Human-Initiated Requests (via Snippet)

Request screen recordings from customers in Plain using Snippets

Here’s how to set it up in just a few clicks:

1 – Create a Snippet in Plain

Go to your Plain Settings > Snippets and add a new Snippet.

2 – Add the Message

Here’s a message that works really well (feel free to tweak the tone to fit your brand):

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

Pro tip: For best results, enable audio and talk us through the steps leading to your issue while recording

3 – Insert the Birdie Request Link

Go to your Birdie settings and copy your Birdie Request Link.

Then, in your Plain Snippet, select the text you want to make clickable (for example: CLICK HERE TO RECORD) and add the Birdie Request Link as a hyperlink: