Human-Initiated Requests

Request screen recordings from customers through both the Intercom sidebar and editor

Intercom Editor

Intercom Sidebar

Make sure to add Birdie to your sidebar

Macro

1

Create a Macro in Intercom

• In Intercom, go to Macros.

• Create a new macro or edit an existing one.

• Add your desired message in the response body. Wording is important so when agents manually send a screen recording request using Birdie via Intercom, wording plays a big role in conversion. Here’s a message that works great, which you can also save as an Intercom macro:

We recommend taking a screen recording to help us see the issue from your perspective, enabling a quicker and more accurate answer:

Pro tip: For best results, enable audio and talk us through the steps leading to your issue while recording.

Click here to record your screen: ADD BIRDIE REQUEST BUTTON HERE

2

Generate the Birdie button

• When using the macro during a conversation, your team can generate the Birdie request button directly:

  • From the Birdie sidebar inside Intercom.

  • Or from the Birdie editor, depending on your setup.