Creating Tags
From The Tags Page In the left side bar under Roster, click Tags to view the tags page. Then, click the red plus in the bottom right corner to open a new tag sidebar and begin creating a new tag. Tag Name is the only required field and must be unique By default tags will […]
Managing Tags
Tag Fields Tags can be modified to fit our specific needs. To customize a tag gor to Roster>Tags and click the tag you would like to customize to open the tag sidebar. Name Incoming leads will be searched for tag names, if one is found, the corresponding tag will be attached to the lead. This […]
How Tags Work
Tags provide a powerful and flexible way to optimize lead routing. Administrators can create tags that reflect a company’s business lines, specialties, or routing requirements, and then assign those tags to the appropriate agents. When a lead is received, Bluebird analyzes the lead content and identifies any matching tags. These tags are then used to […]
Post API
The second way to get leads into Bluebird automatically is via Post API. This method is a little more technical than Email Endpoint, but allows for more control and consistency of leads being sent into Bluebird. Read our full API Documentation here.
CSV Upload
The best way to quickly add multiple leads into the platform is with a CSV upload. All leads should have a name and either a email address or a phone number. We can handle many other fields, some common ones are: Download a sample CSV
Email Endpoint
Most lead sources will be able to send generated leads to an email address, or email endpoint. This is the easiest way to get leads into Bluebird the moment they are generated. To find your email endpoint open the left sidebar, and select Integrations from the Configuration section. Towards the top of the page you will see your Email Endpoints. […]
Designated Leads
Sometimes when a lead comes into the platform we want to send it to one specific person. We can do this with designated leads and by identifying an agent. To identify an agent the lead contents should include the key “x_for” and the agents email address as the value.ie: x_for: agentemail@email.com