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Initial Overview to Start Using Birdie / Visão Inicial para Começar a Usar o Birdie
Initial Overview to Start Using Birdie / Visão Inicial para Começar a Usar o Birdie

Make the most out of Birdie following these simple steps

CS Team avatar
Written by CS Team
Updated over a week ago

Artigo versão em Português

It doesn’t matter if you’re a new or an experienced user, this article summarizes everything you need to know - from importing feedback to running analyses.

Let's start with the tips (you might want to skip them if you're a more advanced user):

Tip #1 - Don't forget to bring your data 📁

Birdie runs on top of user feedback, so it won't work without it! After signing up or logging in, you need to build your feedback river. You can do it in two ways:

Our AI will automatically extract topics, sentiment, and feedback intention.

Tip #2 - Filters and Search are your best friend 🔍

Filters are the best way of exploring Birdie to build your analyses and hypotheses. They will be present in most of the tabs and can be used to segment the data or quickly find a specific keyword you're looking for.

Here is what you can do:

a) Filters: custom fields, metadata, scores, sentiment, topics, and intention are some ways you can filter feedback

b) Search: use basic or boolean search to find specific Keywords and quickly see how often they appear and where

c) Date Range: use the calendar to choose a specific period you want to see. Clear the results to see everything you have

d) Save Views: Once you use the filters, you can save a view to share with a teammate or open it later

Now that you know these tips, let's go to the key steps to use the platform.

Key steps to use Birdie

Step #1 - Explore the feedback 📣

There are a few different ways of exploring your feedback - from viewing a summary with the key findings to reading all feedback that comes into Birdie. Let's show each one of them:

1.1 Analytics 📈

The Analytics area is exactly what its name says. To access, click on this button on the menu:

This is the area where you can view a quantified view of everything extracted and associated with your feedback - including timeline, feedback distribution by source, intention, net sentiment, and more:

1.2 Feedback 🗣️

This is the area where you can see the content of every feedback fed into Birdie and a good place to get a feed immersion. To access, click on this button on the menu:

When looking at the feedback, you'll be able to see from which source it is, and if it's part of a longer conversation - in this case, you can click to view the whole conversation. You'll also be able to see if it's associated with a Topic.

👉 Remember: 1 feedback is a given amount of text. Long or complex text can result in more than one feedback - which is the case with most support tickets and call transcripts.

Step 2 - Understand and manage Topics 🏷️

While users with full access have the ability to create and edit Topics, users with view access can only see them and use them as Filters. Here is what you need to know about Topics to make the best use of it:

2.1. Why use Topics?

Topics help you customize Birdie to how you organize your Product and Analysis structure. They allow you to be more granular and specific in your feedback analysis.

2.2. How do Topics work?

Topics are automatically found and extracted by Birdie, and as the user you are free to manage the way you want/need from renaming, merging similar topics, and even deleting unneeded/noisy topics.

You can start your analyses right from the setup and use the topics extracted by the AI as relevant filters to segment your data. Or if you want to structure your topics in a more organized matter according to relevant areas, we also have the tools for that.

Today we have a two-level hierarchy in Birdie, with two different types of groups:

  • Topic Groups: the most high-level hierarchy and the parent group to Topics. You can use them to group Topics based on how you organize your team or features.

  • Topics: the 2nd level in the hierarchy to which you associate/merge topics found by the Birdie AI

2.3. Product Areas x Other Topics: what's the difference?

The Topics can be nested either under Product Areas or under Other Topics, which allows you to combine both and run even quicker analyses, such as filtering for Usability and discovering which area of your Product has the most complaints or compliments about it:

2.4. How can I use Topics Groups, Topics or Ungrouped Topics?

If your workspace already have Topics and Subtopics created, you can play with them to build filters that will enable more specific and granular analyses. You can do that by looking at the volumes and sentiment associated to each on the Analytics page. You can also use them as Filters in two ways:

1. By clicking on Filters and selecting any Topic or Subtopic.

💡 Pro Tip: use the Search option inside the Filters to quickly find a Topic or Subtopic

2. By going directly to the Topics page on the left menu:

The topics page will not only show you the topic structure you have, allowing you to select any, but also the grouped keywords and their association to each topic:

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