# Birdie Docs ## Help Center - [Help Center](https://ask.birdie.ai/readme.md) - [Platform Overview](https://ask.birdie.ai/getting-started/platform-overview.md) - [Birdie Methodology (MIPM Cycle)](https://ask.birdie.ai/getting-started/birdie-methodology-mipm-cycle.md) - [Glossary](https://ask.birdie.ai/getting-started/glossary.md) - [Metrics Glossary](https://ask.birdie.ai/getting-started/metrics-glossary.md) - [Signal, Sentiments and Intentions](https://ask.birdie.ai/core-concepts-and-entities/signal-sentiments-and-intentions.md) - [Areas](https://ask.birdie.ai/core-concepts-and-entities/areas.md) - [Collections](https://ask.birdie.ai/core-concepts-and-entities/collections.md) - [Segments](https://ask.birdie.ai/core-concepts-and-entities/segments.md) - [Understanding and Creating Opportunities in Birdie](https://ask.birdie.ai/core-concepts-and-entities/understanding-and-creating-opportunities-in-birdie.md) - [Product Overview](https://ask.birdie.ai/voice-of-customer/product-overview.md) - [Exploration & Analysis](https://ask.birdie.ai/voice-of-customer/exploration-and-analysis.md) - [Custom charts in Exploration pages](https://ask.birdie.ai/voice-of-customer/exploration-and-analysis/custom-charts-in-exploration-pages.md) - [Indicators in the Exploration Overview](https://ask.birdie.ai/voice-of-customer/exploration-and-analysis/indicators-in-the-header.md) - [Using filters in Birdie](https://ask.birdie.ai/voice-of-customer/exploration-and-analysis/using-filters-in-birdie.md) - [Conversation Features Fields](https://ask.birdie.ai/voice-of-customer/exploration-and-analysis/using-filters-in-birdie/conversation-features-fields.md): Filter conversations using enriched timing, volume, and participant fields extracted from tickets. - [Organizing Segments with Collections](https://ask.birdie.ai/voice-of-customer/exploration-and-analysis/organizing-segments-with-collections.md) - [Understanding and Using Skye in Birdie](https://ask.birdie.ai/voice-of-customer/exploration-and-analysis/understanding-and-using-skye-in-birdie.md) - [Opportunities (Opps)](https://ask.birdie.ai/voice-of-customer/opportunities.md) - [Opportunity Status](https://ask.birdie.ai/voice-of-customer/opportunities/opportunity-status.md) - [How to analyze Opportunities](https://ask.birdie.ai/voice-of-customer/opportunities/how-to-analyze-opportunities.md) - [Initiatives](https://ask.birdie.ai/voice-of-customer/initiatives.md) - [Dashboards & Reporting](https://ask.birdie.ai/voice-of-customer/dashboards-and-reporting.md) - [Custom Dashboards](https://ask.birdie.ai/voice-of-customer/dashboards-and-reporting/custom-dashboards.md) - [Dashboard tabs](https://ask.birdie.ai/voice-of-customer/dashboards-and-reporting/dashboard-tabs.md) - [Dashboard visibility in Workspaces](https://ask.birdie.ai/voice-of-customer/dashboards-and-reporting/dashboard-visibility-in-workspaces.md) - [Dashboard Widgets](https://ask.birdie.ai/voice-of-customer/dashboards-and-reporting/dashboard-widgets.md) - [Line Chart](https://ask.birdie.ai/voice-of-customer/dashboards-and-reporting/dashboard-widgets/line-chart.md) - [Bar Chart](https://ask.birdie.ai/voice-of-customer/dashboards-and-reporting/dashboard-widgets/bar-chart.md) - [Horizontal Bar Chart](https://ask.birdie.ai/voice-of-customer/dashboards-and-reporting/dashboard-widgets/horizontal-bar-chart.md) - [Stacked Bar Chart](https://ask.birdie.ai/voice-of-customer/dashboards-and-reporting/dashboard-widgets/stacked-bar-chart.md) - [Comparison Chart](https://ask.birdie.ai/voice-of-customer/dashboards-and-reporting/dashboard-widgets/comparison-chart.md) - [Multi-series Chart](https://ask.birdie.ai/voice-of-customer/dashboards-and-reporting/dashboard-widgets/multi-series-chart.md) - [Number Widget](https://ask.birdie.ai/voice-of-customer/dashboards-and-reporting/dashboard-widgets/number-widget.md) - [Text