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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
        • Zendesk Ticket Form
        • Zendesk Auto-Reply
        • Zendesk AI Agents
        • 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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Human Request

Request screen recordings from customers through Happyfox

PreviousFlowsNextSupport Center Ticket Form

Last updated 1 year ago

Canned Actions

You will be able to generate Recording request links with a Canned Action. In Happyfox go to your main menu into Canned Actions, then add a new Canned Action and paste the Birdie link you got at the installation step.

Once done, you will be able to request a recording from any ticket by inserting the corresponding Canned Action

This video will demonstrate all the process from installing Birdie to getting a recording link from a customer into a ticket: go to 1:10 to see how to setup a new Canned Action.

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Installing Birdie+Happyfox, setup a Canned Action, and request a recording
Insert a Recording request link from a Canned Action