Notebird

Start here to understand the layout, page structure and functionality. We've kept it simple so it won't take long. Notebird at a glance.

Notebird Flight School [Start Here]

Know exactly what you are looking at and what we call different parts of the software. Maybe you've already caught on to our design.

Understanding Notebird Layout

Bookmark Notebird as a mobile app right on your phone. Take Notebird on-the-go.

Saving Notebird As Mobile App (iPhone & Android)

Know exactly what information users have access to based on their user role. This feature is for admins.

User Roles & Permissions Overview

All updates and upcoming milestones in one place. It's like a dashboard for seeing all interactions with your people and important dates.

Activity Page Overview

Update Types are the types of interactions you are having with your people.

Update Type Overview

Big and small milestones are worth remembering. Customize the type of milestones that are most important to your organization.

Milestone Types Overview

Get started using Notebird. Learn the basics and get started caring for people.

Notebird Flight School

Find answers and get help from Intercom Support and Community Experts

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Track the progress of all tickets and conversations related to your company.

Customer Portal.

Track the progress of all tickets related to your company.

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

Prototype answer unavailable

I’ve got this page open. Ask me anything about it and I’ll answer from the docs.