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Birdie Documentation
Birdie Documentation
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  • 🔐Security
    • Storage Location
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    • Recordings Privacy Settings
      • Incoming Recordings: Only Workspace Members Can Watch
      • Outgoing Recordings: Only Workspace Members + Selected Individuals Can Watch
    • GDPR opt-in
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    • Remote log out
    • SAML SSO
      • Setup SSO with Okta
    • SCIM
      • Okta settings
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  • Example: Request a recording before transitioning the conversation to a human
  1. Helpdesk
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Ada

Add Birdie to your Ada flows

PreviousSupport Center Ticket FormNextForethought

Last updated 1 year ago

Installation

Go to to enable Ada. Once enabled, you'll gain access to your Birdie Request Link specific for Ada:

You can now use this link to create the flow(s) you want within Ada. Feel free to be creative, but ensure that the flow includes at least the following two steps:

Step 1: Prompt customers to record their screen by clicking on the Birdie Request Link.

Step 2: Ask customers to paste the video link once recorded. (You'll notice that, unlike usual, the final step of the recorder asks the user to copy the video link to paste it into Ada's flow.)

Example: Request a recording before transitioning the conversation to a human

This is just an example of what you can create with Birdie X Ada. In this scenario, we give customers the option to record their issue before the bot conversation is handed off to a human.

From the customer's perspective:

From the bot builder's perspective:

As you can see, we have constructed (1) a step that displays the Birdie Request Link and (2) a step that allows customers to paste their video link:

If you have a customer email variable (or any other type of customer identification variable), I suggest appending it to the Birdie Request Link URL as follows:

If you require assistance in constructing an Ada flow that includes Birdie, or would like us to review a flow you've created, don't hesitate to contact us at .

🧩
⚫
support@birdie.so
Settings => Helpdesk
Enable Ada in your Helpdesk settings to access the Birdie Request Link
Step 1: The customer is prompted to record his screen
After recording, the customer copies their video link.
Step 2: The customer pastes the video link
Make sure to includes step 1 and 2 when building a flow including Birdie