# Birdie Docs ## Help Center - [Help Center](https://ask.birdie.ai/readme.md) - [Frequently Asked Questions](https://ask.birdie.ai/faq.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) - [Feedbacks](https://ask.birdie.ai/core-concepts-and-entities/feedbacks.md) - [Accounts](https://ask.birdie.ai/core-concepts-and-entities/accounts.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) - [Understanding and Using Skye in Birdie](https://ask.birdie.ai/core-concepts-and-entities/understanding-and-using-skye-in-birdie.md) - [Product Overview](https://ask.birdie.ai/customer-intelligence/product-overview.md) - [Exploration & Analysis](https://ask.birdie.ai/customer-intelligence/exploration-and-analysis.md) - [Custom charts in Exploration pages](https://ask.birdie.ai/customer-intelligence/exploration-and-analysis/custom-charts-in-exploration-pages.md) - [Indicators in the Exploration Overview](https://ask.birdie.ai/customer-intelligence/exploration-and-analysis/indicators-in-the-header.md) - [Using filters in Birdie](https://ask.birdie.ai/customer-intelligence/exploration-and-analysis/using-filters-in-birdie.md) - [Conversation Features Fields](https://ask.birdie.ai/customer-intelligence/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/customer-intelligence/exploration-and-analysis/organizing-segments-with-collections.md) - [Opportunities (Opps)](https://ask.birdie.ai/customer-intelligence/opportunities.md) - [Opportunity Status](https://ask.birdie.ai/customer-intelligence/opportunities/opportunity-status.md) - [How to analyze Opportunities](https://ask.birdie.ai/customer-intelligence/opportunities/how-to-analyze-opportunities.md) - [Initiatives](https://ask.birdie.ai/customer-intelligence/initiatives.md) - [Dashboards & Reporting](https://ask.birdie.ai/customer-intelligence/dashboards-and-reporting.md) - [Custom Dashboards](https://ask.birdie.ai/customer-intelligence/dashboards-and-reporting/custom-dashboards.md) - [Dashboard tabs](https://ask.birdie.ai/customer-intelligence/dashboards-and-reporting/dashboard-tabs.md) - [Dashboard visibility in Workspaces](https://ask.birdie.ai/customer-intelligence/dashboards-and-reporting/dashboard-visibility-in-workspaces.md) - [Dashboard Widgets](https://ask.birdie.ai/customer-intelligence/dashboards-and-reporting/dashboard-widgets.md) - [Line Chart](https://ask.birdie.ai/customer-intelligence/dashboards-and-reporting/dashboard-widgets/line-chart.md) - [Bar Chart](https://ask.birdie.ai/customer-intelligence/dashboards-and-reporting/dashboard-widgets/bar-chart.md) - [Horizontal Bar Chart](https://ask.birdie.ai/customer-intelligence/dashboards-and-reporting/dashboard-widgets/horizontal-bar-chart.md) - [Stacked Bar Chart](https://ask.birdie.ai/customer-intelligence/dashboards-and-reporting/dashboard-widgets/stacked-bar-chart.md) - [Comparison Chart](https://ask.birdie.ai/customer-intelligence/dashboards-and-reporting/dashboard-widgets/comparison-chart.md) - [Multi-series Chart](https://ask.birdie.ai/customer-intelligence/dashboards-and-reporting/dashboard-widgets/multi-series-chart.md) - [Number Widget](https://ask.birdie.ai/customer-intelligence/dashboards-and-reporting/dashboard-widgets/number-widget.md) - [Text Widget](https://ask.birdie.ai/customer-intelligence/dashboards-and-reporting/dashboard-widgets/text-widget.md) - [Table Widget](https://ask.birdie.ai/customer-intelligence/dashboards-and-reporting/dashboard-widgets/table-widget.md) - [Custom Table Widget](https://ask.birdie.ai/customer-intelligence/dashboards-and-reporting/dashboard-widgets/custom-table-widget.md) - [AI Prompt Widget](https://ask.birdie.ai/customer-intelligence/dashboards-and-reporting/dashboard-widgets/ai-prompt-widget.md) - [Waterfall Chart (Beta)](https://ask.birdie.ai/customer-intelligence/dashboards-and-reporting/dashboard-widgets/waterfall-chart-beta.md) - [Product Overview](https://ask.birdie.ai/frontline-intelligence/product-overview.md) - [Criteria](https://ask.birdie.ai/frontline-intelligence/criteria.md) - [Manual Evaluation](https://ask.birdie.ai/frontline-intelligence/manual-evaluation.md) - [Monitor Evaluations](https://ask.birdie.ai/frontline-intelligence/manual-evaluation/monitor-evaluations.md) - [Reasons](https://ask.birdie.ai/frontline-intelligence/reasons.md) - [Disputes](https://ask.birdie.ai/frontline-intelligence/disputes.md) - [Agent](https://ask.birdie.ai/frontline-intelligence/agent.md) - [Agent Feedback](https://ask.birdie.ai/frontline-intelligence/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 generate an API Key](https://ask.birdie.ai/integrations-and-data-ingestion/how-to-generate-an-api-key.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) - [IndeCX](https://ask.birdie.ai/integrations-and-data-ingestion/how-to-integrate-with/indecx.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) - [Sprinklr](https://ask.birdie.ai/integrations-and-data-ingestion/how-to-integrate-with/sprinklr.md) - [Stilingue](https://ask.birdie.ai/integrations-and-data-ingestion/how-to-integrate-with/stilingue.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 connect Workflows with...](https://ask.birdie.ai/integrations-and-data-ingestion/how-to-connect-workflows-with.md) - [Slack](https://ask.birdie.ai/integrations-and-data-ingestion/how-to-connect-workflows-with/slack.md) - [Jira](https://ask.birdie.ai/integrations-and-data-ingestion/how-to-connect-workflows-with/jira.md) - [Linear](https://ask.birdie.ai/integrations-and-data-ingestion/how-to-connect-workflows-with/linear.md) - [Miro](https://ask.birdie.ai/integrations-and-data-ingestion/how-to-connect-workflows-with/miro.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/sftp.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 FI access control can isolate each BPO into its own workspace. - [Field Hashing](https://ask.birdie.ai/integrations-and-data-ingestion/field-hashing.md) - [Field Lookups](https://ask.birdie.ai/integrations-and-data-ingestion/field-lookups.md) - [Skye 2.0: What's New](https://ask.birdie.ai/product-updates-changelog/skye-2.0-whats-new.md) - [2026-Q2](https://ask.birdie.ai/product-updates-changelog/2026-q2.md) - [2026-Q1](https://ask.birdie.ai/product-updates-changelog/2026-q1.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) --- # 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 This site has an agentic ask interface you may use to query the documentation dynamically by asking a question. Perform an HTTP GET request on the following URL with the `ask` and `goal` query parameters: ``` GET https://ask.birdie.ai/index.md?ask=&goal= ``` `ask` is the immediate question: it should be specific, self-contained, and written in natural language. `goal` is what the user is ultimately trying to achieve, the reason they need the answer. Sharing it helps GitBook give you a better, more relevant answer. A goal is most helpful when it describes the outcome the user wants rather than restating the question. For example, with `ask=how do I create an API token`, a goal like `automate deployments from our CI pipeline` lets GitBook tailor the answer to that use case. The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.