Bird CRM docs
- Explore all products
- About Bird CRM
Inbox
- Inbox
  - Admin guide
    Agents
    Invite an agent to Inbox
    Remove an agent from Inbox
    FAQs
    Tags
    Routing
    Teams
    Feeds
    Sender profiles
    Reporting
  - Agent guide
    📚1. The basics
    ⏰2. Your availability status
    ✉️3. Send and receive messages
    💬4. Manage conversations
    👥5. View conversation participants
    👤6. View a contact's profile
Campaigns
- Campaigns
Automation
- Journeys
- Flows
  - Quickstarts
    Use template flows
    Route conversations based on language
    Route conversations based on sentiment
    Set up a business hours auto-responder
    Create a simple auto-responder
    Set up conversational marketing
    Create an FAQ bot
  - Concepts
    Triggers
    Agent triggers
    Connector triggers
    HubSpot triggers
    Contact triggers
    Conversation triggers
    Feed item triggers
    Message lifecycle triggers
    Voice triggers
    Webhook triggers
    Actions
    Bird API actions
    Bots actions | API
    Channel actions | API
    Collaboration actions | API
    Conversation actions | API
    Engagements actions | API
    Number management actions | API
    Core actions
    Contact actions
    Channel actions
    Conversation actions
    Connector actions
    HubSpot actions
    Open AI actions
    Voice actions
Sign-up forms
- Sign-up forms
  - Quickstarts
    Create a sign-up form
  - Concepts
    Sign-up process
    Display
    Colors
    Targeting
    Languages
    Sign-up form analytics
Audience & Contacts
- Lists and segments
- Contacts
  - Concepts
    Contacts
    Contacts directory
    Contact profiles
    Managing unsubscribes
    Opt-ins, consent, and subscription statuses
    Contacts with a 'blank' subscription status
  - How-to
    Add contacts
    Update the subscription status of your existing contacts
    Send marketing campaigns to contacts with a 'blank' subscription status
    Export contacts
Content
- Email templates
  - Concepts
    Email content, styling, and personalization
    Email design best practices
  - How-to
    Create an email template
    Import a custom HTML email
    Use a prebuilt email template
- Message templates
Analytics
- Concepts
- How-to
Channels
- Channels
  - Quickstarts
    Find and install a channel
    View information about an installed channel
  - Supported channels
    Apple Messages for Business
    Quickstarts
    Install Apple Messages for Business
    Use Apple Messages for Business
    Concepts
    Typing indicators
    User device capabilities
    How-to
    Use entry points
    Route messages
    Send messages
    Use Apple Pay
    Email
    Install email
    Forwarding emails from Gmail
    IP pools
    Facebook Messenger
    Install Facebook Messenger
    Use Facebook Messenger
    Facebook Messenger message types
    Instagram Messaging
    Install Instagram Messaging
    Use Instagram Messaging
    Instagram message types
    LINE
    Install LINE
    LinkedIn Pages Messaging
    Install LinkedIn Pages messaging
    Use LinkedIn Pages Messaging
    LinkedIn Pages Messaging Types
    Numbers
    Quickstarts
    Find and buy a new number
    Activate a number
    Concepts
    Number types
    Know-Your-Customer (KYC)
    Activation, approval, and rejection
    How-to
    Use a number
    Cancel a number
    Troubleshooting
    FAQs
    SMS
    Quickstarts
    Install SMS
    Concepts
    SMS 10DLC
    TroughPut and Daily Caps
    SMS parts and message length
    MMS Size and limitation
    Brand registration
    Campaign registration
    Additional costs for using 10DLC
    Opt-in and opt-out compliance
    Choosing the right Sender : Availability and Restrictions by country
    North America
    United States
    Canada
    Rest of the World
    China
    Japan
    Australia
    France
    Singapore
    United Arab Emirates
    India
    Malaysia
    Nigeria
    South Africa
    New Zealand
    FAQs
    How-to
    Purchase a 10DLC number
    Register your brand for 10DLC compliance
    Register a 10DLC campaign
    Install SMS 10DLC
    Delete inactive campaigns to avoid additional charges
    WhatsApp
    Quickstarts
    Install WhatsApp
    Concepts
    Use WhatsApp
    WhatsApp message types
    WhatsApp business verification
    WhatsApp's Customer Care Window
    FAQs
    How-to
    Request WhatsApp business verification
    Set up commerce messaging
    Product inquiries
    Product orders
AI Features
- AI
Payments
- Pay
- Cards
Integrations
- Integrations
Account & Billing
- Account
  - Organization settings
    General
    Business profile
    Workspaces
    Plans & Billing
    Wallets
    Users
    Access policies
    Access roles
    Access keys
    How to find your Organization ID
    How to find a Workspace ID
    How to limit a user's access to a single workspace
Help & Reference

AI integrations

Last updated 1 month ago

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