Installation

Birdie x Plain

Install Birdie in Plain

1. Get your Plain API Key

• First, go into your Plain workspace Settings > Machine users & API Keys.

• Create a new Machine User dedicated to Birdie.

• Create an API Key for this user, and add 6 permissions:

  1. chat:create

  2. customer:read

  3. thread:read

  4. thread:reply

  5. user:read

  6. workspace:read

• Copy the API Key and store it somewhere safe - you’ll need it in the next step.

2. Setup Birdie

Go to your Birdie workspace settings, open the Helpdesk Integrations section, find the "Plain" integration, and click Enable.

A window will open prompting you to paste the API Key you just created. Paste it into the API Key field and click the Test button.

The API Key and permissions will be tested. If valid, click on Save.

You're all set! You can now add the Birdie Snippet to request recordings from your users.