Birdie
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Birdie Documentation
Birdie Documentation
  • πŸ‘‹START HERE
  • What is Birdie?
  • Getting started
  • Invite teammates
  • πŸŽ₯Request Screen Recordings
    • Overview
    • Installation
      • 🧩Helpdesk Integrations
      • 🎨Customize Appearance
      • πŸ‘ΎSnippet
      • 🌐Browser compatibility
      • 🌎Languages
      • πŸ”ŒWeb SDK
      • πŸ”—Universal Request Link
    • DevTools: Console Logs & Network Requests
    • AI Summary
    • Misc.
      • Forward recordings
      • Routing rules for folders
      • API
      • How-to's Library
  • πŸŽ₯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
    • πŸ”΅Jira Service Management
      • Installation
      • Flows
        • Human Request
        • Customer Portal
      • Uninstall
    • 🟣Help Scout
      • Installation
      • Flows
        • Human Request
        • Saved Replies
        • Auto Reply
    • πŸ”΅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
      • πŸ”΅Crisp
        • Flows
      • βšͺOther Helpdesk
        • Flows
          • Human Request
          • Ticket Form
  • πŸ”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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On this page
  • Birdie tag - Zendesk main instance
  • Birdie tag - Zendesk ticket form
  • How to track the Birdie tag using Zendesk Explore?
  1. Helpdesk
  2. Zendesk

Analytics

Measure Birdie ROI

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Last updated 1 year ago

Birdie tag - Zendesk main instance

Birdie will automatically tag conversations with Birdie, whether agents have requested the recording or sent the recording.

Birdie tag - Zendesk ticket form

Birdie cannot automatically tag tickets when a video has been recorded from a Zendesk ticket form. You’ll need to use Zendesk triggers as a workaround:

  1. Go to Zendesk triggers and select Add trigger

  2. Create a tag to identify when a ticket has been created from a Zendesk form: Channel Is Webform

  3. Create a second tag Comment text Contains the following string share.birdie.so

  4. Your 2 tags are now created βœ…

    Capture d’écran 2023-05-11 aΜ€ 12.12.22.png

How to track the Birdie tag using Zendesk Explore?

  1. To start, sign in to your Zendesk account and select the "Explore" icon from the main menu to access the Explore dashboard.

  2. To see all your tickets, click "Tickets" in the left-hand menu of the dashboard.

  3. To find tickets tagged with Birdie, type "tags:birdie" into the search bar at the top of the page and press Enter.

  4. The results display all Birdie tagged tickets. Customize data and create reports using columns and filters.

  5. To save your search results for future access, click the "Save" button at the top of the page. Give your saved search a name and choose to be notified of new Birdie tickets.

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