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Birdie - Screen Recording

Resolve cases faster by requesting screen recordings from customers.

Overview

Request screen recordings from customers in Salesforce with Birdie. Give your team the context they need to fix issues faster and deliver better support.

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  • REQUEST SCREEN RECORDINGS Let agents request screen recordings directly from the Salesforce Case UI so customers can show issues instead of explaining them.

  • CUSTOMER SCREEN RECORDINGS ON TICKET FORMS Add Birdie to your ticket forms so customers can attach a recording when submitting their issue

  • SEAMLESS SALESFORCE INTEGRATION From auto-replies to agent signatures, macros, and AI workflows—Birdie integrates across Salesforce Service Cloud.

  • CAPTURE TECHNICAL CONTEXT Automatically collect console logs, network requests, repro steps, and device & session metadata to speed up troubleshooting.

  • GUIDE CUSTOMERS WITH VIDEO Record and share step-by-step screen recordings to provide crystal-clear support instructions.

  • ENTERPRISE-GRADE SECURITY Ensure compliance and trust with SSO, sensitive data masking, automatic deletion, and customizable retention.

Birdie is trusted by 2,500+ leading support teams. Unlike traditional screen recorders, Birdie was built for support. Agents can request screen recordings from customers directly in Salesforce. Instead of endless back-and-forth or unclear explanations, customers simply record their screen to show the issue. Agents instantly see what’s happening, cut escalations, and resolve cases faster. KEY USE CASES • Communication: Customers often struggle to describe problems. A quick recording replaces multiple replies, reducing effort for both sides. • Bugs & High-Effort Cases: Request a recording to capture repro steps, console logs, and network data—so engineers get the full context to troubleshoot faster. • Agent Guidance: Share step-by-step recordings to guide customers through solutions. • Replication: Record your own screen to reproduce issues and escalate complete bug reports. WHY TEAMS LOVE BIRDIE 🪄 Customers don't need to download anything 🔐 Enterprise-grade security (SSO, custom retention, on-premise options) 📈 Proven results: 4→1 customer replies, 3→1 internal handoffs, +20% CES, 70% fewer Zoom calls Birdie makes Salesforce case resolution faster, easier and more accurate.

Categories

Business Needs
Customer Service
Agent Productivity
Case Management
Industries
Communications
High Tech
Personas
Business Operations Manager
Developer
Service Agent / Supervisor
Features
No Limits
This product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in Help
Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
No Limits
Lightning Ready
Managed Package