming up most in recent customer calls?"

Draft with real customer signal behind every word

Writing a proposal in Word? Building a business case in Excel? Responding to a customer in Outlook? Pull from real customer data and ground your work in evidence—not gut feel—from the moment you start.

Align your whole team around the customer

Surface a consistent view of what customers think so everyone in the conversation—from product leads to account executives—can make decisions on proof, not assumption.

"Which issues are coming up most across our enterprise accounts?"

"What are customers asking for that we haven't shipped yet?"

Stay in the flow

No tab-switching. No separate login. No waiting. Dovetail meets your team inside the tools they're already using—removing the distance between question and decision.

Never miss what matters

Get notified in Teams when something changes in Dovetail that's relevant to you—new highlights, updated projects, fresh customer signal—so your team stays current without having to check in manually.

Dovetail links that speak for themselves

Paste any Dovetail link into a Teams conversation and it expands automatically—showing a rich preview of the project, doc, or highlight without anyone needing to click through. Customer context, shared instantly.

To use this app, you must have an active user account in Dovetail.

New to Dovetail? [Sign up or learn more at Dovetail](https://dovetail.com/)

Need more info? Go to the [Dovetail Help Center](https://docs.dovetail.com/integrations/microsoft-teams/)