Widget](https://ask.birdie.ai/voice-of-customer/dashboards-and-reporting/dashboard-widgets/text-widget.md) - [Table Widget](https://ask.birdie.ai/voice-of-customer/dashboards-and-reporting/dashboard-widgets/table-widget.md) - [Custom Table Widget](https://ask.birdie.ai/voice-of-customer/dashboards-and-reporting/dashboard-widgets/custom-table-widget.md) - [AI Prompt Widget](https://ask.birdie.ai/voice-of-customer/dashboards-and-reporting/dashboard-widgets/ai-prompt-widget.md) - [Waterfall Chart (Beta)](https://ask.birdie.ai/voice-of-customer/dashboards-and-reporting/dashboard-widgets/waterfall-chart-beta.md) - [Product Overview](https://ask.birdie.ai/agent-quality-assurance/product-overview.md) - [Criteria](https://ask.birdie.ai/agent-quality-assurance/criteria.md) - [Manual Evaluation](https://ask.birdie.ai/agent-quality-assurance/manual-evaluation.md) - [Monitor Evaluations](https://ask.birdie.ai/agent-quality-assurance/manual-evaluation/monitor-evaluations.md) - [Reasons](https://ask.birdie.ai/agent-quality-assurance/reasons.md) - [Agent](https://ask.birdie.ai/agent-quality-assurance/agent.md) - [Agent Feedback](https://ask.birdie.ai/agent-quality-assurance/agent/agent-feedback.md) - [Organization](https://ask.birdie.ai/admin-and-settings/organization.md) - [Notifications](https://ask.birdie.ai/admin-and-settings/notifications.md) - [Channels](https://ask.birdie.ai/admin-and-settings/notifications/channels.md) - [Digests](https://ask.birdie.ai/admin-and-settings/notifications/digests.md) - [Alerts](https://ask.birdie.ai/admin-and-settings/notifications/alerts.md) - [Anomalies](https://ask.birdie.ai/admin-and-settings/notifications/anomalies.md) - [Workspaces](https://ask.birdie.ai/admin-and-settings/workspaces.md) - [Users](https://ask.birdie.ai/admin-and-settings/users.md): Manage users, roles, groups, and workspace permissions in Birdie. - [Groups](https://ask.birdie.ai/admin-and-settings/users/groups.md): Manage shared workspace access with manual and SSO-based group membership. - [Taxonomy](https://ask.birdie.ai/admin-and-settings/taxonomy.md) - [Areas](https://ask.birdie.ai/admin-and-settings/taxonomy/areas.md) - [Opportunities](https://ask.birdie.ai/admin-and-settings/taxonomy/opportunities.md) - [Segments](https://ask.birdie.ai/admin-and-settings/taxonomy/segments.md) - [Reasons](https://ask.birdie.ai/admin-and-settings/taxonomy/reasons.md) - [Criteria](https://ask.birdie.ai/admin-and-settings/taxonomy/criteria.md) - [Initiatives](https://ask.birdie.ai/admin-and-settings/initiatives.md) - [Security](https://ask.birdie.ai/admin-and-settings/security.md) - [Security & Data Protection Overview](https://ask.birdie.ai/admin-and-settings/security/security-and-data-protection-overview.md) - [PII & PHI anonymization](https://ask.birdie.ai/admin-and-settings/security/pii-and-phi-anonymization.md) - [Data Anonymization Process — Speech-to-Text Pipeline](https://ask.birdie.ai/admin-and-settings/security/data-anonymization-process-speech-to-text.md) - [Data Anonymizer - User Guide](https://ask.birdie.ai/admin-and-settings/security/data-anonymizer-user-guide.md) - [SSO Integration and IP filter](https://ask.birdie.ai/admin-and-settings/security/sso-integration-and-ip-filter.md) - [SSO Groups](https://ask.birdie.ai/admin-and-settings/security/sso-groups.md) - [Birdie’s GenAI security](https://ask.birdie.ai/admin-and-settings/security/birdies-genai-security.md) - [IT Guide: Whitelisting Birdie Domains and URLs](https://ask.birdie.ai/admin-and-settings/security/it-guide-whitelisting-birdie-domains-and-urls.md) - [FAQs - Architecture & Tech](https://ask.birdie.ai/admin-and-settings/security/faqs-architecture-and-tech.md) - [LGPD & Data Privacy (Brazil)](https://ask.birdie.ai/admin-and-settings/security/lgpd-data-privacy.md) - [UK, GDPR & Data Privacy FAQ](https://ask.birdie.ai/admin-and-settings/security/uk-gdpr-and-data-privacy-faq.md) - [Export / Import CSV](https://ask.birdie.ai/admin-and-settings/export-import-csv.md) - [Birdie MCP Server](https://ask.birdie.ai/integrations-and-data-ingestion/birdie-mcp-server.md) - [Claude Desktop Setup](https://ask.birdie.ai/integrations-and-data-ingestion/birdie-mcp-server/mcp-guide-claude-desktop.md) - [Birdie’s Integration Paths](https://ask.birdie.ai/integrations-and-data-ingestion/birdies-integration-paths.md) - [Data Schema Definitions for Birdie Ingestion](https://ask.birdie.ai/integrations-and-data-ingestion/data-schema-definitions-for-birdie-ingestion.md) - [Data Schema Definitions for Birdie Export](https://ask.birdie.ai/integrations-and-data-ingestion/data-schema-definitions-for-birdie-export.md) - [Ingestion API](https://ask.birdie.ai/integrations-and-data-ingestion/ingestion-api.md) - [Securely sharing credentials for Data Integration](https://ask.birdie.ai/integrations-and-data-ingestion/securely-sharing-credentials-for-data-integration.md) - [How to integrate with...](https://ask.birdie.ai/integrations-and-data-ingestion/how-to-integrate-with.md) - [Amplitude (Cohort Sync)](https://ask.birdie.ai/integrations-and-data-ingestion/how-to-integrate-with/amplitude-cohort-sync.md) - [AskNicely](https://ask.birdie.ai/integrations-and-data-ingestion/how-to-integrate-with/asknicely.md) - [BigQuery](https://ask.birdie.ai/integrations-and-data-ingestion/how-to-integrate-with/bigquery.md) - [Blip](https://ask.birdie.ai/integrations-and-data-ingestion/how-to-integrate-with/blip.md) - [BuzzMonitor](https://ask.birdie.ai/integrations-and-data-ingestion/how-to-integrate-with/buzzmonitor.md) - [Canny](https://ask.birdie.ai/integrations-and-data-ingestion/how-to-integrate-with/canny.md) - [Databricks](https://ask.birdie.ai/integrations-and-data-ingestion/how-to-integrate-with/databricks.md) - [Delighted](https://ask.birdie.ai/integrations-and-data-ingestion/how-to-integrate-with/delighted.md) - [Discord channels](https://ask.birdie.ai/integrations-and-data-ingestion/how-to-integrate-with/discord-channels.md) - [Forethought](https://ask.birdie.ai/integrations-and-data-ingestion/how-to-integrate-with/forethought.md) - [Genesys](https://ask.birdie.ai/integrations-and-data-ingestion/how-to-integrate-with/genesys.md) - [Gong](https://ask.birdie.ai/integrations-and-data-ingestion/how-to-integrate-with/gong.md) - [HubSpot](https://ask.birdie.ai/integrations-and-data-ingestion/how-to-integrate-with/hubspot.md) - [Intercom](https://ask.birdie.ai/integrations-and-data-ingestion/how-to-integrate-with/intercom.md) - [Konfidency](https://ask.birdie.ai/integrations-and-data-ingestion/how-to-integrate-with/konfidency.md) - [Kustomer](https://ask.birdie.ai/integrations-and-data-ingestion/how-to-integrate-with/kustomer.md) - [Mixpanel (Cohort Sync)](https://ask.birdie.ai/integrations-and-data-ingestion/how-to-integrate-with/mixpanel-cohort-sync.md) - [Octadesk](https://ask.birdie.ai/integrations-and-data-ingestion/how-to-integrate-with/octadesk.md) - [Qualtrics](https://ask.birdie.ai/integrations-and-data-ingestion/how-to-integrate-with/qualtrics.md) - [QuestionPro](https://ask.birdie.ai/integrations-and-data-ingestion/how-to-integrate-with/questionpro.md) - [S3 / Azure / GCS](https://ask.birdie.ai/integrations-and-data-ingestion/how-to-integrate-with/s3-azure-gcs.md) - [Salesforce](https://ask.birdie.ai/integrations-and-data-ingestion/how-to-integrate-with/salesforce.md) - [sFTP](https://ask.birdie.ai/integrations-and-data-ingestion/how-to-integrate-with/sftp.md) - [Slack](https://ask.birdie.ai/integrations-and-data-ingestion/how-to-integrate-with/slack.md) - [Snowflake](https://ask.birdie.ai/integrations-and-data-ingestion/how-to-integrate-with/snowflake.md) - [SoluCX](https://ask.birdie.ai/integrations-and-data-ingestion/how-to-integrate-with/solucx.md): This integration connects Birdie to SoluCX’s Public API so Birdie can import