Human Request

Goal: Allow your agents to request a screen recording, reducing back-and-forth communication.

Agents can use the Birdie Request Link for Salesforce whenever they reply to a customer who needs to provide more context. 💡 Pro Tip: Add the Birdie Request Link to Quick Text in Salesforce to make it easily accessible for your agents.

How it works:

1. Agents share the Birdie Request Link with customers.

2. Customers complete their recording and copy the video URL.

3. Customers paste the video URL into the relevant Salesforce case.

Proven Wording Template

How you frame a screen recording request matters. Use this proven template for the best results:

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 your screen

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

Once you’re done:

1. Go to the “Recording” tab

2. Click on Submit

3. Click “Copy the link”

4. Paste the link here

Advanced Option: If you'd like to streamline this process further, we can provide an API endpoint. This allows for creative automations, such as automatically posting the video URL into the appropriate Salesforce case.