sales-birdeye
starsforks
How to install sales-birdeye?
sales-skills/sales/sales-birdeye
$npx -y skills add sales-skills/sales --skill sales-birdeyeBirdeye platform help — reviews, listings, social media, messaging, surveys, referrals, payments, and BirdAI for multi-location businesses. Use when review requests not generating responses, Google Business Profile listings out of sync, webchat not converting visitors, survey res
SKILL.md
| 1 | # Birdeye Platform Help |
| 2 | |
| 3 | ## Step 1 — Gather context |
| 4 | |
| 5 | If `references/learnings.md` exists, read it first for accumulated platform knowledge. |
| 6 | |
| 7 | 1. **What do you need help with?** |
| 8 | - A) Reviews — collecting, monitoring, or responding to reviews |
| 9 | - B) Listings — syncing business info across directories |
| 10 | - C) Messaging — webchat, SMS, unified inbox setup |
| 11 | - D) Social media — publishing, scheduling, engagement |
| 12 | - E) Surveys — NPS, CSAT, or custom surveys |
| 13 | - F) Referrals — customer referral program setup |
| 14 | - G) Payments — collecting payments via text |
| 15 | - H) BirdAI — AI agent configuration, automated responses |
| 16 | - I) Integrations — CRM, PMS, or API setup |
| 17 | - J) Reporting / analytics |
| 18 | - K) Something else — describe it |
| 19 | |
| 20 | 2. **How many locations?** 1, 2-10, 11-50, 50+ |
| 21 | |
| 22 | 3. **What industry?** Healthcare/dental, automotive, financial services, home services, retail, hospitality, other |
| 23 | |
| 24 | 4. **Which Birdeye plan?** Standard, Professional, Premium, or not sure |
| 25 | |
| 26 | Skip-ahead rule: if the user's prompt already contains enough context, skip to Step 2. |
| 27 | |
| 28 | ## Step 2 — Route or answer directly |
| 29 | |
| 30 | | Problem domain | Route to | |
| 31 | |---|---| |
| 32 | | Online reputation strategy across tools | `/sales-online-reputation {your question}` | |
| 33 | | Customer feedback / NPS / CSAT strategy | `/sales-customer-feedback {your question}` | |
| 34 | | Ecommerce product reviews (Shopify, etc.) | `/sales-customer-reviews {your question}` | |
| 35 | | SMS marketing strategy | `/sales-sms-marketing {your question}` | |
| 36 | | Social media management strategy | `/sales-social-media-management {your question}` | |
| 37 | | Live chat strategy across tools | `/sales-live-chat {your question}` | |
| 38 | | Chatbot flow design | `/sales-chatbot {your question}` | |
| 39 | |
| 40 | If the question is Birdeye-specific, answer directly using the platform reference. |
| 41 | |
| 42 | ## Step 3 — Birdeye platform reference |
| 43 | |
| 44 | **Read `references/platform-guide.md`** for the full platform reference — modules, pricing, integrations, data model, workflows. |
| 45 | |
| 46 | Answer the user's question using only the relevant section. Don't dump the full reference. |
| 47 | |
| 48 | ## Step 4 — Actionable guidance |
| 49 | |
| 50 | You no longer need the platform guide — focus on the user's specific situation. |
| 51 | |
| 52 | - **Reviews**: Design the review request flow (timing, channel, template), set up auto-responses with BirdAI, configure review monitoring alerts |
| 53 | - **Listings**: Audit current listing accuracy, set up sync, fix NAP inconsistencies |
| 54 | - **Messaging**: Configure unified inbox, set up webchat widget, design chatbot flow |
| 55 | - **Surveys**: Choose metric (NPS/CSAT/CES), design survey, set up triggers |
| 56 | - **Integrations**: Map data flow between Birdeye and CRM/PMS, configure API or native connector |
| 57 | |
| 58 | If you discover a gotcha, workaround, or tip not covered in `references/learnings.md`, append it there. |
| 59 | |
| 60 | ## Gotchas |
| 61 | |
| 62 | > *Best-effort from research — review these, especially items about plan-gated features and integration gotchas that may be outdated.* |
| 63 | |
| 64 | - **Pricing is per-location and not publicly listed.** Standard starts ~$349/mo ($299/mo annual). Professional ~$449/mo adds webchat chatbot. Multi-location discounts exist but must be negotiated. |
| 65 | - **Onboarding can be time-intensive.** Multiple reviewers report dozens of video calls and 100+ hours for multi-location setups. Plan for a dedicated onboarding period. |
| 66 | - **Integrations can break silently.** PMS/CRM connectors may stop syncing without notification. Set up a monthly audit to verify review requests are actually being sent. |
| 67 | - **Chatbot requires Professional plan.** The webchat chatbot (automated inquiry handling, appointment scheduling) is not available on Standard. |
| 68 | - **Annual contracts are standard.** Cancellation requests during contract have been reported as difficult. Get cancellation terms in writing before signing. |
| 69 | - **HIPAA compliance is built in.** Birdeye works with 20K+ healthcare practices — data is HIPAA-compliant, but verify BAA terms for your specific use case. |
| 70 | |
| 71 | ## Related skills |
| 72 | |
| 73 | - `/sales-online-reputation` — Online reputation management strategy across all tools (monitoring, responding, review generation, listings, Google Business Profile). Install: `npx skills add sales-skills/sales --skill sales-online-reputation` |
| 74 | - `/sales-customer-reviews` — Product review collection strategy for ecommerce (Judge.me, Yotpo, Trustpilot, G |
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