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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 ✅

   

   Capture d’écran 2023-05-11 à 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.