Birdie
HomepageLog inSign up
Birdie Documentation
Birdie Documentation
  • 👋START HERE
  • What is Birdie?
  • Getting started
  • Invite teammates
  • 🎥Request Screen Recordings
    • Overview
    • Installation
      • 🧩Helpdesk Integrations
      • 🎨Customize Appearance
      • 👾Snippet
      • 🌐Browser compatibility
      • 🌎Languages
      • 🔌Web SDK
      • 🔗Universal Request Link
    • DevTools: Console Logs & Network Requests
    • AI Summary
    • Misc.
      • Forward recordings
      • Routing rules for folders
      • API
      • How-to's Library
  • 🎥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
    • 🔵Jira Service Management
      • Installation
      • Flows
        • Human Request
        • Customer Portal
      • Uninstall
    • 🟣Help Scout
      • Installation
      • Flows
        • Human Request
        • Saved Replies
        • Auto Reply
    • 🔵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
      • 🔵Crisp
        • Flows
      • ⚪Other Helpdesk
        • Flows
          • Human Request
          • Ticket Form
  • 🔐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
Powered by GitBook
On this page
  • Why Request Screen Recordings with Birdie?
  • Integration with Your Helpdesk
  • How Does Birdie Work?
  • Helpdesk
  • Standalone
  1. Request Screen Recordings

Overview

Request Screen Recordings from customers.

PreviousInvite teammatesNextInstallation

Last updated 3 months ago

Birdie is designed to help support agents understand and resolve customer issues faster by requesting screen recordings directly from customers. Instead of relying on lengthy back-and-forth exchanges, agents can see exactly what’s happening on the customer’s screen—streamlining communication and improving resolution times.

Why Request Screen Recordings with Birdie?

Birdie is particularly helpful in two scenarios:

  1. Communication Gaps: When customers struggle to describe their issues clearly.

  2. Complex Issues: When resolving the issue requires detailed visual context.

By allowing customers to visually share their experience, Birdie reduces misunderstandings and enables agents to take action with confidence.


Integration with Your Helpdesk

The most popular way to use Birdie is by integrating it directly into your helpdesk. Birdie works seamlessly with platforms like Zendesk, Intercom, Freshdesk, and more. Each integration is tailored to fit the unique workflows of the helpdesk, ensuring that Birdie feels like a natural part of your support process.

Note: The way Birdie works may vary depending on your helpdesk. Be sure to for full details on setup and capabilities.


How Does Birdie Work?

Birdie makes requesting recordings simple and efficient:

  • Request Recordings: Agents can ask customers to record their screens directly from the helpdesk.

  • Effortless for Customers: Customers can easily record their screens without needing to download or install anything.

Once the recording is submitted:

  1. Agents can review the video to better understand the issue.

  2. If needed, the recording can be escalated to Level 2 support or engineers for further investigation.

Helpdesk

Discover how the Screen Recording integrates seamlessly with your helpdesk: Birdie offers a native integration with the following helpdesks:

Standalone

Birdie can be used as a standalone tool, letting you request recordings through email, Zoom chat, or wherever else you need it.

Generate a Birdie Standalone Link

Should I enter the customer email before generating a link?

If you add your customer's email address, Birdie will be able to automatically link the future recording to the customer.

Gain Full Context: Recordings include session and device metadata by default, and Birdie can also .

If your helpdesk isn't listed, don't worry—Birdie integrates with all other helpdesks. with your helpdesk name, and we'll provide you with specific setup instructions.

If you need help or have a question, contact us at

🎥
capture console logs and network activity
🟤Zendesk
⚫Intercom
🟢Freshdesk
🟢Freshchat
🔵Salesforce Service Cloud
🔵Jira Service Management
🟣Help Scout
🟠Happyfox
⚫Ada
🟣Forethought
Contact us
support@birdie.so
visit the appropriate Helpdesk Documentation
Request screen recordings from customers
Then, the customer records their screen for the agent to watch.
Generate a Birdie standalone link