Add Birdie Recording Links to your Maven AGI flows
Step 1 — Decide When to Request a Recording
Before configuring anything, decide when your Maven AGI flow should request a screen recording.
This depends on your support logic. You can be as creative as you need. A common example: IF Customer reports a bug or technical issue THEN Request a Birdie screen recording
Step 2 — Decide the Wording
You now need to ask customers to record their screen clearly and simply.
Below is a template that performs well. You can adjust it to your tone. Keep it short.
Template:
We recommend taking a screen recording to help us see the issue from your perspective, enabling a quicker and more accurate answer:
CLICK HERE TO RECORD [Insert Birdie Link]
Pro tip: For best results, enable audio and talk us through the steps leading to your issue while recording
Once you’re done:
Go to the “Recording” tab
Click on Finish
Click “Copy the link”
Paste the link here
Step 3 — Enable Maven AGI in Birdie and Get Your Recording Link
Enable Forethought in your Helpdesk settings to access the Recording Link
Once enabled, Birdie generates your Recording Link.
Use this link in the message you show to customers in your Maven AGI flow.
Important: Add the Customer Email Variable
To identify who recorded the video, append the customer email variable from Maven AGI to the Birdie link. This ensures each recording is associated with the correct user.
Example structure: https://your-subdomain.birdie.so/urec/mavenagi?email=[email protected]with [email protected] being the email variable
(Optionnal) Step 4 — Automatically Post the Video in the Conversation
If you want the video to appear automatically in the Maven AGI conversation, you can use Birdie’s Webhooks to automatically post the video URL in the appropriate conversation:
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 [email protected].
