Sign-up forms

In this lesson, we show you how to set up sign-up forms. You'll learn to install channels for WhatsApp, email, or SMS sign-ups, integrate your Shopify store, and create subscriber lists. We also explain single and double consent to help you follow the right regulations. By the end, you'll be ready to create and customize your sign-up forms.

In this lesson, you'll learn the basics of setting up and using Inbox in Bird. We'll guide you through installing channels so customers can message you and those messages appear in Inbox. You'll also learn how to add and manage Inbox agents, including setting their roles and availability. Additionally, you'll see how to organize agents into teams based on location or specialization. By the end, you'll be ready to handle customer messages and start managing tickets efficiently.

In this lesson, you'll learn how to manually assign tickets in Bird's Inbox. We'll show you how to find and view incoming messages, assign tickets to yourself, a specific agent, or a team. You'll understand how to reassign tickets if needed and manage your assigned tickets efficiently. By the end, you'll be able to handle ticket assignments smoothly within the Inbox system.

In this lesson, you'll learn how Inbox agents can respond to customer messages in Bird. We cover sending manual responses, using AI tools to enhance messages, and adding internal comments for context. You'll also learn to manage conversations by assigning them to agents or teams, adding tags, and snoozing or closing conversations. By the end, you'll know how to efficiently handle customer inquiries and maintain a clear record of interactions.

In this lesson, you'll learn how to set up a business hours autoresponder in Bird. We'll guide you through configuring your team's business hours, customizing a pre-made autoresponder flow, and setting messages for inside and outside business hours. You'll also learn to assign conversations to agents based on workload. By the end, you'll know how to activate your business hours autoresponder to manage customer inquiries efficiently.

In this lesson, you'll learn how to set up a flow to nudge and close idle conversations in Bird, specifically for WhatsApp's 24-hour customer care window. We'll guide you through selecting the WhatsApp channel, setting up wait times to check for responses, and configuring messages to nudge customers. You'll also learn how to automatically close conversations if there is no response. By the end, you'll know how to keep your inbox clean and manage idle conversations efficiently.

In this lesson, you'll learn how to set up a flow to assign new conversations in Bird's Inbox to the agent with the lowest workload. We'll guide you through selecting the WhatsApp channel and configuring the flow to prioritize agents with the fewest tickets. You can also prioritize agents based on their availability. By the end, you'll be able to publish this flow, ensuring efficient distribution of incoming messages to your agents.

In this lesson, you'll learn how to set up a flow to unassign conversations from an agent when they go offline. We'll guide you through selecting the "Unassign When Agents Go Away" template and configuring the trigger for when an agent's status changes to away. By the end, you'll be able to publish this flow, ensuring that conversations are returned to the general feed for other agents to pick up when an agent goes offline.

In this lesson, we guide you through creating your first sign-up form. You'll learn to name your form, set its default language, and choose where it appears on your site or Shopify store. We'll cover styling options to match your brand, including colors and background images. You'll also learn to set the timing and frequency of the form's display, target specific pages or audiences, and support multiple languages. Finally, we'll show you how to add sign-up channels like email, WhatsApp, and SMS, and publish your form.