Help Center
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Start Here
- Getting started with Birdseye
Sign in, understand your workspace, confirm your data scope, and choose your first task.
Web / iOS / Android - Set up a new workspace
Create a workspace and follow the correct onboarding path for your industry.
WebOwner - Navigate Birdseye
Find Home, Views, Workflow, Tracks, Signals, Ask, Config, and account tools.
Web - Understand access, scope, roles, and locked features
Learn why people can see different rooftops, tracks, controls, and plan-gated features.
Web / iOS / Android - Get started in the mobile app
Sign in, use the tab bar and header, unlock the app, and open your account.
iOS / Android
Daily Work
- Use the Home dashboard
Read the executive summary, goals, trends, signals, and track cards on Home.
Web - Use track pages, filters, and records
Open a track, change its range, search and filter records, and inspect a row.
Web - Use Inventory and vehicle details
Review current inventory, find a vehicle, read its history, and start or control recon.
WebAutomotive - Use workflow boards and move records
Switch workflow collections, use the board or list, and move a record to another stage.
Web - Use Signals and close the loop
Search and filter the inbox, open a Signal, collaborate, and record what happened.
Web - Ask Birdseye about your data
Ask a grounded question with text or voice and understand what the answer can use.
Web / iOS / AndroidPremium, the AI add-on, or explicit AI Insights access - Create and share a Profit Leak Snapshot
Upload one supported file, review its mapping, generate a report, and share it safely.
Web - Use Refer and Earn
Copy your referral link and understand pending and earned referral credit.
Web - Manage your profile, settings, and support
Update personal details and preferences, review access, browse help, or file a ticket.
Web
Analytics
- Use Views and Angles
Select a track, range, and filters, then build a pivot to examine the data from another angle.
Web - Customize KPI boards and team dashboards
Change personal KPI visibility or tailor the shared dashboard as an administrator.
Web - Watch Tower watches and alerts
Create a segmented baseline watch, understand breaches, and find its alerts in Signals.
WebPremium or explicit Watch Tower access - Use the Buy Board
Read historical acquisition lanes and switch between retail, trade, and recommendation views.
WebAutomotiveEssentials, Premium, or explicit Buy Board access - Set goals and understand pace
Set organization or rooftop targets and understand how actual results compare with them.
WebOwner / Admin
Data Connections
- Connect your data: overview
Choose the correct connection method and understand tracks, mappings, rooftops, and run status.
WebOwner / Admin - Upload, map, preview, and import a CSV file
Create a file connection, map columns, preview rows, and inspect import results.
WebOwner / Admin - Configure an automated SFTP feed
Create, test, run, and troubleshoot an SFTP connection and its file schedule.
WebOwner / Admin - Configure a JSON API connection
Configure authentication, record paths, pagination, incremental sync, and polling.
WebOwner / Admin - Connect Google Analytics
Connect a GA4 property and rooftop so website metrics can sync into Birdseye.
WebOwner / AdminAutomotive - Connect Google Sheets
Choose a track and rooftop, paste a sheet link, and approve read-only or two-way access.
WebOwner / Admin - Connect Birdseye with Zapier
Create an integration API key and use it with the Birdseye Zapier app.
WebOwner / Admin - Create an inbound webhook
Create a signed endpoint, copy its one-time credential, and map pushed records.
WebOwner / Admin - Review the write-back queue
Review corrections waiting to return to a connected system and approve eligible changes.
WebOwner / Admin - Troubleshoot data connections and imports
Use health status, tests, previews, mapping warnings, quarantine results, and run history.
WebOwner / Admin
Workspace Administration
- Manage users, invitations, roles, and access
Invite a teammate and control their role, rooftops, and track aspects.
WebOwner / Admin - Manage rooftops, locations, units, teams, or domains
Add, rename, configure, or deactivate the top-level operating scopes in a workspace.
WebOwner / Admin - Configure notifications, devices, and daily briefing
Enable push, choose delivery preferences, manage devices, and review delivery health.
Web / iOS / Android - Customize workspace fields and metrics
Add or adjust advanced fields and metrics for an existing workspace board.
WebOwner / Admin - Manage billing and subscriptions
Review the current subscription, manage payment details, or follow an upgrade path.
WebOwner / Admin - Complete the automotive dealer setup checklist
Provide the systems, feeds, rooftops, and operational details Birdseye needs for setup.
WebOwner / AdminAutomotive
Mobile
- Use Home and Views on mobile
Read the mobile dashboard, open Views, select tracks, change ranges, and customize cards.
iOS / Android - Use Watch Tower and Buy Board on mobile
Review scheduled Watch Tower results and understand the mobile Buy Board preview.
iOS / Android - Use Workflow and record details on mobile
Open workflow tracks, expand stations, inspect a record, and move it when permitted.
iOS / Android - Use Signals and push notifications on mobile
Open the bell, filter Signals, act on a Signal, and troubleshoot push permission.
iOS / Android - Use Ask and Account on mobile
Ask a question, review your workspace and role, change appearance, open Help, or sign out.
iOS / Android