Dovetail integration
Customer Insights Hub.
Set up Dovetail in Relevance AI
Do this once. Every agent in your workspace can then use the connection.
1
Create a Relevance AI account
Sign in, or create a free account. You do not need to be a developer to set this up.
2
Connect your Dovetail account
In Relevance AI, open Integrations and add Dovetail, then paste your API Key. You will find it in your Dovetail account settings.
3
Call Dovetail from an agent
Create a tool and add an API tool step. Your agent can call any Dovetail endpoint using the account you just connected.
Put Dovetail to work in your agents
Connect Dovetail alongside 1,800+ other integrations and let your agents run the busywork.