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Bird CRM docs
Inbox
- Inbox
  - Concepts
    Reports
  - 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
  - Quickstarts
    Send a campaign
  - Concepts
    A/B tests
    FAQs
    Branded links
    Calendar view
    Campaign tags
    Frequency limits
    Scheduling
  - How-to
    Schedule a campaign
    Run an A/B test
    Replicate a campaign
- WhatsApp campaigns
  - How-to
    Send a WhatsApp campaign
- Email campaigns
  - How-to
    Send an email campaign
- SMS campaigns
  - Concepts
    Best practices for MMS campaigns
  - How-to
    Send an SMS campaign
- Push notifications
  - How-to
    Send a push notification campaign
- New Campaign Builder
- Troubleshooting Campaigns
Automation
Audience & Contacts
Content
Analytics
Channels
- Channels
AI
- AI
  - Quickstarts
    Create an FAQ model
    Build a detect intent model
  - Concepts
    AI Assistants
    Agent Assistant
    Flows Assistant
    Studio Assistant
    FAQ Assistant
    Audience Assistant
    AI flow actions
    AI integrations
    Detect language: Supported languages
  - How-to
    Set up and deploy automated FAQs
    Set up and deploy detect intent models
- AI Agents
  - Concepts
    Knowledge bases
    OpenAI token usage
  - How-to
    Build a knowledge base
    Set up an AI Agent
    Deploy an AI Agent
Payments
- Bird Pay (Beta)
  - Quick Start
    How to get Bird Pay access?
  - Concepts
    Onboarding
    Payment Link
    Wallet
    Transfer
    Recipient
    Payments
    Disputes
    My customers
    Payouts
    Payment methods
    Bird Pay Coverage
    Strong Customer Authentication (SCA)
  - How-to
    Create a Payment link
    Refund a Payment
    Manage Payout
    Respond to a Dispute
    How to set up MFA using the Authenticator app?
  - FAQs
    Why was my onboarding unsuccessful?
    How do I update my business address?
    What are foreign currency fees on my Bird Payments?
    How to raise an issue with Bird Pay with support?
Integrations
- Integrations
  - Quickstarts
    Find and install an integration
  - Concepts
    Integration data sync
  - Supported integrations
    ActiveCampaign
    OPERA Cloud
    Calendly
    Easyship
    Google Cloud Translation AI
    HubSpot
    Magento 1
    Magento 2
    Monday.com
    Notion
    OpenAI
    Rebrandly
    Salesforce
    Shopify
    SugarCRM
    Zoho CRM
    TikTok Ads
    Typeform
    WooCommerce
    Zendesk Support
    Google BigQuery
    Snowflake
    Amazon S3
    Salesforce Marketing Cloud
    Meta ads
    Google Ads
  - How-to
    How to integrate the Salesforce Connector on Bird?
    How to Delete Contacts in Bird when Deleted in Salesforce
    How to integrate your Salesforce Custom Object with Bird
Account & Billing
- Account
  - Organization settings
    General
    Single-Sign On (SSO)
    Set up Single-Sign On (SSO)
    Enforce Single-Sign On (SSO)
    Entra ID
    Google Workspaces
    Okta
    SCIM
    Okta setup
    Okta setup - Workspace IAM
    Entra ID
    Security Settings
    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
    How to download usage report?
    How to pay (settle) invoices via wallet?
Help & Reference

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Analytics

Analytics

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Reporting metrics

Learn about reporting metrics and how we calculate them.

Channel analytics

Learn about the performance of your channels.

Campaign reports

Learn about the performance of your campaigns.