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Birdie Documentation
Birdie Documentation
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    • Recording Options
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  • 🔐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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Forethought

Add Birdie to your Forethought flows

PreviousAdaNextHubspot

Last updated 1 year ago

Installation

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

You can now use this link to create the flow(s) you want within Forethough. 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 Forethough's flow.)

If you require assistance in constructing an Forethought 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 Forethought in your Helpdesk settings to access the Birdie Request Link