survey-related data from your SoluCX environment. - [Sprinklr](https://ask.birdie.ai/integrations-and-data-ingestion/how-to-integrate-with/sprinklr.md) - [Survicate](https://ask.birdie.ai/integrations-and-data-ingestion/how-to-integrate-with/survicate.md) - [Track.co](https://ask.birdie.ai/integrations-and-data-ingestion/how-to-integrate-with/track.md) - [Trustpilot](https://ask.birdie.ai/integrations-and-data-ingestion/how-to-integrate-with/trustpilot.md) - [Typeform](https://ask.birdie.ai/integrations-and-data-ingestion/how-to-integrate-with/typeform.md) - [Wootric](https://ask.birdie.ai/integrations-and-data-ingestion/how-to-integrate-with/wootric.md) - [Zendesk](https://ask.birdie.ai/integrations-and-data-ingestion/how-to-integrate-with/zendesk.md) - [Zoho Desk](https://ask.birdie.ai/integrations-and-data-ingestion/how-to-integrate-with/zoho-desk.md) - [How to export with...](https://ask.birdie.ai/integrations-and-data-ingestion/how-to-export-with....md) - [Databricks](https://ask.birdie.ai/integrations-and-data-ingestion/how-to-export-with.../databricks.md) - [S3 / Azure / GCS](https://ask.birdie.ai/integrations-and-data-ingestion/how-to-export-with.../s3-azure-gcs.md) - [sFTP](https://ask.birdie.ai/integrations-and-data-ingestion/how-to-export-with.../s3-azure-gcs-1.md) - [Snowflake](https://ask.birdie.ai/integrations-and-data-ingestion/how-to-export-with.../snowflake.md) - [Metadata Imports](https://ask.birdie.ai/integrations-and-data-ingestion/metadata-imports.md): Metadata imports let you add or update custom fields on existing feedback records without reprocessing the original data. - [Agent & Supervisor Mapping](https://ask.birdie.ai/integrations-and-data-ingestion/agent-supervisor-mapping.md): Send Birdie an agent-to-supervisor-to-BPO mapping so Agent QA access control can isolate each BPO into its own workspace. - [Field Hashing](https://ask.birdie.ai/integrations-and-data-ingestion/field-hashing.md) - [2025-Q4](https://ask.birdie.ai/product-updates-changelog/2025-q4.md) - [December 2025](https://ask.birdie.ai/product-updates-changelog/2025-q4/december-2025.md) - [October + November 2025](https://ask.birdie.ai/product-updates-changelog/2025-q4/october-+-november-2025.md) - [2025-Q3](https://ask.birdie.ai/product-updates-changelog/2025-q3.md) - [September 2025](https://ask.birdie.ai/product-updates-changelog/2025-q3/september-2025.md) - [August 2025](https://ask.birdie.ai/product-updates-changelog/2025-q3/august-2025.md) - [July 2025](https://ask.birdie.ai/product-updates-changelog/2025-q3/july-2025.md) - [2025-Q2](https://ask.birdie.ai/product-updates-changelog/2025-q2.md) - [June 2025](https://ask.birdie.ai/product-updates-changelog/2025-q2/june-2025.md) - [May 2025](https://ask.birdie.ai/product-updates-changelog/2025-q2/may-2025.md) - [April 2025](https://ask.birdie.ai/product-updates-changelog/2025-q2/april-2025.md) - [2025-Q1](https://ask.birdie.ai/product-updates-changelog/2025-q1.md) - [March 2025](https://ask.birdie.ai/product-updates-changelog/2025-q1/march-2025.md) - [Februrary 2025](https://ask.birdie.ai/product-updates-changelog/2025-q1/februrary-2025.md) - [January 2025](https://ask.birdie.ai/product-updates-changelog/2025-q1/january-2025.md) - [ai prompt widget](https://ask.birdie.ai/ai-prompt-widget.md) --- # Agent Instructions This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com. ## Querying This Documentation If you need additional information, you can query the documentation dynamically by asking a question. Perform an HTTP GET request on a page URL with the `ask` query parameter: ``` GET https://ask.birdie.ai/readme.md?ask= ``` The question should be specific, self-contained, and written in natural language. The response will contain a direct answer to the question and relevant excerpts and sources from the documentation. Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.