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Birdie Documentation
Birdie Documentation
  • 👋START HERE
  • What is Birdie?
  • Getting started
  • Invite teammates
  • 🎥Request Screen Recordings
    • Overview
    • Installation
      • 🧩Helpdesk Integrations
      • 🎨Customize Appearance
      • 👾Snippet
      • 🌐Browser compatibility
      • 🌎Languages
      • 🔌Web SDK
      • 🔗Universal Request Link
    • DevTools: Console Logs & Network Requests
    • AI Summary
    • Misc.
      • Forward recordings
      • Routing rules for folders
      • API
      • How-to's Library
  • 🎥Record my screen
    • Overview
    • Install Chrome extension
    • Recording Options
    • DevTools: Console Logs & Network Requests
    • Keyboard Shortcuts
    • Incognito Mode
    • Troubleshooting
      • How to quickly fix common recording errors
      • How to troubleshoot Microphone issues in Birdie Extension
      • How to troubleshoot Screen Recording issues in Birdie Extension
  • 🧩Helpdesk
    • 🟤Zendesk
      • Installation
      • Flows
        • Human Request
        • Zendesk Macros
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        • Zendesk Agent Signature
        • Zendesk Widget (Classic)
      • Misc.
      • Analytics
      • Uninstall
    • ⚫Intercom
      • Installation
      • Flows
        • Human Request
        • Intercom Workflows
        • FIN
        • Intercom Messenger Home
        • Misc.
        • Analytics
    • 🟢Freshdesk
      • Installation
      • Flows
        • Human Request
        • Portal
        • Canned Answers
        • Auto Reply
        • Agent Signature
      • Analytics
    • 🟢Freshchat
      • Installation
      • Flows
        • Manual Request
    • 🔵Jira Service Management
      • Installation
      • Flows
        • Human Request
        • Customer Portal
      • Uninstall
    • 🟣Help Scout
      • Installation
      • Flows
        • Human Request
        • Saved Replies
        • Auto Reply
    • 🔵Salesforce Service Cloud
      • Request link - Installation
      • Flows
        • Human Request
        • Ticket Form
    • Others
      • 🟠Happyfox
        • Installation
        • Flows
          • Human Request
          • Support Center Ticket Form
      • ⚫Ada
      • 🟣Forethought
      • 🟠Hubspot
        • Flows
          • Human Request via Snippet
      • ⚫Service Now
        • Flows
      • 🟣Front
        • Flows
      • 🟢Zoho Desk
        • Flows
      • 🔵Crisp
        • Flows
      • ⚪Other Helpdesk
        • Flows
          • Human Request
          • Ticket Form
  • 🔐Security
    • Storage Location
    • Hide sensitive data
    • Auto data deletion
    • Recordings Privacy Settings
      • Incoming Recordings: Only Workspace Members Can Watch
      • Outgoing Recordings: Only Workspace Members + Selected Individuals Can Watch
    • GDPR opt-in
    • Two-factor authentication
    • Remote log out
    • SAML SSO
      • Setup SSO with Okta
    • SCIM
      • Okta settings
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  1. Helpdesk
  2. Jira Service Management
  3. Flows

Human Request

Request screen recordings from customers through Jira agent view

PreviousFlowsNextCustomer Portal

Last updated 4 months ago

Reply to a customer vs. Internal note

Agents should copy and paste the generated link:

  • into a reply if they want to request a recording from a customer.

  • into a note if they want to request a recording from a teammate.

What does the flow look like on the customer's side?

When an agent requests a recording from a customer, there are two different scenarios:

  1. Customers open the has requested a recording link via Jira's portal. In this case, customers can either:

    1. Copy/paste the recording link into the description field.

    2. Post the recording directly.

  2. Customers open the has requested a recording link via their email. In this case, they need to submit the recording at the end of the recording process.

🧩
🔵
Requesting a recording